Michael McManus, DigiTimes.com. With reporting by David Tzeng, Joanne Chien and Huang Kung Tien [Tuesday 11 January 2005]
Last update: Tuesday 11 January 2005
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In December 2004, it was reported that Compal Electronics had lost out on a follow-up notebook order from Hewlett-Packard (HP), when Quanta Computer undercut Compal’s price. Quanta was willing to accept the lower ASP (average selling price) to secure shipments that should reach 2.5-3.0 million notebooks and help the company achieve its goal of shipping 14-15 million notebooks in 2005. As for Compal, its goal of shipping 9-10 million notebooks in 2005 is now looking much harder to achieve. Slim products, thin margins: Taiwan’s notebook makers ratchet up the competition Table 1: Taiwan notebook industry ODM and OEM shipments Table 2: Taiwan notebook shipments, 2003-2005 (million units) Production for major brands: 2005 forecast Major brands: 2005 forecast Toshiba plant closure to benefit Taiwan makers in 2005 Table 3: Leading notebook vendors, 2003-2005 notebook shipments (million units) Table 4: Dell's major Taiwan notebook contract notebook makers Table 5: HP's major contract notebook makers for 1H 2005 (thousand units) Table 6: Acer, 2005/06 projected notebook shipments (million units) Table 7: Contract notebook manufacturers for IBM and Lenovo Production capacity migrating to China Increased capacity for 2005 Table 8: Taiwan notebook makers manufacturing capacity Own-brand market Table 9: Taiwan own-brand notebook shipments, 2004-2005 (thousand units) CPU adoption Vying for profitability Table 10: Taiwan notebook makers gross margins, 1Q2003-3Q2004 Table 11: Taiwan notebook makers operating margins, 1Q2003-3Q2004 Notebook company introductions Acer Table 12: Acer, global IT sales by product (thousand units) Table 13: Acer, global IT product sales by region (NT$b) Table 14: Acer ranking in European PC and notebook markets by shipments, 1Q 2003 BenQ Quanta Computer Compal Electronics Wistron Inventec Table 15: Inventec corporate milestones Arima Computer Table 16: Arima notebook shipments and revenues, 2003-2005 First International Computer (FIC) Mitac Technology Table 17: Mitac Technology Corporation (MTC) corporate milestones Uniwill Computer Asustek Computer Elitegroup Computer Systems (ECS) Clevo Twinhead International Table 18: Twinhead International corporate milestones
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