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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 16 August 2022
Power cuts in China's Sichuan to constrain output at local plants
Power restrictions imposed by the government of Sichuan Province, China, from August 15 to August 20 will constrain production at local plants including those for notebook computers...
Tuesday 9 August 2022
Wistron, Inventec conservative about notebook shipments in 3Q22
Wistron and Inventec expect a leveling off or slight decrease in notebook shipments in the third quarter of 2022, due to a slowdown in demand for commercial models.
Friday 5 August 2022
Inventec, Quanta to embrace sales growth in 2H22
ODMs Inventec and Quanta are expected to post sales increases in the second half of 2022 despite market observers' anticipation of a particularly weak second half of the year for...
Thursday 4 August 2022
DDI suppliers brace for further price cuts
China-based display driver IC suppliers continue to cut their chip prices, putting pressure on fellow Taiwan-based peers to drop their prices further, according to industry sources...
Wednesday 3 August 2022
Notebook shipments may slip below 200 million units in 2022
Global notebook shipments will likely slip below 200 million units in 2022, due to a particularly weak second half of the year, according to sources at brand companies.
Tuesday 2 August 2022
Sigurd continues to enjoy strong testing demand for Wi-Fi SoCs
IC testing house Sigurd Microelectronics expects to sustain high capacity utilization in the second half of 2022, buoyed by strong demand for Wi-Fi SoCs, despite weakening demand...
Tuesday 2 August 2022
PCIe Gen4 SSD controller shipments remain strong
PCIe Gen3 SSD controller inventories continue to pile up due to falling notebook demand, but PCIe Gen4 SSD controller shipments remain strong, according to industry sources.
Monday 1 August 2022
MacBook series to outshine other PC brands in 2H22
MacBook series could be the only bright spot for PC sales in the second half of the year amid a persisting market downturn, with assemblers and components suppliers all poised to...
Tuesday 26 July 2022
Notebook brands to see oversupply of some components in 3Q22, says DIGITIMES Research
Despite shortages for some ICs in the second quarter, the notebook industry is expected to see oversupply of panels and audio chips, according to Jim Hsiao, a senior analyst at DIGITIMES...
Wednesday 20 July 2022
Chromebook processor shipments to fall by 20 million units in 2022
Chromebook processor shipments are poised to fall by 20 million units on year in 2022, according to sources in the notebook industry.
Tuesday 19 July 2022
Qualcomm, Marvell, Intel to raise chip prices
Qualcomm and Marvell have both notified their customers about price increases that may come into effect as early as August, joining a few chip suppliers including Intel and TSMC looking...
Friday 15 July 2022
Notebook vendors launch promotions to clear inventory
Brand notebook vendors have turned aggressive in launching price cuts to promote sales and digest inventories, particularly in the euro zone, China and North America, where consumer...
Friday 15 July 2022
Weak PC shipments to impact suppliers' cash flows in 2H22
Brand PC vendors may start seeing their cash flows affected negatively by shipment slowdowns and the risk of inventory losses in the second half of 2022, according to industry sour...
Thursday 14 July 2022
Notebook brands may not finish clearing excess inventory before September
Notebook brands are expected to cut their orders with ODMs due to the quickly rising inventory levels recently and their inventory adjustments are expected to last until the end of...
Thursday 14 July 2022
IC design houses see high-end notebook demand disappoint in 2H22
IC design houses are bracing for disappointing high-end notebook demand, including commercial and gaming models, in the second half of this year, according to industry sources.