According to a news-story from a Taiwanese news-paper, quoting officials from ASUSTeK, the company plans to significantly increase its mainboard and notebook shipments next year. Sales are projected to grow approximately 20% and 30% respectively.
ASUS declares 19.6 million of mainboards shipped during the first 9 months of this year and targets to supply about 29 million units in total this year. In case ASUS manages to achieve this target in 2003 and succeeds in executing its growth plan in 2004, it will supply roughly 34.8 million of mainboards next year.
DigiTimes points out that ASUS’ next year’s unit sales will be equal to combined shipments of MSI and ECS – two other companies from the “Big Four” mainboard manufacturers – this year. Certainly, this will hardly happen in the reality, as both MSI and ECS plan to boost their shipments as well.
Due to unprecedented growth in the sales, ASUS’ aggregate share in mainboards market may exceed 20% and reach up to 22%.
As for notebooks, ASUS expects to supply about 1.9 million units this year, therefore, next year’s target seems to be roughly 2.5 million units – quite a lot, keeping in mind that ASUS shipped nearly 800 thousand of notebooks in 2002. Such increase in notebook sales should be attributed to both rapid growth of the market and to ASUS’ production diversification program.
According to the report, sales of mainboards account for up to 30% of ASUS’ total revenue and notebook computers make about 20% of revenue. Graphics cards and optical storage devices each account for 5-6% of total sales, while other business operations like the assembly of PlayStation 2 (PS2) game consoles and other lines, such as handsets and networking devices, make up the remainder.