The new coronary pneumonia has driven the trend of working at home and remote teaching. The sales of notebook computers have been good. The supply chain revealed that the global notebook computer's HPE products are in short supply. Nearly double the scale of the same period, Quanta, Inventec, etc. rushed to production, and shipments surged, and surrounding component factories such as Qunguang and Dafang also dipped.
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The named Taiwanese factory has never commented on a single customer or order. The supply chain revealed that due to the rampant epidemic of new pneumonia in the United States, Europe and Southeast Asia, driving the global demand for online teaching and remote work, HP rushed to ship and rushed to pull orders for foundries.
According to the supply chain, HP ’s second-quarter notebook orders for Taiwan ’s foundries are 18 million units, nearly double that of the same period in previous years. HP ’s second-quarter orders include commercial, educational, and consumer notebooks, especially commercial ones. The proportion of new additions is the most significant.
Taiwan's foundry capacity in mainland China has resumed normal operations in March, and this season, with the delivery of the first-quarter deferred orders, the entire factory mobilized to rush to ship. The supply chain of HP notebook computers includes foundries Quanta, Inventec, Compal, and power plant Delta Electronics, Lite-On, and keyboard factory Darfon, etc. Under the urgent orders that brand factories have poured in, related suppliers rank first. Operation is expected in the second quarter.
It is reported that HP's urgent orders are mainly commercial models. Among the current foundries, Quanta undertakes the largest orders of HP, commercial and consumer take-all; Inventec's main attack on commercial models, also for this wave of HP urgent orders Beneficiary.
The OEM's operations have shown strong growth since March. Quanta's notebook shipments in March increased to 4.2 million units, and the monthly increase was 3.1 million units or 3.4 times. The growth rate is out of the pack. Compal's PC shipments in March were 3.7 million units, a monthly increase of 2.1 million units or 1.4 times. Inventec shipped 1.8 million laptops in March, more than tripled monthly. With the large order report from HP, it will help the foundry shipments continue to rise in April.
Components also benefited. The legal person estimates that Darfur ’s shipments of notebook keyboard related products increased by 50% quarterly, and Qunguang ’s shipments of notebook, desktop and tablet related keyboard products increased by 40% quarterly , Become a big momentum for performance growth.
