TAIPEI: Quanta Computer Inc’s sales hit their highest in 44 months, NT$106.45 billion (US$3.4 billion), last month, driven by strong orders from its main client, Apple Inc, the company said here the other day.
“Thanks to the growing orders of our main client’s new notebook and non-notebook products, monthly sales expanded to more than NT$100 billion last month,” a Quanta official who declined to be named said by telephone.
Quanta, which assembles Apple Inc’s new 12-inch MacBook and Apple Watches, saw sales increase 48.25 percent annually and 28.19 percent monthly last month.
Last quarter’s consolidated sales totaled NT$251 billion, up 17.03 percent from last year’s NT$214.46 billion and 22.32 percent from NT$205.19 billion in the previous quarter, the company said.
Last quarter’s figure also marks the highest second-quarter sales since 2011.
“The main reason we had a better quarterly performance than our peers was because of our main client’s orders for its new products,” the official said.
Quanta said shipments of notebook computers, which contributed between 60 percent and 65 percent of the firm’s total revenue in the first quarter, reached 10.7 million units last quarter, up 8 percent from 9.9 million units in the previous quarter.
The company expects this month’s notebook computer shipments to decline from last month’s 4.1 million units due to a higher base last month, the official said.
“In addition, the order visibility for notebook computer products is not clear for next month and September due to overall weak demand in the industry,” the official said.
Quanta has started shipping models running on Microsoft Corp’s Windows 10 operating system, but the company remains conservative about whether the new operating system would lead to replacement demand in the market.
In adddition, as Intel Corp’s new CPU Skylake might hit the market at the end of this quarter or at the beginning of the next quarter, Quanta foresees this would delay PC purchases, the official said.
Quanta expects its server business to grow quarter-by-quarter in the remainder of this year on the back of strong orders, the official said.
In the first half of the year, Quanta’s consolidated sales grew 6.1 percent year-on-year to NT$456.2 billion.
Shares of Quanta rose 0.46 percent to NT$65.9 yesterday in Taipei trading, while the broader market dropped 0.69 percent.
