Cloud computing equipment supplier Wiwynn Corp (緯穎科技) on Thursday reported a 95.7 percent year-on-year surge in net profit last quarter to NT$13.79 billion (US$436.46 million), a record high for the period, driven by strong customer demand for artificial intelligence (AI) servers and data center equipment.
Earnings per share rose to NT$74.21, nearly doubling from NT$37.92 a year earlier and the second-highest quarterly figure in the company’s history, Wiwynn said in a statement.
Gross margin dropped to 7.2 percent last quarter from 9.4 percent a year earlier due to a different product mix, the company said.
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Quarterly revenue surged 152.9 percent year-on-year to a record high of NT$292.44 billion last quarter, with more than half of the revenue coming from AI-related products, a Wiwynn official said in an interview.
Wiwynn has long order visibility through next year, the official said.
Last year, Wiwynn mainly shipped server racks powered by application-specific integrated circuits, but beginning last quarter it started supplying servers using Nvidia Corp’s graphics processing units, it said.
Revenue this quarter is expected to be flat or edge down slightly from the previous quarter due to the off-season effect, the official said.
Meanwhile, Pegatron Corp (和碩), a key assembler of Apple Inc’s iPhones, yesterday reported a 2.29 percent year-on-year decline in revenue at NT$319.52 billion for last quarter, that meant quarterly growth of 23.91 percent driven by the traditional peak season for smartphones with shipments coming in line with the company’s previous guidance, Pegatron said.
Growth momentum came from its server business on higher shipments in the fourth quarter, the company said. Pegatron expected the server segment to post positive growth this year from last year.
Pegatron shipped 2.4 million notebook computers last quarter, unchanged from the previous quarter, while full-year shipments totaled 9 million units, up 12.5 percent year-on-year, the official said.
Inventec Corp (英業達) yesterday reported lower revenue for last quarter, down 10.95 percent year-on-year to NT$64.35 billion.
The company shipped 5.3 million notebook computers during the quarter, down 1 percent year-on-year, due to easing of front-loading demand in the third quarter due to a surge in memory prices, the company said. Last year as a whole, Inventec shipped 21.3 million notebook computers, up 6.5 percent annually.
Notebook computer shipments this quarter are expected to decline by a double-digit percentage quarter-on-quarter, the company said, while server shipments are expected to edge lower this quarter due to seasonality. AI server sales accounted for more than 45 percent of the company’s total server sales last quarter, it said.
Contract notebook manufacturer Compal Electronics Inc (仁寶) said sales fell 16.8 percent annually to NT$190.85 billion last quarter, and it expected revenue this quarter to decline further quarter-
on-quarter due to seasonality.
Compal shipped 6.8 million notebook computers last quarter, down 12.8 percent year-on-year, bringing full-year shipments to 28 million units.
The server business grew by a double-digit percentage sequentially last quarter, driven by AI server demand, while its 5G products recorded growth of a similar magnitude, the company said.
This quarter, growth momentum from its server and 5G products is expected to continue, but notebook shipments are to decline due to seasonal factors, it said.
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