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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
Wednesday 13 May 2020
Chassis specialist Ju Teng enjoys robust shipments for notebooks
Chassis maker Ju Teng International has seen its shipments for notebooks ramp up, with shipment growth expected to stay robust through the third quarter.
Wednesday 13 May 2020
Commercial notebook chips order visibility clear through 3Q20
Taiwan-based IC design houses continue to see an influx of additional orders from major brand vendors, with clear order visibility for diverse niche and peripheral chips extending...
Tuesday 12 May 2020
Highlights of the day: Notebook ODMS sounding alarm for 3Q20
Notebook demand may be robust at this moment to support stay-at-home needs in the wake of the coronavirus pandemic, which nevertheless is casting a shadow over third-quarter 2020 outlook...
Tuesday 12 May 2020
Notebook ODMs see clouded 3Q20
Notebook ODMs Quanta Computer, Compal Electronics, Inventec and Wistron are all expected to enjoy strong shipments in the second quarter, but prolonged impacts from the coronavirus...
Tuesday 12 May 2020
Unimicron embraces brisk orders for ABF substrates
Unimicron Technology has seen clear order visibility for ABF substrates at least through the third quarter, with the orders mainly for 5G infrastructure, networking and HPC chips applications,...
Friday 8 May 2020
Highlights of the day: Notebook ICs in tight supply
Notebook demand has been so strong in the wake of coronavirus lockdowns that related IC suppliers have not been able to catch up due to insufficient foundry support. Delivery for a...
Friday 8 May 2020
Inventec enjoys double-digit revenue growth in April
Inventec has reported revenues for April 2020 climbed 17.6% sequentially and 25.7% on year to NT$49.29 billion (US$1.64 billion), as its shipments for notebooks and servers grew ro...
Friday 8 May 2020
Lead time for notebook chips extended on tight foundry capacity
Delivery lead time for notebook-related chips including power management ICs, Type-C chips and other peripheral ICs have been extended by 2-3 months, due mainly to tight 8-inch foundry...
Wednesday 6 May 2020
OSAT firms see robust demand for healthcare MCUs, server chips
Strong demand for healthcare MCUs and commercial notebook chips driven by the coronavirus pandemic has significantly boosted capacity utilization at Taiwan's backend houses, with clear...
Monday 4 May 2020
Notebooks in shortages due to Southeast Asia lockdowns, says Digitimes Research
Notebook supply is expected to fall short of demand in May as components production in the Southeast Asia is being hindered by local contigencies against the coronavirus pandemic,...
Wednesday 29 April 2020
Highlights of the day: Notebook shipments to soar in 2Q20
Demand has been for notebooks supporting remote work, distant learning and other staty-at-home activities necessitated by the coronavirus pandemic. Digitimes Research estimates that...
Wednesday 29 April 2020
Flexium sees rising shipments for non-handset applications
Flexbile PCB maker Flexium Interconnect expects its shipments of MPI (modified polyimide) high-frequency antenna modules to non-handset segments to ramp up as a new growth driver in...
Wednesday 29 April 2020
Acer notebook sales soar in North America
Acer saw its notebook sales in Canada and the US jump 105% and 135%, respectively, on year in March 2020, making it the largest consumer notebook brand in Canada in the month, according...
Wednesday 29 April 2020
Global notebook shipments to climb over 40% in 2Q20, estimates Digitimes Research
Global notebook shipments are forecast to surge more than 40% sequentially in the second quarter of 2020, thanks to demand arising from remote work, online learning, and other stay-at-home...
Tuesday 28 April 2020
Highlights of the day: Notebook panel shipments to hike 26% in 2Q20
Demand for notebooks has been fueled by stay-at-home needs during the coronavirus pandemic. Digitimes Research expects panel makers to see sharp increases in shipments for notebook...