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Notebook Makers Facing 2Q21 Shipments Shortages of Up to 50%
Components shortages have been troubling the notebook sector, with ODMs and brand vendors set to see shipments fall short of demand by 30-50% in second-quarter 2021. Chromebooks have been among devices that have seen extremely tight supply of eMMC storage they need - a result of short supply of NAND flash controllers. Meanwhile, panel maker AUO has entered the supply chain of Samsung's MicroLED TVs by providing backplanes. The supply of notebooks particularly that of Chromebooks remains constrained in the second quarter, with ODMs and brand vendors expected to see shipments fall short of orders by 30-50%, according to industry sources.
Components shortages have been troubling the notebook sector, with ODMs and brand vendors set to see shipments fall short of demand by 30-50% in second-quarter 2021. Chromebooks have been among devices that have seen extremely tight supply of eMMC storage they need - a result of short supply of NAND flash controllers. Meanwhile, panel maker AUO has entered the supply chain of Samsung's MicroLED TVs by providing backplanes. The supply of notebooks particularly that of Chromebooks remains constrained in the second quarter, with ODMs and brand vendors expected to see shipments fall short of orders by 30-50%, according to industry sources.
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