Analysts are sceptic about motherboard and chipset X-mas sales
Despite the growth of motherboard sales in October, chipset and mobo makers are sceptic about forecasted activity growth during X-mas season.
Besides some orders amount decrease that started in the end of Q3, the current shipment volumes growth might lead to the overstocking. In case December sales aer weak, some makers might send their staff to vacations earlier to cut production losses.
Prices, dropping continuously, can become this reason of Q4 losses.
| Chipset shipments and sales volumes in 2002 |
| |
Q1 |
Q2 |
Q3 |
Q4 (forecasted) |
|
Shipments (thousands units) |
36643 |
34346 |
38504 |
44312 | |
Sales volumes, $ million |
971 |
843 |
913 |
1031 | |
Weighted average price, $ |
26.5 |
24.5 |
23.7 |
23.3 |
Source: The DigiTimes
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