He said that the industry factors, anti-regard that many manufacturers had not thought of 3,4 months of this year when the domestic market will be sold so-wang, so there is no urgency stocking. Over the same period in Europe and the United States market is also off-season, so on behalf of the factory and nothing more than the margin will be available. BenQ brand and OEM cut, the notebook cause many of laptop battery the original group of officers went to the brand and OEM parts, personnel changes in a larger number of links leading to a lack of convergence, thereby delaying the progress of a lot of production. For example, he said, for example because some of my colleagues, too much rush delivery, leading to a number of notebook processors have not been tested well on the behalf of the factory sent the results on behalf of the plant was found to be assembled when the processor is not tested, they can not production, and only sent back to re-test, such a move could lead to these products will be delayed 1 to 2 weeks available.
Huang Renhong specifically pointed dell Latitude D800 battery out that when the second half of September is also a key point. Because this year the relevant downstream market research agencies and manufacturers are optimistic about the size of the global notebook shipments reach 100 million units of the target, downstream stocking are very active, but the upstream component vendors such as panels, battery modules and hard drives have heard the message out.
One panel makers in July began to expand its notebook panels or, 14,15,17-inch notebook panels rose quotes are currently more than 100 U.S. dollars.
Last year, Sony batteries quality problems occur, leading to a global recovery of more than 10 million laptops, the current state of the battery dell Inspiron 8500 battery core has been in short supply, so in May this year, when the battery has gone up 5% ~ 10%, while Q3 and perhaps will rise about 5% ~ 10%.
Since last year, the hard disk drive is an oversupply, resulting in serious hard bargain, and this year have a moderate amount of Hard-drive factory cut, but the downstream market demand. Estimates starting in August this year, the entire second half of notebook hard drives will be unavailable.
However, Huang Renhong said BenQ's notebooks are now smoothed supplier relationships, foreign Jiaming Ji has been there on the LCD screen, AUO's support, BenQ has begun to actively respond to stock-outs. In addition, BenQ is not the current mass popularity of market dell 8N544 battery positioning, and therefore the amount of pressure on the not particularly large, but also slow down from the side face of the pressure of the overall market is out of stock.
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