So far, Intel hasn't provided its downstream partners a clear schedule on when the shortages can be resolved. Wong believes the tight supply is unlikely to be resolved before the second half of 2019.
Wistron originally expected its notebook shipments to grow 5-10% sequentially in the third quarter, but has already cut the forecast to 5% or less.Compal is a Taiwanese original design manufacturer (ODM), it's the world's second largest contract laptop maker. The company manufactures laptops for pretty much all major PC brands.
Inventec expects its third-quarter shipments to rise by a single-digit percentage sequentially and stay at the same level in the fourth quarter, while Quanta also expects a single-digit percentage sequential growth for the third quarter shipments, but was unable to give an estimate on its fourth-quarter performance.
DigiTimes reports some market watchers are more optimistic, and expect the situation to improve in Q1 2019