Contract laptop maker Compal Electronics Inc (仁寶電腦) said yesterday its consolidated revenue reached NT$65.95 billion (US$2.1 billion) last month, up 10.9 percent from the previous month and 19 percent a year ago.
Compal’s result came a day after rival, Quanta Computer Inc (廣達電腦) posted NT$86.43 billion in consolidated revenue last month compared with July’s NT$86.19 billion, up 58 percent from August last year.
Compal shipped 3.8 million laptops last month while Quanta delivered 4.4 million units, their statements said. Neither Compal nor Quanta offered further details about their sales performances for last month.
Last week, the two companies adjusted downward their guidances about third-quarter laptop shipments, citing lackluster back-to-school demand.
Compal said third-quarter shipments would fall by a single-digit percentage from the second quarter but expected fourth-quarter shipments to rise 10 percent over the Q3 figure.
Quanta expected shipments for the current quarter to rise 5 percent, down 5 percent from the previous three months, and fourth-quarter shipments to remain flat or up slightly from the third quarter.
Asustek Computer Inc (華碩電腦) also saw higher sales last month, up 13.57 percent month-on-month to NT$26.20 billion.
Asustek chairman Jonney Shih (施崇棠) told reporters on the sidelines of its smartphone launch that he was upbeat on fourth-quarter PC prospects.
“Back-to-school demand is slower than expected in the third quarter but we have seen some upside recently,” he said.
Separately, Vanguard International Semiconductor Corp (世界先進), which makes chips used in LCD panels, said revenue increased 6 percent month-on-month, or up 15.36 percent year-on-year, to NT$1.69 billion last month.
However, the chipmaker warned that disappointing sales of PCs and TVs globally have caused excessive inventory on supply chain, which could affect the company’s revenue growth in the next quarter, company spokesman Robert Hsieh (謝徽榮) said in a statement.
The chipmaker may see its quarterly revenue plunge 17 percent next quarter from an estimate of NT$4.74 billion in the current quarter, Credit Suisse forecast on Aug. 16.
Meanwhile, Chimei Innolux Corp (奇美電子), the nation’s biggest LCD panel maker, said revenues dropped 0.9 percent to NT$45.5 billion (US$1.42 billion) last month from NT$45.93 billion in July.
Last month’s revenues were still below the monthly target of NT$50 billion set by chief executive Tuan Hsing-Chien (段行建) earlier this year.
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