Highlights of the day: Notebook ODMs to see strong 2Q20
DIGITIMES workers
Stay-at-home wants triggered by the coronavirus-imposed lockdowns in lots of elements of the world have boosted demand for enterprise and academic notebooks and tablets. Taiwan-based pocket book ODMs now count on strong cargo progress in second-quarter 2020. But lots of them count on the expansion to be shortlived for a mature market that may hardly assist their long-term progress. They stay eager on creating non-notebook gadgets to shore up profitability. Also being propelled by stay-at-home economic system is the reminiscence sector, which has seen vital demand from the server, gaming, pocket book and STB sectors.
Notebook ODMs eyeing strong cargo will increase in 2Q20: Taiwan’s pocket book ODMs are poised to see sturdy shipments within the second quarter of 2020, notably these of enterprise and academic fashions to fulfill large distant work and studying wants amid the coronavirus pandemic, permitting them to lift cargo projections for the primary half of the 12 months, in response to trade sources.
Taiwan ODMs keep eager on increasing non-notebook gross sales: Taiwan’s ODMs together with Compal Electronics and Quanta Computer will proceed to generate extra revenues from non-notebook segments for additional revenue enchancment in 202 regardless of latest sturdy demand for notebooks, in response to trade sources.
Memory demand propelled by stay-at-home economic system: The coronavirus outbreak has spurred stay-at-home economic system, driving demand for associated purposes corresponding to servers, business notebooks, gaming consoles and set-top packing containers (STB), in response to sources at reminiscence backend homes.
