Global leading notebook OEM factories are infected with the epidemic, NB supply chain may worsen

Yesterday, , the world's leading notebook contract manufacturer, Quanta Group, reported that employees were infected with the epidemic. The new crown epidemic prompted a large shortage of home economic terminal devices such as laptops. Quanta Group's infection may have an impact on shipments and shock the industry . According to industry insiders, this incident has not only broken Taiwan's record of no local cases for 253 consecutive days, but the global laptop supply chain is also facing an "arsenal fire", which may worsen the supply of laptops.

Quanta Group confirmed yesterday that a female employee of its subsidiary Guangming was diagnosed with . Quanta emphasized that although the suspected case is not in the parent company, the epidemic prevention will still be deployed strictly to prevent accidents and maintain the health of employees; Quanta will always refuse foreign visitors from today.

​​Quanta is the world's largest notebook OEM, with an estimated annual shipment of 60 million units this year, ahead of the second place Compal’s 40 million units. Quanta's customer base is the world's top brand manufacturers, including Apple Mac series products, HP and Taiwan's Acer , they all look for Quanta to work, and Quanta has the reputation of "the largest arsenal behind the world's pen power plant."

​​Quanta Group also produces servers, robots and other products. The server is in charge of its subsidiary Yunda, and the robot is in charge of the subsidiary Guangming's transfer investment to Daming. Quanta Group’s consolidated revenue for the first November was RMB 98.104 billion, an annual increase of more than 4.7%. For the whole year of this year, the revenue stood at the trillion RMB mark for four consecutive years. It is one of the top technology companies in Taiwan.

​​was impacted by the news that employees were infected with the epidemic. Guangming’s stock price was smashed yesterday after midday. It closed at 37.6 yuan, down 2 yuan, or more than 5%. Quanta closed at 78.3 yuan, down 1.2 yuan, or 1.5%. It was the manufacturer with the heaviest decline among the major foundries.

​​The industry pointed out that although Quanta also produces a small number of laptops and servers in Taiwan, the main production base of is still in mainland China, and the infection of its subsidiaries will have little impact on Quanta’s shipments. However, Quanta has a pivotal position in the supply chain of notebooks and servers, and this matter is still waiting for the technology community.

​​In response to the epidemic, Quanta announced yesterday that it will comprehensively upgrade its epidemic prevention measures and return to the state of disposal at the peak of the epidemic. Strictly take body temperature, wear masks, and close staff restaurants, meeting rooms, fitness centers and other spaces to prevent staff from gathering together.

​​Guangming is currently located in Linkou’s operating headquarters, which is shared with the parent company Quanta. Quanta has part of its production business in the Guangming Building. Quanta emphasizes that it is separated from Guangming on different floors, and the factory traffic is also separated from Guangming. Z5z

​​Guangming Chief Financial Officer and Spokesperson Li Zhiren said that Guangming continued to carry out epidemic prevention advocacy and epidemic prevention control at the beginning of this year. In addition to daily disinfection and temperature measurement before entering the factory, it also requires real-time reports of abnormal physical conditions of employees. At present, the company continues to cooperate with the requirements of the health unit to implement necessary epidemic prevention and isolation measures.

​​Guangming emphasized that this incident does not affect operations. Quanta pointed out that the infection of the group's companies will not affect the operation of the parent company.