“Checking with Taiwan suppliers, he understood that Acer, HP and Lenovo have all cut their orders for notebooks, chips or both as of July,” Electronista reports. “Other companies weren’t named, but [the trio’s] positions in the top five PC builders points to others being affected as well.”
Electronista reports, “Shrinking orders across multiple companies could be signs of a somewhat unexpected contraction of the overall computer business. Whether it will affect the wider market isn’t as clear. Companies that focus on high-end computers, such as Apple, have continued growing computer sales at above the average industry rate, even at the height of the world economic slump when some lower-cost rivals were scaling back.”
Read more in the full article here.
MacDailyNews Take: Tipping point?
[Thanks to MacDailyNews Reader “jax44” for the heads up.]