Taiwan-based notebook ODMs typically anticipate a flat or only minor increase in third-quarter shipments due to the high base from the previous quarter.
Despite notebook brand manufacturers forecasting better performance in 2024, optimism has not yet trickled down to component suppliers: cooling module supplier Anli International...
PC demand is rebounding, but the supply chain should remain cautious about the possibility of black swan events, according to Acer chairman and CEO Jason Chen.
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Notebook lens specialists, such as Ability Opto-Electronics Technology (AOET) and Powertip Image (PTIC), have seen sales strengthen since July thanks to a gradual pickup in end-market...
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
The sluggish sales of TVs and notebooks have prompted display driver IC (DDI) backend houses and related backend materials suppliers to be cautious about demand in the second half...
Notebook shipments in the second half of 2023 are expected to be weak, with only gaming notebooks likely to witness growth, according to notebook ODM sources.
Brand notebook vendors have stepped up their pace of orders destined for the Indian market and are expanding local assembly production capacity in response to the Indian government's...
Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
Taiwan-based power MOSFET and diode suppliers, primarily involved in the supply chain for notebooks and other PCs, anticipate demand will recover around mid-2024.
The recovery timeline of the consumer electronics market has been something the supply chain is closely following. Regarding the current market situation, component manufacturer Darfon...
AUO is optimistic that seasonal demand for TV and IT products will return to normal in the second half of this year, with a clear trend toward larger TVs, according to the company.
Due to disappointing customer pull-ins, notebook component suppliers continue to maintain a cautious outlook for the second half of 2023, according to industry sources.
