Taiwan PC bubble shows zero signs of bursting

Taiwanese notebook vendors and ODMs (original design manufacturers) will have 90 per cent share worldwide by the end of this year, claimed MIC.

In this quarter, 11.7 million desktop PCs will ship, the quango said. Taiwanese mobos in the second half of this year will amount to a staggering 84 million units.

As far as desktop PCs go, MIC reckons Taiwanese firms shipped 10.6 million units in the second quarter of this year. But it warns component vendors that prices are still diving. Taiwanese vendors will ship 11.7 million desktop units during the current third calendar quarter.

MIC does not break out its sums by operating system. But it's pretty clear that practically every notebook PC that ships for the rest of the year is made either on the ROC or by its subsidiaries in Greater China, isn't it? µ