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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
Thursday 11 June 2020
Motherboard makers see strong orders for non-motherboard products
Motherboard and graphics card makers have enjoyed a ramp-up in orders for PCs and servers because of the rise of stay-at-home economy, according to sources from the upstream supply...
Thursday 11 June 2020
Notebook ODMs having mixed views on 2H20 shipments
Notebook ODMs are having mixed views for their shipments in the second half of 2020 with some expecting sequential drops in the third quarter and further declines in the fourth, and...
Wednesday 10 June 2020
Panel makers optimistic about 3Q20
Panel makers have become more positive about prospects for the third quarter of 2020 thanks to strong pull-ins for panel orders from the TV and notebook sectors, according to industry...
Tuesday 9 June 2020
Wistron, Inventec expect shipments to peak in 2Q20
Notebook ODMs Wistron and Inventec have announced on-year revenue growths for May and expect their shipments to peak for 2020 in the second quarter, with June shipments to stay hig...
Monday 8 June 2020
Apex 2H20 PCB shipments to rise on TV, notebook, networking applications
Taiwan-based PCB maker Apex International is expected to see strong shipment momentum last into the fourth quarter of the year and its gross margins will also pick up quarter by quarter...
Monday 8 June 2020
TaiSol positive about 2H20 shipments of 5G base station, handset cooling solutions
TaiSol Electronics has seen strong shipment pull-ins from Chinese 5G infrastructure and smartphone clients starting June, with its production lines all running at full capacity to...
Thursday 4 June 2020
Notebook PCB makers to see tight capacity through 3Q20
Taiwan's makers of rigid boards for notebooks will see their production lines continue running at full capacity through the third quarter of the year, as they have many orders in hands...
Monday 1 June 2020
Demand for networking, notebook, healthcare chips to stay strong till October
Pandemic-triggered robust demand for networking chips, notebook chip solutions, healthcare sensors and MCUs is expected to last into October, with networking ASICs, in particular,...
Monday 1 June 2020
Wi-Fi 6 ecosystem fast taking shape
As network connectivity is growingly necceary for users of notebooks and other electronics devices in their remote work and learning activities, a new ecosystem associated with the...
Monday 1 June 2020
Taiwan PC related chip suppliers remain optimistic about 2Q20
Taiwan-based IC design houses, particularly those specializing in PC related chip solutions, stay upbeat about their sales performance in the second quarter of 2020, according to industry...
Friday 29 May 2020
Chassis specialist Ju Teng upbeats about 3Q20 orders
Chassis maker Ju Teng International expects the prevailing robust demand from the notebook sector to last into the third quarter of 2020, having experienced strong order pull-ins from...
Friday 29 May 2020
Simplo revenues to peak in 2Q20
Notebook battery specialist Simplo Technology expects its second-quarter 2020 revenues to hit the peak for the year, judging from its order visibility, according to company chairman...
Thursday 28 May 2020
Suppliers optimistic about notebook touch IC shipments
The recent influx of short lead-time touch IC solution orders for business-use notebooks has lifted up sentiment at Taiwan-based notebook IC suppliers and channel distributors, expecting...
Tuesday 26 May 2020
Global 1Q20 NAND flash market posts 8% growth, says DRAMeXchange
Revenues of the global NAND flash industry increased 8.3% sequentially to US$13.58 billion in the first quarter of 2020, thanks mainly to growth in demand for datacenter applications,...
Monday 25 May 2020
Taiwan large-size LCD panels – 1Q 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and 12.3% on year.