With Annie-like optimism, Micro-Star International (MSI) and Gigabyte Technology are reporting their notebook shipments are up in the second half of the year, and both are looking to tomorrow, when “there’ll be sun.”

MSI chairman Joseph Hsu wasn’t entirely positive in his future outlook, however. Windows 7, according to Hsu, will help pick up lagging notebook sales. But a shortage on optical drives and DRAM, which is expected to continue into 2010, will put a crimp on MSI’s ability to meet expected demand.

Gigabyte, on the other hand, is a behind on its projections to ship 200,000 notebooks in 2009 because of a lousy first half. But, the trend in the third quarter is upward, and Gigabyte expects it will get at least 120,000 notebooks out the door by year’s end. For 2010 Gigabyte vice president Richard Ma expects to ship 300,000 notebooks, with half made in-house, and the other half made by Quanta Computer.

On the netbook side of things, MSI reports that the proportion of netbooks shipped dropped from 50% of all notebooks to 30%. Market demand, according the HSU, for ultra-thin notebooks was also weak. Ultra-thin shipments should pick-up in 2010, however, once Intel starts shipping a dual-core CPU for this market segment.

 

Image Credit: MSI, Gigabyte

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