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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
Monday 18 May 2020
Top-5 notebook brands and top-3 ODMs see around 10% shipment growth in April, says Digitimes Research
Global top-5 notebook brands saw their combined shipments in April grow 12% on month to reach a new record for the month, as parts of their shipments originally scheduled for delivery...
Friday 15 May 2020
Quanta expects double-digit notebook shipment growth in 2Q20
Quanta Computer expects its notebook shipments to register double-digit sequential and on-year increases in the second quarter of 2020, with annual shipments still likely to grow...
Thursday 14 May 2020
Highlights of the day: Server, notebook makers haunted by components shortages
Demand for servers and notebooks has been fueled by stay-at-home needs in the wake of the coronavirus pandemic, which neverthess is disrupting production, logistics support, and labor...
Thursday 14 May 2020
Asustek expects 30% notebook shipment growth in 2Q20
Asustek Computer expects to post a 30% sequential surge in notebook shipments for the second quarter, thanks to the rise of stay-at-home economy.
Thursday 14 May 2020
Rigid PCB makers may see weak momentum from notebooks in 2H20
Despite a ramp-up in short lead-time orders for notebook applications, most Taiwan-based rigid PCB manufacturers are expected to see their annual revenues decline in 2020 as notebook-related...
Thursday 14 May 2020
PCB maker GCE swings to profit in 1Q20
Taiwan-based Gold Circuit Electronics (GCE), specialized in high-end PCBs for servers, notebooks and networking applications, swung to net profits of NT$399 million (US$13.3 million)...
Thursday 14 May 2020
Asustek sees tight supply of notebook components
Coronavirus lockdowns in several Southeast Asian countries have disrupted supply of chips and components for notebooks and although the shortages have significantly improved recently...
Wednesday 13 May 2020
MSI enjoys growth in April revenues
Despite an on-year drop of 3.3% in first-quarter 2020 consolidated revenues, Micro-Star International (MSI) still reported an on-year growth of 24.2% in April revenues reaching NT$10.6...
Wednesday 13 May 2020
Chassis specialist Ju Teng enjoys robust shipments for notebooks
Chassis maker Ju Teng International has seen its shipments for notebooks ramp up, with shipment growth expected to stay robust through the third quarter.
Wednesday 13 May 2020
Commercial notebook chips order visibility clear through 3Q20
Taiwan-based IC design houses continue to see an influx of additional orders from major brand vendors, with clear order visibility for diverse niche and peripheral chips extending...
Tuesday 12 May 2020
Highlights of the day: Notebook ODMS sounding alarm for 3Q20
Notebook demand may be robust at this moment to support stay-at-home needs in the wake of the coronavirus pandemic, which nevertheless is casting a shadow over third-quarter 2020...
Tuesday 12 May 2020
Notebook ODMs see clouded 3Q20
Notebook ODMs Quanta Computer, Compal Electronics, Inventec and Wistron are all expected to enjoy strong shipments in the second quarter, but prolonged impacts from the coronavirus...
Tuesday 12 May 2020
Unimicron embraces brisk orders for ABF substrates
Unimicron Technology has seen clear order visibility for ABF substrates at least through the third quarter, with the orders mainly for 5G infrastructure, networking and HPC chips...
Friday 8 May 2020
Highlights of the day: Notebook ICs in tight supply
Notebook demand has been so strong in the wake of coronavirus lockdowns that related IC suppliers have not been able to catch up due to insufficient foundry support. Delivery for...
Friday 8 May 2020
Inventec enjoys double-digit revenue growth in April
Inventec has reported revenues for April 2020 climbed 17.6% sequentially and 25.7% on year to NT$49.29 billion (US$1.64 billion), as its shipments for notebooks and servers grew ro...