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
17 Mar

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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