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Monday 18 March 2024
MSI expects double-digit increases in motherboards, graphics cards, and notebook shipments
ODM Micro-Star International (MSI) expects shipments across its three main product categories—motherboards, graphics cards, and notebooks—to climb by double digits in...
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Tuesday 27 February 2024
Thailand's notebook industrial cluster takes shape, with Quanta on pace to surpass production target
Leading ODM Quanta Computer is well ahead of its own projected progress for manufacturing notebooks at its Thailand facilities, say sources in the supply chain: monthly production...
Tuesday 20 February 2024
As 2024 forecasts remain bleak, notebook industry pins hope for 2025
After seeing less-than-stellar results in the traditional peak season in 2022, followed by an even bleaker off-peak season in 2023, the notebook supply chain is afraid of a repeat...
Friday 16 February 2024
Notebook ODMs to see shipments pick up in March
According to industry sources, Taiwan-based notebook ODMs, several of which experienced sequential shipment decreases in January, are expected to witness a pickup in March shipment...
Wednesday 7 February 2024
Quanta leadership heads frontline charge as notebook ODMs compete for orders
As geopolitical factors continue to disrupt the conventional order, Quanta's top brass has been called into action, with vice chairman C. C. Leung personally heading to notebook juggernaut...
Tuesday 6 February 2024
Global notebook shipments to experience only minor sequential decline in 1Q24, says DIGITIMES Research
Global notebook shipments, not including detachable models, went down 5.8% sequentially in the fourth quarter of 2023 due to brand vendors' promotions on older-generation notebooks...
Monday 29 January 2024
Notebook diversification is taking its sweet time
Diversification in the notebook supply chain is taking place slower than expected.
Monday 15 January 2024
Seven major notebook brands gather at CES 2024; standard specs for high-end AI revealed
AI PCs dominated all discussions about CES 2024, with Acer, Asus, MSI, Gigabyte, Lenovo, Dell, and HP all present. Upon closer inspection, the standard specification for a high-end...
Wednesday 10 January 2024
Notebook brands' lack of orders for Vietnam has left supply chains anxious
The notebook supply chain pointed out that the momentum of US brands shifting production to Vietnam has not met the initial expectations. The lack of orders has left supply chain...
Wednesday 10 January 2024
Notebook ODMs post revenue decreases in 2023; outlook uncertain for 2024
Taiwanese ODMs Quanta Computer, Compal Electronics, Wistron, and Inventec saw revenues decline in 2023. However, the outlook for this year remains uncertain.
Wednesday 10 January 2024
Will the notebook industry see a recovery in 1H24?
After a bleak 2023, the notebook supply chain may need to wait even longer for revival as a market recovery is not expected for the first half of 2024.
Thursday 28 December 2023
Global top 5 notebook brands combined shipments rise in November and December, says DIGITIMES Research
The global top 5 notebook brands, not including Apple, saw their combined shipments in November rise 10% from October, while those of the top 3 ODMs also enjoyed growth at a similar...
Wednesday 27 December 2023
Notebook battery module caught in EV price storm in China
The decline in EV sales and hasty expansion has led to "involution" within Chinese battery cell makers, impacting the notebook battery module supply chain. Raymond Sung, GM of notebook...
Tuesday 26 December 2023
Infinix evaluates making notebooks in India
China-based consumer electronics brand Infinix confirmed its intention to consider making notebooks in India, as India is ramping up its efforts to encourage local production and...
2024 eXtended Reality Korea
Summary of Tech Supply Chain News!
NPUs to become new AI accelerator chip option for edge devices, says DIGITIMES Research
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales