Mixed Results in April for Taiwan’s Notebook ODMs

There were mixed fortunes for Taiwan’s notebook ODM’s last month.

Compal Electronics saw sales fall 17.7% month on month to NT$61.6 billion ($2 billion), though this was 7.8% higher year on year and brought sales so far this year to NT$259.9 billion ($8.5 billion), an improvement of 14.1% from the same period of 2014. The company shipped 2.6 million notebooks in April, down 27.8% MoM.

Compal has also released its first quarter results, posting a 53.7% sequential drop in net profit to NT$2 billion ($65.2 million), which it blamed on slow PC demand and foreign exchange losses. Turnover in Q1 was NT$189.2 billion ($6.2 billion).

Inventec‘s April sales were down 8.2% MoM and 12.8% YoY at NT$31 billion ($1 billion), bringing sales for January to April to NT$120.3 billion ($3.9 billion). Notebook shipments in April slipped 17% sequentially to 1.2 million units.

Pegatron achieved sales last month of NT$78.1 billion ($2.5 billion), down 9.8% from March but 9% higher than April 2014. The company’s sales to date in 2015 improved 21.2% to NT$352 billion ($11.5 billion).

Quanta Computer reported a 15% MoM decline in sales to NT$67.5 billion ($2.2 billion), which was 7% lower YoY. Cumulative sales so far this year were 5.4% lower than a year earlier at NT$272.7 billion ($8.9 billion).

Finally, Wistron saw sales in April drop 16.7% MoM to NT$46.9 billion ($1.5 billion), though this was 9.7% higher YoY. Sales to date also improved YoY, rising 17.2% to NT$197.6 billion ($6.4 billion).