Notebook ODMs’ MoM Sales Declined in July

Taiwan’s main notebook ODMs reported sequential declines in sales for July, as they experienced a slowdown in notebook demand.

Quanta Computer said sales were down 21.4% in July from June, to NT$83.6 billion ($2.6 billion). though this was 7.3% higher than July 2014. Total sales to date reached NT$539.8 billion ($16.7 billion), up 6.2% compared with the same period of last year. Quanta shipped 3.2 million notebooks last month, down from 4.1 million units shipped a month earlier.

Compal Electronics saw sales fall 17.3% month on month and 13.6% year on year to NT$60.1 billion ($1.8 billion), while sales from January to July increased 3.4% to NT$457.3 billion ($14.2 billion). The company shipped 2.8 million notebooks in July but has predicted that volume may reach 3.9 million in September.

Pegatron Technology‘s July sales declined 4.6% MoM to NT$66.8 billion ($2.1 billion), though this was a 3.4% improvement YoY. Sales in the first seven months of the year improved 12.8% to NT$559.4 billion ($17.3 billion).

Wistron‘s sales for last month fell 17.1% sequentially and 3.3% YoY to NT$44.8 billion ($1.4 billion), bringing sales so far this year to NT$341.4 billion ($10.6 billion), up 10.8% compared with the same time last year. Last month Wistron shipped 1.4 million notebooks, 500,000 smart handheld devices and 300,000 LCD TVs. The company expects its notebook shipments to grow MoM in August, while September’s levels will be similar to June.

Inventec was the only company to post a slight increase in MoM sales in July, rising 3.2% to NT$32.2 billion ($999 million), though this was 3.1% lower than July 2014. Year to date sales were down 16.7% compared with the same time last year, at NT$212.2 billion ($6.6 billion). Inventec shipped 1.55 million tablets, notebooks and all-in-one PCs combined in July, up slightly from June.