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Global notebook shipments for 1Q20 to plunge 29-36% sequentially on epidemic, says Digitimes Research

Global notebook unit shipments for the first quarter of 2020 are estimated to experience a larger sequential fall of 29-36% than 17% projected earlier, as severe labor and components shortages and stagnant logistics arising from the coronavirus outbreak are derailing supply chain in China, which commands over 90% of global notebook production, according to Digitimes Research.

Notebook ODMs are being hit hard by the epidemic, as their plants in China can register low capacity utilization of around 30% due to slow employee returns, 14-day quarantine requirement of returning workers and prolonged resumption of production at suppliers of non-key components which ODMs usually keep low inventory.

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