MSI optimistic about demand recovery, while Asustek and Gigabyte remain conservative
Micro-Star International (MSI) is optimistic about future market demand for motherboards and graphics cards and believes the market is starting to recover. However, Asustek Computer and Gigabyte Technology are still conservative about the first half of the year, according to sources at the motherboard makers.
Joseph Hsu, chairman of MSI pointed out that the company’s motherboard and graphics card shipments in the first quarter of this year are surpassing expectations and are even showing signs of a shortage. With the company’s order visibility extended by 1-2 quarters, Hsu believes the worst has already passed and demand is starting to recover. However, Asustek commented that recent rush orders are likely due to vendors double booking orders. The company therefore remains cautious about shipments in the first half. Gigabyte also believes rush orders are mainly due to vendors restocking inventory and the effects will only last for around one month. The company expects the market to slide back into oversupply in the second quarter.
Comments are closed.