Mobo shipments expected to grow 2-4% on year in June
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I think that this is too general of a statement and is really dependent on the destination region. But overall, yes I also believe that motherboard shipments will slow some.
Asustek Computer and Elitegroup Computer Systems (ECS) project their motherboard shipments will remain flat sequentially this month, while Micro-Star International (MSI) expects its shipments to grow slightly from May. Gigabyte Technology may see its shipments remain flat or slide 5-10% on month, according to the company. However, the four motherboard makers expect to collectively ship 6.33-6.44 million motherboards this month, up 2-4% from the 6.18 million shipped in June 2004.
In related news, Smith Barney recently adjusted its ratings for motherboard giant Asustek from “hold” to “buy”. The traditional off-season has not significantly affected the motherboard maker this quarter, according to the investment firm. [Get the stats]
