Pegatron Corp (和碩), a key assembler of Apple Inc’s iPhones, on Thursday reported a 12.3 percent year-on-year decline in revenue for last quarter to NT$257.86 billion (US$8.44 billion), but it expects revenue to improve in the second half on traditional holiday demand.
The fourth quarter is usually the peak season for its communications products, a company official said on condition of anonymity.
As Apple released its new iPhone 17 series early last month, sales in the communications segment rose sequentially last month, the official said.
Photo: AFP
Shipments to Apple have been stable and in line with earlier expectations, they said.
Pegatron shipped 2.4 million notebook computers last quarter, unchanged from the previous quarter, the official said.
The momentum remains stable this quarter, they said.
The company also expects shipments of servers in the second half to be stronger than in the first half, in line with its previous guidance, the official said.
The new plant in Mexico that the company acquired last year entered volume production last quarter, they said.
Pegatron on Tuesday said that it had acquired another plant in Texas for US$30.72 million to boost server production capacity to increase supply chain resilience as requested by its customers.
The company also made progress in tapping into the auto onboard computer market, as it has begun shipping products to a major US electric automaker.
Pegatron said it plans to launch new products with two other automakers from the US, Japan or Europe.
Separately, Inventec Corp (英業達) on Thursday reported a 7.57 percent year-on-year increase in revenue to NT$176.29 billion for last quarter, a record for the period, supported by stable notebook and server shipments.
Inventec shipped 5.4 million notebook computers last quarter, flat from the previous quarter.
Notebook shipments are expected to decline slightly this quarter from the previous quarter, indicating that the holiday season effect is unlikely to materialize, a company official said.
Notebook computer shipments are still expected to grow 3 to 5 percent year-on-year this year, the company said.
Server shipments increased last quarter from the previous quarter, but revenue declined due to an unfavorable product mix, the company said.
Server shipments this quarter are expected to decline further, the official said.
Most servers shipped by Inventec would be Nvidia Corp’s B200 HGX this quarter, as they were last quarter, the company said.
Servers accounted for about 40 percent of Inventec’s total revenue last quarter.
The company said it aims to increase that to 50 percent for the whole of the year.
TEMPORARY TRUCE: China has made concessions to ease rare earth trade controls, among others, while Washington holds fire on a 100% tariff on all Chinese goods China is effectively suspending implementation of additional export controls on rare earth metals and terminating investigations targeting US companies in the semiconductor supply chain, the White House announced. The White House on Saturday issued a fact sheet outlining some details of the trade pact agreed to earlier in the week by US President Donald Trump and Chinese President Xi Jinping (習近平) that aimed to ease tensions between the world’s two largest economies. Under the deal, China is to issue general licenses valid for exports of rare earths, gallium, germanium, antimony and graphite “for the benefit of US end users and their suppliers
Dutch chipmaker Nexperia BV’s China unit yesterday said that it had established sufficient inventories of finished goods and works-in-progress, and that its supply chain remained secure and stable after its parent halted wafer supplies. The Dutch company suspended supplies of wafers to its Chinese assembly plant a week ago, calling it “a direct consequence of the local management’s recent failure to comply with the agreed contractual payment terms,” Reuters reported on Friday last week. Its China unit called Nexperia’s suspension “unilateral” and “extremely irresponsible,” adding that the Dutch parent’s claim about contractual payment was “misleading and highly deceptive,” according to a statement
The Chinese government has issued guidance requiring new data center projects that have received any state funds to only use domestically made artificial intelligence (AI) chips, two sources familiar with the matter told Reuters. In recent weeks, Chinese regulatory authorities have ordered such data centers that are less than 30 percent complete to remove all installed foreign chips, or cancel plans to purchase them, while projects in a more advanced stage would be decided on a case-by-case basis, the sources said. The move could represent one of China’s most aggressive steps yet to eliminate foreign technology from its critical infrastructure amid a
Nissan Motor Co has agreed to sell its global headquarters in Yokohama for ￥97 billion (US$630 million) to a group sponsored by Taiwanese autoparts maker Minth Group (敏實集團), as the struggling automaker seeks to shore up its financial position. The acquisition is led by a special purchase company managed by KJR Management Ltd, a Japanese real-estate unit of private equity giant KKR & Co, people familiar with the matter said. KJR said it would act as asset manager together with Mizuho Real Estate Management Co. Nissan is undergoing a broad cost-cutting campaign by eliminating jobs and shuttering plants as it grapples
RSS