Analysis of Global Notebook Shortage from the Perspective of Semiconductor Supply

Analysis of Global Notebook Shortage from the Perspective of Semiconductor Supply

Taiwanese ODMs (Original Design Manufacturers) account for more than 80% of notebook computer shipments globally. Further, they have prototype product development and design capabilities. This enables Taiwan to develop a complete in-house semiconductor supply chain, including design, manufacturing and packaging and testing capabilities. These factors have long made Taiwan a vital player in both the global notebook and semiconductor industries. Amid the coronavirus pandemic and related disruptions to the supply chain, Taiwan’s importance as a tech hardware hub is becoming even more pronounced. This report provides the background and overview of the global notebook computer shortage; looks at factors impacting global semiconductor supply and examines the impactof chip shortage onboth semiconductor and notebook PC industries.