Two second-tier Taiwan motherboard makers – DFI and Jetway Information – expect their businesses to remain brisk in January, with DFI counting on new AMD64 motherboards and Jetway on LCD monitors, according to sources at the two makers. With the introduction of two new motherboards, the LANParty NF4 SLI-DR and LANPartyUT NF4 Ultra-D, early this month, DFI expects its January revenues to grow 10% over the NT$190 million it recorded in December last year, said company sources.
The two new models, built using Nvidia nForce4 chipsets, are designed to support the Advanced Micro Devices (AMD) socket-939 Athlon 64 platform, according to product information posted on the company website.
Although DFI’s 2004 combined revenues of NT$2.6 billion were slightly lower than the NT$2.8 billion it recorded in 2003, the company’s gross margin improved substantially last year, said the sources.
Shipments of industrial applied computing platform (ACP) motherboards accounted for 45% of DFI’s total revenues helping gross margins rise to 20% in the second half of 2004, from around 15% in the previous six-month period, said company sources.
Meanwhile, Jetway recorded revenues of NT$4.75 billion in 2004, for an increase of 31% over 2003 and accounting for 110% of its projection, company sources said, attributing the growth to increased shipments of its LCD monitors, in addition to motherboards and graphics cards.
The company shipped 1.1 million motherboards and 639,000 LCD monitors last year, the sources stated, noting that its monthly shipments of LCD monitors hit a record high of 187,000 units in December, compared to 4,000 units shipped in the first half of last year.
Source : DigiTimes
