Taiwan Hardware & Storage_ Dec-24 NB Shipments Tracked Slightly Higher; 1Q25E Set to See Seasonal Decline
-·2025-01-15 07:04
V i e w p o i n t | 10 Jan 2025 05:15:28 ET │ 11 pages Taiwan Hardware & Storage Dec-24 NB Shipments Tracked Slightly Higher; 1Q25E Set to See Seasonal Decline CITI'S TAKE NB shipments, as reported by ODMs, for Dec-24 were +8% m-o-m/+12% y-o-y. The number beat our forecast by c.4%, while overall 4Q24 shipments of 31.6mn units (-7% q-o-q/+5% y-o-y) were c.1.0% higher than our forecast. Most of the ODMs are yet to release their official 1Q25E guide; however, considering a lowered comp base since 2H24, 1Q25E m ...