After two years of absence, the Taipei International Computer Exhibition (Computex) physical exhibition will be released again this week. This time, not only will there be a virtual online exhibition, but the physical exhibition that has been suspended due to the epidemic for two consecutive years has also made a major comeback. Major manufacturers including AMD, NXP, Micron, Qualcomm and other companies will share the latest technology applications and corporate vision in the exhibition.
PC and NB are facing the industry headwind. The long-distance business opportunity dividends brought by the new crown pneumonia are gradually fading, and high inflation impacts the sales of consumer electronic products and the epidemic is blocked, which has impacted the global supply chain and has hit the revenue of various PC and NB factories in April.
However, Asus and Acer still took the lead in launching new products before the computer show. Asus has launched a number of new laptops equipped with OLED panels, as well as high-end e-sports laptops. Acer also launched a series of laptops for Chromebooks, thin and light business, and creators.
Acer Chairman Chen Junsheng mentioned last week that semiconductor supply has improved a lot, but the supply chain has other problems due to lockdown. It mentioned that Acer's key components are purchased by itself, but small parts purchased by OEM factories will cause problems with length and short materials because the supplier's location is just blocked and the goods cannot be shipped.
Asus Global Vice President Li Yichang admitted that blocking is indeed a great challenge to the supply chain. "Components and institutional materials will have a big problem if the chain is broken. We believe that the supply chain is working very hard to minimize the impact on shipment."
Whether Taipei International Computer can make PC, NB, and board manufacturers more confident and resist the international black swan depends on whether the new product effect can be effective.
