Another datapoint that conflicts with the apparent current wisdom that HDs are in oversupply, and STX and WDC have seen their best days in this cycle.
World's biggest laptop maker breaks shipment record in June
July 08, 2010, 7:42 AM EDT
By Dan Nystedt
businessweek.com
Quanta Computer, the world's largest contract laptop computer maker, set record highs for shipments and revenue in the month of June, a sign demand for technology products hasn't stumbled despite fears of debt problems in some parts of Europe.
The Taiwanese company, which counts Sony, Dell and Hewlett-Packard among its customers, attributed the records to a few factors, including the easing of some component shortages and because some customers placed orders early in June that might normally have been placed in July.
"We expect July to slow down a little bit from June, but [shipments] should come back in August," a Quanta representative said.
Quanta shipped 4.8 million laptops in June and took in NT$100.2 billion (US$3.1 billion) in revenue, the company said. Its previous record for a single month was in April, when Quanta shipped 4.5 million notebook computers and posted revenue of NT$97.0 billion.
The company's comments also indicated some component shortages may have eased, including a shortfall in some Intel Arrandale laptop microprocessors, such as its Core i3 and Core i5.
Intel, the world's largest chip maker, had been ramping up production with a goal to catch up with demand by the end of the second quarter, which was June 30.
The Arrandale processors are designed so PC vendors can create slimmer laptops. They come in a two-chip package that includes an Arrandale processing core made using 32-nanometer production technology and a graphics processor made using 45-nm technology.
Shortages for a range of components, from LCD screens to DRAM memory chips, have been an issue for the PC industry this year. |
