Reported about 1 year ago
Clevo (2362) experiences strong momentum in laptop shipments in Q2, benefiting from increasing demand from European and Asia-Pacific customers. With orders from Chinese customers preparing for the end of the season and the peak season in Q3, Clevo's shipments of high-margin laptops and new models are expected to increase. Looking ahead to the second half of the year, as the PC industry continues to recover and major chip manufacturers like Intel, AMD, and Qualcomm enter the AI PC market, Clevo's overall operations are expected to improve. Clevo aims to achieve a peak shipment target of over 1.95 million units throughout the year, with a focus on competitive advantage and customized products for channel customers. Despite the global PC market's weakness last year, Clevo's strategic focus on niche markets, precise positioning, and customization led to a 4% year-on-year increase in laptop shipments to 1.68 million units. Clevo's positive performance is expected to continue in Q2, driven by orders from European and Asia-Pacific customers and the introduction of new products with new processing platforms. The outlook for the laptop market in the second half of the year remains optimistic, with AI PC shipments expected to increase, benefitting Clevo's performance and market position.
Source: YAHOO