Vendors slash ODM orders 10 percent

Apple continues to dominate among the vendors in the notebook space – with it and Lenovo the only two branded vendors which are not cutting orders to ODMs.

The third quarter saw sequential growth of six percent, which has had a knock on effect.

An industry source, speaking to Digitimes, claims that the other vendors are all cutting their orders to ODMs up to 10 percent in the fourth quarter of this year. 

Apple’s Macbook Air and iMac lineups with ODMs have enjoyed particularly strong performance, with the sources claiming over two million units shipped per month from September through November. 

A decent third quarter – where ODMs gained generally 20 percent growth over Q2 – is set for slowing in the fourth. Compal and Quanta have both reportedly lost momentum for orders in the channel.