Tuesday 14 November 2023
ODMs see growth for notebooks in 2024 as the worst appears to be over
After more than a year of wandering at the bottom, the notebook sector is finally looking to rebound. Both major notebook ODMs, Quanta and Inventec, have stated that notebook shipments...
Tuesday 7 November 2023
Chromebooks, business NBs, and especially AI to drive notebook rebound in 2024
With the traditional year-end peak season in 2023 not living up to expectations, all eyes in the notebook industry supply chain are looking toward promising growth in 2024. Industry...
Monday 16 October 2023
Acer reportedly introducing new model in manufacturing strategy; may speed up shipment process and reduce costs
The notebook supply chain reported that Acer has recently changed its manufacturing strategy, shifting from ODM to directly procuring from manufacturers. While the initial proportion...
Friday 13 October 2023
Notebook ODM sees shipment bounceback in September but remains conservative for 4Q23 outlook
Notebook ODMs saw their shipments increase in September, but their outlook for the fourth quarter remains conservative. Both Wistron's and Inventec's evaluations stated that shipments...
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.
Wednesday 19 July 2023
HP still evaluating notebook production in Thailand, say sources
Hewlett-Packard (HP) is rumored to be considering moving some of its notebook supply chain to Thailand with Quanta Computer to serve as the primary assembler, but sources from the...
Friday 14 July 2023
Notebook ODMs may gain more orders from Asustek
One of the key points of Asustek Computer's organizational restructure is its R&D department. This personnel shift suggests that the brand PC company may place more orders with...
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...
Friday 9 June 2023
Notebook ODMs may cut shipment prospects for 2H23
Notebook ODMs may see lower-than-expected shipment growth in the second half of this year compared to the first half, which may further lower annual shipment estimates, according...
Thursday 1 June 2023
Notebook companies remain uncertain about 2H23 demand prospects
Companies engaged in the notebook industry supply chain are still uncertain about end-market demand in the second half of this year but are confident that 2024 will be stronger, according...
Wednesday 10 May 2023
Taiwan notebooks, 1Q 2023


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 6 April 2023
Notebook shipment growth in 2Q23 estimated to still be in the single-digits
The self-controlled inventory clearance for notebooks has reached its end. The next step depends on whether the macro environment linked to market demand has changed.
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.