Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Wednesday 20 September 2023
Taiwan, US delegations explore cybersecurity, 5G, EV cooperation and investment opportunities at Taipei forum
A Taiwan-US supply chain partnership forum held in Taipei alongside the US Business Day on September 19 saw delegations of government and corporate representatives from both sides...
Tuesday 5 September 2023
Gaming notebook demand remains robust
Notebook shipments in the second half of 2023 are expected to be weak, with only gaming notebooks likely to witness growth, according to notebook ODM sources.
Thursday 31 August 2023
Notebook demand outlook for 2H23 remains cloudy
Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
Tuesday 15 August 2023
Getac sees low order visibility for 2H23
Industrial PC (IPC) maker Getac said its customers are being cautious about their second-half prospects and that it is seeing poor order visibility in the second half of 2023.
Thursday 10 August 2023
Compal posts July revenue growth; other ODMs see drops
Compal Electronics saw its July revenue increase about 4% sequentially, while revenue at fellow ODM companies Quanta Computer, Wistron and Inventec decreased 3.6%, 16.5% and 12.3%,...
Wednesday 12 July 2023
Notebook ODMs cautious about 3Q23 shipment prospects
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
Monday 26 June 2023
Short-term orders become new normal for PC industry
Short-term orders have grown to become the main trend within the notebook industry as downstream brand vendors still feel uncertain about demand from the end market in the second...
Monday 26 June 2023
Compal sees end of customer inventory adjustments
Inventory adjustments at Compal Electronics' notebook customers have come to an end, according to Martin Wong, president of the Taiwan-based ODM. The company expects the second half...
Tuesday 9 May 2023
Compal posts profit and margin increases in 1Q23
ODM Compal Electronics saw its net profits climb about 30% sequentially in the first quarter of 2023, with gross margin and operating margin also besting performances from the previous...
Tuesday 9 May 2023
Wistron, Inventec post notebook shipment drops in April
ODMs Wistron and Inventec experienced revenue drops in April 2023, both seeing notebook shipments fall more than 10% sequentially.
Friday 14 April 2023
Terminal devices sales starting to show signs of turning around
There is a clear gap between upstream and downstream electronics and semiconductor players in terms of detectable market conditions, with the former slowing down capacity expansions...
Thursday 13 April 2023
Dell sees commercial PC market recovery
The commercial PC market experienced a difficult first quarter in 2023, but demand is expected to pick up in the second half, according to Kevin Terwilliger, VP and GM of the Latitude...
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...
Thursday 16 March 2023
Compal cautious about notebook shipment prospects
Compal Electronics is cautious about notebook shipment prospects this year due to market uncertainty, according to company president Martin Wong.