laptop ODM factory is generally disturbed by factors such as epidemic closure and supply chain disarray in the second quarter of this year (2022). Laptop shipments have been affected. Most manufacturers' shipment season in the second quarter may be flat, and are affected by external adverse factors such as inflation. Even after the sluggish second quarter, manufacturers are generally still conservative about the peak season of the third quarter, and the peak season may not be prosperous.
The laptop supply chain encountered turbulence in the second quarter. From April to May, many regions took measures to control the epidemic, causing chaos in the supply chain, and shipments were greatly disturbed. The shipments of ODM factories showed a sluggish quarter.
Wistron 's revenue in May was NT$74.337 billion, an increase of 8.76% month-on-month and 21.92% year-on-year. Among them, 1.9 million laptops were shipped, with a monthly increase of 300,000 units, mainly reflecting the gradual smooth supply chain. At present, there are fewer and fewer projects short of materials. As the supply chain goes smoothly, it is expected that laptop shipments will have a chance to rise again in June. The overall second quarter NB shipment is estimated to remain flat or slightly upward in the quarter.
Regarding the views on laptop shipments in the third quarter, Wistron pointed out that the current operating environment is full of uncertainty, the impact of inflation is still there, and the current market conditions are still unclear, and the temporary estimate of shipments in the third quarter is flat.
Yingyeda 's revenue in May was NT$39.511 billion, a monthly decrease of NT$10.52% and an annual increase of 11.81%. The laptop shipped 1.7 million units and a monthly decrease of 100,000 units. Among them, the server was greatly affected by supply chain disability and the main reason was that the components were blocked, so the shipment recession was greater than that of laptops. However, as the supply chain is expected to gradually move smoothly in June, overall NB shipments in the second quarter are estimated to increase slightly compared with the first quarter.
is looking forward to the peak season of the third quarter. Although the base period of the second quarter is low, Yingye has not increased the shipment of laptops. According to the current order control, it is expected that the shipment of laptops in the third quarter will be consistent in the quarter.
brand factory ASUS believes that in the recent past, due to factors such as epidemic lockdown, inflation, and the increase in terminal inventory water level, the demand for laptops in the second quarter is conservatively viewed. It is expected that there will still be a basic seasonal peak season in the second half of the year. However, throughout the year, the demand for consumer laptops has declined the most severely, and a 10% recession is expected.
Acer also pointed out recently that due to factors such as the international situation, epidemic lockdown, and inflation, the current laptop inventory level is higher than in previous years. Inventory may be sold in the second half of the year, and the overall market situation is temporarily conservative.
laptop ODM factory experienced unsatisfactory supply chain problems in the second quarter and the base period was low. However, under the influence of inflation, Ukraine-Russia conflict, even if it will enter the traditional peak shipment season in the third quarter, it will still be viewed conservatively, and the peak season may not be prosperous.
Source of information: MoneyDJ
Cover image source: Paixin.com
