Link: Intel brought working prototype Panther Lake laptops to CES.
It's unclear if Intel will ever regain its dominance in the computing industry, but their strategy involves collaborating with original design manufacturers (ODMs). This interaction may potentially reshape their future.
ODMs are crucial in the laptop industry, primarily located in Taiwan, with the bulk of production occurring in mainland China. This industry segment has grown rapidly over the decades.
By 1990, Taiwanese companies produced 11% of the global laptop supply, which surged to 94% by 2011. Although there has been a slight decline, they still accounted for 82.3% of production in the second quarter of 2019.
Significant ODMs like Quanta and Compal have extensive partnerships with major tech firms such as HP, Lenovo, and Apple. These relationships underscore the influence of Taiwanese companies in global laptop production.
Other companies like Pegatron and Foxconn also serve multiple high-profile clients, including Microsoft and Dell, indicating a diverse client base. Lesser-known players like Clevo and Tongfang cater to specialized markets, demonstrating the range of ODMs' impact.
The collaboration between Intel and these ODMs is essential for innovation and market dynamics in the laptop sector. Understanding this relationship helps in grasphing the broader technological landscape. #
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Yoooo, this is a quick note on a link that made me go, WTF? Find all past links here.
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