全球PC品牌加速产能外移，东南亚成PC产业链新重心

爱集微

03-16

美国川普政府关税大刀砍向中国大陆不手软，全球三大笔电品牌联想、惠普、戴尔加大执行大陆以外生产策略，转移至东南亚成为主要重点，伴随苹果也持续移转生产基地，广达（2382）、纬创（3231）、仁宝（2324）、英业达（2356）等代工大厂因应客户需求，积极强化东南亚布局。其中，广达越南厂新产能今年加入生产，纬创也将扩大投资越南笔电产能，英业达近期拍板扩增泰国笔电产能，仁宝将持续建置越南等非大陆产能，...

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