Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.
Friday 29 March 2024
Notebook shipment update, February 2024


Thursday 15 February 2024
Acer reports January revenues at NT$15.23 billion, up 11.7% YoY, 7th month of consecutive YoY growth
Acer has announced its January 2024 consolidated revenues at NT$15.23 billion (US$481.66 million) with 11.7% growth year-on-year, achieving seven months of consecutive year-on-year...
Wednesday 17 January 2024
GIS sees pick up in NB shipment pull-in; Vision Pro to contribute revenue
Apple's soon-to-be-launched Vision Pro will be Apple's first new product in 2024. General Interface Solution (GIS), the lamination supplier of Apple's mixed-reality (MR) pancake lenses,...
Friday 1 December 2023
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Global notebook shipments performed better than expected in the third quarter of 2023. After enjoying an over 20% sequential increase in the second quarter, the volumes went up further...
Thursday 12 October 2023
Global notebook shipments to enjoy 3% CAGR from 2023 to 2028, says DIGITIMES Research
Global notebook shipments are likely to expand by a compound annual growth rate (CAGR) of 3% from 2023 to 2028, according to DIGITIMES Research's latest figures from its 5-year forecast...
Tuesday 26 September 2023
Notebook shipments of top-5 brands resume in growing trend in August, says DIGITIMES Research
The global top-5 notebook brands, not including Apple, together witnessed their first on-year shipment growth for nearly 20 months in August 2023 at 4%. Compared to July, their shipments...
Wednesday 13 September 2023
Suppliers see MacBook utilization rates halved in 2H23
Suppliers have seen utilization rates for Apple MacBooks cut in half in the second half of the year compared with the same period in 2022, indicating a sluggish second half of 2023...
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.
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
Friday 11 August 2023
Pegatron expects flat or slight growth in 3Q23 notebook shipments
Pegatron, which saw its notebook shipments increase 24% sequentially in the second quarter, expects to post flat or slight shipment growth in the third quarter.
Friday 11 August 2023
Global notebook shipments to weaken in 2H23 after climbing 20% sequentially in 2Q23, says DIGITIMES Research
Global notebook shipments, not including detachable models, performed stronger than DIGITIMES Research initially expected in the second quarter of 2023, up 20.9% sequentially and...
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...
Thursday 6 July 2023
Ennostar, GIS remain cautious
LED maker Ennostar and touch panel maker General Interface Solution (GIS), reportedly among the suppliers for the upcoming miniLED backlit MacBook Pro, remain conservative about their...
Friday 30 June 2023
Top-5 brands notebook shipments up 30% on month in May thanks partly to education sector, says DIGITIMES Research
The global top-5 notebook brands, not including Apple, saw their combined shipments rise over 30% on month in May, while the top-3 ODMs together also achieved a similar shipment growth...
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research