Quanta Computer Inc (廣達) yesterday reported increases in consolidated revenue last month both monthly and annually, while its domestic peers saw sales decline.
Consolidated revenue last month was NT$77.93 billion (US$2.59 billion), the highest monthly level this year, the world’s largest contract notebook computer maker said in a statement.
Last month’s sales were up 8.5 percent month-on-month and 8.63 percent higher year-on-year, as non-notebook products and high-priced items offset the impact of declining notebook shipments.
Shipments of notebook computers fell to 42 million units from 43 million units in June, Quanta said.
Total revenue for the first seven months rose 10.48 percent to NT$508.27 billion on an annual basis, the company said.
However, other local laptop makers — Compal Electronics Inc (仁寶), Wistron Corp (緯創), Pegatron Corp (和碩) and Inventec Corp (英業達) — saw their sales fall from June because of product transition among major clients, according to their separate statements.
Compal’s consolidated revenue last month was NT$69.6 billion, down 9.3 percent month-on-month, but up 36.8 percent from the same month last year.
The company shipped 3.6 million notebooks last month, a decrease of 18 percent from 4.4 million units in June, it said.
From January through last month, accumulated revenue totaled NT$442.05 billion, up 14.7 percent year-on-year, Compal said.
Wistron posted declining sales because of lower notebook shipments — 1.7 million units last month from 1.89 million the previous month — while other major products, such as desktops, LCD monitors and servers, also saw sliding shipments.
As a result, last month’s revenue was NT$46.35 billion, down 5.7 percent month-on-month and 4.6 percent year-on-year.
Wistron said its total sales between January and last month contracted by 16.66 percent year-on-year to NT$307.996 billion.
Pegatron also reported a 6.69 percent month-on-month decline in revenue to NT$67.3 billion, with cumulative revenue for the first seven months down 0.5 percent to NT$495.68 billion from a year earlier.
Investec Corp (英業達) said sales fell 3.72 percent to NT$33.26 billion from the previous month, but total sales from January to last month rose 5.72 percent from the same month last year.
Last week, JPMorgan Securities Ltd said the prospects for the nation’s major contract notebook makers have become positive for the second half of the year.
“We expect to see continued improvement in notebook shipments as tablet cannibalization has peaked and smartphone cannibalization in emerging markets like China could also peak next year, resulting in stable units for notebooks after two years of double-digit decline,” JPMorgan analyst Gokul Hariharan said in a report issued on Tuesday last week.
Hariharan said Quanta and Compal could extend their growth momentum to the second half of this year, given the ongoing stabilization of notebook computer demand and more orders placed by Hewlett-Packard Co, Acer Inc (宏碁) and Toshiba Corp.
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