TAIPEI, Taiwan — Quanta Computer Inc. (廣達) yesterday announced consolidated revenue of NT$71.803 billion for June, a growth of 4.8 percent year-on-year, and 2.4 percent month-on-month. In June the company shipped 4.3 million units of notebook computers, a month-on-month growth of 10.25 percent, exceeding the original forecasts of below 10 percent.
Apple’s new 12-inch MacBook Air will enter mass production in the third quarter, filling the gap between the 11- and 13-inch MacBook Airs as well as enhancing Apple’s leadership in the small-to-medium-size ultra-thin notebook market, according to sources from the upstream supply chain. Quanta Computer will be responsible for the assembly of the 12-inch device, said the sources, adding that so far, they have not heard any changes coming to the 11- and 13-inch MacBook Air products.
TAIPEI — Taiwan-based Quanta Computer Inc., an Apple Inc. supplier for MacBook laptop lines, could become the main assembler of Apple’s rumored wearable device, the “iWatch,” according to U.S. brokerage Morgan Stanley. The iWatch, which is expected to be launched in the fourth quarter of this year, is expected to contribute more than 10 percent of Quanta’s sales in the October-December period on shipments of 10 million units, Morgan Stanley said.
TAIPEI: Taiwan’s Quanta Computer Inc will start mass production of Apple Inc’s first smartwatch in July, a source familiar with the matter said, as the US tech giant tries to prove it can still innovate against rival Samsung Electronics Co Ltd. The still-unnamed watch, which Apple followers have dubbed the iWatch, will be the company’s first foray into a niche product category that many remain sceptical about, especially as to whether it can drive profits as growth slows in tech gadgets.
TAIPEI, Taiwan — The PC market is on track for recovery, as shown by growing consumer demand, Quanta Computer (廣達) said yesterday, adding that sales in the second half of the year are likely to exceed those in the first half. Quanta held a shareholder conference yesterday in which the company’s vice president C.C. Leung (梁次震) made the above comment. He forecast that company revenue in the third quarter would grow 10 percent from the previous quarter.
Quanta Computer’s white-box server subsidiary is planning to establish new branches in Hangzhou and Shenzhen, China to tighten its partnerships with China-based Internet players Alibaba and Tencent, while Wistron has cooperated with industrial PC (IPC) player Arbor Technology to seek Internet of things (IoT) business opportunities.
Quanta Computer expects its notebook shipments in the second quarter of 2014 to increase 10% sequentially mainly due to growing global demand for low-price models, according to company vice president CC Leung at a May 13 investors conference. Quanta shipped 10.5 million notebooks in first-quarter 2014, growing 8.2% on year. Quanta had 35% of 2013 consolidated revenues coming from product lines other than notebooks and the company hopes that the proportion of non-notebook revenues in 2014 can rise significantly.
TAIPEI — Rising wages in China mean labor costs there could catch up to and exceed Taiwan’s within a year, according to the vice chairman of Taoyuan-based Quanta Computer Inc. (廣達電腦), the world’s top contract laptop maker. C.C. Leung (梁次震) made the prediction when talking about salaries for new graduates — a hot issue of debate in Taiwan — which for years have been expected to be only around NT$22,000 (US$728.88) a month.
Quanta Computer shipped 3.6 million notebooks in March, growing 9.09% sequentially. First-quarter shipments were 10.5 million units, according to the company. Quanta expects notebook shipments in the second quarter to remain unchanged on quarter. On April 10, Quanta reported consolidated revenues of NT$74.475 billion (US$2.45 billion) for March, increasing 7.44% on month and 5.49% on year, and NT$215.834 billion for January-March, slipping 20.52% on quarter but rising 9.39% on year.
The sketchily specific details from China’s Economic Daily News, reported on Tuesday, claim that the supply chain for the device was recently finalized. The report states that Taiwan’s Quanta Computer has received an exclusive contract to build the device, with 65 million units expected to be built in the first year of availability. The report goes on to say that the so-called “iWatch” will sport custom chips designed in-house by Apple but that some of them will be built at Samsung’s foundry, suggesting the company will continue to rely on its fierce rival for silicon.
Apple is rumored to unveil its wearable device iWatch in the third quarter and will target 65 million units in shipments for 2014, according to a Chinese-language Economic Daily News (EDN) report. The iWatch will be manufactured by Quanta Computer, while Taiwan-based chip design house Richtek has also entered the supply chain. The device’s touch panel will be supplied by TPK, the paper noted.
Quanta Computer and Wiwynn have seen large increases in direct-account orders for data center servers from Facebook and Microsoft, with production capacities already fully utilized, according to Taiwan-based supply chain makers. Despite brand vendors such as Hewlett-Packard (HP) and Dell strengthening their purchasing costs and adjusting customized server products, large Internet players still continue to place their orders with Taiwan-based ODMs.
The hyperscale systems market is getting a new supplier, and this one is a big one with plenty of expertise in manufacturing complex servers and storage and integrating gear at the rack level. The startup is called StackVelocity, and it is a business unit of contract manufacturer Jabil Circuit. You may not know Jabil by name, but many of your IT equipment suppliers do. The company, which is based on St Petersburg, Florida, is among the largest contract manufacturers in the world, a group that includes Foxconn, Flextronics, Quanta Computer, Celestica, Sanmina-SCI, Benchmark Electronics, and many others.