Taiwanese first-tier makers announce October results
On the wave of seasonal demand growth mobo market leaders, including Asustek Computer, Gigabyte Technology, Micro-Star International (MSI), reported the significant growth of October sales and shipments that exceeded forecasted values. Elitegroup Computer hasn´t yet published October results, but provisional information indicates it’s not as successful, as rivals mainly due to delays in notebook component shipments to OEM partners.
Among companies, that have already published October results, I can outline Asustek, achieved considerable growth of sales and shipments, including graphics cards and notebooks.
Gigabyte published October results, though haven’t provided sufficient details. Analysts believe that in October the company sold about 1.4 million mobos and about 130-140,000 graphics cards.
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Taiwanese first-tier makers
October 2002, revenues and shipments
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Revenue (NT$ million)
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Shipments (thousands of units)
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Motherboards
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Graphics cards
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October
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M/M growth (%)
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October
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M/M growth (%)
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October
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M/M growth (%)
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Asustek
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13609*
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9,9
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1800
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20
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>510
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24.4
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8970
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18.5
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Gigabyte
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3227
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23.6
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1400**
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18.6
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130 — 140**
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22.3
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MSI
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6300
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29.8
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<1600
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18.5
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1100
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22.2
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ECS
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no data |
2000**
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11.7
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-
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-
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Èòîãî
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-
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-
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6800
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16.8
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-
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-
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*Total Taiwanese and Chinese assets
**As forecasted
Source: The DigiTimes
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