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Nvidia nForce4 SLI motherboards help boost DFI’s January revenues 28%
Michael McManus, DigiTimes.com, Taipei [Friday 18 February 2005]

Better than expected sales of its two recently released Nvidia nForce4 AMD64 motherboards helped push DFI’s January revenues up 28% sequentially to NT$242 million, according to the company.

DFI released the two high-end motherboards – the LANParty NF4 SLI-DR and LANPartyUT NF4 Ultra-D – earlier this year and expected to ship 7,000 units in January, boosting its revenues 10% on month. However, stronger than expected demand helped the company ship about 10,000 units last month, and DFI expects shipments of the two motherboards to total 17,000 units in February. About 25% of the shipments were for the SLI-based NF4 SLI-DR motherboard, sources at the company pointed out.

The sources explained that the company was able to enjoy such success by beating its competitors to market with an SLI-based motherboard, while the boards also received positive reviews from enthusiast websites. Only Asustek Computer was able to release an SLI board in volume before DFI, the sources stated. However, the sources added that Micro-Star International (MSI) and Gigabyte Technology have since also released SLI motherboards.

DFI will also be releasing a mainstream Nvidia nForce4 motherboard by CeBIT, but will wait until the second quarter before releasing an nForce4-4X socket-754 motherboard, the sources indicated. DFI already provides socket-754 motherboards featuring the more cost effective VIA K8T800P and ULi M1689 core-logic chipsets.

In related news, DFI has recently begun collaborating with overclocking memory module specialist G.Skill to bundle their products together in selected markets.

DFI: January 2004 - January 2005 revenues (NT$m)

Month

Sales

M/M

Y/Y

YTD

Y/Y

Jan-05

242

28.5%

16%

242

16%

Dec-04

189

6.3%

(33.2%)

2,429

(16.1%)

Nov-04

177

(16.9%)

(35.5%)

2,240

(14.2%)

Oct-04

213

7.5%

(20.9%)

2,063

(11.7%)

Sep-04

199

10.2%

(27.2%)

1,849

(10.5%)

Aug-04

180

(16.7%)

(28.1%)

1,651

(8%)

Jul-04

216

19.5%

2.6%

1,470

(4.7%)

Jun-04

181

(1.8%)

11.4%

1,254

(5.9%)

May-04

184

(15.3%)

10.6%

1,073

(8.3%)

Apr-04

218

(17.6%)

(4.8%)

889

(11.4%)

Mar-04

264

33.1%

8.5%

671

(13.4%)

Feb-04

198

(5%)

(23.1%)

407

(23.4%)

Jan-04

209

(26%)

(23.7%)

209

(23.7%)

*Figures are not consolidated
Source: TSE, compiled by Digitimes, February 2005

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