Shipments of Notebook PC ODM Industry Increased Significantly in 2Q19


Reading time ( words)

The global production volume of notebook PCs by the ODM/EMS industry increased 11.4% year over year to 39.7 million units in the second quarter of 2019 (2Q19), according to the latest results from the International Data Corporation (IDC) Worldwide Notebook ODM QView. The growth in ODM shipment volume was driven by the increased availability of Intel CPU supply and growing OEM orders.

"The ODMs' new production facilities weren't yet ready to mass produce in the second quarter of 2019; therefore, preparing additional inventory to avoid the impact of the USA tariffs is the main reason for the increase in shipments," said Annabelle Hsu, associate research director for IDC's Worldwide Hardware Assembly Research. "Notebook PCs sold to the USA market must be produced outside China before the deadline of imposing the tariffs."

The worldwide production share of the Taiwanese notebook PC ODM/EMS industry reached 82.3% in 2Q19. However, the global manufacturers' production locations remained concentrated in China. As for the top 5 ODMs, Compal maintained its first place position, while Quanta's customer base is the most extensive.

PC1.jpg

For the worldwide notebook PC ODM industry forecast, the new production facilities outside China will be ready to mass produce soon. As a result, IDC expects the shipments of worldwide notebook PC ODM/EMS will decrease in the fourth quarter of 2019 due to the inventory preparing in earlier this year. 

IDC Worldwide ODM & Display Industry Research

The object of IDC's Worldwide ODM & Display Research is the compilation of manufacturers who provide ODM and EMS services to their clients—branded vendors. The ODM/EMS manufacturers are in the upstream of the industry supply chain, as the red mark in Figure 1. ODM/EMS manufacturers include Foxconn, Huaqin, Compal, Quanta, Compal, Wistron, and others. Their clients are branded or white-box vendors, such as Apple, Amazon, Lenovo, Huawei, Oppo, and others.

PC2.jpg

About IDC

International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,100 analysts worldwide, IDC offers global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries. IDC's analysis and insight help IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is a wholly-owned subsidiary of International Data Group (IDG), the world's leading media, data and marketing services company. 

Share

Print


Suggested Items

This Month in SMT007 Magazine: Test and Measurement in a Smart Factory

11/03/2020 | Nolan Johnson, I-Connect007
Nolan Johnson spoke with MIRTEC President Brian D’Amico about how the role of test and measurement equipment is changing in the smart factory and how shops can adjust to make use of the new technology. D’Amico shares this insight: “While approximately 90% of U.S. electronics manufacturers recognize the potential of Industry 4.0 to improve productivity, many are slow to adopt smart factory solutions within the manufacturing process.”

SMTA Additive TechXchange Keynote: An Outlook on Advanced PCB Fab

10/20/2020 | Pete Starkey, I-Connect007
Organised as a virtual event by Lenora Clark of ESI Automotive and Tara Dunn of Omni PCB, SMTA’s Additive TechXchange addressed additive technology specifically in the context of the electronics industry. Pete Starkey details the keynote presentation, an outlook on advanced printed circuit board fabrication, from Jeff Doubrava, managing partner at Prismark Partners.

This Month in SMT007 Magazine: Electronics Manufacturing—A Critical Industry and Supply Chain

07/01/2020 | I-Connect007 Editorial Team
Chris Peters represents the U.S. Partnership for Assured Electronics, where he advocates for electronics manufacturing as a critical industry. Here, he describes the current status, the supply chain, and what he sees in Washington, D.C.



Copyright © 2020 I-Connect007. All rights reserved.