China Economic News (CENS) reports Quanta saw a huge increase in revenue in Q1. According to CENS:
Quanta Computer Inc., the world`s largest contract supplier of notebook PCs, posted sales revenue of NT$73.175 billion for April and aggregate revenue of NT$269.116 billion for the first four months of this year, up 62.26% and 43.74%, respectively, from a year earlier, according to company sources.
In April, Quanta recorded notebook PC shipment of 3 million units, the same as the corresponding figure posted in March. With newly added orders from Apple Inc., the firm is expected to ship 40 million units for this year, accounting for nearly 30% of the total in the global market. Thus, institutional investors project Quanta`s second-quarter revenue and shipment of notebook PCs to stay brisk, based on such shining sales performance.
The year is looking up for Quanta. However, they are probably exposed to the same pressures as other notebook manufacturers such as Compal and Pegatron and are probably experiencing decreasing profit margins due to increasing costs in China. However to date I have not seen any announcements suggesting Quanta will be negotiating higher prices with their clients.
Article 1: Quanta Computer Posts NT$73.175 B. in Sales Revenue for April
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