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Outbreak impact: PC, notebook, server
The PC, notebook and server supply chains are being disrupted by the outbreak
IN THE NEWS
Wednesday 19 February 2020
DRAM contract prices to rally in 1Q20, says DRAMeXchange
DRAM contract prices will start rising in the first quarter of 2020, as PC OEMs and cloud service providers become more active in replenishing inventory, according to DRAMeXchange.
Wednesday 19 February 2020
SSD retail prices rally in China beyond expectation
SSD retail prices in China have been rising unexpectedly, as channel distributors have become reluctant to sell amid worries about possible supply chain disruptions caused by the...
Tuesday 18 February 2020
Shipments of new iPad Pro may peak in April at earliest
Apple is scheduled to launch its new iPad Pro series around March, but shipments are unlikely to peak until after April as their components suppliers are slowly ramping up their output...
Tuesday 18 February 2020
Consumer notebook PCB supply falling short
PCB supply for notebooks, especially consumer models, has become tight as production at many small and medium-sized Chinese makers is being hard hit by the coronavirus outbreak, posing...
Tuesday 18 February 2020
Mobo, graphics card sales in China to halve in 1Q20
Motherboard and graphics card sales in China are expected to plunge 50% or more in the first quarter of 2020, according to sources at local channel distributors, who also expressed...
Monday 17 February 2020
Global notebook shipments for 1Q20 to plunge 29-36% sequentially on epidemic, says Digitimes Research
Global notebook unit shipments for the first quarter of 2020 are estimated to experience a larger sequential fall of 29-36% than 17% projected earlier, as severe labor and components...
Monday 17 February 2020
Quanta steps up notebook production in Taiwan amid outbreak
Taiwan notebook ODM Quanta Computer is reportedly moving to accelerate volume production at its new assembly lines in northern Taiwan to fulfill rush shipments to US brand vendors...
Monday 17 February 2020
Notebook ODMs running out of components
Taiwanese notebook ODMs have already resumed assembly operations in China, but risks of supply chain disruptions in March are mounting, as inventories of many components will run...
Friday 14 February 2020
ODMs see better-than-expected recovery in China capacity amid outbreak
Taiwan-based ODMs including Compal Electronics, Quanta Computer and Inventec have seen capacities at their plants in China recovering in a pace faster than expected amid the coronavirus...
Friday 14 February 2020
Digitimes Research examines health of four major ICT sectors in China amid outbreak
IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting...
Friday 14 February 2020
China SSD makers stepping up quartz components purchases
China-based SSD manufacturers have stepped up their purchases of quartz components in anticipation of tight supplies of passive components due to the coronavirus outbreak, according...
Friday 14 February 2020
Global AIO PC shipments to experience double-digit drops in 1Q20
Global all-in-one (AIO) PC shipments totaled 3.42 million units in the fourth quarter of 2019, rounding out the volumes for the whole-year 2019 at 13.25 million units, down 3.4% on...
Thursday 13 February 2020
Acer, Asustek revenues under pressure
China's coronavirus outbreak is expected to negatively affect revenues for Acer and Asustek Computer in the first half of 2020 as both firms have major portions of their sales from...
Thursday 13 February 2020
Taiwan hinge makers resuming operations in China
Taiwan-based hinge makers are resuming production in China after extended Lunar New Year holidays in the wake of the coronavirus outbreak but some clients prefer to have their products...
Thursday 13 February 2020
Server memory demand remains strong
Server memory demand continues to be strong thanks to a pull-in of orders from US- and China-based datacenter and server vendors, which will help sustain contract price growth in...