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Notebook supply chain companies are seeing a lack of new product plans for the second half of this year despite the smooth progression of customer inventory corrections, according to sources.
Taiwan's exports to China (including Hong Kong) were only US$34.3 billion from January to March 2023, a 30.6% decrease from the same period the previous year, according to Taiwan's Ministry of Economic Affairs. Aside from decreasing demand due to terminal inventory concerns, the US' broader export restrictions targeting China's high-tech industry may have had an impact.
Many small- and medium-size businesses involved in the local supply chain for electronics parts and other devices have seen factory closures and layoffs in southern and eastern China, according to industry sources.
Speedtech, a Taiwan-based connector manufacturer, has announced new factory projects in Mexico and Malaysia to meet the needs of customers in the decentralized supply chain.
Realtek Semiconductor expects the penetration rates of Wi-Fi 6 in PCs to rise to 70% and routers to 60% in 2023, each up 10pp from a year ago, while products supporting Wi-Fi 7 are unlikely to begin volume shipments until 2024-2025 as the standard is still being certified.