Quanta Computer Inc (廣達), the world’s largest contract notebook maker, may beat its notebook computer shipment guidance this quarter, after seeing stronger-than-expected notebook shipments last month.
Quanta, which its notebook business contributed 50 percent of its total revenues last quarter, saw its notebook shipments jumped 27.58 percent to 3.7 million units last month from a month earlier, according to the company.
That brought the company’s notebook shipments between April and last month to a total of 6.6 million units, company’s data showed.
The notebook computer business accounted for about 50 percent of Quanta’s total revenue last quarter, while other products such as cloud servers, all-in-one PCs, tablets and wearable devices accounted for the other 50 percent.
However, the robust growth in notebook shipments only led to a mild expansion in revenue for last month, as most shipments were of lower-priced Chromebook products, she said.
Chromebooks manufactured by Quanta accounted for nearly 70 percent of Chromebooks globally. The company’s Chromebook clients include HP Inc, Asustek Computer Inc (華碩) and Acer Inc (宏碁).
Quanta’s consolidated revenue grew 2.72 percent monthly to NT$70.04 billion (US$2.17 billion) last month, but dropped 9.07 percent from a year ago, company data showed.
In the first five months of this year, cumulative revenue fell 4.05 percent to NT$335.59 billion from last year’s NT$349.74 billion, data showed.
Another two contract notebook makers — Wistron Corp (緯創) and Inventec Corp (英業達) — also reported higher notebook shipments last month from a month earlier.
Wistron’s notebook shipments grew 25 percent to 1.5 million units last month, while its desktop shipments climbed 11.11 percent to 1 million units on a monthly basis, a Wistron investor relations official said.
The official said the shipment increase was in line with the firm’s previous forecast, adding that growth momentum would extend to this month.
Wistron’s consolidated revenue for last month expanded 7.25 percent annually and 8.3 percent monthly to NT$48.13 billion, but its cumulative revenue from January to last month declined 6.28 percent year-on-year to NT$227.27 billion, according to a company filing with the Taiwan Stock Exchange.
Inventec said its notebook shipments last month grew 25 percent from a month ago to 1.5 million units and is expecting a solid performance this month as one of its clients is scheduled to introduce its first-ever notebook product next month, an Inventec investor relations official said.
The official did not specify the name of the client, but market speculation is that Inventec is to manufacture notebooks for Chinese smartphone vendor Xiaomi Corp (小米). The Chinese company has not yet announced the release date of its first notebook computer.
Last month, the company posted NT$34.18 billion in revenue, up 20.13 percent annually and 0.73 percent monthly, bringing its total revenue in the first five months to NT$163.48 billion, up 9.87 percent from a year earlier.
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