Trade tensions are accelerating decentralization of the notebook industry, particularly in China and India where vendors are now keen on designing and making devices locally to cater to domestic needs or work around restrictions. Strong demand for notebooks in the wake of the coronavirus lockdowns has pushed up sales and profits for many in the IT ecosystem, including LCD display suppliers. AUO was able to return to profitability in third-quarter 2020 after six quarters of losses. Foundry house UMC has also reported strong profits for the third quarter, thanks to the pandemic-boosted stay-at-home needs.
More laptops production to be localized in China and India
Posted on Friday, October 30 2020 @ 11:38 CET by Thomas De Maesschalck
DigiTimes reports notebook production is becoming more localized. The site says that particularly in China and India, vendors are setting up production chains to meet domestic demand. A large part of this is driven by trade restrictions.