The global PC industry is still suffering from high inventory, low buying momentum and weak market conditions. However, it is worth noting that there has been a sudden wave of purchases of NB-related chips in the supply chain recently, and Intel (Intel) has lowered the quotation of Alder Lake old platform processors. And some NB brand manufacturers have released the good news that the inventory adjustment has reached the final stage, and the rejuvenation of the NB industry may have the opportunity to come earlier.

In this regard, IC design industry pointed out that Wi-Fi chips and touch panels did appear to be in stock, but the scale was very small. It was only part of the brand industry’s inventory adjustment, and the effect of Intel’s price reduction was also very low, and the actual price did not change much. NB operators who are clearing inventory are not very attractive.

According to DIGITIMES Research, the economic turmoil brought about by global inflation and interest rate hikes has severely hit demand during the traditional festive peak season. Not only are distributors slow to digest inventory, but the business market has also declined significantly, causing brands to hit the brakes on shipments. In the fourth quarter of 2022 Global NB shipments (excluding detachable models) decreased by 16% quarter-on-quarter, a decline of more than 40% compared to the same period in 2021.