Local contract notebook computer makers Quanta Computer Inc (廣達), Compal Electronics Co (仁寶電腦) and Wistron Corp (緯創) yesterday reported double-digit percentage monthly declines in sales last month, mainly due to a decline in notebook shipments.
Quanta, which assembles Apple Inc’s 12-inch MacBook and Apple Watch, reported a 21.42 percent monthly decline in revenue for last month to NT$83.64 billion (US$2.63 billion) last month.
“The 21.42 percent monthly decline in revenue was mainly dragged down by a decline in shipments of notebooks and non-notebook products,” Quanta investor relations official Carol Hsu (許昭瑾) said.
“Quanta’s notebook shipment fell 22 percent to 3.2 million units last month from 4.1 million units the previous month,” she said.
“Notebook shipments, which contributed between 60 percent and 65 percent of the firm’s total revenue in the first quarter, will grow this month and next month, from last month’s 3.2 million units,” Hsu said.
Compal’s revenue dropped 17.26 percent monthly to NT$60.12 billion last month, due to shipments of notebooks plunging 28 percent monthly to 2.8 million units last month from 3.9 million units in June.
Compal’s notebook shipments this month and next month should grow from last month, as it expects total notebook shipments this quarter to increase by 5 percent to 10 percent from last quarter’s 9.6 million units.
Wistron’s notebook shipments, which accounted for 47 percent of its total revenues, plummeted 26.31 percent from 1.9 million units in the previous month to 1.4 million units last month, the firm said.
That led to Wistron’s sales declining 17.11 percent to NT$44.81 billion last month from a month earlier, the firm said.
“Notebook shipments in June was relatively a high base due to client’s early orders, which broadened the scale of the decline last month,” Wistron investor relations official Joyce Chou (周文玲) said.
Chou said Wistron expects notebook shipments to grow month-by-month this quarter on the back of clients’ increasing demand.
Apple’s iPhone assembler Hon Hai Precision Industry Co (鴻海精密) yesterday reported a 19.97 percent annual increase in revenue to NT$312.19 billion last month, driven by the growing orders from clients compared with the previous year.
Last month was the highest sales performance in July in the firm’s history.
Hon Hai’s sales last month dropped 1.99 percent from a month earlier, according to a company filing with the Taiwan Stock Exchange.
The company said revenue from its three main product lines — consumer electronics, communication and computing — was flat last month from the previous month due to product transition.
BUSINESS UPDATE: The iPhone assembler said operations outlook is expected to show quarter-on-quarter and year-on-year growth for the second quarter Hon Hai Precision Industry Co (鴻海精密) yesterday reported strong growth in sales last month, potentially raising expectations for iPhone sales while artificial intelligence (AI)-related business booms. The company, which assembles the majority of Apple Inc’s smartphones, reported a 19.03 percent rise in monthly sales to NT$510.9 billion (US$15.78 billion), from NT$429.22 billion in the same period last year. On a monthly basis, sales rose 14.16 percent, it said. The company in a statement said that last month’s revenue was a record-breaking April performance. Hon Hai, known also as Foxconn Technology Group (富士康科技集團), assembles most iPhones, but the company is diversifying its business to
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