Quanta and Compal see on-year growth in May revenues

Quanta Computer announced consolidated revenues of NT$64.52 billion (US$2.13 billion) for May, while Compal Electronics reported consolidated revenues of NT$32.49 billion in May, both an on-year increase for the companies.

Quanta reported consolidated revenues of NT$64.52 billion in May, an increase of 36.4% on year, but a decrease of 12.1% on month, with the company shipping 2.8 million notebook PCs during the month.

Compal Electronics announced consolidated revenues of NT$32.49 billion in May, increasing 6% on month and 3% on year, while the company’s accumulated revenues for the first five months of the year reached NT$170.19 billion, an increase of 5% on year. The company shipped around two million notebooks in May.

Both Quanta and Compal expect their notebook shipments in the second half of this year will account for 60% of their annual shipments in 2008 and are optimistic about the upcoming market demand and their supply ability.

Financial performance of first-tier notebook makers, May 2008

Company

May revenues

M/M

Y/Y

YTD

Notebook shipments

Quanta

64.52 (consolidated)

(12.1%)

36.4%

N/A

2.8 million

Compal

32.49 (consolidated)

6%

3%

170.19

2 million

Wistron

28.59 (non-consolidated)

5.6%

58.95%

141

N/A

Inventec

24.1 (non-consolidated)

(2.2%)

51.24%

114.79

1.1 million (estimated)

Source: Companies

First-tier notebook makers: May 2007 – May 2008 revenues (NT$m)

Month

Compal

Inventec

Quanta Computer

Wistron

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

May-08

30,735

(0.5%)

24,104

51.2%

63,654

38.6%

28,588

59%

Apr-08

28,323

(10.6%)

24,657

55.9%

71,375

62.3%

27,074

73.5%

Mar-08

35,785

2.1%

21,824

3.1%

73,829

44.3%

34,269

63.5%

Feb-08

31,012

13.7%

20,749

16.9%

57,531

37.6%

24,202

65.5%

Jan-08

34,844

0.6%

23,451

21.8%

66,382

32.1%

26,869

67.8%

Dec-07

31,866

(11.3%)

27,309

49.9%

70,377

78.3%

30,049

45.9%

Nov-07

39,051

10.8%

24,349

(7.5%)

82,269

53.6%

33,254

52.1%

Oct-07

45,310

40.9%

25,499

(10.8%)

72,671

37.2%

29,849

55.6%

Sep-07

40,215

52.4%

23,051

(0.7%)

78,018

76.5%

29,780

42.1%

Aug-07

37,131

46%

18,307

(0.7%)

73,044

121.4%

26,052

32%

Jul-07

38,029

37.5%

15,570

(15%)

59,198

82.6%

21,042

20%

Jun-07

36,285

60.5%

15,165

(19%)

63,966

65.4%

21,555

23.2%

May-07

30,901

86.1%

15,938

8.2%

45,924

75.1%

17,985

28.4%

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