Acer announced non-consolidated revenues of NT$31.94 billion (US$1.11 billion) for June, down 10.63% on month and 28.09% on year, and the company's weak performance also affected its major upstream notebook manufacturing partner Compal Electronics' June notebook shipments, which stayed flat on month and it was the only top-four notebook maker that had flat performance, according to market watchers.
Although non-consolidated revenues do not represent the company's full operation status, market watchers pointed out that Acer's moves to digest inventory are obviously turning stronger and the related impact on the upstream supply chain will need to be closely monitored.
Acer's non-consolidated revenues in the second quarter reached NT$96.07 billion, down 5.9% on quarter, with combined non-consolidated revenues reaching NT$198.24 billion, down 27.06% on year.
Compal's notebook and tablet PC shipments reached 3.6-3.7 million units in June, staying flat on month, with shipments in the second quarter of 10.8 million units, up only 3.85% sequentially. Quanta achieved on-month shipment growth of 6.3% in June with Wistron seeing 14% and Inventec 25%.
Compal had consolidated revenues of NT$57.03 billion, up 2.8% on month, but down 23% on year with combined consolidated revenues from January to June of NT$333.13 billion, down 23% on year.
Market watchers pointed out that Compal's netbook shipments had an obvious drop, but increasing shipments of tablet PCs have helped cover the gap. Since netbooks have lower gross margins, the rising shipment proportion of tablet PCs should help Compal to maintain its average gross margin. Compal's LCD TV shipments in June were 600,000-700,000 units, up from 500,000 units in May.
Article translated by Joseph Tsai
