Notebook ODMs Quanta Computer and Compal Electronics saw January notebook shipments tumble over 40% on year due to seasonal demand shifts and high base comparison periods.
Notebook ODMs including Compal Electronics, Inventec, and Wistron are expected to see their shipments hit bottom for 2023 in the first quarter, according to industry sources.
Taiwan-based server ODMs have expressed caution about their sales prospects for the first quarter of 2023, citing significant adjustments in customer orders, according to industry...
ODMs should see the market improve in the second half of 2023, according to Quanta Computer vice chairman CC Leung, adding that companies should still stay cautious over the year.
ODM Wistron expects flat shipment growth in 2023, while the global PC market braces for a possible single-digit decrease, according to company president and CEO Jeff Lin.
ODM Compal Electronics has warned its notebook shipments may suffer a decline this year, but shipments for non-notebook applications such as servers, automotive electronics, and wearables...
Taiwan-based notebook ODMs Quanta Computer, Compal Electronics, and Wistron all saw their notebook shipments register double-digit decreases in 2022, while Inventec's shipments dropped...
As China is reopening to the world amid a domestic resurgence of infections, how will China's role as the world's dominant production site for notebook PCs change in the long run?...
Notebook ODMs are seeing customers step up the diversification of production locations aiming to accelerate production relocations away from China, according to industry sources.
Server ODMs are generally cautious about their near-term demand prospects, as many US-based cloud service firms have significantly held back their spending, according to industry...
Quanta Computer is reportedly planning to set up a plant in northern Vietnam where the ODM will mainly fulfill orders for Apple MacBooks, according to industry sources.
