Quanta and Compal notebook shipments to pick up in February and March
Huang Kung Tien, Taipei; Steve Shen, DigiTimes.com [Thursday 19 February 2004]
Notebook shipments from the top two Taiwanese makers – Quanta Computer and Compal Electronics – will increase slightly in February and climb more rapidly in March following a month-on-month decline in January, analysts said.
The declines last month came as a surprise and were largely due to inventory adjustments by notebook vendors, said analysts.
The decline in shipments as well as revenues for the month weighed down the share prices of the two companies. Quanta’s stock reached a low of NT$75.5 on February 10 from a high of NT$90 on January 9 before bouncing back to as high as NT$82 today, while Compal’s slid to a low of NT$41.7 on February 6 from a high of NT$48.7 a month earlier before closing at NT$45.9 today.
Quanta and Compal: Estimated 1Q notebook shipments (thousand units)
Company
Dec
Jan
Feb
March
Quanta
855
725
770-780
860
Compal
710
550
600
600-650
Source: analysts, compiled by DigiTimes, February 2004.
Quanta and Compal: January 2004 revenues (NT$m)
Company
Sales
M/M
Y/Y
YTD
Y/Y
Compal
15,361
-25.5%
40.0%
15,361
40.0%
Quanta Computer
21,461
-21.4%
24.7%
21,461
24.7%
Source: TSE, compiled by DigiTimes, February 2004. |
