Asustek Computer has announced consolidated revenues of NT$22.1 billion (US$708.55 million) for July 2008, increases of 15% on month and 36% on year due to recovering demand in Europe and China. Total consolidated revenues for the first seven months were NT$143.1 billion, a growth of 27% compared to the same period last year.
With the peak season arriving in the third quarter, Asustek expects both its notebook and Eee PC shipments to reach between 1.5-1.8 million units from 1.2 and one million units in the second quarter, respectively. The company’s annual shipments goals remain at five million units for Eee PCs and 6-6.6 million units for its mainstream notebooks.
For motherboards and graphics cards, Asustek expects to ship six million and 1.82 million units in the third quarter, respectively. Intel P45-based motherboards will contribute around 25% of the company’s third quarter revenues and the company expects to grab a 60-70% share of the total P45 motherboard market.
With increasing orders from consumer-based products, Pegatron Technology has announced consolidated revenues of NT$43.26 billion, an increase of 22% on month. Total consolidated revenues for the first seven months in 2008 were NT$241.87 billion.
First-tier motherboard makers: Performance, July 2008
Company
July revenues (NT$b)
M/M
Y/Y
YTD
Y/Y
Shipments
Asustek
22.1 (consolidated)
15%
36%
143.1
27%
1.2m (2Q notebooks)
1m (2Q Eee PCs)
1.5-1.8m (3Q notebooks and Eee PCs)
6m (3Q motherboards)
1.82m (3Q VGA)
Pegatron
43.26 (consolidated)
22%
N/A
241.87
N/A
3.47m (July motherboards)
650,000-700,000 (July notebooks, not including Eee PCs)
910,000 (July VGA)
MSI
8.41 (non-consolidated)
13.4%
9.26%
54.91
16.85%
N/A
ECS
7.88 (consolidated)
10.24%
15.08%
51.81
1.34%
1.91m (July motherboards)
Gigabyte
4.27 (consolidated)
10.12%
(4.28%)
29.43
3.5%
1.73m (July motherboards)
303,000 (July VGA)
Motherboard manufacturers release sales numbers
Results are in, and there are some big winners and some not-so-big winners in the world of motherboard manufacturers. Looking at ASUS, Gigabyte, MSI and ECS, everyone saw good month to month growth with ASUS taking the lead with 15% over June results. Looking year to year, the only company to take a backwards step in units sold was Gigabyte with a 4.28% drop in sales. ASUS on the other hand grew 36% – obviously they are big winner.
