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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 quarter before a rebound in the fourth......»»

Category: topSource: digitimesAug 14th, 2019

Notebook ODMs see rising shipments in June, but conservative about 2H19

Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious......»»

Category: topSource: digitimesJul 11th, 2019

Notebook ODMs cutting 2H18 shipment forecasts due to Intel CPU shortages

The shortages o.....»»

Category: topSource: digitimesSep 11th, 2018

Notebook ODMs see low order visibility for 1H19 on Intel CPU shortages

Taiwan notebook ODMs see low order visibility for the first half of 2019, as the market is expected to continue to suffer from Intel's CPU shortages and uncertainties from the US-China trade war, according to industry sources......»»

Category: topSource: digitimesDec 12th, 2018

Highlights of the day: Intel CPU shortages remain

The US is delaying imposing 10% tariffs on some consumer electronics products from China, including notebooks and handsets, but the cloud of uncertainty crea.....»»

Category: topSource: digitimesAug 14th, 2019

Inventec conservative about 2019 outlook

Continued sluggish demand for servers and notebooks, Intel's ongoing CPU shortages and unfavorable global trade conditions are casting a shadow over Inventec's business outlook this year, according to company president Maurice Wu......»»

Category: topSource: digitimesMar 28th, 2019

Top-5 brands and top-3 ODMs see rising notebook shipments in May, says Digitimes Research

The worldwide top-5 notebook brands (excluding Apple) and top-3 ODMs saw their shipments went up from a month ago in May due to rising procurement orders from North America's education sector and the easing in passive component shortages......»»

Category: topSource: digitimesJun 29th, 2018

Tight supply of Intel processors unlikely to ease until 2H19, says Compal president

The ongoing tight supply of Intel's processors is unlikely to ease until the second half of 2019 and will undermine worldwide notebook shipments during the upcoming peak season, according to Martin Wong, president and CEO of Compal Electronics......»»

Category: topSource: digitimesSep 27th, 2018

Tight supply of notebook MLCCs loosening on Intel CPU shortfall

Tight supply of notebook-use MLCCs has eased a little as Intel's CPU shortages have caused disruption to notebook shipments since the second half of 2018 while undermining demand for MLCCs from notebook makers as a result, according to industry sources......»»

Category: topSource: digitimesOct 30th, 2018

Motherboard, graphics card vendors to see shipments grow in 2H19

Thanks to seasonality and new products from Nvidia, AMD and Intel, motherboard and graphics card vendors, parti.....»»

Category: topSource: digitimesAug 19th, 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 some of their production out of China, according to industry sources......»»

Category: topSource: digitimesAug 14th, 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 from China, including notebooks, starting September......»»

Category: topSource: digitimesAug 13th, 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 .....»»

Category: topSource: digitimesAug 6th, 2019

Notebook ODMs to post higher-than-expected shipments in August

Notebook ODMs are expected to enjoy higher-than-expected shipment.....»»

Category: topSource: digitimesAug 6th, 2019

General Motors: China industry unit sales are expected to remain weak in 2H19

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallAug 1st, 2019

Highlights of the day: Intel-AMD rivalry intensifying

Intel may have eased its CPU shortages, but competition from its arch rival AMD is intensifying. Both vendors are set to unveil new top-of-the-line desktop processors in Oct.....»»

Category: topSource: digitimesJul 16th, 2019

Notebook ODMs see June revenues rise, but 3Q19 shipments may be flat

Inventec has reported June revenues surged 16.7% sequentially, while other Taiwan-based ODMs are also expected to post substantial revenue increases for the month......»»

Category: topSource: digitimesJul 9th, 2019

Touch module sales outlook to remain bullish in 2H19

Touch module makers TPK Holding and General Interface Solution (GIS) may see sales grow in the second half of 2019 though Apple may remove 3D touch sensors from all 2019 iPhone devices, according to industry sources......»»

Category: topSource: digitimesJul 9th, 2019

FCCL makers give conservative guidance for 2H19

Taiwan-based FCCL (flexibl.....»»

Category: topSource: digitimesJul 9th, 2019

Highlights of the day: Huawei notebooks

Huawei has suspended its notebook orders and projects since the US hit it with a trade ban, but its ODMs have disclosed that the Chinese client has now turned upbeat following the recent easing of the .....»»

Category: topSource: digitimesJul 5th, 2019

ODMs optimistic Huawei will resume notebook deliveries and developments

ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the Chinese client will resume......»»

Category: topSource: digitimesJul 5th, 2019