Coronavirus outbreak: Notebook components supply may dry up in March
Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their suppliers continue to be prevented from going to work by the coronavirus outbreak. Quanta Computer has started volume production at a new assembly plant in Taiwan to meet urgent needs from clients, but components shortages remain an issue. Now Digitimes Research estimates that global notebook shipments will fall 29-36% in first-quarter 2020, much steeper than previously thought.
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