Shulou(Shulou.com)11/24 Report--

CTOnews.com May 10 news, according to Digitimes, PC and notebook computer supply chain revealed that as customer inventory elimination entered a later stage, inventory problems eased, but worried that the market consumption power was weak, causing inventory to pile up again, so placing orders tends to be conservative. However, due to the fact that there is still a certain demand in the market, the form of orders issued by customers is mainly urgent orders. At present, the time from issuing an order to shipping is required to be less than 3 weeks, so the visibility of the follow-up market is gradually reduced to a maximum of 1-1.5 months.

Tuyuan Pixabay supply chain practitioners said that because the general environment is unknown and the consumption situation in the terminal market does not know when to recover, customers who have managed to reduce inventory will not run out of materials in the short term and are unwilling to stock in advance, so as to avoid high inventory again. However, the basic demand still exists, so customers will place orders in the form of urgent orders and require the supply chain to ship goods quickly according to the actual demand. At present, the time from placing the order to shipping is about 3 weeks.

According to a previous report released by Counterpoint Research, global PC shipments in the first quarter of 2023 were 56.7 million, down 28% from a year earlier, the lowest in the first quarter of the past decade. According to the report, PC is still in a state of inventory clearance, but this state will improve significantly in the second quarter of 2023. PC market demand will gradually recover in the second half of 2023, and shipments for the whole of 2023 are expected to fall by double digits.

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