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%

Kontron-Quanta joint venture Quanmax acquires two PC distributors in Europe

Quanmax, a joint venture between Germany-based industrial PC maker Kontron AG and Taiwan-based notebook PC maker Quanta Computer, has acquired a 100% stake in Chiligreen, an Austria-based PC distributor, and is negotiating acquisition of a majority stake in Gericom AG, an Austria-based distributor of notebook PCs, in an attempt to establish marketing networks in Germany and other countries in Europe, according to Chiligreen and Gericom.

While Chiligreen and Gericom will market Quanmax’s products under the brand Quanmax, they will maintain their existing product lines and brand names, Quanmax pointed out. Their existing product lines and Quanmax’s will be complementary, Quanmax emphasized.

According to industry sources in Taiwan, Quanmax is also setting up marketing networks in North America, China, Japan and Malaysia.

Quanta shipping Portege G810 smartphones to Toshiba

Quanta Computer recently began shipping Portege G810 Windows Mobile-based smartphones to Toshiba, helping Quanta regain its footing as it looks to compete in the global smartphone market with the likes of High Tech Computer (HTC) and Asustek Computer, according to market sources.

The ODM production of the 3.5G-enabled Portege G810 could top tens of thousand units per month, with the prospects that Toshiba may increase the outsourcing of handsets later, the sources indicated.

Quanta has lost a number of handset clients in recent years, including Siemens, Panasonic and Hewlett-Parker (HP), and the smartphone orders from Toshiba came in time to shore up the company’s capabilities, the sources contended.

Toshiba will team up with Chunghwa Telecom (CHT) to market the Portege G810 in the Taiwan market with a suggested retail price of NT$15,990 (US$526), according to sources at CHT.