Laptop Component Shortages Intensify as China Covid Lockdowns Linger

There have been multiple reports recently concerning the impacts of the extended pandemic lockdowns on the computer industry in China. DigiTimes articles on this topic, bookending the weekend, appear to provide evidence that the laptop industry is under particular stress in April. According to industry insiders, laptop makers have a lot of worries about their own operations as well as over the wide range of components they rely on during production. However, a sudden and drastic downturn in the Chromebook market might help them make the most of sourcing supplies.

We last reported on the situation in Kunshan, China, three weeks ago, as a new spate of epidemic prevention measures in China is impacting laptop production. Kunshan is a town of particular importance to the laptop industry as Compal, Pegatron and Wistron have manufacturing facilities there. Reports from Shanghai tell a similar story, as ODMs Quanta Computer and Inventec have seen assembly operations disrupted since the city lockdown began on March 28.

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