Koronawirus już nie taki groźny dla notebooków
Firmy ODM zamierzają przywrócić normalną produkcję w Chinach jeszcze w marcu br. Jednak niekoniecznie wszystko musi pójść gładko.

Compal Electronics i Wistron – tajwańskie koncerny ODM, produkujące komputery, przywrócą normalny poziom produkcji do końca marca br. – wynika z informacji z branży, które podaje serwis Digitimes.
Obecnie większość fabryk firm ODM przywróciła produkcję do ok. 60 proc. poziomu typowego dla tej części roku. W lutym poziom ten oceniano nawet na 20 proc. Z powodu epidemii koronawirusa w Chinach zamykano fabryki, a jak działały to często brakowało ludzi i komponentów.
Właśnie niedostateczna dostępność podzespołów może utrudnić plan powrotu do pełnej produkcji firm ODM jeszcze w tym miesiącu. Obecnie ich dostawcy przywrócili mniej niż 50 proc. normalnego zaopatrzenia.
Compal w lutym br. wyprodukował 1,6 mln notebooków wobec 2,5 mln szt. w styczniu. W marcu liczy na wynik podobny jak w ub.r. – 4,2 mln szt.
Wistron dostarczył 0,85 mln szt. w lutym wobec 1 mln szt. w styczniu br. W marcu również ma osiągnąć ubiegłoroczny poziom – ok. 1,4 mln szt. Także linie wytwarzające serwery, desktopy i monitory mają zwiększyć produkcję w tym miesiącu – podaje Digitimes.
Prognoza: do 23 proc. spadku w II kw. br.
Według informacji Canalys z lutego br. na dostawy PC w kanale sprzedaży trzeba czekać nawet 3 razy dłużej niż zwykle. Dopiero w III kw. 2020 r. dostępność komputerów będzie wracać do normy – wynika z prognozy. W I kw. br. spodziewany jest spadek dostaw na poziomie ok. 10 – 20 proc. (w zależności od rozwoju epidemii), a w II kw. br. – od ok. 9 do 23 proc.
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Produkcja Apple, Dell, HP, Lenovo zagrożona z powodu Covid w Chinach
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