Notebook ODMs prepare production in Taiwan for possible US tariff hike

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Notebook ODMs prepare production in Taiwan for possible US tariff hike

Aaron Lee, Taipei; Joseph Tsai, DIGITIMES

Monday 27 May 2019

The notebook industry has been making adjustments as ODMs brace for the impacts of increased US tariffs on Chinese goods by increasing production in Taiwan.

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Global AIO PC shipment forecast and industry analysis, 2019
Global AIO PC shipments will continue shrinking in 2019. With issues such as US-China trade tensions and Intel CPU shortages, and Lenovo and Apple having been cutting their orders, Taiwan makers are also expected to see their related shipments to be impacted.
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Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.

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