by Anton Shilov
12/09/2002 | 04:15 PM
ALi has never been a very successful company with numerous “breakthroughs” in the history. Even in their rather bright times - in the late nineties - their core-logic products were utilised only in the lower-end personal computers because there were a lot of censures for slow performance and compatibility issues. Honestly speaking, the new millennium brought nothing new to ALi and its behaviour on the market: their chipsets were again blamed for a numerous of reasons, and in late 2001 the company found that there were very few clients to purchase their products. Furthermore, they faced some difficulties with launching the Pentium 4 platform intended core-logic, and their market niche has been immediately occupied by their rivals. As a result of being unsuccessful on the core-logic for mainboards market, the Taipei, Taiwan-based company decided to stick to other core-logic devices and controllers. Now ALi sells pretty lot of different chips for DVD-ROMs, CD-RWs, scanners, printers and other devices of this kind. However, the integrated circuits developer is still not as successful as some of their rivals. A number of days ago ALi issued their financial results for November: nothing to boast with – the company has to declare slash of its month on month sales, just like other core-logic designers from Taiwan despite of the fact that ALi’s trends should be a bit different from SiS’ and VIA Technologies’.
Total revenue for November was $13.34 million, 26% decrease compared to the previous month. On the other hand, the 2002 year-to-date revenue is estimated at approximately $163.55 million or 14% more compared to the same period next year. We should keep in mind that this year the share of core-logic products in ALi’s revenue is relatively low, nevertheless, the company manages to do pretty well, hence, we can expect them to perform even better next year if they finally succeed in launching their chipsets for desktop personal computers. On the other hand, competition on market of controllers and core-logic products for DVD-ROMs, Ethernet controllers and other hardware of the same type will become more fierce as SiS plans to enter the market, while VIA is already there, preparing to make tremendous efforts in order to strengthen their positions in the segment. <%BANNER[article]%>
VIA’s net sales for November 2002 were approximately $66.80 million, on a sequential basis, this monthly sales revenue represents an 8.08% decrease over October’s figure of $72.67 million. SiS’ revenue reached approximately $52 million, based on the company's preliminary estimate. This is a 109% increase over November 2001, and as same as October 2002.
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