February 8, 2023

IT House August 21 news, according to Taiwan Media Central News Agency, KGI Investment Consulting technology industry analysts released a research report that the notebook computer inventory adjustment will continue to the end of the fourth quarter of this year or even the first half of next year, optimistic about the iPhone and server supply chain Will play the growth momentum in the second half of this year.

iPhone 14 Pro renders

▲ Apple iPhone 14 Pro rendering

The report pointed out that due to the depreciation of the New Taiwan dollar and the improvement of product mix, most IT hardware manufacturers made higher-than-expected profits in the second quarter of this year, but personal computer (PC) brand manufacturers, motherboard and graphics card manufacturers performed less than expected.

Among the top five notebook computer foundries, Quanta is expected to increase shipments by more than 20% in the third quarter of this year, mainly due to strong MacBook demand offsetting sluggish Chromebook demand. Compal’s third-quarter shipments may decrease sequentially due to lower demand for business notebooks.

KGI Investments predicts that the shipments of the top five notebook foundries in the third quarter of this year will increase by an average of 7% to 8% quarter-on-quarter and decrease by 19% year-on-year. In the fourth quarter, shipments will increase by single-digit percentages, but decrease year-on-year. 20%. It is estimated that the shipments of the top five notebook OEMs will decrease by 17% year-on-year this year.

IT Home has learned that analysts said that despite the increase in the number of inventory days in the laptop supply chain, the server inventory situation is relatively healthy. The overall inventory days of the server supply chain decreased from 100 days in the first quarter of this year to 87 days in the second quarter.

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In addition, some iPhone suppliers’ inventory days climbed in the second quarter of this year, which may be ready for iPhone 14 mass production. KGI Investment Advisors still expects that the launch of new iPhone 14 products in the third quarter of this year will drive demand growth in the second half of the year, which will benefit the supply chain momentum.