Brand PC vendors have yet to place significant orders with their assembly partners' new plants in Vietnam, indicating that moving production out of China is slow, according to industry...
Notebook ODMs Quanta Computer and Compal Electronics saw January notebook shipments tumble over 40% on year due to seasonal demand shifts and high base comparison periods.
Notebook ODMs including Compal Electronics, Inventec, and Wistron are expected to see their shipments hit bottom for 2023 in the first quarter, according to industry sources.
ODMs should see the market improve in the second half of 2023, according to Quanta Computer vice chairman CC Leung, adding that companies should still stay cautious over the year.
Taiwan-based notebook ODMs Quanta Computer, Compal Electronics, and Wistron all saw their notebook shipments register double-digit decreases in 2022, while Inventec's shipments dropped...
As China is reopening to the world amid a domestic resurgence of infections, how will China's role as the world's dominant production site for notebook PCs change in the long run?...
Notebook ODMs are seeing customers step up the diversification of production locations aiming to accelerate production relocations away from China, according to industry sources.
ODMs Inventec and Wistron have grown their sales generated from the server sector, with the latter seeing revenue from server orders outpace that from notebooks for the first time,...
Alongside assembly orders, notebook brands have been cutting orders for notebook chassis molds for 2023, which is expected to lead to a dramatic decline in the number of new notebook...
PC sales during China's Double 11 online shopping festival were lower than expected and have disappointed thus far in the second half of 2022, prompting channel distributors to once...
Notebook supply chain players continue to carry on inventory correction amid lingering market headwinds, prompting Taiwan-based ODMs to step up deployments in non-notebook segments,...
