![]() ![]() Presently, ODMs such as Compal, Wistron, and Foxconn have begun to build notebook assembly lines in Vietnam in response to the requests made by their clients from the US. The demographical advantage might be the more significant incentive for brands and ODMs to set up shop there. At the same time, Vietnam has a relatively young and low-cost labor pool. Materials and components from China can be quickly transported to assembly plants in Vietnam. The first model will be centered on Vietnam as the country has both geographical and demographical advantages. ![]() According to TrendForce’s latest observations, strategic considerations about future geopolitical developments could lead to two models for notebook production located outside China. While political and economic pressures are the well-recognized factors that propel US-based brands to change their strategies, these major brands themselves also have the scale to persuade the rest of the participants in the supply chain to follow their lead. Among them, US-based brands have been the most aggressive in relocating device production and finding alternative sources of component supply. Hence, the major electronics brands have revamped their supply chain strategies in recent years. The continuation of the US-China trade dispute has led to increasing geopolitical tensions across the globe. Supply Chain Is Shifting, and US-Based Brands Are Main Driving Force Behind ODMs’ Relocation Efforts This projection is a 10-year low for first-quarter result. Because of these actions, global notebook shipments are forecast to drop by 9.5% QoQ to 35.1 million units for 1Q23. Moreover, they completed shipments for some orders ahead of schedule before the end of 2022. In view of this situation, notebook brands have raised inventory for their popular device models. Besides low demand visibility, whether device shipments will be impacted by another round of pandemic-induced component shortages has also been a major concern. Furthermore, order placements from channels are going to be much more restrained.Īdditionally, the Lunar New Year holiday for 2023 is going to arrive earlier compared with the previous years, and notebook brands have anticipated that the course of the ongoing COVID-19 outbreaks in China will become a huge market variable after the holiday. Since the sales results for 4Q22 were lackluster, efforts to get rid of the existing stockpile of whole devices might continue through 2Q23. This development was mainly attributed to factors such as high inflation suppressing consumers’ disposable income. Looking at regional markets, notebook brands (PC OEMs) slashed prices in the US and China, but their sales results still did not meet expectations. TrendForce expects the YoY decline to moderate to about 7.8%, but shipments are projected to total only 171 million units.īecause market demand was anemic in 4Q22, promotional activities related to the traditional year-end peak season did not generate a lot of sales momentum. As for 2023, the outlook on the performance of the notebook computer market remains uncertain at this moment. Port selection: The more ports, the better.According to TrendForce, due to the various major events that affected the global economy and politics, the overall demand for consumer electronics made a sharp downward turn in 2022, and global shipments of notebook (laptop) computers began to fall over the quarters. TrendForce’s latest analysis finds that global shipments of notebook computers (from ODMs) reached just around 186 million units for 2022, showing a YoY drop of 24.5%.Battery life gives a user more freedom and makes a device more reliable for travel, so we consider it here. That said, in general, we assume that most shoppers are choosing a laptop over a desktop because they value some ability to work away from a plug. Battery life: Battery life is much more important in some categories than it is in others.Design: We’re looking for laptops with a solid, durable build that can handle a standard amount of briefcase wear-and-tear.Screen: We like displays that are color-accurate and bright.A gaming laptop should run today’s popular games. An ultraportable laptop should be able to handle a standard office workload without excessive heat or fan noise. ![]() Performance: We want laptops with enough power to accommodate their target audience.The more expensive a device, the more exceptional it has to be to make it on here. We’re seeking laptops that offer great value for their asking price, and that are the best of the best compared to other laptops in their price category. Value: Price is a very important factor in evaluating devices for this page.
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