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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
Thursday 15 August 2019
Clevo to enjoy 30% notebook shipment growth in 3Q19
Clevo, which specializes in gaming and niche notebook manufacturing, expects to post sequential shipment growth of 30% in the third quarter as demand for gaming notebooks from China,...
Wednesday 14 August 2019
Asustek posts on-year profit growth from brand business in 2Q19
Asustek Computer has reported revenues from brand business decreased 15% sequentially and 11% on year to NT$71.27 billion (US$2.26 billion) in the second quarter with net profit slipping...
Wednesday 14 August 2019
Notebook ODMs conservative about 2H19, as Intel CPU shortages remain
Compal Eletronics has warned that Intel CPU shortages remain a factor, along with the US-China trade war, affecting notebook shipments, with the ODM expecting a decline in the third...
Wednesday 14 August 2019
Notebook ODMs set to move part of production outside China
The US government's latest decision to delay the impelmentation of a 10% tariff on notebook imports has not changed the minds of notebook ODMs who have already made plans to move...
Tuesday 13 August 2019
Highlights of the day: Uncertainty for notebook sector
Taiwan's major notebook ODMs had weak results in July as clients were reluctant to further build up inventory despite the upcoming 10% tariffs the US will impose on their notebooks...
Tuesday 13 August 2019
Notebook ODMs post sharp shipment drops in July
Major notebook ODMs saw sharp declines in shipments in July, as clients showed little intention of accelerating inventory buildups despite the US decision to slap 10% tariffs on imports...
Monday 12 August 2019
Highlights of the day: Huawei resumes 5G notebook development
There have been signs that the impact of the US trade ban on Huawei may be waning, as the Chinese vendor has recently set an even more ambitious goal for its handset shipments for...
Monday 12 August 2019
Huawei resumes notebook orders, development of 5G models, say sources
Huawei has resumed pulling in new orders for notebooks and also restarted the development of 5G-enabled notebook models, according to sources from the vendor's Taiwan-based supply...
Tuesday 6 August 2019
Notebook ODMs to post higher-than-expected shipments in August
Notebook ODMs are expected to enjoy higher-than-expected shipments in August, as the 10% tariff on China-sourced notebooks staring September 1 has promoted brand vendors to stockpile...
Tuesday 6 August 2019
Notebook ODMs not asked to relocate further despite new tariff threat
Notebook vendors have not asked their ODMs to enforce a new round of production relocation in response to a new 10% tariff to be levied by the US on the remaining US$300 billion in...
Monday 5 August 2019
US new tariffs on Chinese imports may dim TSMC, Intel prospects
The Trump administration's latest move to slap a 10% tariff on the remaining US$300 billion worth of Chinese imports, including handsets, notebooks and TVs, starting September 1 may...
Monday 5 August 2019
Taiwan notebooks – 2Q 2019
Taiwan's notebook shipments increased 27.5% sequentially and 11.2% on year to come to 33.53 million units in the second quarter, thanks to rising orders from vendors building up extra...
Friday 2 August 2019
Notebook vendors gearing up to launch 5G models
The world's top-3 notebook vendors Lenovo, HP and Dell are set to introduce their first 5G models in the second half of 2019, and Apple is also expected to roll out its 5G MacBook...
Wednesday 31 July 2019
Global notebook shipments to drop in 3Q19, 4Q19, says Digitimes Research
Worldwide notebook shipments rose over 20% sequentially in the second quarter of 2019, but volumes in both the third and fourth quarters are expected to experience sequential declines,...
Friday 26 July 2019
AUO gives flat outlook for 3Q19
AU Optronics (AUO) expects its sales for the third quarter of 2019 to remain at the same levels as a quarter earlier because there is uncertainty about demand in the traditional high...