IC components prices are rising as a result of shortages amid tight foundry capacity, heaping pressure on notebook makers. ODMs are mulling hiking notebook manufacturing quotes in order to ease the pressure. Components shirtages are also affecting supply from pan el makers. Taiwan-based panel makers are expected to see shipments for small- to medium-size applications drop in first-quarter, according to Digitimes Research. In Vietnam, Taiwan-based makers of electronic products are tightening anti-disease measures as the number of COVID-19 infection cases rises in the Southeast Asian country. But the ODMs say their production remains normal.
Notebook ODMs mull hiking quotes to reflect rising components costs: Taiwan-based notebook ODMs plan to raise their quotes to reflect rising component prices that have been heaping pressure on their production costs, according to industry sources.
Taiwan small- to mid-size panel shipments to fall 9.5% in 1Q21, says Digitimes Research: Taiwan's shipments of small- to medium-size LCD panels are expected to fall 9.5% sequentially but up 3.9% on year to 174 million units in the first quarter of 2021, Digitimes Research estimates.
Taiwan investors in northern Vietnam enhancing anti-virus efforts: Taiwan's electronics firms with manufacturing operations in northern Vietnam have all strengthened anti-virus measures following recent Covid-19 infections in two provinces, Hai Duong and Quang Ninh, so as to prevent their production from being disrupted, according to industry sources.
