According to the resource Digitimes, invoking sources among suppliers of components, the outcome of the vendors’ laptops in the first quarter of 2012 were better than had been anticipated in their forecasts.
After a significant increase in the supply of goods in February, Acer and ASUSTeK Computer, according to sources, continued to increase shipments and March, which will enable them to achieve much better results than expected.
Despite the fact that Acer has not changed its forecast for the first quarter, still waiting for the decrease in the supply of products in comparison with the previous three months by 10-15%, sources suggest that in the final quarter of Taiwan’s notebook shipments will exceed the vendor’s 6 million units and perhaps even 6.2 million units. Recall that the fourth quarter of 2011 Acer notebook shipments accounted for 5,9-6 million. In the second quarter is expected to increase the supply of the company compared with the current period by 10-15%.
Meanwhile, the consolidated revenues of ASUSTeK, according to experts, in the first quarter of 2012 will be approximately 10% less than in the previous quarter, amounting to 90-95 billion with Taiwan dollars ($ 3,04-3,21 billion), although the predicted drop in revenue in the range of 20%. Moreover, in the second quarter, according to sources, the revenue ASUSTeK reach 98 billion Taiwan dollars.
As for the notebook manufacturers Quanta Computer, Compal Electronics, Wistron, Inventec and Pegatron Technology, reporting in their forecasts for first quarter drop in supply, compared with the previous quarter by 10-15%, then, according to sources, the supply will drop below 10%, then in the second quarter shipments are expected to grow at a rate of 5-10%.