China Economic News (CENS) reports both Adlink and Winmate, two industrial PC manufacturers, have had strong sales in Q2. CENS says
Taiwan's leading manufacturers of industrial personal computers, including Adlink Technology Inc. and Winmate Communication Inc., posted outstanding sales in the first half of this year.
After acquiring the U.S.-based Ampro Co. several months ago, Adlink saw quarterly sales break the NT$800 million (US$26.4 million at US$1:NT$30.3) mark in the second quarter of this year. The company saw overall sales exceeding NT$1.3 billion (US$42.9 million) in the first half of this year, up a whopping 36% year-on-year from NT$975 million (US$32.17 million). Winmate saw second-quarter sales reach NT$395 million (US$13.03 million), hitting a historic high for nine quarters in a row and up 47.2% year-on-year.
Since I work in the IPC industry this should be good news for me and the company I work for. Perhaps! However the reporter fails to mention how much of Adlink's growth is directly attributable to Ampro. It would be good to see the breakdown of Ampro sales and Adlink sales and see where the actual increases are being derived! I do believe Adlink will benefit from both economies of scale and scope with their acquisition of Ampro but I would be interested to see how the sales are being broken down between the two companies.
To emphasize this report, while the the Taiex slumped 1.21% today, the share prices for many IPC companies were up by more than 2%. IBASE led the way with a greater than 6% increase in the share price. Adlink went up 2.99%.