According to industry sources, Taiwan, China's mainboard and graphics card manufacturers, including ASUS, Gigabyte and MSI, expect a sharp drop in shipments in the second quarter due to the declining demand for notebook computers and personal computers. According to DIGITIMES, sources said that the decline was also attributed to the impact of the epidemic blockade on the global supply chain in Chinese Mainland, the impact of the Russian Ukrainian war on raw material supply and global inflationary pressure.
Previously, ASUS estimated at the French conference that the PC operation in the second quarter would decrease by 10% and the components would also decrease by 10% - 15%.
It is reported that since the beginning of 2022, the purchasing power of the main board, which initially benefited from the epidemic and the cryptocurrency mining boom, has been significantly weakened. Therefore, relevant companies have reduced the main board shipment in 2022.
Sources pointed out that at present, many companies feel the impact of the weakening demand for laptops, graphics cards and servers. The industry is now waiting to see whether the new products launched by AMD, Intel and NVIDIA at the end of the second quarter will offset the concerns about the decline in demand.
(checked / Yuki)