Highlights of the day: Server, pocket book makers haunted by parts shortages
DIGITIMES workers
Demand for servers and notebooks has been fueled by stay-at-home wants within the wake of the coronavirus pandemic, which neverthess is disrupting manufacturing, logistics help, and labor provide, stopping parts and chip suppliers from catching up with the tempo of orders. Asustek says chips and parts provide for notebooks stay tight. Asustek co-CEO Samson Hu notes that the stay-at-home financial system has been considerably boosting gross sales for notebooks, however whether or not the momentum will proceed within the third quarter stays questionable. Rigid PCB makers have the identical fear concerning the pocket book maket within the second half of the yr.
Components and labor shortages proceed to hang-out server provide chain: Despite shoppers’ sturdy brief lead-time orders, the server provide chain is presently going through shortages of each parts and labor, hindering their shipments within the second quarter, in response to business sources.
Asustek sees tight provide of pocket book parts: Coronavirus lockdowns in a number of Southeast Asian nations have disrupted provide of chips and parts for notebooks and though the shortages have considerably improved not too long ago with the nations starting to ease a few of the restrictions, associated provide continues to be reasonably tight for the time being, in response to Asustek Computer.
Rigid PCB makers may even see weak momentum from notebooks in 2H20: Despite a ramp-up briefly lead-time orders for pocket book purposes, most Taiwan-based inflexible PCB producers are anticipated to see their annual revenues decline in 2020 as notebook-related cargo momentum could weaken considerably within the second half of the yr, in response to business sources.
