Inventec reportedly beats Quanta for new video iPod orders
Oct 02, 2006
Apple Computer will focus its new video iPod orders at Inventec rather than distributing to both Inventec and Quanta Computer, according to component makers cited in a Chinese-language Commercial Times report.
A production bottleneck at Quanta is said to be the major cause of the order adjustment, said the paper. Quanta was cited by the paper as saying that orders for 2006 and 2007 are still on schedule.
A Morgan Stanley report indicated that both Inventec and Quanta are assembling the new video iPods. In the fourth quarter, Inventec is scheduled to ship one million video iPods a month while Quanta is expected to ship 300,000-400,000 units a month. The investment firm estimated that the revenue contribution from the video iPod for Inventec should exceed 55% and 4% for Quanta in the fourth quarter.