Servers and desktop PCs are included on the list, while laptops, All-in-One PCs, smartphones, and wearables are excluded. Fearing further tariffs may be incoming, US notebook and AiO PC brands have requested their downstream assemblers to diversify their production. DigiTimes heard it will take 1-2 years for production relocation by supply chain partners.
Pegatron for example is looking to establish a new production base in Southeast Asia, possibly in Indonesia. Here's a brief look at what some of the other major ODMs will do:
Following intensive evaluation, Compal has decided to reactivate its notebook assembly capacity at its plant in Vietnam while also expanding notebook docking capacity at its plant in Taoyuan, northern Taiwan.Via: DigiTimes
After kicking off production of servers recently at its existing plant in New Taipei City, Quanta Computer is actively looking for a new plant location, probably in the Hwa Ya Technology Park, also in Taoyuan, to house notebook production lines, the sources said.
Wistron maintains production bases in Hsinchu Science Park (HSP) in northern Taiwan, the Philippines and Mexico. Now with Mexico facilities focusing on production of servers, the company is moving to install new notebook production lines at its plants in Taiwan and the Philippines, the sources said.
Inventec will expand its server production capacity at its production base in Taoyuan and may adjust the capacity to support expanded notebook production if needed, the sources said.