benefited from the still strong demand for laptops. Both Wistron and Intraco-based shipments rebounded from July, driving revenue to continue to stabilize at a high level in August. Wistron returned to the 70 billion yuan (NT$, the same below) mark, while Intraco-based revenue in August was 48.688 billion yuan, reaching the peak of this year. The two OEM manufacturers are also optimistic about operating performance in the second half of the year.
Wistron's consolidated revenue in August was 70.279 billion yuan, a monthly increase of 4.08% and an annual increase of 0.38%; the cumulative consolidated revenue in the first eight months of this year was 516.038 billion yuan, a year-on-year decrease of 5.03%. Among them, 2.1 million laptops were shipped in August, a monthly increase of 5%; 700,000 desktops were shipped, the same as last month; 1.4 million monitors were shipped, a monthly increase of 16.7%.
Wistron said that the current proportion of consumer laptops and commercial laptops is half each, and order visibility can be seen at the end of the year, but the component gap is still about 20%. However, the operation is not pessimistic for the second half of the year. It is expected that the shipment of each product in September will remain flat in August, and overall shipments in the third quarter will remain flat in the second quarter, and the fourth quarter is also expected to be comparable to the third quarter, and the operation in the second half of the year is expected to be better than the first half of the year.
Yingye achieved consolidated revenue of 48.688 billion yuan in August, a monthly increase of 6.98% and an annual increase of 8.84%; the cumulative consolidated revenue of 320.851 billion yuan in the first eight months of this year, a year-on-year decrease of 3.03%. In August, 2 million laptops were shipped, the highest in a single month this year, with a monthly increase of 5.26%. It is estimated that shipments in the third quarter have a chance to increase by double digits in the quarter, while a total of 13.7 million laptops were shipped in the first eight months of this year.
Yingyeda said that the shortage of materials in August improved compared with last month, which led to an increase in revenue compared with last month, but the shortage of materials for laptops and servers continues, with a gap of about 10-15%. Judging from the third quarter laptop orders, due to the continued decline in customer demand and the infusion of deferred orders in the previous quarter, it is expected that the third quarter will increase by double-digit orders compared with the previous quarter. As for servers, due to the continued customer demand, expected shipments are expected to grow by double digits in quarterly growth. As for season 4, it is still necessary to observe the shortage.
Note: The currency unit mentioned in the article is New Taiwan dollar
News source: MoneyDJ News
Cover image source: Paixin.com
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