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Talk of the Day -- PC bigwigs give optimistic forecasts

2012/04/30 23:09:54

Notebook industry heavyweights are optimistic about their business prospects for the second half of this year, even though they give conservative guidance for their revenues in the second quarter of the year, local media reports said Monday.

Senior executives of both brand-name and OEM laptop manufacturing companies forecast that notebook shipments will increase from mid-June thanks the scheduled launch of Intel Corp.'s third-generation Core processors, codenamed Ivy Bridge, in early June and Core i3 in July.

Microsoft Corp.'s possible unveiling of Windows 8 -- a new series of operating systems for use on personal computers, including home and business desktops, laptops, netbooks, tablet PCs, and media center PCs -- in October is also expected to help inspire consumers to update their personal computers, industry bigwigs said.

The following are excerpts from local media coverage of PC industry executives' sales forecasts for the second half of the year:

Commercial Times:

Wistron Corp., a major electronics OEM maker, said its Q2 laptop shipments are likely to post a zero-to-5 percent quarter-on-quarter growth.

Acer Inc., one of the world's leading personal computer vendors, also gave a conservative guidance for its Q2 sales, saying the relatively high prices of its Ultrabooks and limited models are not expected to fuel a buying spree during the quarter.

Quanta Computer Inc. Vice Chairman C. C. Liang said shipments of notebooks, servers and tablets are all expected to shift into high gear in the second half of the year following sluggish growth in the first and second quarters.

Compal Electronics Chairman Hsu Sheng-hsiung said the company's 2012 laptop shipment target remains at 48 million units despite a somewhat stagnant first quarter. He forecast a 50 percent growth for the company's second-half-year sales from the figure recorded in the first half of the year.

Acer Inc. Chairman J. T. Wang echoed Hsu's view, saying that Windows 8, seen as the Microsoft system's biggest overhaul and upgrade in 20 years, should be able to stimulate consumers to buy new laptops or tablets. Against this backdrop, sales of relevant key components such as DRAM chips, storage gadgets and casings are also expected to post robust growth in the second half of the year. (April 30, 2012).

United Evening News:

Compal's Q1 shipment was about 8.1 million units, lagging behind Quanta's 13.2 million units and Wistron's 8.5 million units. The company expects its Q2 shipment to increase by 15 percent from Q1 level.

Compal Chairman Hsu said earlier this year that the company would be able to reach its target of posting a 20 percent growth this year, with growth momentum focusing in the second half of the year.

The company mainly produces notebooks for Lenovo, Asustek, Acer and Dell. (April 30, 2012).

(By Sofia Wu)