Gearbest Tech
[Gearbest News]In the past two years, many consumer electronics industries seem to be in recession. Research data shows that China’s smartphone shipments in 2022 will be less than 300 million units, and the revenue of many mobile phone manufacturers has also been greatly affected. Similar to the mobile phone industry, laptop sales in the PC industry are also quite weak. Recently, Gearbest noticed that even during the traditional peak demand season, the capacity utilization rate of notebook computers was less than 50%.
Recently, Gearbest noted that industry sources revealed on November 3 that the downstream supply chain of notebook computers has yet to show signs of recovery. Even during the traditional peak demand season, capacity utilization is worryingly below 50%. In addition, there are no clear signs of performance on accounts receivable held by suppliers, reflecting operational pressure and uncertainty throughout the supply chain.
Although inventories in the notebook computer industry have now dropped to normal levels, this does not mean that demand has recovered or sales have improved. In fact, overall sales are still declining, and orders show no clear signs of recovery. Supply Chain said it expects sales to remain weak in the fourth quarter of 2023 and not materially improve before the second quarter of 2024.
The downturn in the supply chain has not only affected companies, but also the prospects of the entire laptop industry. During the peak demand season, the supply chain's capacity utilization rate was less than 50%, suggesting that market demand for laptops may have reached saturation, or that consumers are switching to other types of electronic devices. In addition, issues with accounts receivable also increase the financial pressure on suppliers, which may further affect their operations and investment decisions.
magicCubeFunc.write_ad(“dingcai_top_0”);
Login with Google