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Taiwan notebook ODMs
Taiwan notebook Original Design Manufacturers (ODMs) account for more than 90% of global notebook production and Digitimes is there to provide daily updates on shipments, supplier contracts and financial data on the more than 10 Taiwan makers involved in notebook manufacturing.
IN THE NEWS
Friday 19 August 2022
Clevo sees 2Q22 notebook sales revenue drops 28% sequentially
Niche-market notebook maker Clevo shipped 340,000 notebooks in the second quarter of 2022, with the corresponding sales revenue of NT$3.9 billion (US$131 million) decreasing 28% on...
Friday 19 August 2022
IC design houses conservative about demand for year-end shopping season
IC design houses remain cautious about demand during the year-end shopping season this year, given uncertainty in order visibility, according to industry sources.
Friday 19 August 2022
China power cuts bring uncertainty to notebook supply
Power cuts and restrictions in Sichuan and other Chinese provinces are set to bring uncertainty to the global supply of notebooks, of which as high as 70% are produced in China, according...
Wednesday 17 August 2022
Notebook PCB specialists expect flat performance in 2H22
Notebook PCB specialists HannStar Board and Global Brands Manufacture (GBM) will be striving to keep their second-half 2022 revenues on par with first-half levels amid volatile market...
Tuesday 16 August 2022
DIGITIMES Research worldwide notebook shipment update – July 2022
The global top-5 notebook brands (not including Apple) saw their combined shipments slip 28% on month and over 30% on year in July as the worsening global economy has continued undermining...
Tuesday 16 August 2022
Top-5 brands see notebook shipments dive in July, says DIGITIMES Research
The global top-5 notebook brands (not including Apple) saw their combined shipments slip 28% on month and over 30% on year in July as the worsening global economy continues undermining...
Tuesday 16 August 2022
Quanta expects strong notebook shipment growth in 3Q22, reportedly buoyed by MacBook
Taiwan-based ODM Quanta Computer expects its notebook shipments to increase 20% sequentially in third-quarter 2022, outperforming its peers. The momentum is coming from shipments of...
Tuesday 16 August 2022
Power cuts in China's Sichuan to constrain output at local plants
Power restrictions imposed by the government of Sichuan Province, China, from August 15 to August 20 will constrain production at local plants including those for notebook computers...
Tuesday 9 August 2022
Wistron, Inventec conservative about notebook shipments in 3Q22
Wistron and Inventec expect a leveling off or slight decrease in notebook shipments in the third quarter of 2022, due to a slowdown in demand for commercial models.
Friday 5 August 2022
Inventec, Quanta to embrace sales growth in 2H22
ODMs Inventec and Quanta are expected to post sales increases in the second half of 2022 despite market observers' anticipation of a particularly weak second half of the year for the...
Thursday 4 August 2022
DDI suppliers brace for further price cuts
China-based display driver IC suppliers continue to cut their chip prices, putting pressure on fellow Taiwan-based peers to drop their prices further, according to industry sources...
Wednesday 3 August 2022
Notebook shipments may slip below 200 million units in 2022
Global notebook shipments will likely slip below 200 million units in 2022, due to a particularly weak second half of the year, according to sources at brand companies.
Tuesday 2 August 2022
Sigurd continues to enjoy strong testing demand for Wi-Fi SoCs
IC testing house Sigurd Microelectronics expects to sustain high capacity utilization in the second half of 2022, buoyed by strong demand for Wi-Fi SoCs, despite weakening demand for...
Tuesday 2 August 2022
PCIe Gen4 SSD controller shipments remain strong
PCIe Gen3 SSD controller inventories continue to pile up due to falling notebook demand, but PCIe Gen4 SSD controller shipments remain strong, according to industry sources.
Monday 1 August 2022
MacBook series to outshine other PC brands in 2H22
MacBook series could be the only bright spot for PC sales in the second half of the year amid a persisting market downturn, with assemblers and components suppliers all poised to embrace...