SHIPMENT: Wistron and Inventec have announced their August shipments with Wistron shipping 1.6 million notebooks in the month, up from 1.4 million units in July and expected to see the volume in September returning to the 1.9 million unit level recorded in June. Inventec shipped 1.7 million PCs and mobile devices (notebooks, all-in-one PCs and tablets) in August, up 9.67% from a month ago.
If Wistron achieves its goal of shipping 1.9 million notebooks in September, the company’s third-quarter shipments will reach 4.9 million units, up from 4.6 million in the second. However, Wistron remains conservative about its shipment performance in the fourth quarter due to weak visibility.
In August, Wistron also shipped 850,000 handheld devices, up from 500,000 units in July, as its clients advanced their orders for new devices, but the move is expected to result in Wistron seeing handheld shipments drop slightly in September.
Wistron’s LCD TV and desktop shipments reached 300,000 and 1.1 million units, respectively, while server and LCD monitor shipments both dropped from a month ago and reached 140,000 and 600,000 units, respectively.
As for Inventec, the ODM expects its PC and mobile device shipments to have double-digit percentage growths sequentially in the third quarter and the growths will be contributed mainly by tablets. Inventec expects its server shipments to grow by a single-digit percentage sequentially in the third quarter and fourth-quarter revenues to stay flat from the third.
