Thursday, April 12, 2012
Japan Worldwide Technology Industries notebook computer shipments will post
Worldwide Technology Industries notebook computer shipments will post better-than-expected figures in the II quarter of this year thanks to launches of new technology chips and ultra slim laptops, as well as a recovery in hard drive disk HDD supply, British investment bank predictedThe top five original design manufacturers are Quanta Computer Inc Company (廣達), Compal Electronics Inc Company (仁寶), Wistron Corp Company (緯創), Inventec Corp Company (英業達) and Pegatron Corp Company (和碩), and they account for about 90 percent of global notebook shipments.. After three consecutive quarters of lower-than-average seasonal shipments, Barclays Capital is looking for personal computer shipments to beat seasonal expectations for the I time in four quarters. The bank British expects note book shipments from top-tier Taiwanese original design manufacturers to grow 8 percent in the second quarter of this year and hit 39.8 million units, better than the seasonal average of 6 percent growth.
“We believe most of the shipment upside is due to channel inventory refilling for Intel Corp’s new Ivy Bridge chips and the next generation of Ultra book launches, combined with hard drive disk (HDD) price declines from better supply availability,” said Kirk Yang, head of Asia ex- Japan tech hardware research at Barclays Bank, Hong Kong. “However, the recent change of Chongqing’s leadership in China could bring significant uncertainties for this new western China manufacturing center in terms of the new government’s commitment and future financial incentives for note book original design manufacturers,” he wrote in a report to clients on Tuesday. Over the past several quarters, note book original design manufacturers have been aggressively trying to diversify to non note book products, such as liquid crystal display Tele Vision, servers, tablet Personal Communications Service and smart mobile phones, to mitigate the impact from weakening demand for notebooks, Kirk Yang said.
However, Kirk Yang believes that only Quanta has demonstrated the capability to both diversify away from note books and maintain profitability at the same time. According to Barclays’ report, Compal still has close to 80 percent revenue exposure to note books and has seen its operating margin drop to its lowest point over the past 16 quarters, while Wistron still has 60 percent revenue exposure to note books with liquid crystal display Tele Vision shipments turning increasingly weaker. Pegatron derives 60 percent of its revenue from its cloud computing business, but its margin on note books is just above break even point, while Inventec still has 70 to 75 percent revenue from note books and it continues to see sluggish margins, the report said.
Source: The Taipei Times
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