|The Coming Tech Boom of the Fourth Quarter |
I spent the early part of my week talking to ODM’s (An original design manufacturer (ODM) is a company that designs and manufactures a product, as specified, that is eventually rebranded by another firm for sale.), and PC makers to gauge how they see their market demands changing over this year. As you can imagine, all say that because of the closing or slowdown of manufacturing facilities due to the COVID-19 Virus during the first half of this year, it will have a ripple effect during Q1 and Q2 on sales and earnings. Both groups are pretty much writing off the first two quarters as ODM’s can’t make enough products to meet current PC demand.
All PC makers have millions of dollars of PC orders they can’t fill, and many of the new smartphones that would come out in the first half of 2019 will be supply constrained through the summer. The PC makers also have a double whammy in that Intel, starting last fall, was unable to meet their demands for specific processors. Even though many turned to AMD to help fill some demand, PC orders in Q 4 of 2019 could not be filled in many cases.
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