<%BANNER[top_768x90]%>

<%BANNER[banner_468x60_h]%>

First Tier Computer Component Makers Report October Results

by Anton Shilov
11/11/2002 | 04:42 PM

On Tuesday, the 5th of November we told you about the results Taiwanese computer component makers managed to achieve during the third quarter (see this news-story), now it seems to be the right time to consider what they did in October. Today I am going to share some details about the “Big Four” mainboard makers financial and shipments results for October 2002.

First-tier Computer Componenent Makers Revenues and Shipments, October 2002
	Revenue ($ Million)		Shipments (Thousand Units)
			Mainboards		Graphics Cards
	October	M/M Growth (%)	October	M/M Growth (%)	October	M/M Growth (%)
ASUSTeK	$395.96	9.9%	1800	20%	~510	24.4%
MSI	$183.3	29.8%	~1600	18.5%	1100	22.2%
ECS	$153.68	-3.2%	~2000	11.7%	n/d	n/d
Gigabyte	$93.9	23.6%	~1400	18.6%	~130-140	22.3%

As you may see, ECS outperformed ASUSTeK in terms of mainboard units shipped, however, it seems that they only managed to sell very-few graphics cards. The company even does not indicate the number of notebooks they sell monthly; according to some of the sources with knowledge of the matter, ECS only succeeds in selling 30 to 50 thousands of their portable PCs per month. In contrast, ASUS sells about 100 thousands of notebooks monthly, for instance, they shipped nearly 90 thousands a month before and approximately 110 thousands in October.

MSI was again very strong in terms of graphics cards shipments. Nothing special, to tell you the truth, since they make them for Dell and some other partners, who are ahorse these days. <%BANNER[article]%>

Gigabyte Technology currently makes only mainboards and graphics cards, as a result, their financial revenues are below the figures of the rivals. As we pointed out before, the only thing Gigabyte Technology can boast with is their relatively high gross margin.

ASUSTeK is again the indisputable winner both in terms of shipments and revenues and I think it worth to note that the company will perform even better this month since they plan to start making the PlayStation2 consoles for Sony in November and ship the ASRock mainboards. Please note that currently we report ASUSTeK’s revenue, including their China holding company.

<%BANNER[banner_468x60_f]%>