In the PC hardware business, as in many others, sales tend to peak around the holiday season and slow in the cold winter months afterward. It's what the number-crunchers call seasonality. Well, according to DigiTimes, things are going to be a bit backward in the motherboard market this year. Quoting unnamed sources, the site claims motherboard makers are bracing for lower sales in the second half of 2012 than in the first half.
Reportedly, those firms haven't yet seen sales increase in the second half of 2012, and they've been forced to revise their shipment estimates for the year. DigiTimes adds:
The sources pointed out that Apple's iPad, in addition to notebooks and desktops, have strongly impacted the PC DIY market and could result in an on-year sales drop of more than five million motherboards in the branded motherboard market in 2012.
Judging by that particular snippet, it sounds like the whole story is about branded motherboards—i.e. the ones that sell at Newegg and occasionally make it into major retail stores. The situation may be different when it comes to the motherboards that power pre-built machines from the Dells and HPs of this world.
In any case, DigiTimes quotes revised 2012 shipment estimates of 23.2 million motherboards for Asus, 19 million for Gigabyte, and eight million for ASRock. Just to put things in perspective, the same site reported last December that ASRock has set a 10-million-unit shipment target for 2012.