Taiwan’s Notebook ODMs See Monthly Sales Dip

Most of Taiwan’s major notebook ODMs reported slight month on month declines in sales in October, though all of the companies performed better in October 2014 than they had a year earlier. Only Pegatron achieved a sequential increase in sales.

Compal’s sales dropped 4.4% month on month to NT$81.1 billion ($2.6 billion), though this was 29.3% higher year on year, bringing sales for the year to date to NT$680.4 billion ($22.2 billion), 21% higher than the same period of last year. Compal shipped approximately 3.5 million notebooks in October, down from 4.4 million units in September.

Quanta Computer also witnessed a slight sequential drop in sales, down 3.7% to NT$82 billion ($2.7 billion) but 4.3% up on October 2013. Sales for the 10 month period January to October rose 10% to NT$756.6 billion ($24.7 billion). Quanta shipped 3.9 million notebooks in the month, down from 4.8 million units in September. The company said that the third quarter was its shipment peak in 2014 and that shipments in Q4 are forecast to drop a double-digit percentage sequentially.

While Wistron reported a 6% MoM fall in sales to NT$57.8 billion ($1.9 billion), this represented a 26.7% increase YoY. Sales to date declined 9.7% to NT$475.3 billion ($15.5 billion). The company shipped 1.9 million notebooks in the month, 1.8 million smart handheld devices, 500,000 LCD TVs, 800,000 LCD monitors and 1.2 million desktops.

Inventec said sales were flat MoM at NT$36.8 billion ($1.2 billion), though YoY October’s sales fell 18.1%. Sales so far this year fell 3.1% to NT$359.7 billion ($11.7 billion). The company said notebook shipments in the third quarter declined and Inventec remains conservative about notebook shipments in 2015.

Finally, Pegatron’s sales rose 13.2% MoM and 35.8% YoY to NT$120 billion ($4 billion), taking sales so far this year to NT$786.8 billion ($25.7 billion), 2% higher than the corresponding period of last year.