ASEAN supply chains to develop fast as server, network equipment makers move production from China
Aaron Lee, Taipei; Willis Ke, DIGITIMES
Taiwan makers of servers, wireless networking communications equipment and desktop motherboards are stepping up relocation of production lines from China to Southeast Asia or back to their home country, prompted by the US raising tariffs on US$200 billion...
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Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
This Digitimes Research Special Report offers global shipment forecasts for three major mobile device market segments - smartphones, notebooks and tablets - for the year 2019 and beyond. It gives in-depth analyses of their respective market outlooks, with shipment forecasts extending to 2023.