Quanta, Wistron post banner sales for September

Taiwan's leading makers of notebook PCs posted banner sales performance in September, with Quanta Computer Inc. scoring single-month shipment of over 3 million units to beat a new high, Wistron Corporation recording historical of NT$29.78 billion in sales revenue and Inventec Electronics Corp. posting a 25.9% growth in sales revenue, according to company sources.

Welcoming a peak notebook PC sales season in the fourth quarter, Taiwan's top two notebook PC suppliers, namely Quanta and Wistron, both saw their shipment hitting new highs in September. Insiders in the sector still look on prospects of the industry with favor in the fourth quarter of this year, contrasted by foreign investors who are less confident of that in the year.

Quanta reported sale revenue of NT$79.528 billion for September, up 5.7% from August and 79.9% from last September, and combined revenue of NT$520.76 billion for the past nine months of the year, growing by 65% from a year earlier.

Besides, Quanta posted shipment of 3.1 million units of notebook PCs in the month 8.8 million units for the third quarter of this year, and 22.4 million units for the past nine months of the year. The company projects its shipment to reach 28 million units for entire the year.

Quanta noted that this year its shipment peak will be advanced in October from November, and this may make its sales revenue for the fourth quarter 5-10% lower than the corresponding figure to be posted in the third quarter due mainly to Dell that has shifted its orders to Wistron in the fourth quarter of this year.

Also, it is concerned that tight supply of parts and components for notebook PCs may affect Quanta's shipment in the fourth quarter; however, the company said that despite shortage of power suppliers and display panels, the situation won't affect too much.

On another front, Wistron, which has switched its focus onto sales of handy devices from notebook PCs in recent years, recorded a new high of NT$29.78 billion in sales revenue in September, and aggregate revenue of NT$18.362 billion for the past three quarters of this year, up 17% from a year earlier. Of its September revenue, NT$24 billion was generated by sales of notebook PCs, still accounting for a relatively high proportion of 80%.

Institutional investors noted that thanks to its European clients for global positioning system devices, Wistron has enjoyed strong sales of the products, projecting its shipment of handheld devices to increase to 300,000 units in the fourth quarter, which doubles from 100,000-150,000 units projected for the third quarter.

Besides, fueled by orders from Dell and ASUS and shipment of liquid crystal display (LCD) TVs to Sony, Wistron is expected to further score new highs for sales revenue in October, and starts driving up revenue month by month during the second half of the year.

Meanwhile, Inventec reported sales revenue of NT$23.051 billion for September, up 25.9% from a month earlier but down 0.73% from last September. The company has also scored aggregate revenue of NT$162.018 billion over the past nine months of this year, slightly down 0.51% from a year earlier, and projected its annual revenue for this year to tie the corresponding figure for last year.

In fact, Inventec had posted lackluster sales performance in the first half of this year, but, thanks to returning orders from its major clients, such as Toshiba, it has successfully turned around its single-month revenue during the second half. The company is also expected to post a growth rate in sales higher than others in the sector in the fourth quarter. 

 

Sales Performance of Taiwan’s NB PC Makers in Sept.
?@	Sales Revenue in Sept.			Aggregate Revenue Over Past Three Quarters
Company	Value	Monthly Growth	Annual Growth	Value	Annual Growth
Quanta Computer Inc.	79.528	5.7%	79.9%	520.76	65%
Wistron Corp.	29.779	14.3%	42%	183.621	17.1%
Inventec Electronics Inc.	23.051	25.9%	-0.73%	162.018	-0.51%

Unit: NT$1 billion

source & copyright: CENS