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Friday 2 September 2022
Notebook vendors stepping up diversification of manufacturing bases
With lockdown measures being imposed in several Chinese cities due to a resurgence of COVID outbreaks locally, notebook assemblers and related suppliers are being asked by brand US...
Thursday 1 September 2022
Brand notebook vendors cutting prices to offload inventory
Brand notebook vendors are cutting prices to offload excess inventories, which may put their profits under pressure in the second half of this year, according to industry sources.
Thursday 1 September 2022
Some brand vendors see inventory reach healthier levels, says AUO chairman
Brand vendors are still in the process of an inventory correction, but some of them have already adjusted their stockpiles to healthier levels, according to Paul Peng, chairman of...
Tuesday 30 August 2022
PC sales may stay sluggish in 1H23
Brand PC vendors continue to cut back orders amid high inventory levels, and may fail to see their shipments pick up until the second half of 2023, according to industry sources.
Tuesday 30 August 2022
Brand PC vendors to see shipments return to pre-pandemic levels
Brand PC vendors will see their 2022 shipments return to pre-pandemic levels due to a disappointing second half, according to industry sources.
Thursday 25 August 2022
Projector shipments likely to pick up soon
Global projector shipments are believed to have hit bottom and are expected to pick up later in the second half of this year, according to sources at brand vendors.
Thursday 25 August 2022
TV sales outlook remains dim
Prospect for an uptick in TV shipments worldwide remains dim as makers in the supply chain are still striving to control excess inventories, according to industry sources.
Tuesday 23 August 2022
Notebook brands eye Mexico as possible production hub
Notebook brand vendors, such as Hewlett-Packard (HP) and Dell, are looking to develop a new production hub in Mexico, according to sources in the notebook industry.
Wednesday 17 August 2022
Foundries see IC design houses scale back orders for 4Q22
Foundries particularly second- and third-tier players continue to see their fabless clients scale back orders that will drag down further their fab capacity utilization in the fourth...
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
Panel production cuts outpaced by drops in demand
LCD panel makers have been cutting production, but their output still exceeds demand from TV brand vendors who have downward adjusted their panel procurement plans amid weakening...
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 19 July 2022
Intel price increases may push PC vendors into early purchases
Intel reportedly plans to raise its processor prices which may push brand PC vendors into making purchases in advance, according to industry sources.
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...