Asustek, MSI and Gigabyte see motherboard shipments drop in November

Due to the trend of notebooks replacing desktop PCs, first-tier motherboard makers except Elitegroup Computer Systems (ECS) saw their November motherboard shipments drop on month, according to sources at the makers.

Asustek Computer announced November consolidated revenues of NT$75.29 billion (US$2.33 billion), an increase of 11.2% on month, but a drop of 9.9% on year. The company's accumulated consolidated revenues for the first 11 months of 2007 year were NT$666.1 billion, a boost of 44.5% compared to the same period in the previous year.

Affected by its subsidiary ASRock's strategy change, Asustek shipped 5.1 million motherboards in November, a slight drop of 0.2% on year and 7% on month, while accumulated shipments for the first 11 months were only 54.55 million units, making the company's annual goal of shipping 63 million motherboards difficult to achieve.

The company also shipped 1.15 million graphics cards and 900,000-950,000 notebooks in November.

Micro-Star International (MSI) announced November non-consolidated revenues of NT$8.65 billion, a drop of 14.3% on month, but a boost of 14.7% on year. Accumulated revenues for the first 11 months were NT$83.71 billion, an increase of 22.77% compared to the same period in 2006.

The company shipped around 1.4-1.5 million motherboards and 900,000-1,000,000 graphics cards in November, a drop of 12% and 24% on month, respectively.

Gigabyte Technology's November consolidated revenues were NT$4.41 billion, a drop of 2.84% on month, while the accumulated consolidated revenues for the first 11 months of the year were NT$47.63 billion.

The company shipped 1.7 million motherboards in November, a slight drop of 2.8% on month, while it shipped 340,000 graphics cards.

ECS' November consolidated revenues were NT$8.99 billion, a drop of 7% on month and 60.05% on year. Accumulated consolidated revenues for the first 11 months were NT$84.87 billion, an increase of 32% on year.

The company shipped 2.45 million motherboards in November, an increase of 7.8% on month and 9.88% on year.