Mixed Results for Taiwan’s Notebook Makers

There were mixed results for Taiwan’s major notebook manufacturers in November.

Acer reported a 1% month on month increase in sales in November to NT$28.5 billion ($913.7 million), though this was down 7.3% year on year. November’s result brought sales so far this year to NT$300.8 billion ($9.6 billion), down 9.3% from the same period of 2013.

Asustek saw sales increase 5.1% from October and fall less than 1% YoY to just under NT$49 billion ($1.6 billion), taking sales from January to November to NT$435 billion ($13.9 billion), 2.7% higher than the corresponding period of last year. The company attributed its strong monthly performance to demand for its smartphones.

Compal Electronics achieved a 25% improvement in sales from November 2013, reaching NT$82.4 billion ($2.6 billion), 1.6% higher than October 2014, thanks to steady growth in Compal’s core notebook business. Total sales for the first 11 months of the year were 21.5% higher at NT$762.9 billion ($24.4 billion).

Pegatron also saw a big YoY improvement in sales, rising 30.6% to NT$118.1 billion ($3.8 billion), but declining slightly from October. Sales for the year so far were 5% higher, reaching NT$904.9 billion ($29 billion).

Quanta Computer saw its November sales drop 1.4% MoM and 17.8% YoY to reach NT$80.8 billion ($2.6 billion), though sales to date grew 6.6% to NT$837.5 billion ($26.8 billion). Despite the decline in sales, Quanta’s notebook shipments were 4.7 million units, up from 3.9 million in October as most of its notebook orders for the month were low-price models.

Wistron’s sales for the month also fell sequentially but improved from November 2013, reaching NT$56.4 billion ($1.8 billion) and taking sales for the year to date to NT$531.6 billion ($17 billion), down 7.7% from 2013. In November, Wistron said it shipped 1.9 million notebooks, 1.6 million smart handheld devices (tablets and smartphones), 450,000 LCD TVs and 700,000 LCD monitors.