According to the latest report, the continuation of the Russian-Ukrainian war and the high inflation momentum have led to a weakening of global consumption. After the non-Apple mobile phone industry reported a big cut in orders, the latest news from the supply chain pointed out that a new wave of cutting orders has spread to the PC industry. Recently, almost all first-tier PC brands have begun to revise their annual shipment targets.
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According to the report, the supply chain revealed that Lenovo, Hewlett-Packard, Acer, and Asus are all reducing their orders for this year by about double-digit percentages. Due to the strong demand for business notebooks, Dell adjusted orders relatively little. Apple has also remained relatively stable.
Acer and Asus did not respond to the concerns of the PC industry being faced with cutting orders. The foundry side maintained its view of the second quarter shipment growth.
Although brand factories began to notify suppliers to revise their full-year shipment targets in the second quarter, some of the previously deferred orders will continue to be shipped in the second quarter. The situation of shipments in the second half of the year is unsure.
Among them, Compal expects notebook growth in the second quarter to show a high single-digit quarter-on-quarter growth and even has the opportunity to challenge double-digit growth.
TrendForce, a research institute, pointed out that in the first half of 2022, notebooks will be under the pressure of revision, and the shipment forecast is revised down from the original 238 million units in the whole year to 225 million units, an annual decrease of 8.5%.
This is mainly due to the weak momentum of Chromebook shipments, the impact of the Russian-Ukrainian war on demand, and the downward revision of each notebook brand’s shipment outlook for 2022, which is about 10% to 15% lower than the average at the beginning of the year.
