Hewlett-Packard (HP) and Acer are expected to ship nearly 10 million and 8.5-9 million notebooks in the third quarter of 2010, according to Taiwan-based ODMs.

HP shipped 2.5-2.7 million notebooks in July and three million units in August, while Acer did nearly 1.5 million and 3.2 million units, the sources indicated. As retail channels in North America and Europe decreased inventories to normal levels in August, HP's September shipments are expected to increase to as many as 4.2 million notebooks and Acer's to 3.6-3.8 million units, the sources pointed out.