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Notebook ODMs may cut shipment prospects for 2H23

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. ....

T Ce , Otebook Demand , Notebook Market , Otebook Odm , Otebook Shipments , Aiwan Notebook Odms ,

Notebook companies remain uncertain about 2H23 demand prospects

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. ....

Computex 2023 , Gaming Notebook , Oct Manufacturing , T Ce , Otebook Demand , Otebook Odm , Supply Chain , Aiwan Notebook Odms ,

Taiwan notebook ODMs report higher-than-expected 1Q23 shipments

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. ....

Compal Electronics , Quanta Computer , Compal Electronics , Oct Manufacturing , T Ce , Otebook Odm , Otebook Shipments , Quanta Computer , Taiwan Notebook , Aiwan Notebook Odms ,