Stay-at-home needs triggered by the coronavirus-imposed lockdowns in many parts of the world have boosted demand for enterprise and educational notebooks and tablets. Taiwan-based notebook ODMs now expect robust shipment growth in second-quarter 2020. But many of them expect the growth to be shortlived for a mature market that can hardly support their long-term growth. They remain keen on developing non-notebook devices to shore up profitability. Also being propelled by stay-at-home economy is the memory sector, which has seen significant demand from the server, gaming, notebook and STB sectors.
Notebook makers expect uptick in demand in Q2 2020
Posted on Tuesday, Mar 31 2020 @ 11:40 CEST by Thomas De Maesschalck
Taiwanese notebook ODMs are seeing a lot more orders for the second quarter of this year. Because millions are now forced to work and study at home, there's a big uptick in demand for enterprise and educational notebooks and tablets. DigiTimes reports the demand is expected to be short-lived though, as these are pretty mature markets.