ODMs generally expect notebook shipments to drop sequentially in third-quarter 2020 after a wave of robust demand in the previous quarter in the wake of surging pandemic-triggered stay-at-home needs. But Quanta Computer will be an exception, as its notebook shipments will continue to rise, driven by strong orders for Chromebooks. Beneficiaries of the stay-at-home needs also include Asustek and Gigabyte, the former recording a 30% rise in second-quarter 2020 sales thanks to strong sales for PC-related products, and the latter hitting records sales for the period due to strong demand from the server sector. Display panel makers have also been receiving a boost from robust orders for IT applications.
Quanta to see shipment growth in 3Q20 thanks to Chromebooks: Quanta Computer expects its notebook shipments to grow sequentially in the third quarter and may be the only ODM to see increases with Chromebooks being the key growth driver.
Asustek 2Q20 revenues surge nearly 30%, Gigabyte hits record: Asustek Computer saw its revenues increase nearly 30% on year in the second quarter of 2020, while fellow motherboard and graphics card vendor Gigabyte Technology's revenues climbed to a quarterly high.
LCD panel makers poised for strong sales in 3Q20: Having experienced sequential revenue growth in the second quarter of 2020, most Taiwan's flat panel makers are poised to enjoy further growth in the third quarter, buoyed by strong demand for IT panels as well as rising TV panel prices, according to industry sources.
