Imikhiqizo, amafekthri ayingxenye, i-OEM, Isidingo samakhompyutha aphathekayo silungile engxenyeni yesithathu

Engxenyeni yokuqala yalo nyaka, izinsiza ze-laptop nazo zithintwe ukushoda kwama-chip.

Kodwa ngokwemibiko yabezindaba yakwamanye amazwe, umuntu osebenza emkhakheni we-Industry chain usanda kuveza ukuthi isimo samanje sokuhlinzekwa kwama-chip sithuthukisiwe, ngakho-ke amandla okuhlinzekwa kwabakhiqizi bama-notebook azothuthukiswa ngokufanele, futhi ama-oda akhona amaningi kulindeleke ukuthi aqedwe kwikota yesithathu.

Brands, component factories, OEM, Demand for laptops is positive in the third quarter

Baphinde bahlaziye ukuthi abahlinzeki bemikhiqizo abaphezulu abafana ne-HP, Lenovo, Dell, Acer ne-Asustek Computer baphendukele ekutholeni ama-chips lapho beshoda khona bodwa, kunokuba basebenzise i-ODM.Lokhu kusiza ukufinyeza inqubo yokuthengwa kwempahla kuyilapho kunikeza abahlinzeki ukuguquguquka okwengeziwe nokulawula ukuphathwa kwe-supply chain.

Ngakolunye uhlangothi, abathengisi bezingxenye zekhompuyutha ephathekayo, okuhlanganisa izixhumi, izinsiza zikagesi namakhibhodi, bahlala benethemba mayelana nokuthunyelwa kwabo engxenyeni yesithathu yalo nyaka, naphezu kokukhathazeka ngokwehla kwama-oda ama-laptop chips.

Ngaphezu kwalokho, abahlinzeki bemikhiqizo nama-ODM bebelokhu beshintsha imiklamo yemikhiqizo kusukela engxenyeni yesibili ka-2020 ukuze banciphise umthelela wokutholakala okuqinile.Nakuba izingxenye ezibalulekile ezifana nokuphathwa kwamandla nama-codec IC omsindo zingathatheki indawo, ukushintshwa kwama-IC athile kusengakwazi ukuhambisa ukuthunyelwa kwamanye amamodeli webhuku lokubhalela.Ama-ODM amaningi alindele ukuthi ukuthunyelwa kwawo kwenyuke ngoJuni kusukela enyangeni edlule futhi ahlale enethemba ngesidingo nangekota yesithathu.I-Digitimes Research ilindele ukuthi ukuthunyelwa kwe-ODM kukhule ngo-1-3% ngekota ngekota yesithathu.

Ngenxa yalolu bhubhane, kube nokwanda okukhulu kwesidingo somsebenzi wasekhaya nemishini yokufunda, njengamakhompyutha aphathwayo.Isidingo samakhompyutha aphathwayo sinamandla, ngakho-ke abakhiqizi belaptop nabo babhekene nengcindezi enkulu yokunikezela.Umbiko wangaphambilini wabonisa ukuthi ngonyaka odlule ukuthunyelwa kwe-laptop emhlabeni wonke kweqa amayunithi ayizigidi ezingu-200 okokuqala ngqa, okubeka izinga eliphezulu elisha.

I-Industrial chain personage ngaphambilini iveze ukuthi isidingo sabathengi samakhompyutha we-notebook sisaqinile kulo nyaka, okudonsela phezulu isidingo sama-chips, amaphaneli.Ukuthunyelwa kwamaphaneli aphathekayo kulindeleke ukuthi kukhule ngamaphesenti angu-4.8 ngonyaka kulo nyaka, futhi abahlinzeki babeke imigomo ephakeme yokuthunyelwa.


Isikhathi sokuthumela: Jul-03-2021