IPC makers involved about weakening gross sales in 2020
Ninelu Tu, Taipei; Joseph Tsai, DIGITIMES
Despite sturdy rebounds in March revenues, industrial PC (IPC) makers are nonetheless cautious about demand for IPCs for the remainder of 2020, based on sources from the upstream provide chain.
With IPC makers’ capacities in China principally recovering in March and shoppers replenishing their stock, most IPC makers noticed dramatic will increase of their March revenues.
IPC makers together with Advantech, Ennoconn, Adlink Technology, Nexcom and DFI, all loved 10-40% on-month income growths in March.
However, many cities and nations worldwide have been lockded down within the wake of the coronavirus pandemic, with shoppers deferring tasks of native infrastructure building or upgrades to automated manufacturing traces, the sources stated.
Advantech is at present seeing its North America capability’s utilization charge attain 70-85% for the time being, whereas another IPC makers are nonetheless seeing secure orders for April, the sources stated. But shipments are being obstructed by the disruption to the worldwide logistics networks, the sources added.
Although some IPC makers have acquired brief lead-time orders for medical care merchandise, their progress momentum will nonetheless depend on shoppers upgrading manufacturing traces and constructing infrastructures.
Since the pandemic stays rampant within the US and Europe, the IPC makers are involved that their gross sales could also be hindered by their shoppers shifting price range to acquire gear for healthcare and to postpone their investments in upgrading present services to a later time.
Demand for IPCs might weaken in 2020
Photo: Digitimes file picture
