Wistron expects business diversification to take effect in 2010
Wistron's business diversification strategy will start affecting the revenues proportion of the company's business lines in 2010, according to company chairman Simon Lin.
Wistron's notebook business proportion will drop from 70-75% in 2009, to below 70% in 2010, while LCD TV, LCD monitor and desktop PC businesses, which together will account for around 20% in 2009, will see LCD TVs increase to above 10%, and LCD monitors and desktop PCs together reach 15%. Finally, handheld devices will contribute 5% of revenues in 2010, Lin detailed.
Wistron expects its LCD TV shipments to increase from 2.5-2.6 million units in 2009 to five million in 2010, while notebook shipments will increase 10-15% sequentially in third-quarter 2009, and 10% in the fourth quarter to reach annual shipments of 25 million units. The company's notebook shipments in 2010 will grow 20% on year to 30 million units, Lin noted.
For desktop PCs, Wistron will focus on all-in-one PCs and mini desktops and expects shipments in 2010 to grow 70-80% on year and to provide higher profits than notebooks, Lin said.
Lin also admitted that Wistron's clients have reduced their ultra-thin notebooks orders by about 30-40%, however he said he still believes ultra-thin notebooks will become the mainstream notebook model in the future.
Lin has also commented on rumor that Sony may be looking to sell its LCD TV plant in North America to an EMS provider saying the deal, if it goes ahead, will not impact Wistron's business since the plant is used solely used for Sony's in-house production and so will not affect Sony's outsourcing volumes.
Wistron posted gross margins of 5.8% and an operating profit ratio of 2.05% for the second quarter of 2009, figures higher than recorded in the first.
In other news, industry sources have also revealed that Wistron recently received Blackberry orders from RIM and will start the shipments in the fourth quarter.
Wistron's notebook business proportion will drop from 70-75% in 2009, to below 70% in 2010, while LCD TV, LCD monitor and desktop PC businesses, which together will account for around 20% in 2009, will see LCD TVs increase to above 10%, and LCD monitors and desktop PCs together reach 15%. Finally, handheld devices will contribute 5% of revenues in 2010, Lin detailed.
Wistron expects its LCD TV shipments to increase from 2.5-2.6 million units in 2009 to five million in 2010, while notebook shipments will increase 10-15% sequentially in third-quarter 2009, and 10% in the fourth quarter to reach annual shipments of 25 million units. The company's notebook shipments in 2010 will grow 20% on year to 30 million units, Lin noted.
For desktop PCs, Wistron will focus on all-in-one PCs and mini desktops and expects shipments in 2010 to grow 70-80% on year and to provide higher profits than notebooks, Lin said.
Lin also admitted that Wistron's clients have reduced their ultra-thin notebooks orders by about 30-40%, however he said he still believes ultra-thin notebooks will become the mainstream notebook model in the future.
Lin has also commented on rumor that Sony may be looking to sell its LCD TV plant in North America to an EMS provider saying the deal, if it goes ahead, will not impact Wistron's business since the plant is used solely used for Sony's in-house production and so will not affect Sony's outsourcing volumes.
Wistron posted gross margins of 5.8% and an operating profit ratio of 2.05% for the second quarter of 2009, figures higher than recorded in the first.
In other news, industry sources have also revealed that Wistron recently received Blackberry orders from RIM and will start the shipments in the fourth quarter.
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