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Friday 20 January 2023
ODM growth may not come until 2024: Q&A with Quanta vice chairman CC Leung
ODMs should see the market improve in the second half of 2023, according to Quanta Computer vice chairman CC Leung, adding that companies should still stay cautious over the year.
Wednesday 18 January 2023
Wistron expects flat PC shipment growth in 2023
ODM Wistron expects flat shipment growth in 2023, while the global PC market braces for a possible single-digit decrease, according to company president and CEO Jeff Lin.
Friday 13 January 2023
Compal looks to non-notebooks for 2023 growth
ODM Compal Electronics has warned its notebook shipments may suffer a decline this year, but shipments for non-notebook applications such as servers, automotive electronics, and wearables...
Wednesday 11 January 2023
Pegatron uncertain about 2023 outlook
Pegatron remains uncertain about its business outlook for the first quarter and the entirety of 2023 due to persistent macro headwinds.
Tuesday 10 January 2023
Taiwan notebook ODMs experienced shipment drops in 2022
Taiwan-based notebook ODMs Quanta Computer, Compal Electronics, and Wistron all saw their notebook shipments register double-digit decreases in 2022, while Inventec's shipments dropped...
Monday 9 January 2023
Supply chain disruption limited as NB industry corrects inventory, according to DIGITIMES Research
As China is reopening to the world amid a domestic resurgence of infections, how will China's role as the world's dominant production site for notebook PCs change in the long run?...
Friday 6 January 2023
Notebook ODMs see customers actively diversify production locations
Notebook ODMs are seeing customers step up the diversification of production locations aiming to accelerate production relocations away from China, according to industry sources.
Wednesday 4 January 2023
Notebook sector is conservative about 2023, hoping for rebound in second half
The notebook supply chain experienced a rollercoaster-like 2022. Regarding 2023, very few are optimistic, with most taking a conservative approach.
Wednesday 4 January 2023
Server ODMs cautious about short-term demand
Server ODMs are generally cautious about their near-term demand prospects, as many US-based cloud service firms have significantly held back their spending, according to industry...
Wednesday 28 December 2022
Quanta reportedly to set up plant in northern Vietnam
Quanta Computer is reportedly planning to set up a plant in northern Vietnam where the ODM will mainly fulfill orders for Apple MacBooks, according to industry sources.
Friday 16 December 2022
Amtran to post 20% shipment decline in 2022
Amtran Technology expects its combined shipments of TVs and monitors to decline 20% annually to 3.6 million units in 2022, as unfavorable macro conditions have weakened end-market...
Thursday 15 December 2022
Inventec expects significant sales growth in 2023
Notebook ODM Inventec expects to post significant revenue growth in 2023, thanks to growing sales of servers, notebooks, and consumer electronics products, according to company chairman...
Thursday 15 December 2022
Inventec forms alliance to promote AI-capable 5G products
ODM Inventec has launched an alliance dubbed 5G Next Lab involving Microsoft, Trend Micro, and industrial PC maker Nexcom, aiming to promote AI-capable 5G products.
Friday 9 December 2022
Wistron, Inventec grow revenue from server sector
ODMs Inventec and Wistron have grown their sales generated from the server sector, with the latter seeing revenue from server orders outpace that from notebooks for the first time,...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research