Orders received this coming July will be crucial for the second half 2015 business prospects for Taiwan-based component makers in the notebook and PC industry supply chain, according to sources in the supply chain.
Intel's decision to delay the launch of its Skylake platform until the second half of 2015 has weakened market demand for notebooks and other PC systems, affecting the sales performance of most component suppliers, said the sources.
Additionally, the planned release of Microsoft's Windows 10 may also affect the production of PC makers and therefore is resulting in a squeeze-out effect on some orders for parts and components, noted the sources.
In addition to the PC industry, the production of server products has also been affected by the delayed launch of new hardware platforms and operating systems, the sources added. |