Asustek Computer and Gigabyte Technology are expected to each ship 5.1-5.2 million own-brand motherboards in the second quarter of 2014 and likely to ship more than six million units in the third, according to supply chain makers. Since Intel already started distributing its K-series processors for overclocking in late-June and will start mass shipping the series in July, motherboard players are optimistic about demand from the PC DIY market in the third quarter and have released new motherboards for the demand.
Asustek Computer’s competition with Gigabyte Technology over the motherboard business is growing fiercer as the two firms’ shipment gap will only be 100,000 units, according to sources from channel retailers. Asustek shipped 10.4 million motherboards and Gigabyte 10.3 million units in the first half of 2014.
Gigabyte Technology has announced consolidated revenues of NT$51.12 billion (US$1.7 billion) for 2013 with net profits reaching NT$2.36 billion, up 52.1% on year and EPS at NT$3.76. Gigabyte will distribute dividends of NT$3 in cash. Gigabyte shipped 20 million brand motherboards and 3.8 million brand graphics cards in 2013 and its motherboard shipments are expected to rise to 22 million units in 2014.
Gigabyte Technology on May 12 unveiled new G1-series gaming motherboards equipped with Intel 9-series chipsets (Z97, H97, etc.) in Beijing, northern China, through cooperation with Tencent Games, the online gaming platform of China-based Web service provider Tencent, to tap the China market, according to Gigabyte.
Despite expectations of a strong second quarter thanks to the launch of Intel’s Haswell Refresh platform, motherboard players such as Asustek Computer, Gigabyte Technology, Micro-Star International (MSI) and ASRock have also been pushing their non-motherboard businesses aggressively, hoping to raise their profitability, according to market watchers.