|
|
|
|
|
For a Few Billion Dollars MoreStarring: Asian companies |
By Alexandru Sima, Hardware Editor
12th of October 2006, 13:10 GMT
Adjust text size:  
|
| |
Combined revenues from the top-four Taiwan-based notebook manufacturers - Quanta Computer, Compal Electronics, Inventec and Wistron - totaled NT$ 307.3 billion (US$ 9.22 billion) in the third quarter of 2006, up 26.2% from NT$ 243.4 billion during the same period last year. On a quarterly basis, the combined shipments showed a 17% increase in the third quarter, shows Digitimes.
Quanta posted revenues of NT$ 44.2 billion in September, up 19.6% on-year and 34% sequentially. In the fourth quarter, Quanta is expected to ship more than two million notebooks per month, according to market sources quoted by the same site. In addition, Quanta will start shipments of Dell's AMD CPU-powered notebooks by the end of this month. Compal attained a monthly shipment record of 1.35 million notebooks in September, driven by 14.1-inch business notebook orders from Dell. Compal generated consolidated revenues of NT$ 26.68 billion in September, with an on-year increase of 40%. Accumulated sales from January to September totaled NT $199.75 billion, up 26.9% from 2005.
Inventec recorded sales of NT$ 23.2 billion in September, jumping 47.4% from September 2005. Accumulated revenues from January to September reached NT$ 162.85 billion, rising from NT$ 112.19 billion during the same period of last year. Inventec will stand a good chance of hitting the 10 million mark in shipments in 2008, while securing business-use model orders from Hewlett-Packard (HP) and Toshiba, market sources indicated. In addition, Inventec will grab about 10% of Acer's notebook contract orders for 2007 and become Acer's fourth-largest contract supplier, according to the sources.
Wistron posted unaudited revenues of NT$ 20.96 billion in September, a historical monthly high for the company. Other firms which did well this year are Acer, Quanta Storage and Asustek.
Acer posted NT$40.2 billion (US$1.2 billion) in consolidated revenues for September, up 21.6% on-year and 34.1% on-month. The revenues represent the second highest ever for the company. The strong growth came after a few months of slow sales, which had prompted heavy selling of Acer shares on the Taiwan stock market. The price of Acer shares plunged to about NT$ 40 in August, from over NT$ 80 in April. It closed at NT$ 57.3 on October 11.
Acer's consolidated revenues for January through September totaled NT$251 billion, and the notebook vendor may need an average of NT$ 50 billion in consolidated revenues each month, for the rest of the year, if it is to achieve its NT$ 400 billion goal for 2006.
Quanta Storage, the largest manufacturer of slim-type optical disc drives (ODDs) in Taiwan, on October 11 reported self-estimated consolidated revenue of NT$ 1559 billion for last month, its highest level so far this year. The increase in September consolidated revenue was due to continued replacement of slim-type Combo drives with slim-type DVD burners, by notebook vendors, Quanta Storage pointed out. Although OEM prices for slim-type DVD burners tend to fall, the current level of US$ 42-45 is still considerably higher than that for slim-type Combo drives, the company indicated.
Asustek Computer shipped 5.26 million motherboards in September, up 13% sequentially and 9% on-year, according to sources at the company. For the first nine months of this year, the company's combined motherboard shipments were up 11.4% on year, to reach 40.73 million units, accounting for 67.9% of the company's shipment target of 60 million units for 2006. The company's shipments of graphics cards amounted to 1.13 million units last month, representing sequential growth of 14% and an on-year increase of 31%, said Digitimes. Also, In the first three quarters of this year, Asustek shipped a total of 7.35 million graphics cards. 
|
|
| Rating: |
|
Fair (2.5/5) |
8 vote(s) so far |
|
|
|
|
User opinions: |
 No user comments yet.  Be the first to express your opinion using the form below! |
|
|
