DigiTimes writes laptop makers saw weaker-than-expected results in Q4 2019 due to the continuing shortage of Intel processors. The site also writes there's an expected 10-15 percent sequential slide in shipments in Q1 2020 due to the inventory build-up to avoid the US tariffs:
Intel CPU shortages continued troubling the notebook market in fourth-quater 2019, with notebook makers seeing weaker-than-expected shipments in the period. Their notebook shipments are expected to slide 10-15% in the first quarter of 2020. ODMs may be seeing stagnant growth in notebook shipments, but the smart speaker maket is promising. Inventec has obtained orders for smart speakers from Google, and Wistron has landed its first oders for smart speakers. In the semiconductor back-end sector, ASE Technology expects flat growth in first-quarter 2020, thanks to SiP orders reportedly from Apple. At CES 2020, Taiwanese startups have demonstrated much progress. And the Korean tech giant Samsung has demonstrated its advantage in 8K TVs at the annual show in Las Vegas.