Hewlett-Packard (HP) has been forced to revise downward its notebook shipment goal for January due to a delay in shipments of some key parts and components from upstream suppliers, including CMOS sensors and CPUs, according to sources from notebook component suppliers.

HP originally planned to take delivery of 3.5-3. million notebooks from suppliers in January, of which 2.3-2.4 million units would be household notebooks. But the vendor has lowered the shipment goal for household models to 2-2.1 million units for the month because of the component shortage, the sources said.

HP declined to comment.

A shortage in the supply of CMOS sensors from Omnivision is said to be a culprit for the short shipments at HP, indicated the sources, noting that Korea-based SETi, HP's another supplier for CMOS sensors, also failed to fulfill the supply gap left by Omnivision.

The shortage in the supply of CMOS sensors has been ubiquitous since January as smartphone and tablet PC makers are also looking for CMOS sensors in addition to notebook ODMs, asserted the sources.

Intel's recent measures to push notebook makers to adopt i3-370 CPUs by restricting shipments of some mainstream Huron River-based CPUs have also resulted in a shortage of CPUs, added the sources.

HP aims to ship 10.2-10.4 million notebooks (including tablet PCs) in first-quarter 2011 with the shipments to peak in March, the sources indicated. Quanta Computer is currently the largest ODM maker for HP with orders from the top-ranking notebook vendor ranging from 1.2-1.9 million units a month.