Mobo shipments to slide by 1% on quarter in 4Q, says Goldman Sachs
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Compiled from outside sources; Esther Lam, DigiTimes.com [Monday 27 November 2006]
Goldman Sachs analyst Henry King noted in a report issued by the company on November 24 that motherboard shipments may shrink by 1% on quarter and 8% on year to 29.8 million units in the fourth quarter. King said that the market is "overlooking" the weakness in fourth quarter motherboard shipments and that the upcoming quarter should also be below the historical average.
Goldman Sachs: Mobo shipments forecast (thousand units)
Company
4Q06(e)
1Q07(e)
Q/Q(%)
Y/Y(%)
Asustek*
15,550
16,400
5.5
11.3
Gigabyte
3,100
4,050
30.6
3.1
MSI
4,280
4,900
14.5
12.9
ECS
6,836
6,600
(3.5)
15.1
Total
29,766
31,950
7.3
11.1
*Asustek's motherboard shipments include that of ASRock
Source: Goldman Sachs, compiled by DigiTimes.com, November 2006
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