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Taiwan notebook ODMs
Taiwan notebook Original Design Manufacturers (ODMs) account for more than 90% of global notebook production and Digitimes is there to provide daily updates on shipments, supplier contracts and financial data on the more than 10 Taiwan makers involved in notebook manufacturing.
IN THE NEWS
Friday 5 May 2023
Touch IC maker Elan says 2H23 visibility still unclear despite replenishment demand
Elan Microelectronics is seeing replenishment demand for Chromebooks and other notebook devices, which will buoy its sales performance in the second quarter, according to the touchscreen...
Thursday 4 May 2023
Apple raises component procurements for iPads, but not yet for MacBooks
Apple's inventory correction for iPads is expected to reach an end soon thanks to a major improvement in orders from Apple for high-end iPads in April; however, this may not be true...
Friday 28 April 2023
AIC sees record performances in 1Q23 revenues and profits
Power management IC (PMIC) supplier Analog Integrations (AIC) reported consolidated revenues of NT$407 million (US$13.12 million) for the first quarter of 2023, up 30% sequentially...
Thursday 27 April 2023
Notebook supply chain seeing lack of new product plans for 2H23
Notebook supply chain companies are seeing a lack of new product plans for the second half of this year despite the smooth progression of customer inventory corrections, according...
Tuesday 25 April 2023
Apple ranked biggest mobile PC display purchaser throughout 2022, says Omdia
Total mobile PC (include notebook and tablet) panel shipments reached 479 million units in 2022, according to Omdia. This is the first time since 2020 that annual shipments came below...
Tuesday 25 April 2023
Google lowers 2023 Chromebook shipment outlook
Google reportedly has revised its forecast of global Chromebook shipments for 2023 to 20 million units compared to the previous projection of 25–25.5 million at the end of the...
Tuesday 25 April 2023
Chromebook, gaming notebook demand picking up, says IC design houses
Peripheral IC demand for Chromebooks and gaming notebooks have picked up since the first quarter of this year, according to sources at IC design houses.
Monday 24 April 2023
Notebook supply chain bracing for weak demand that may last longer than expected
With TSMC warning of a rather conservative outlook for the terminal market, the notebook supply chain is bracing for weak demand throughout the year.
Tuesday 18 April 2023
Taiwan PC manufacturing industry value hits new high since 2003
The output value of Taiwan's computer manufacturing industry reached NT$321.5 billion (US$10.53 billion) in 2022, a new high since 2003, according to Taiwan's Ministry of Economic...
Monday 17 April 2023
Quanta unveils plans to set up new plant in Vietnam
Quanta Computer's board of directors has approved a company plan to set up a new plant in Vietnam for up to US$50 million, the ODM issued a filing with the Taiwan Stock Exchange (TWSE)...
Friday 14 April 2023
Quanta to shift more notebook assembly lines to Thailand
Quanta Computer plans to shift more of its notebook assembly lines from China to Thailand and is looking for corporate executives to relocate to Thailand, according to industry sou...
Wednesday 12 April 2023
ARM-based PCs to gain share over Intel and AMD
Personal computers (PC) based on Arm architecture will grow in popularity and their market share will almost double from 14% now to 25% by 2027, according to Counterpoint Research.
Tuesday 11 April 2023
AUO, Innolux to close part of LCD fabs
Taiwan's top two panel makers, AU Optronics (AUO) and Innolux, reportedly each plan to close a 5G and a 5.5G LCD fab by the end of 2023.
Tuesday 11 April 2023
Taiwan notebook ODMs report higher-than-expected 1Q23 shipments
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...
Tuesday 11 April 2023
Pegatron sees March revenue rebound
Pegatron saw its March revenue rebound above NT$100 billion (US$3.3 billion), thanks to better-than-expected notebook shipments.