Gigabyte Board of Directors: Main Board Shipments Increase by 10% Next Year

The Taiwan Economic Daily reported that Ye Peicheng, chairman of Gigabyte Technology, a PC motherboard maker, said yesterday that although the electronics industry is not busy during the peak season in the second half of the year, “the motherboard industry is still good, and the third quarter is still the peak season”, which is still a peak season compared to notebook computers. Period; driven by emerging markets, the main board shipments will increase by 5% to 10% next year.

Gigabyte is the world's top three motherboard brand manufacturers. The motherboard is one of the important components of personal computers. Ye Peicheng has not appeared in public for a long time. When he attended the "Global Gigabyte Third World Overclocking Competition" yesterday, he was concerned that the electronics industry was not busy during the peak season. He said at the beginning, "Not so serious."

He explained that it is mainly the demand of some electronic manufacturers in the first half of the year that is very good, and the expectation of the market demand in the second half of the year is too high, "said it is not busy in the busy season, but it is not so serious." The overall growth of the electronics industry this year is still strong, but laptops are strong in the first half of the year and flat in the second half. In contrast, the motherboard factory still has a peak season in the third quarter.

According to industry insiders, the Main Board's 11-day holiday spread in Mainland China, coupled with the traditional peak season, will increase the third quarter by 10% to 15% from the second quarter and continue to strengthen next year, including Asustek, Gigabyte and MSI. Elite, ASRock, Shuttle, Biostar, etc. all have performance growth hopes.

MSI evaluated that demand did rebound in the third quarter, coupled with the smooth channel digesting inventory and optimistic performance in September. Overall motherboard shipments in the third quarter will increase by 20% from the previous quarter.

According to industry analysis, during the peak season of the main board in the third quarter, due to the distribution of goods for 11 holidays in the mainland, and the demand in Europe and the United States is not as strong as in previous years, it still continues to grow compared to the second quarter. The emerging markets, mainly including the Baiban brand, have also continued to grow. Gigabyte's mainboard shipments in the third quarter of this year grew at a rate of 10% to 15% from the previous quarter, and will remain high in the fourth quarter of October and begin to decline in November.

Gigabyte’s revenue for August was NT$3.756 billion, which was a decrease of 9.64% from July. According to the analysis, the main board took shipping and shipping, and the delivery time was ahead. Shipboard shipments are expected to increase in September and its revenue is better than 7%. In August, the monthly increase is expected to reach 5% to 10%.

The industry estimates that the motherboard shipments of Gigabyte this year and next year will be 20.2 million pieces and 20.80 million pieces, respectively, with revenues of 53.6 billion yuan, 65.2 billion new Taiwan dollars, and net profit after tax of 2.28 billion yuan and 2.41 billion Taiwan dollars respectively.