Although PC shipments declined in the U.S., Europe, and China by double digits in Q1, and Q2 results are not out yet, there are signs of recovery spouting, according to analysts.

Global notebook shipments (not including detachable models) performed better than originally expected, shrinking only 9.5% sequentially and less than 35% on year in the first quarter...

ODMs Wistron and Inventec experienced revenue drops in April 2023, both seeing notebook shipments fall more than 10% sequentially.

Taiwan-based MSI becomes one of the first Taiwanese suppliers to bounce back from the post-pandemic downturn, having revised its annual shipment estimations for notebooks and motherboards...

Inventory depletion paces vary with different supply chains, with panel, notebook, motherboards and graphic card sectors taking the lead to bottom out while memory and handset IC...

Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...

Pegatron saw its March revenue rebound above NT$100 billion (US$3.3 billion), thanks to better-than-expected notebook shipments.

Notebook ODMs continue to witness feeble orders from downstream clients for the second quarter, despite their original expectation of enjoying rising orders every quarter starting...

Clevo, a Taiwan-based niche notebook manufacturer, expects at least 10% shipment growth in 2023, believing that demand from China's gaming market will recover, according to notebook...

Compal Electronics is cautious about notebook shipment prospects this year due to market uncertainty, according to company president Martin Wong.

Asustek Computer has warned that it may remain unprofitable in the first half of 2023, while Gigabyte Technology and Micro-Star International (MSI) both expect sales to pick up quarter...

ODMs Quanta Computer and Compal Electronics remain cautious about their near-term shipment prospects, as the notebook market is still in the doldrums.

Wistron has become wary of server shipment prospects this year but has expressed optimism about notebook shipments in the second half.

Notebook ODMs will soon see their shipments bottom out and recover from the second quarter, according to industry sources in Taiwan.

Notebook-related IC design houses have seen short lead-time orders emerge recently, which may indicate positive signs for end-market demand momentum.