Wistron Corp (緯創), the world’s third-largest laptop contract maker, yesterday said that revenue last month rose 10.9 percent sequentially on the back of a 20 percent increase in laptop shipments.
The shipment growth outpaced the 15 percent increase estimated by Barclays analyst Kirk Yang (楊應超).
For the quarter ending Sept. 30, Wistron shipped a total of 6.05 million notebooks, up 3.4 percent from a quarter ago. However, revenue dropped 1.8 percent sequentially to NT$160.02 billion (US$5.42 billion) from NT$162.95 billion in the second quarter.
“We expect Wistron to be in the spotlight on its improved NB [notebook] and tablet shipments in September as it has ramped new orders of Asustek Computer Inc’s (華碩) tablet (FonePad and Padfone) and NB models,” Yang said in a report.
However, Yang voiced concern over Wistron’s outlook this quarter, saying he expected Wistron’s notebook shipments to rise just 1 percent quarter-on-quarter and drop 23 percent from a year ago.
He attributed the forecast decline to Lenovo Group (聯想) phasing out some of its commercial models.
Yang added that Wistron was aggressively expanding its businesses to non-PC areas such as LCD TVs and handsets, but the diversification has not had a positive impact on margins.
Yang retained his “underweight” rating on Wistron.
Separately, Lite-On Technology Inc (光寶科技), the nation’s No. 2 power supply maker, yesterday said that revenue grew 7 percent month-on-month to NT$20.36 billion last month, hitting the highest level in two years.
Lite-On said it benefited from growing demand for power supplies used in high-end cloud-computing-enabled communications equipment and servers, mobile devices and game consoles.
Revenue from power supplies and camera modules hit a record high, the company said.
Lite-On’s revenue also increased 14.44 percent to NT$57.22 billion last quarter, from NT$50 billion in the second quarter.
Delta Electronics Inc (台達電), the nation’s biggest power supply maker, yesterday reported that revenue rose 4 percent to NT$15.96 billion last month from August’s NT$15.41 billion.
Sales last quarter grew 6.22 percent to NT$461.4 billion from NT$434.4 billion in the second quarter, it said.
Taiwan Transport and Storage Corp (TTS, 台灣通運倉儲) yesterday unveiled its first electric tractor unit — manufactured by Volvo Trucks — in a ceremony in Taipei, and said the unit would soon be used to transport cement produced by Taiwan Cement Corp (TCC, 台灣水泥). Both TTS and TCC belong to TCC International Holdings Ltd (台泥國際集團). With the electric tractor unit, the Taipei-based cement firm would become the first in Taiwan to use electric vehicles to transport construction materials. TTS chairman Koo Kung-yi (辜公怡), Volvo Trucks vice president of sales and marketing Johan Selven, TCC president Roman Cheng (程耀輝) and Taikoo Motors Group
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