According to Digitimes, the labour shortages are so severe that people like Dell have asked their original design manufacturers (ODM) to start making machines early so they won’t be caught short in 2015.
The lead ODM for the Apple iWatch is Taiwanese company Quanta Computer.
But there’s bright news for manufactuers. It appears orders for notebooks are showing a surge in the fourth quarter of this year even though things will follow a familiar pattern in the first quarter of 2015 with orders few and far between.
The labour shortages have existed for some years but Digitimes thinks they will be worse than ever in 2015, exacerbated by the lunar New Year which causes mass migration of people in mainland China.
The ODMs are mostly Taiwanese companies which have outsourced their manufacturing to mainland China as tensions eased between the two countries.