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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.
Thursday 16 March 2023
Quanta lowers revenue proportion for notebooks
ODM Quanta Computer cut notebook sales as a percentage of company revenue to less than 50% in the fourth quarter of 2022, when gross margin grew 0.87pp on quarter to 6.48%.
Wednesday 15 March 2023
Inventec upbeat about business prospects for 2023
ODM Inventec has expressed confidence in its business prospects for 2023, citing increased notebook, server, and smart device product line sales.
Wednesday 15 March 2023
Progress of moving PC production out of China is slow
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...
Thursday 9 March 2023
LED ODM Tons Lightology expects demand recovery starting 2Q-3Q
LED lighting ODM Tons Lightology expects end-market demand to start picking up between the end of the second and third quarters, even though the global economy remains uncertain,...
Wednesday 22 February 2023
RFID tag ODM eyeing 5G, IoT, contactless business opportunities
Arizon RFID Technology is optimistic about RFID uses in 5G and IoT device applications, as well as post-pandemic contactless business opportunities, according to the RFID tag ODM.
Friday 10 February 2023
Quanta, Compal suffer notebook shipment drops of over 40% on-year in January
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.
Thursday 9 February 2023
Notebook ODMs to see shipments hit bottom in 1Q23
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.
Thursday 9 February 2023
Taiwan notebook ODMs freeze hiring
Taiwan-based notebook ODMs have no plans for layoffs but have already instituted hiring freezes, according to industry sources.
Thursday 2 February 2023
Server ODMs cautious about 1Q23
Taiwan-based server ODMs have expressed caution about their sales prospects for the first quarter of 2023, citing significant adjustments in customer orders, according to industry...
Monday 30 January 2023
2022 global ODM TV shipments grows 3.4% on year
There were 101 million TVs shipped globally by ODMs in 2022, increasing 3.4% on year, according to China-based Beijing Runto Technology.
Friday 20 January 2023
ODM growth may not come until 2024: Q&A with Quanta vice chairman CC Leung
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.
Wednesday 18 January 2023
Wistron expects flat PC shipment growth in 2023
ODM Wistron expects flat shipment growth in 2023, while the global PC market braces for a possible single-digit decrease, according to company president and CEO Jeff Lin.
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research