Taiwan-based notebook ODMs Wistron and Inventec expect to see lower-than-expected shipment growth in 2H23 compared to the first half, which may further lower annual shipment estimates.
Taiwan-based companies engaged in the notebook industry supply chain, such as Acer and Clevo, remain uncertain about end-market demand in the 2H23 but are confident that 2024 will be stronger.
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and Inventec in 1Q23.