Strong Growth in Sept in Sight, But Limited Visibility for 4Q
Aug. NB shipments disappoint — Top-5 NB ODMs’ Aug. shipments came in lower than market’s expectations with 6% MoM decline as some shipments were pushed out to Sept and 4Q. Among the top-5, Inventec outperformed with Aug. shipments up 17% MoM, while Compal and Wistron Aug. shipments down
15% MoM. Quanta’s Aug shipments dropped by a milder 6% MoM thanks to rising shipments of Acer’s Aspire One.