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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
Tuesday 26 July 2022
Notebook brands to see oversupply of some components in 3Q22, says DIGITIMES Research
Despite shortages for some ICs in the second quarter, the notebook industry is expected to see oversupply of panels and audio chips, according to Jim Hsiao, a senior analyst at DIGITIMES...
Wednesday 20 July 2022
Chromebook processor shipments to fall by 20 million units in 2022
Chromebook processor shipments are poised to fall by 20 million units on year in 2022, according to sources in the notebook industry.
Tuesday 19 July 2022
Qualcomm, Marvell, Intel to raise chip prices
Qualcomm and Marvell have both notified their customers about price increases that may come into effect as early as August, joining a few chip suppliers including Intel and TSMC looking...
Friday 15 July 2022
Notebook vendors launch promotions to clear inventory
Brand notebook vendors have turned aggressive in launching price cuts to promote sales and digest inventories, particularly in the euro zone, China and North America, where consumer...
Friday 15 July 2022
Weak PC shipments to impact suppliers' cash flows in 2H22
Brand PC vendors may start seeing their cash flows affected negatively by shipment slowdowns and the risk of inventory losses in the second half of 2022, according to industry sour...
Thursday 14 July 2022
Notebook brands may not finish clearing excess inventory before September
Notebook brands are expected to cut their orders with ODMs due to the quickly rising inventory levels recently and their inventory adjustments are expected to last until the end of...
Thursday 14 July 2022
IC design houses see high-end notebook demand disappoint in 2H22
IC design houses are bracing for disappointing high-end notebook demand, including commercial and gaming models, in the second half of this year, according to industry sources.
Wednesday 13 July 2022
Protective component maker Thinking eyeing more niche-market apps
Circuit protection device specialist Thinking Electronic Industrial will intensify deployments in EV, medical care and other niche-market applications while shifting more focus away...
Wednesday 13 July 2022
Notebook ODMs conservative about 2H22 demand prospects
Notebook ODMs are bracing for a particularly weak second half of 2022 due to weaker-than-expected gaming and commercial notebook product sales, according to industry sources. Whether...
Wednesday 13 July 2022
Panel makers to further scale back production
LCD panel makers are poised to further scale back their production as panel demand for notebook applications is expected to drop significantly amid weakening demand for business notebooks,...
Monday 11 July 2022
Notebook ODMs enjoy rising shipments in June
Notebook ODMs saw June revenues rise from a month ago thanks to the lifting of the COVID-19 lockdowns in eastern Chinese cities and the related upstream supply chain will be fully...
Tuesday 5 July 2022
Wintel notebook sales affected by weakening consumer demand in 2H22
Wintel notebook sales may be affected negatively by weak consumer sentiment and the launch of new Apple MacBooks in the second half of 2022, according to industry sources.
Friday 1 July 2022
Quanta obtains major gaming notebook orders from Acer
Taiwan-based ODM Quanta Computer has obtained orders from Acer for all gaming notebook models slated for launch in 2023, according to industry sources.
Tuesday 28 June 2022
Intel cutting Alder Lake CPU prices to attract order pull-ins from PC brands
Intel is reportedly cutting the prices of processors launched at the end of 2021 as order pull-ins from PC brands for second-half 2022 are far weaker than expected due to a deceleration...
Wednesday 22 June 2022
Notebook sales to pick up in 3Q22
Notebook sales are expected to pick up starting in the third quarter of 2022, driven by post-lockdown recovery, according to industry sources.