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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 22 March 2022
Server chip and component shortages likely to carry through 2022
Server-use chips and components remain in extremely tight supply, and their shortage will be more severe than that of notebook components and may stay unresolved through the end of...
Tuesday 22 March 2022
DIGITIMES Research worldwide notebook shipment update – February 2022
The global top-5 notebook brands, not including Apple, saw their combined shipments slip 2% on month and 10% on year in February due to fewer working hours in the months as a result...
Monday 21 March 2022
Silicon wafer suppliers continue to see orders from foundries despite end-market slowdown concerns
Silicon wafer companies and other upstream chipmaking material providers continue to see their production capacities fully utilized by the still strong pull-in of orders from foundries,...
Thursday 17 March 2022
Zhen Ding looks to rank among world's top-5 IC substrate suppliers by 2030
Taiwan's leading PCB specialist Zhen Ding Technology is gearing up to carry out its ambitious 10-year development roadmaps for IC substrates, aiming to rank among the world's top-5...
Thursday 17 March 2022
Wistron uncertain about notebook demand in 2H22
Notebook ODM Wistron is aware of demand uncertainty, which will be more challenging to the company than related chip shortages during the second half of 2022, according to company...
Thursday 17 March 2022
Desktop PC and monitor sales to resume growth in 2022, says Wistron
Desktop PC and monitor sales are poised to rebound and resume growth in 2022, buoyed by strong demand coming from the enterprise sector, according to Jeff Lin, president of ODM Wis...
Thursday 17 March 2022
Notebook chip shortages narrowing to manageable levels, says Asustek
Notebook chip shortages are improving to manageable levels amid a slowdown in terminal market demand for consumer electronic devices, but the supply of specific chips from US IDMs...
Wednesday 16 March 2022
Shenzhen lockdown unlikely to hit chipmakers
Taiwan-based foundries and other chipmakers are unlikely to see major impacts from the COVID-imposed lockdown in Shenzhen and other Chinese cities, as their fabs are moslty in Taiwan,...
Wednesday 16 March 2022
Notebook ODMs turn cautious amid market uncertainty
Macroeconomic uncertainty arising from the Russia-Ukraine war and surging coronavirus cases in China, as well as the ongoing shortages of certain chips and components, has cast a shadow...
Tuesday 15 March 2022
Device assemblers to closely monitor inventory
Downstream device assemblers and vendors in the networking device, notebook, and server sectors will be closely monitoring their inventory levels this year, as unfavorable macro factors...
Monday 14 March 2022
Acer conservative about sales in 2H22
Acer is conservative about its operation in the second half of 2022 as inflation has continued hitting the global market and may undermine sales of consumer IT products, according...
Friday 11 March 2022
Notebook ODMs see unclear order visibility for 2H22
Taiwan-based notebook ODMs see a positive business outlook for the first half of 2022, but limited order visibility and new variables arising from the Russia-Ukraine war are significantly...
Tuesday 8 March 2022
IC design houses seeking long-term contracts with notebook clients
Taiwan-based IC design houses are striving to reach long-term supply agreements with their notebook customers to support the order commitments required by their foundry partners, according...
Monday 7 March 2022
Notebook ODMs see shipments fall short of orders by 20%
Notebook ODMs now still see their shipments fall short of orders by 20% as their production remains constrained by persistently tight supply of power management ICs (PMICs), MOSFETs...
Thursday 3 March 2022
Chip shipments for consumer devices back to seasonal pattern in 1Q22
With pandemic-induced stay-at-home economy gradually subsiding, IC designers are seeing their shipments for consumer electronics return to traditional sales pattern in the first quarter...