Taiwanese motherboard and graphics card makers, including Asus, Gigabyte and MSI, are all expecting a sharp drop in shipments in the second quarter due to lower demand for laptops and PCs, according to industry sources.
According to digitalimes,Sources said the decline was also due to the impact of China’s coronavirus lockdown on global supply chains, the impact of the Russian-Ukrainian war on raw material supplies and global inflationary pressures.
Previously, ASUS estimated at the French conference that PC operations in the second quarter would decrease by 10% quarter-on-quarter, and components would also decrease by 10%-15% quarter-on-quarter.
It is reported that since the beginning of 2022, the purchasing power of motherboards, which initially benefited from the epidemic and the cryptocurrency mining boom, has weakened significantly. therefore,Related companies have lowered their motherboard shipments for 2022.
Many companies are now feeling the effects of weaker demand for laptops, graphics cards and servers, and the industry is now waiting to see if new products from AMD, Intel and Nvidia at the end of the second quarter will offset concerns about falling demand, the sources said.
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