Asustek Computer Inc (華碩電腦), the world’s No. 5 PC brand, yesterday reported that unconsolidated revenues last month rose 4 percent sequentially and 27 percent from a year ago to NT$33.26 billion (US$1.14 billion).
Asustek last month said it expected sales to gain sequentially in the third quarter, thanks to an overall rise in notebook, netbook and tablet PC shipments.
However, Yuanta Securities (元大證券) advised investors to be wary of the sustainability of the firm’s tablet and Ultrabook sales.
“Our channel checks suggest Asustek’s tablet sell-through momentum slowed down in August,” Yuanta Securities analyst Vincent Chen (陳豊丰) said in a report on Aug. 26, adding that Asustek’s Ultrabook pricing, which will be US$100 lower than that of Apple Inc’s Macbook Air, does not seem to attract consumers.
Separately, Pegatron Corp (和碩), Asustek’s contract manufacturing arm, yesterday posted revenues of NT$46.68 billion last month, up 22 percent year-on-year, but down 9.7 percent from a month earlier.
The drop from July was caused by fewer shipments of communications and consumer electronics products, the company said.
Revenues for the computing segment, including notebooks, grew by a low single digit, it said.
Pegatron last month said its notebook shipments would expand 20 to 30 percent sequentially this quarter, while motherboards and desktops would see shipments rise slightly.
Shipments of consumer electronics, such as game consoles and e-readers, are expected to double in the third quarter, it added.
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