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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. ....
Although PC shipments declined in the U.S., Europe, and China by double digits in Q1, and Q2 results are not out yet, there are signs of recovery spouting, according to analysts. ....
Global notebook shipments (not including detachable models) performed better than originally expected, shrinking only 9.5% sequentially and less than 35% on year in the first quarter of 2023, and the volumes will grow back 9% sequentially in the second quarter, according to DIGITIMES Research s latest numbers from the report covering the notebook industry. ....
Taiwan-based notebook ODMs Wistron, Inventec, Compal Electronics, and Quanta Computer experienced revenue drops in April 2023, both seeing notebook shipments fall more than 10% sequentially. ....
Taiwan-based MSI becomes one of the first Taiwanese suppliers to bounce back from the post-pandemic downturn, having revised its annual shipment estimations for notebooks and motherboards upwards recently. ....