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NEWS TAGGED ODM
Friday 5 January 2024
Amtran prioritizes inventory health as prices stabilize
The supply and demand for panels are characterized by relatively low volatility at this time, and the price fluctuations are also limited. In this situation, Amtran Technology, a...
Wednesday 13 December 2023
Notebook ODMs may see shipment growth resume in 2024
Notebook ODMs are expected to face shipment declines in 2023, but growth may resume next year, according to industry sources.
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 14 November 2023
Ability Enterprise eyes high profits with stellar performance for 3Q23
Digital camera assembly company Ability Enterprise has been undergoing a transition in the past few years, as outlined by its general manager Chang Hsiao-chi during its quarterly...
Friday 10 November 2023
Wistron sees net profits soar thanks to AI servers
The recent trend in AI servers has been a boon for component supplier Wistron: with Nvidia and AMD both placing orders for AI GPU baseboards and modules, the company has seen its...
Wednesday 8 November 2023
Taiwanese ODM Wiwynn sees AI server revenue share growth and secures big-ticket clients
Wiwynn, a server ODM, revealed in its online earnings call on November 7th that demand for AI servers is robust, and it projects that demand for both general-purpose and AI servers...
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...
Friday 3 November 2023
In race for self-driving vehicles, Taiwan's semiconductor and ODM companies hold strong potential
With software-defined vehicles rapidly becoming the trend in the automobile market, Arm has introduced its SAOFEE cloud platform for automotive software architecture. According to...
Tuesday 17 October 2023
Uncertainties ahead despite Tons' revenue climb post-acquiring StrongLED
After acquiring StrongLED Lighting System, Tons Lightology (Tons) will start accounting for the new entity's revenue starting this November, which is anticipated to bump up the firm's...
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...
Friday 15 September 2023
Will general-purpose server market finally rebound in 2H24?
Will it take until the second half of 2024 for the general-purpose server market to recover? According to Inventec, the industry's leading server motherboard manufacturer, it is still...
Thursday 14 September 2023
AI server market to see sustained demand, says Quanta senior VP
Mike Yang, senior VP at Quanta and president of Quanta Cloud Technology (QCT), signals an unrelenting momentum in the AI server market and dispels concerns over any imminent demand...
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.