The decreasing demand pulls mobo shipments down
Due to the decrease of mobo demand in Europe and North America, Taiwanese makers expect the corresponding decrease of November shipments. Thereís no specific data, but analysts believe the average decrease of the first-tier mobo shipments will make 10% comparing to October.
According to Goldman Sachs´ analytic report, November mobo shipments of Asustek make about 1.55 million units, Elitegroupís shipments Ė about 1.85 million units, Gigabyte and MSI are to ship 1.25 and 1.4 million units, respectively.
The second-tier makers will be differently affected by the market downturn. For example, DFIís November shipments are expected to make about 85% of October shipments. Shuttle and Jetway Information will have shipment volumes reduced as well, though the companies plan to ship other products instead. Chaintech is sure the volumes will remain the same.
Though itís not that bad despite the downturn. Mobo makers already focus on spring upturn that, they believe, will be tied to the releases of Intel and AMD products, i.e. to the transition to Intel Springdale and AMD K8.
Source: The DigiTimes
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