摩根士丹利：大中华区科技硬件月度数据手册：个人电脑最新情况

Greater China Technology Hardware | Asia Pacific April 14, 2025 09:00 PM GMT Monthly Databook: What's the latest on PCs? We provide some thoughts and feedback from companies, and update our April and 2Q notebook build forecasts. What are we hearing from OEMs and ODMs? Currently, not much. None of the companies (ODMs/OEMs) we spoke with have discussed forecast or demand changes as a result of the recent policy changes. ODMs told us visibility is down materially after the reciprocal tariffs were announced, wh ...