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Quanta’s performance in the third quarter is expected to improve due to increased shipments of the MacBook series

Apple MacBook Air

 
Taiwan Quanta Computer, which was reported to have suffered a significant drop in profits compared to the previous year, is expected to significantly increase shipments of laptops manufactured by the company in the third quarter of 2022 (July-September). , reported DigiTimes.

Expected increase in shipments exceeding that of other companies in the same industry

Among the laptops manufactured by Quanta Computer as ODM (Original Design Manufacturing) products, shipments of the MacBook series in particular increased, leading to a significant increase in shipments in the third quarter (July to September) of 2022. seems to be connected.
 
According to information obtained by DigiTimes from supply chain sources, shipments of laptops manufactured by Quanta Computer in the third quarter of 2022 (July-September) are expected to increase in the second quarter of 2022 (April-June). ) is expected to increase by 20%.
 
DigiTimes said the growth prospects are ahead of those of its peers.

Does MacBook Air with M2 contribute to increased shipments?

Quanta Computer’s net profit for the second quarter of 2022 (April-June) was NT$3.96 billion (approximately ¥17.7 billion), a 50% increase compared to the second quarter of 2021 (April-June). It was reported that the profit decreased by 10%, but it seems to be recovering from that in this term.
 
Since the company is in charge of manufacturing the M2-equipped MacBook Air as an ODM product, it is expected that the popularity of this product will contribute to the increase in shipments of Quanta Computer.
 
 
Source: DigiTimes
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(FT729)

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