Upstream notebook supply chain sees growing orders in June

Jun 5, 20:48

Orders from notebook brand vendors to the upstream supply chain have started growing strong recently and are expected to benefit the supply chain's overall shipments in the second...

Taiwan component makers conservative about growth in 2H13 notebook shipments

May 20, 15:31

While many vendors and ODMs expect notebook shipments in the second half of 2013 to significantly increase from the first, Taiwan-based component makers generally hold conservative...

Commentary: Labor shortages, rising wages in China push notebook component firms toward automation

Apr 1, 11:10

China continues to increase minimum wages but labor shortages along the coast continue sending the notebook supply chain moving inward to central China. The lack of labor is notebook...

Most notebook component makers expect 5-10% sequential drops in 1Q13 revenues

Mar 20, 12:10

Due to weak global demand for notebooks, most Taiwan-based notebook component makers expect their revenues for the first quarter of 2013 to decrease sequentially by 5-10%. But their...

Acer to shift 90% notebook production to Chongqing, China

Mar 1, 15:09

Acer recently decided to increase the percentage of notebook production in Chongqing, China to 90%, beginning in the second quarter of 2013, according to industry sources. Due to...

Notebook component makers striving for orders from Samsung

Jan 23, 20:57

Several notebook component makers have recently started trying to land orders from Samsung Electronics, and are making the entrance to Samsung's supply chain their priority for 2013,...

Some Taiwan-based notebook component makers will not move into western China

Oct 25, 13:52

As notebook vendors and Taiwan-based ODMs have established operational bases in Chongqing and Chengdu, western China, some of their components makers have set up, or will set up,...

Notebook vendors to offer fewer models in 2013, say Taiwan component makers

Oct 1, 15:30

Notebook vendors including Acer, Hewlett-Packard (HP), Dell, Asustek Computer, Toshiba and Samsung Electronics will decrease the number of models they will launch in 2013 by 20% on...

Notebook component makers conservative about demand arising from Windows 8 in 4Q12

Sep 28, 16:01

While notebook vendors and ODMs are quite optimistic about growth in global demand due to replacement of notebooks with Windows 8 models in the fourth quarter of 2012, Taiwan-based...

Component makers face increasing costs of molds due to decreased product life of notebooks

Sep 12, 15:46

As product life of notebooks has decreased and the proportion of customized notebook designs is increasing, notebook component makers have indicated that they face increasing pressure...

RFQ drop suggests 1H13 notebook shipments may decrease, say Taiwan component makers

Sep 12, 01:15

Viewing that significantly fewer requests for quotation (RFQ) have, so far, been received from notebook ODMs than in previous years, Taiwan-based notebook component makers have commented...

Supply chain to face challenges preparing for Windows 8 notebooks

Sep 10, 11:57

Windows 8-based notebook shipments are expected to start increasing in September as the launch date of the operating system approaches, but because most orders are scheduled for shipping...

Notebook component makers face clients asking for price cuts

Aug 29, 15:40

Notebook vendors have asked component makers to reduce prices, and the makers are also under pressure from price competition from fellow makers, according to sources from the upstream...

Notebook ODMs expect significant sequential growth in June shipments

Jun 29, 01:15

Wistron is expected to see its notebook shipments in June increase 24-40% on month, while fellow makers Quanta Computer and Compal Electronics will see on-month growth of 19% and...

Power, labor shortage in China may affect notebook shipments in 2H12

May 15, 01:35

As the labor shortage in Eastern China (coastal area) is turning worse and the summer season when powers shortages are common is approaching, notebook component supply in the second...

China-based notebook component makers unlikely to replace Taiwan-based ones in five years, say Taiwan makers

Apr 20, 01:10

In response to Intel's support for China-based component makers to become supply chain makers for ultrabooks, Taiwan-based makers indicated that it will be difficult for China-based...

Notebook component makers slow down pace of relocating China facilities

Mar 13, 01:00

Some component makers in the ODM notebook supply chains have apparently slowed down their moves for relocation of their production bases to Chongqing or Chengdu in western China on...

