Industrial PC and NB Makers Have a Good March

China Economic News (CENS) reports that many of Taiwans Industrial PC (IPC) manufacturers have done well in March and are looking forward to good sales for the remainder of the year. CENS reports:

With increasing orders from clients, Taiwan`s makers of industrial computers have posted solid sales results for the first quarter of this year and are expected to maintain that performance in the second quarter.

DFI received orders from IBM and many Japanese customers. WinMate Communication has capitalized on increased from Europe for industrial LCD and also gambling machines. IBASE has also benefitted from demand for "gambling machines, motherboards and network security appliances." Meanwhile Portwell has increased sales of their POS machines and European demand for medical products has benefited AAEON.

Good news for me however is (ICP Electronics is my comapany's parent):

Incidentally, ICP Electronics Inc. is scheduled to complete construction of its eight new production lines in Shanghai between April and May and will see its sales significantly grow in the second quarter.

CENS also reports that NB makers also had a stellar March:

Taiwan`s leading contract manufacturers of notebook computers, including Quanta Computer Inc. and Wistron Corp., saw booming sales in March. Domestic institutional investors predicted domestic NB contract manufacturing industry will see shipments continue to grow at the pace of 10% up to 15% year-on-year in the second quarter of this year.

CENS added:

Thanks to the increased orders from such big brands as Apple, Hewlett Packard and Toshiba, Quanta is expected to see annual shipments grow 19% up to 25% year-on-year this year.

Wistron has also done well. CENS says:

Thanks to the injection of orders from such big clients as Acer, Hewlett Packard and Dell Computer, Wistron Corp. saw shipments of PCs grow at a pace faster than anticipated in the first quarter.

Inventec has also done very well with a "3.089% year-on-year and up 5.18% from the preceding month."

So hi-tech Taiwan seems to be going from strength to strentgh, even in this economic slow down. We will see how far they can run. However, it should be noted that Taiwan may be becoming less dependent on sales to the US as new markets have opened up. Perhaps these new markets are driving sales. Whatever is driving sales, right now Taiwan's big players are doing well.

Article 1: Taiwan`s Industrial Computer Makers Post Solid Sales Performance in Q2
Article 2: Taiwan`s Contract NB PC makers Rake in Booming Sales in March