In a surprising revelation found in a supply chain this morning we learng that Apple supplier Quanta is expecting notebook shipments to rise above 10 million units in the fourth quarter thanks to orders for Apple's new inexpensive notebooks. Quanta will remain in second place, but its race with Compal will be much tighter in the fourth quarter, with the difference to naorrow to less than 100,000 units.

After registering a flat volume of 38.12 million units in the second quarter of 2018, global notebook shipments are estimated to pick up gradually and resume a single-digit annual growth in the fourth quarter, with overall second-half 2018 shipment numbers to inch up 0.9% on year, according to Digitimes Research.

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