Mobo shipments to drop in 2Q
Asustek Computer, Elitegroup Computers (ECS) and Gigabyte Technology expect their second quarter's motherboard shipments to fall 5-15% on quarter, according to the companies.
Asustek has forecast shipments of 10.25 million motherboards for the second quarter, representing a 15% sequential drop from the 12 million motherboards it shipped in the first quarter. In the second quarter of 2004, Asustek had a drop-off of 17% in shipments from the previous quarter.
However, Asustek expects its second quarter notebook shipments to increase from the 700,000-800,000 notebooks it shipped in the first quarter.
ECS anticipates a seasonal drop in its second quarter motherboard shipments of less than 10%. Last year, the company's second quarter shipments fell 9%. ECS also expects its notebook shipments to remain flat from the 130,000 units it shipped in the first quarter
Gigabyte projects a 5-10% decrease in its motherboard shipments in the second quarter, though it expects to ship 800,000 graphics cards in the second quarter, the same amount it shipped in the first quarter.
However, Asustek expects its second quarter notebook shipments to increase from the 700,000-800,000 notebooks it shipped in the first quarter.
ECS anticipates a seasonal drop in its second quarter motherboard shipments of less than 10%. Last year, the company's second quarter shipments fell 9%. ECS also expects its notebook shipments to remain flat from the 130,000 units it shipped in the first quarter
Gigabyte projects a 5-10% decrease in its motherboard shipments in the second quarter, though it expects to ship 800,000 graphics cards in the second quarter, the same amount it shipped in the first quarter.
