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.
Worldwide PC shipments are expected to slip at least 10% on year in 2022 due to a drastic drop in Chromebook demand from the education segment, while the PC supply chain in China...
A variety of notebook components including connectors, wirings, PCBs, plastics, metal parts and molds, all long in sufficient supply, have slipped into shortages due to production...
COVID lockdowns in Kunshan and other Chinese cities, where high-tech manufacturing hubs are located, are impacting local businesses, including PCB makers seeing their production and...
Notebook production in Chongqing and manufacturing of iPads in Chengdu in western China are both witnessing inventory depletion for some components because of lockdowns in Shanghai...
Chip demand for Chromebooks has been falling rapidly, whereas demand for business notebooks is relatively stable, according to sources at Taiwan-based IC design houses.
Lockdown extensions in Kunshan and Shanghai, China are expected to impact Apple's MacBook shipments in the second quarter as delivery from its notebook ODM to the US-based vendor...
Taiwan's notebook ODMs have seen their shipments constrained by the ongoing COVID lockdowns in several major Chinese cities, and if the lockdowns prolong further, the makers may fail...
Electronics supply chains in China's Yangtze River Delta area continue to see their operations affected by COVID lockdowns of Shanghai and Kunshan, but chances are relatively slim...
Brand vendors, downstream memory module makers and distributors have all turned cautious about end-market demand prospects this year, judging from disappointing sales of consumer...
Notebook ODMs and component suppliers share the view that their order visibility is rather low for the second half of 2022, and the Russia-Ukraine war and pandemic conditions in China...
Most brand notebook vendors have slashed their shipment goals for the first half of 2022 by double-digits, and may cut back their orders with some suppliers for the period by as much...
India's PC market grew 45% in 2021, with shipments of desktops, notebooks, and tablets reaching 18.6 million units, according to Canalys. This was the best year for India since 2013...
China's zero-COVID policy and sudden citywide lockdowns in Shenzhen and Shanghai are testing the flexibility and responsiveness of supply chain companies.
