Quanta said it shipped 3.1 million notebooks in January, a 27.9% decrease from the 4.3 million shipped in December 2022. In addition, the first quarter is a traditional seasonal low season, and shipments of notebook computers will decline compared with the fourth quarter of last year.

The industry expects that notebook computer manufacturers’ shipments in the first quarter usually decrease by 15% to 20% quarter-on-quarter. Due to the high proportion of consumer notebook computers, Quanta expects that the quarter-on-quarter decrease may fall by about 20%.

In comparison, Quanta’s revenue in 2022 will be NT$1.28 trillion (currently approximately RMB 288 billion), a year-on-year increase of 13.47%. Revenue in December was NT$106.329 billion (currently approximately RMB 23.924 billion), a decrease of 5.1% month-on-month and a decrease of 14.8% year-on-year.

Looking forward to this quarter, Quanta previously stated that the first quarter is the traditional off-season, coupled with fewer working days, according to past practice, the average quarter-on-quarter decrease in first-quarter shipments reached double digits. Due to the high base period in the first quarter of last year, notebook shipments are also expected to decrease year-on-year in the current quarter.

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Specifically, Quanta’s consolidated revenue in December 2022 was NT$106.329 billion (approximately RMB 23.605 billion), a decrease of 5.1% month-on-month and a decrease of 14.8% year-on-year. It remained above NT$100 billion for seven consecutive months; The consolidated revenue in the fourth quarter was NT$327.217 billion (approximately RMB 72.642 billion), a decrease of 14.4% quarter-on-quarter and a decrease of 3.4% year-on-year.

Quanta said that in December 2022, notebook computer shipments will be 4.3 million units, which is equivalent to November, but a year-on-year decrease of 36.76%; notebook computer shipments in the fourth quarter of last year were about 12.8 million units, a month-on-month decrease of 17.95%, a year-on-year decrease of 35.68%, in line with expectations; the annual shipment of notebooks in 2022 will be 57.7 million units, a year-on-year decrease of 23.37%.

Looking forward to this quarter, Quanta said that the first quarter is the traditional off-season, coupled with fewer working days, according to past practice, the average quarter-on-quarter decrease in shipments in the first quarter reached double digits. Due to the high base period in the first quarter of last year, notebook shipments are also expected to decrease year-on-year in the current quarter.

Looking forward to 2023, Quanta believes that the overall market conditions are still sluggish. It is expected that the overall notebook shipments this year will decline compared with last year, but Quanta’s shipments are expected to be better than the industry average and will also be higher than the performance before the epidemic and other non-notebook products are expected to continue to grow.

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On the server side, Quanta said the second half of the year is better than the first half of the year, the server still has double-digit growth. In addition, the annual notebook shipments in 2022 will fall back to the level of about 59.8 million units.

Quanta said that this year’s capital outlay of about 12 billion NTD (about 2.712 billion yuan), up from the previous estimate of 10 billion NTD (about 2.26 billion yuan), mainly due to the strong demand in the server market in the United States and Europe, Quanta continued to expand production capacity.

Looking ahead to 2023, Quanta said it expects PC demand to pick up from the second half of next year, mainly because PCs have become the core of human life computing, coupled with the continued demand for replacement machines, which will push the PC market to pick up from the second half of 2023.

Revenue figures show that Quanta’s revenue in June this year was NT$12.384 billion (approximately RMB27.975 billion), up 54.8% sequentially and 37% year-on-year, second only to the December 2012 high of NT$12.47 billion (approximately RMB28.182 billion).

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