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Quanta loses Dell's notebook PC order, but wins Apple's

Apr 11, 2007

The Goldman Sachs (Asia) Securities Ltd. recently adjusted down its projection for local Quanta Computer Inc.'s annual shipment volume to 24.4 million notebook PCs from 26 million, according to industry sources.

In the first quarter, Quanta's local rival Wistron Corp. won Dell's big-ticket order for 15.4-inch notebook PCs. Some institutional investors estimated that the order amount would be about five million units.

Quanta, however, won orders from Apple, which began contracting Quanta to supply the 15-inch MacBook Pro business notebook PC model in the fourth quarter of 2006 and recently placed its order for the 13.3-inch MacBook with Quanta, making Quanta the sole contract supplier of the MacBook series models.

A senior high-tech industry analyst of Goldman Sachs Asia adjusted down the firm's original forecast of Quanta's annual notebook PC shipment volume to 24.4 million units from 26 million originally, but he said that Quanta's average selling prices (ASP) is expected to climb because its major customer Dell has changed its strategy to procure complete units rather than only barebones.

Quanta has been actively diversifying its product lines in recent years, the analyst adjusted upward Quanta's revenue forecast to NT$604 billion (US$18.3 billion at US$1: NT$33) for this year.

Thanks to selling its stakes in AU Optronics Corp. (AUO), the largest maker of thin film transistor-liquid crystal display (TFT-LCD) panels in Taiwan, the Goldman Sachs analyst said that Quanta is expected to get an additional non-core business income of about NT$3 billion to NT$4 billion (US$90.9 million to US$121.21 million).

source & copyright: CENS

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