Foxlink making adjustments in personnel

Oct 11, 14:03

Despite seeing on-month growth in September revenues, component maker Foxlink is making some adjustments in its personnel. About 20-30 employees will be affected by the changes, according...

Notebook component suppliers expect flat performance for 3Q11

Sep 13, 13:46

Despite that downstream notebook makers have announced lower-than-expected performance for August and are conservative about their third-quarter results, upstream component suppliers...

Notebook component makers modify products to fit Ultrabooks

Aug 18, 16:33

Taiwan-based makers of notebook components such as cooling fans, heat-pipes and bearings are all working on shrinking their components to fit into Ultrabooks as the machines required...

Chicony starts development of production base in western China

Jun 29, 01:10

Taiwan-based EMS provider Chicony Electronics on June 28 held a groundbreaking ceremony for its production base in Chongqing City, western China, with production in the first phase...

IT players could benefit from end of traditional seasonality

Jun 27, 16:23

Most Taiwan-based notebook players have commented that the traditional seasonal pattern, in which the first half of a year is slow followed by a peak in the second half, may not occur...

Asustek takes shipment lead in non-Apple tablet PCs

Jun 23, 01:35

Asustek Computer has become the largest tablet PC brand in the non-Apple tablet PC group with shipments of 400,000 units in the first half of 2011, according to sources from notebook...

Inland cities of China facing labor shortage

Jun 17, 16:11

Although most Taiwan-based notebook makers and related component makers are establishing new production lines in inland (Western) China to resolve their employee shortage issues,...

Foxconn will not quit notebook manufacturing, says company chairman

Jun 9, 02:10

Taiwan-based electronics manufacturing service (EMS) provider Foxconn Electronics (Hon Hai Precision Industry) chairman Terry Guo, at a recent investors meeting, stated that Foxconn...

Motherboard players see mixed result in April

May 10, 01:25

Taiwan-based motherboard players including Asustek Computer, Pegatron Technology, Gigabyte Technology and Micro-Star International (MSI) have reported mixed result for their April...

Dell reportedly to withdraw component purchasing rights from ODMs in 2H11, says paper

Newswatch - Apr 6, 16:25

Dell reportedly will gradually retrieve its component purchasing rights from upstream ODMs in the second half of 2011 as the company is not satisfied with its ODMs for not providing...

Component supply of iPad 2 still about 2-3 weeks; Foxconn to activate backup measures

Mar 18, 14:38

As there are rumors that Apple will soon be out of product supplies because Japan's earthquake has caused shortages of components are circulating in the IT industry, Foxconn Electronics...

Component makers aim to achieve profit from iPad 2 through volume

Mar 4, 12:30

As Apple announces its new iPad 2 with upgraded specifications, while maintaining a similar price level as the first-generation iPad, sources from component makers pointed out that...

Notebook component suppliers receiving short lead-time orders

Mar 1, 15:05

Taiwan-based notebook component makers have received some short lead-time orders recently as brand-name notebook vendors, notably Hewlett-Packard (HP) and Acer, have begun to take...

No room to hike quotes in 1Q11, say Taiwan component makers

Feb 24, 14:26

Taiwan-based notebook component makers originally planned to raise quotes to reflect increases in labor and material costs, but it is practically impossible for their clients to accept...

Compal, Wistron may suffer lowest monthly shipments since 2009 in February

Feb 23, 01:20

Compal Electronics is likely to ship only three million notebooks in February 2011, the lowest monthly level since June 2009, while fellow maker Wistron may also see its lowest monthly...

Notebook component supplies to be short of demand, say sources

Feb 18, 01:50

Supplies of notebook components, including CMOS image sensors, chassis, batteries, and LED chips, are likely to suffer shortages as capacities at component suppliers are also occupied...

Notebook component makers rather than ODMs facing labor shortages

Feb 16, 02:00

Notebook ODMs in China have not suffered labor shortages since the end of the 2011 Lunar New Year, but makers of components/materials have, according to industry sources.