China data center server standard project 3.0 to announce at year-end 2015

China.gifThe third version of China’s data center server technology standard project led by China-based Baidu, Alibaba and Tencent are set to be announced at the end of 2015 and the project will cover more standards and adopt a modularized design to help reduce China data centers’ server purchasing costs, according to sources from the upstream supply chain.  China launched the first version of the project in 2012 and the second in 2014 and the project is rather similar to the Open Compute Project (OCP) that Facebook has been aggressively promoting.

http://www.digitimes.com/news/a20150414PD204.html

Quanta Computer reports over 45% on-month increase in revenues for March 2015

TaiwanQuanta Computer has reported consolidated revenues of NT$80.051 billion (US$2.56 billion) for March 2015, representing a 45.51% increase on month and 7.49% increase on year. The company has earned NT$205.193 billion in year-to-date revenues, down 4.93% compared with the same time in 2014. The company’s stock price dropped 0.68% and finished at NT$73.90 in trading on the Taiwan Stock Exchange (TSE) on April 10, 2015.

Quanta sees growth of 5.2% in 2014 revenues

TaiwanQuanta Computer has reported 2014 revenues of NT$926.32 billion (US$29.6 billion), up 5.2% from a year ago and EPS of NT$4.90, up from NT$4.84 in 2013. However, in the fourth quarter, despite a growth in gross margins from 4.5% in the third quarter to 4.57%, the company’s operating profit margins were only 1.26%, down from 1.49% of the third quarter because of expenses related to preparations for a new product, the company noted.

http://www.digitimes.com/news/a20150331PD207.html

Digitimes Research: Google to finish 2-in-1 Chromebook development in 1Q15

TaiwanGoogle is planning to push 2-in-1 devices in 2015, according Digitimes Research’s inquiries within the upstream supply chain. Google’s 2-in-1 Chromebook designed by Quanta Computer is expected to be completed by the end of the first quarter. The device features a detachable form factor and runs Android in the tablet form and Chrome when attached to a keyboard.

http://www.digitimes.com/news/a20150213VL201.html

Quanta Computer reportedly vying for server ODM orders from Dell

TaiwanNotebook ODM Quanta Computer has been competing for server ODM orders from Dell, according to industry sources. Quanta Computer was originally a server ODM for Dell and NEC but has shifted the focus of its server business from ODM to white-box production for direct shipments to clients setting up cloud computing data centers including Google, Facebook, Amazon and Microsoft.

http://www.digitimes.com/news/a20150210PD219.html

Facebook planning to give network switch orders to Taiwan ODMs

TaiwanOptimistic about software defined network (SDN) development, Facebook is planning to shift its network switch orders from existing brand partners to Taiwan’s white-box suppliers in 2015 and both Quanta Computer and Wiwynn, a white-box server subsidiary of Wistron, are already preparing aggressively to strive for related orders.

http://www.digitimes.com/news/a20150202PD205.html

Quanta, Wiwynn not in hurry to join China data center competition

Although China is currently seeing strong demand for cloud computing data centers, Taiwan-based Quanta Computer and Wiwynn, a server brand subsidiary of Wistron are not in a hurry to strive for related orders and will continue to devote their efforts to meeting demand from clients in Europe and North America because China-based server players such as Inspur and Sugon have been competing for orders with cheap solutions, according to sources from the server supply chain.

http://www.digitimes.com/news/a20150115PD202.html

Quanta ramping production of 12-inch MacBook Air, say supply chain sources

Taiwan-based ODM Quanta Computer has begun volume production of the new 12-inch MacBook Air, paving the way for Apple to launch the device in the first quarter of 2015, according to sources at Taiwan-based supply chain. Quanta has stepped up efforts to recruit more workers in order to ramp up the production, revealed the sources.

http://www.digitimes.com/news/a20150113PD202.html

Quanta, Wiwynn to set up data center server factories in Europe, Mexico

Taiwan-based notebook ODM Quanta Computer, in view of large potential demand for servers used in cloud computing data centers in Europe and North America, will set up a server factory in Germany, while Wiwynn, ODM Wistron’s subsidiary specifically responsible for producing and marketing servers, will do so in Mexico and Czech, according to Taiwan-based supply chain makers.

