Thursday 19 October 2023
PC demand picking up, says Acer chairman
PC demand is rebounding, but the supply chain should remain cautious about the possibility of black swan events, according to Acer chairman and CEO Jason Chen.
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.
Tuesday 26 September 2023
Notebook lens suppliers see sales strengthen in 3Q23
Notebook lens specialists, such as Ability Opto-Electronics Technology (AOET) and Powertip Image (PTIC), have seen sales strengthen since July thanks to a gradual pickup in end-market...
Thursday 21 September 2023
AI may encourage PC replacement
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
Tuesday 12 September 2023
DDI backend firms see lackluster demand in 2H23
The sluggish sales of TVs and notebooks have prompted display driver IC (DDI) backend houses and related backend materials suppliers to be cautious about demand in the second half...
Thursday 7 September 2023
AI may revive PCs
AI may be the catalyst for PC resurgence and return Microsoft to a key position to lead PC growth, according to sources at notebook ODMs.
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.
Friday 1 September 2023
Notebook orders increase for Indian market
Brand notebook vendors have stepped up their pace of orders destined for the Indian market and are expanding local assembly production capacity in response to the Indian government's...
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...
Wednesday 9 August 2023
Power MOSFET, diode suppliers expect demand recovery in 2024
Taiwan-based power MOSFET and diode suppliers, primarily involved in the supply chain for notebooks and other PCs, anticipate demand will recover around mid-2024.
Monday 7 August 2023
With slight recovery in PC and notebook demand, Darfon's IT business bounces back
The recovery timeline of the consumer electronics market has been something the supply chain is closely following. Regarding the current market situation, component manufacturer Darfon...
Thursday 27 July 2023
AUO expects TV, IT product demand to rise in 2H23
AUO is optimistic that seasonal demand for TV and IT products will return to normal in the second half of this year, with a clear trend toward larger TVs, according to the company.
Wednesday 19 July 2023
Notebook component suppliers remain cautious
Due to disappointing customer pull-ins, notebook component suppliers continue to maintain a cautious outlook for the second half of 2023, according to industry sources.
Tuesday 18 July 2023
Upcoming MacBook Pro to feature 3nm processors
Apple's next-generation MacBook Pro slated for launch in the third quarter is expected to feature Apple's M3 chip, which uses TSMC's 3nm process, according to industry sources.
Thursday 13 July 2023
Notebook component suppliers to embrace rising costs
Notebook component suppliers are bracing for increased logistics and other costs as ODMs relocate production lines out of China to places such as Vietnam and Thailand, according to...
PXPay Plus Can Fully Focus on its Core Business.
Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24