[新聞] 仁寶 有望奪NB代工一哥已回收
1.原文連結:
http://udn.com/NEWS/FINANCE/FIN3/8110046.shtml
2.內容:
仁寶 有望奪NB代工一哥
除了惠普詢、報價單(RFQ)出爐之外,上季榮登全球PC龍頭的聯想明年度的RFQ也揭曉,
但以這全球前兩大PC廠商下單情況觀察,2014年目標出貨量均比今年減少,明年全球筆電
出貨量下滑;不過,由於仁寶和大客戶聯想「緊密合作」下,有機會成為筆電代工一哥,
出貨量不受影響。
據了解,聯想雖然上季成為全球PC龍頭,但明年預估筆電出貨量約2,700萬至2,800萬台,
略低於於今年出貨量2,800萬至2,900萬台,出貨量衰退不到5%。但市場傳出,聯想計劃將
提高其自製率達六成,約1,700萬至1,800萬台為聯想自製,所以僅有1,000萬台釋出給台
灣相關代工廠商。
法人表示,由於聯想計劃六成自製,另外30%至35%交由仁寶代工,至於剩下的5%才給緯創
和廣達分食,意味著明年廣達筆電出貨量恐持續下滑,可能不到4,000萬台、約3,950萬台
,筆電出貨量比今年下滑約5%至10%。
3.心得/評論(必需填寫):
快上車吧,要起飛了
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