受贸易战冲击,全球NB产业加快“东南飞”步伐

Release time:2019-09-24
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source:ESN
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旷日持久的中美贸易战,迫使销往美国市场的笔记本电脑逐渐移往中国境外生产,这使得原本高度集中在中国大陆的全球笔记本电脑产品生产集群,正在往台湾地区与东南亚国家迁移。

根据国际数据信息(IDC)全球笔记本电脑组装产业季报的最新研究结果显示,2019年第二季度,在英特尔处理器缺货状况缓解,以及品牌厂商备货订单的挹注下,全球笔记本电脑组装(ODM/EMS)产业的出货量较前一季大幅成长11.4%,达到3970万台。

IDC研究副总监徐美雯指出:“2019Q2,为了避免受到美国关税的影响,部分笔记本电脑品牌厂商开始准备额外的库存。并且,中美贸易战亦迫使销往美国市场的笔记本电脑移往中国境外生产,这使得原本高度集中在中国大陆的全球笔记本电脑产品集群,正在往台湾地区与东南亚国家迁移。”

2019年第二季度,台湾笔记本电脑组装产业出货量占全球出货量的82.3%,厂商的生产地点集中在中国大陆。在前五大专业代工厂中,仁宝笔记本电脑组装出货量维持全球第一的排名,而排名第二名的广达则是客户群最为广泛的组装厂。

展望2019年下半年,受中美贸易战影响,全球笔记本电脑市场需求的不确定性增加;加上中国境外新的制造工厂将陆续于年底前量产,提前备货的库存需要时间去化,因此IDC预期全球笔记本电脑组装产业的出货量虽在第三季仍维持成长,但预期第四季将微幅下滑。


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