Notebook makers see clients cutting orders
Yen-Shyang Hwang, Taipei; Joseph Tsai, DIGITIMES [Wednesday 19 May 2010]
digitimes.com
Taiwan-based notebook makers are seeing their clients reduce order volumes for late May and June mainly due to the dropping value of the euro caused by Europe's bond crisis, according to sources from notebook players.
In addition, rising air transportation costs caused by the air traffic suspension in Europe has also driven brand vendors to delay their shipments until fees lower, the sources noted.
However, as several brand vendors recently noted that current market demand remains stable, some sources believe the order declines are a response from downstream vendors to their upstream component makers for raising component quotes.
Quanta Computer confirmed the news and said that some of its clients have downward adjusted their order volumes, but the company will maintain its shipment goal for the second quarter at 15-20%, and will keep open communication with its clients.
Wistron will also maintain its shipment forecast of 5-10% growth sequentially for the second quarter; however, the actual growth is estimated to be around the bottom margin, the sources noted.
On the other hand, Compal Electronics said it has not heard of any reduced orders and that it expects its notebook shipments in the second quarter to remain flat on quarter. |
