Digitimes quoted industry news that HP, DELL, Lenovo, Acer and ASUS have been unable to launch a new generation of CPU notebooks in the second half of 2018. The main reason is that the new product of Intel is released late and is not up to the peak season of this year.
The CPU delay will lead notebook brand manufacturers to lower the 2018 shipments of notebook computers, and at the same time weaken the growth momentum of supply chain manufacturers. The source said that without Intel's new generation of CPU support, notebook manufacturers would not be able to stimulate consumer demand for upgrading.
Now notebook vendors can do more to promote games and commercial notebooks, while a variety of means to further reduce costs, including the suspension of the original new generation of CPU research and development of innovative software and functions. News from notebook ODM vendors said their research and development virtually stagnated.
IC chip designers also believe that revenue will be overshadowed in the second half of the season, and notebook vendors' suspension of high - value functionality will lead to a drop in demand for fingerprint identification chips, touch pens, and Type-C.
Notebook manufacturers are taking a conservative marketing approach, which will not be very high in the second half of 2018, so OEM and ODM manufacturers must think together to reduce the cost of spare parts.
Since Intel's new generation of CPU can't support notebook shipments in the second half of 2018, it is expected that notebook shipments will fall further in 2017, and this trend will continue until the first half of next year in the Q1 quarter or even in the first half of next year.