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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
Monday 25 April 2022
PC shipments could drop more than 10% in 2022
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...
Friday 22 April 2022
Notebook component shortages worsening on China lockdowns
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...
Friday 22 April 2022
China lockdowns disrupting PCB shipments
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...
Wednesday 20 April 2022
Notebook and iPad production in western China impacted by eastern city lockdowns
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...
Tuesday 19 April 2022
Chromebook chip demand falling
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.
Thursday 14 April 2022
MacBook delivery to Apple slowing down amid COVID restrictions
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...
Tuesday 12 April 2022
Notebook ODMs may fail to sustain shipment momentum in 2Q22
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...
Monday 11 April 2022
Brand clients keep orders with suppliers in Shanghai, Kunshan despite lockdowns
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...
Wednesday 6 April 2022
Memory firms cautious about end-market demand prospects
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...
Wednesday 6 April 2022
Notebook supply chain logs low order visibility for 2H22
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...
Friday 1 April 2022
Brand notebook vendors slash shipment goals for 1H22
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...
Thursday 31 March 2022
India PC market grows at its fastest rate in a decade as shipments jump 45% in 2021
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...
Wednesday 30 March 2022
Supply chains control inventory levels amid global uncertainties
China's zero-COVID policy and sudden citywide lockdowns in Shenzhen and Shanghai are testing the flexibility and responsiveness of supply chain companies.
Wednesday 30 March 2022
ODM Clevo expects shipments to remain strong in 2022
PC OEM Clevo expects its shipments, particularly those for gaming and enterprise models, to remain strong in 2022.
Wednesday 30 March 2022
Consumer notebook prices to drop to spur demand
Consumer notebook prices will be slashed to stimulate demand starting the second quarter, according to sources in the notebook industry supply chain.