http://www.digitimes.com/news/a20150108PD210.html

Quanta, Wiwynn to see significant growth in 2015 direct-account server shipments

Taiwan-based notebook ODM Quanta Computer and Wiwynn, Taiwan-based ODM Wistron’s subsidiary specifically responsible for direct-account (white-box) sale of servers, are expected to see direct-account shipments of servers in 2015 significantly increase on year mainly due to fast growing demand for use in Internet data centers, according to Taiwan-based supply chain makers.

http://www.digitimes.com/news/a20150106PD215.html

Quanta, Wiwynn to achieve 2014 server business goals

Wistron’s white-box server subsidiary Wiwynn and Quanta Computer are expected to achieve their server business goals for 2014, but in anticipation of growing competition in the server market in 2015, the two players have already stepped up efforts looking to expand their shipments, according to sources from the upstream supply chain.

http://www.digitimes.com/news/a20141216PD204.html

Wistron, Quanta, Inventec to enhance software R&D capability

Notebook ODM Wistron will set up a software R&D center with 200 engineers initially in southern Taiwan, while fellow maker Quanta Computer will expand software R&D manpower to support production of data center servers to compete for orders for setting up private or private/public hybrid cloud computing platforms, according to the companies. Inventec will also expand R&D center by recruiting 1,000 software engineers in 2015.

http://www.digitimes.com/news/a20141210PD206.html

Taiwan ODMs to attract IoT partnerships with fund-raising platforms

With Internet of things (IoT) applications growing popular, many Taiwan-based ODMs and EMS providers are planning to establish fund-raising platforms to attract partnerships with designers worldwide, according to sources from the upstream supply chain. Foxconn Electronics (Hon Hai Precision Industry) established the kick2real website in April, while Quanta Computer is also considering establishing a similar platform.

http://www.digitimes.com/news/a20141204PD205.html

Quanta Computer, Wiwynn eye server orders from large retail chains

As large retail chains including Walmart, Best Buy and Target plan to set up data centers to operate e-commerce, server makers Quanta Computer and Wiwynn are looking to land orders based on their lower prices compared to brand vendors’ quotes, according to industry sources. The sources pointed out that the retail chains have all been aggressively expanding their e-commerce business coverage, especially Walmart, which is seeing its sales from the e-commerce segment grow rapidly and is gradually becoming a threat to Amazon.

http://www.digitimes.com/news/a20141205PD203.html

Quanta targeting healthcare for IoT

Commenting on the Internet of things (IoT) business opportunities, Quanta Computer CTO Ted Chang said the industry in still at the initial stage of development, but the business will grow rapidly since it is not about hardware specification breakthroughs, but whether applications are able to satisfy consumer demand. In the future, Quanta will focus on healthcare and medical applications for the IoT business.

http://www.digitimes.com/news/a20141204PD203.html

Taiwan server ODMs expanding services

Taiwan-based server ODMs have been aggressively expanding their services worldwide. Quanta Computer’s server centers in Japan, and in China’s Hangzhou and Beijing have recently started operating, while its office in Germany will also begin operation by the end of 2014. Inventec is also set to establish a cloud computing server center in Europe to better serve its clients in the region.

http://www.digitimes.com/news/a20141201PD206.html

Quanta sees EPS of NT$1.23 in 3Q14

Quanta Computer has announced third-quarter results with operating profits reaching NT$11 billion (US$359.31 million), up 3.97% sequentially and EPS at NT$1.23; however, the company’s operating gross margin dropped to only 4.5%, down from 4.93% in the second quarter, because of an increase in the company’s operating expenses.

http://www.digitimes.com/news/a20141113PD208.html

Quanta October revenues decrease 3.72% sequentially

Quanta Computer has reported consolidated revenues of NT$81.983 billion (US$2.73 billion) for October 2014, representing a 3.72% drop on month and 4.36% increase on year. The company has totaled NT$756.654 billion in year-to-date revenues, up 10.07% compared with the same time last year. For the year of 2013, Quanta Computer totaled NT$880.402 billion in consolidated revenues, down 14.11% sequentially on year.

http://www.digitimes.com/news/a20141111PM201.html

Quanta reportedly receives Google server orders for 1Q15

Quanta Computer reportedly has received new orders from Google for servers recently and will start supplying in the first quarter of 2015, according to industry sources. Quanta declined to comment on its orders. Quanta had been the sole server supplier for Google’s databank center before the search engine company switched about 80% of its orders to Inventec in the second half of 2014. Quanta’s new server orders are likely to account for 50% of Google’s total purchases of servers in early 2015, the sources estimated.

http://www.digitimes.com/news/a20141104PD202.html