Mobo makers predict better sales in Q2
Despite the low-sales season has started, mobo makers, including Asustek Computer, Universal Scientific Industrial (USI), Acorp Electronics and Jetway Information, predict revenues growth in Q2.
In Q1 Asustek shipped 4.9 million motherboards, about 60% of which for OEM clients. According to the company, in Q2 board shipments growth might make 15-20% (up to 5.88 million units).
| Company |
Sales and revenues growth factors for Q2 |
| Asustek |
- Increased mobo demand, OEM mainly
- Sony PlayStation2 (PS2) orders
- Own brand notebook and Centrino-based OEM shipments
|
| USI |
- Mobos for IBM notebooks (of 2002)
- Mobile board orders from Chinese system builders
|
| Acorp |
- Increased orders for PCs and optical drives
- New graphics cards production, on Silicon Integrated Systems (SiS) GPUs mostly
|
| Jetway |
- NT$940 million sales expected in Q2, 12.3% over Q1
- LCD monitor and mini-barebone sales
|
Source: The DigiTimes
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