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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (140694)11/30/2001 4:44:13 PM
From: TimF  Read Replies (1) of 1580485
 
Taiwan optimistic about mobo recovery

TAIWANESE TRADE OPERATION Triple I said that it
anticipates growth and consolidation in the island's
lucrative motherboard industry.

The Institute for Information Industry is forecasting a
recovery and increased growth of mobos in 2002 by
nearly six per cent to 85 million units next year.

But the Big Four are likely to consolidate their grip on
the industry, suggesting that smaller players will
continue to be squeezed as the IT industry continues
to contract.

Those big four are Asus, Gigabyte, Microstar (MSI)
and the Elitregroup, and Triple-I reckons that together
they will ship around 50-55 per cent of mobo output in
2002.

But Triple-I also sees a continuing trend, which started
this year, away from supply of mobos to large brand
names such as Dell, IBM, Compaq and HP to third
party brands.

That will be worrying news for those who think that PC
sales by the big brand names will stage a comeback
next year.

The Taiwanese culture largely prevents the type of
mergers seen in the US and the UK - family firms like
to keep it in the family, so the smaller mobo makers
may just switch to producing different products or even
completely different product areas which will turn a
buck.

theinquirer.net

Sounds good to me. More motherboards sold should mean more CPUs sold. And if a lower percentage of them go to the big companies then more would be going to second tier boxmakers and screwriver shops where AMD has a bigger presence.

Tim
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