Quanta Computer currently believes that Thailand is the most popular choice for establishing a new factory in Southeast Asia. Sources familiar with the matter believe that the place where notebook ODM is most likely to establish a manufacturing business is Chonburi.

For a company to establish a factory in Thailand, it is first necessary to set up a branch in the local area. If the company is looking to purchase a factory, it will be evaluated by the local committee and usually takes 3-6 months. But Thailand is increasingly popular with IT companies looking to invest in the region, so the evaluation time may be longer.

Although the US government has suspended a 10% tariff on laptop imports from September 1 to December 15, the attitude of the notebook brand to transfer production from China has not changed much, because the US-China trade war still exists. Determine the factors.

In order to arrive in the United States before September 1 to avoid tariffs, most customers are now switching to air transport to save costs. Quanta's production capacity at its Taiwan plant has been fully booked by customers, but not all production lines are in operation, and many customers' production plans are adjusted according to the progress of the trade war.