“ Asustek Computer’s goal of shipping 10-12 million graphics cards in 2005, up about 33-62% from the 7.4-7.5 million units estimated for this year, will mean more competition for OEM and clone orders among Taiwan graphics-card makers in the coming year, market sources said.
If realized, Asustek will replace Micro-Star International (MSI) as Taiwan’s largest graphics-card maker, the sources noted.
MSI, currently the No. 1 graphics-card maker, will only retain its position for 2004, with projected shipments of 7.5-7.6 million units, the sources said.
However, MSI’s graphics-card shipments are expected to grow about 5.3-5.7% on-year and reach eight million units in 2005, lagging far behind Asustek’s shipment target, the sources added.”