Contract laptop makers Quanta Computer Inc (廣達電腦) and Compal Electronics Inc (仁寶) last month reported noticeably muted sales, attributing the trend to unresolved component shortages and logistics woes.
Quanta, the world’s biggest contract notebook computer maker, yesterday posted consolidated revenue of NT$84.72 billion (US$3.05 billion) for last month, down 10 percent month-on-month and 20.1 percent year-on-year.
The company shipped 5.5 million notebook computers, down 6.8 percent month-on-month and 12.7 percent year-on-year, a new monthly low for this year.
Photo: Screen grab from Web site of Quanta Computer Inc
Cumulative revenue for the first eight months of this year was NT$708.71 billion, up 4.9 percent from NT$675.45 billion in the same period last year.
At its last investors’ conference, the company gave a “conservative” outlook, forecasting a 10 percent quarterly drop in shipments due to supply chain and logistics difficulties.
Its goal is to ship 18.3 million laptop computers this year, the same number as last year, it said.
With the traditional high season for the electronics industry coming up, the company said it expects supply chain issues to “remain tense” for at least seven to eight months, affecting its business despite healthy demand.
Meanwhile, Compal yesterday said that consolidated revenue fell 5.2 percent month-on-month to NT$102.39 billion last month, up 22 percent from August last year.
Consolidated revenue in the first eight months jumped 19.7 percent annually to NT$741.36 billion from NT$619.42 billion.
Compal last month shipped 4.7 million laptops, down 4.08 percent month-on-month, but up 34.28 percent year-on-year.
For the first eight months, the company shipped 28.42 percent more laptops, or 35.7 million units.
Although Compal also told investors that it is affected by supply chain shortages and logistics issues, it hopes to ship 10 percent more laptops during this quarter, compared with last quarter.
European Central Bank (ECB) President Christine Lagarde is expected to step down from her role before her eight-year term ends in October next year, the Financial Times reported. Lagarde wants to leave before the French presidential election in April next year, which would allow French President Emmanuel Macron and German Chancellor Friedrich Merz to find her replacement together, the report said, citing an unidentified person familiar with her thoughts on the matter. It is not clear yet when she might exit, the report said. “President Lagarde is totally focused on her mission and has not taken any decision regarding the end of
French President Emmanuel Macron told a global artificial intelligence (AI) summit in India yesterday he was determined to ensure safe oversight of the fast-evolving technology. The EU has led the way for global regulation with its Artificial Intelligence Act, which was adopted in 2024 and is coming into force in phases. “We are determined to continue to shape the rules of the game... with our allies such as India,” Macron said in New Delhi. “Europe is not blindly focused on regulation — Europe is a space for innovation and investment, but it is a safe space.” The AI Impact Summit is the fourth
CONFUSION: Taiwan, Japan and other big exporters are cautiously monitoring the situation, while analysts said more Trump responses ate likely after his loss in court US trading partners in Asia started weighing fresh uncertainties yesterday after President Donald Trump vowed to impose a new tariff on imports, hours after the Supreme Court struck down many of the sweeping levies he used to launch a global trade war. The court’s ruling invalidated a number of tariffs that the Trump administration had imposed on Asian export powerhouses from China and South Korea to Japan and Taiwan, the world’s largest chip maker and a key player in tech supply chains. Within hours, Trump said he would impose a new 10 percent duty on US imports from all countries starting on
STRATEGIC ALLIANCE: The initiative is aimed at protecting semiconductor supply chain resilience to reduce dependence on China-dominated manufacturing hubs India yesterday joined a US-led initiative to strengthen technology cooperation among strategic allies in a move that underscores the nations’ warming ties after a brief strain over New Delhi’s unabated purchase of discounted Russian oil. The decision aligns India closely with Washington’s efforts to build secure supply chains for semiconductors, advanced manufacturing and critical technologies at a time when geopolitical competition with China is intensifying. It also signals a reset in relations following friction over energy trade and tariffs. Nations that have joined the Pax Silica framework include Japan, South Korea, the UK and Israel. “Pax Silica will be a group of nations
RSS