Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March left the following month with little to fill. The drop reflects a familiar quarter-end timing pattern rather than a demand collapse, executives said.
Quanta shipped 3.5 million notebooks in April, down 33.96% from March but still up 6.06% from a year earlier. April revenue came in at NT$339.921 billion, off 6.3% month on month. Cumulative revenue for the first four months reached NT$1.15 trillion, up 79.6% year on year.
Compal's April PC shipments totaled 1.8 million units, down 35.71% from March and 18.18% below April 2025. Revenue for the month was NT$71.979 billion. First-quarter cumulative revenue reached NT$273.283 billion, up 4.5% year on year — a gain driven largely by non-PC lines including servers and smart devices rather than notebooks.
Both companies pointed to an inflated March baseline, when customers accelerated orders ahead of quarter-end, as the primary cause of April's sequential weakness. Compal flagged the episode as part of a broader revenue mix shift away from consumer notebooks toward enterprise hardware, and said its server business is on track for significant growth in the second quarter.
Article edited by Joseph Chen
