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Taiwan notebook ODMs
Taiwan notebook Original Design Manufacturers (ODMs) account for more than 90% of global notebook production and Digitimes is there to provide daily updates on shipments, supplier contracts and financial data on the more than 10 Taiwan makers involved in notebook manufacturing.
IN THE NEWS
Tuesday 18 July 2023
Notebooks with OLED backlighting to pose threat to LCD models
The growing number of notebooks featuring OLED displays will pose a threat to notebooks using mid- to high-end oxide and low-temperature polycrystalline silicon (LTPS) thin-film transistor...
Monday 17 July 2023
Dell Taiwan: AI is real, notebooks won't be finished
Dell Taiwan general manager Terence Liao stated that the company has over 1,000 AI projects internally. After several years of discussion, "AI is real" now. Additionally, regarding...
Friday 14 July 2023
Notebook ODMs may gain more orders from Asustek
One of the key points of Asustek Computer's organizational restructure is its R&D department. This personnel shift suggests that the brand PC company may place more orders with...
Thursday 13 July 2023
Notebook component suppliers to embrace rising costs
Notebook component suppliers are bracing for increased logistics and other costs as ODMs relocate production lines out of China to places such as Vietnam and Thailand, according to...
Wednesday 12 July 2023
Notebook ODMs cautious about 3Q23 shipment prospects
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
Wednesday 12 July 2023
Cooling module makers upbeat about AI server demand in 2H23
Cooling module manufacturers, such as Auras Technology and Asia Vital Components (AVC), are predicting relatively high demand for AI servers in the second half of this year, despite...
Monday 10 July 2023
Acer sees June revenues surging over 45% from May
Acer announced its consolidated revenues for June at NT$26.32 billion (US$831.61 million), up 45.5% on month. Consolidated revenues for the second quarter reached NT$58.23 billion,...
Monday 10 July 2023
Inventec Q2 result better than expected
In its announcement of June 2023 revenue, Inventec reported that its notebook shipments reached 1.7 million units, a decline from 1.8 million units in May. This is in contrast to...
Monday 10 July 2023
Omdia cuts global large-area LCD shipment forecast for 2023
According to Omdia, previous estimates that large-area LCD shipments would increase by 0.6% in 2023 have now been revised to show negative growth of 3.2% due to slower demand and...
Thursday 6 July 2023
PC peripheral IC suppliers see stable shipments for high-end models
Shipments of high-end notebooks and other PC models have been stable lately, which may contribute to product mix improvements at related IC design houses in the short term, according...
Thursday 6 July 2023
Notebook sales picking up in China
Notebook sales in China, particularly of high-end models, have increased recently, according to market sources.
Monday 3 July 2023
Notebook sector clears up in 3Q23, though growth is still yet to be seen
Notebook ODMs generally predict that third quarter growth will outpace second quarter growth, but growth rates range from single to double digits. After experiencing weak shipments...
Friday 30 June 2023
Top-5 brands notebook shipments up 30% on month in May thanks partly to education sector, says DIGITIMES Research
The global top-5 notebook brands, not including Apple, saw their combined shipments rise over 30% on month in May, while the top-3 ODMs together also achieved a similar shipment growth...
Thursday 29 June 2023
Notebook component suppliers see demand pick up
Notebook connector and other component providers have recently experienced an increase in demand, indicating that the worst is over, according to industry sources.
Monday 26 June 2023
Short-term orders become new normal for PC industry
Short-term orders have grown to become the main trend within the notebook industry as downstream brand vendors still feel uncertain about demand from the end market in the second...