If the brain of a modern computer system were the processor, the circulatory system of the computer would be the motherboard, and the long-term health of each depends significantly on the other. The fortunes of top-tier motherboard manufacturers therefore tend to impact the overall computer industry, particularly when the manufacturers are some of the largest in the world.
DigiTimes reports that revenues dropped across two of the top four motherboard makers—MSI and ECS—for the month of August. The drop in revenues is blamed on an expected surge in notebook shipments for August that never materialized and the failure of motherboard demand to pickup.
Elitegroup Computer System (ECS) announced consolidated revenues of NT$6.78 billion, which is an increase of 3.53 percent compared to August of 2007. However, comparing the number from August 2008 to July 2008, the ECS revenue number is a drop of 13.89 percent month-over-month. DigiTimes reports that overall revenue for ECS is NT$58.59 billion, down 1.59 percent from 2007.
Micro-Star International (MSI) also reported a drop in month-over-month revenue. MSI reported non-consolidated revenue of NT$7.93 billion for August 2008. That number is a drop of 5.7 percent compared to July 2008 and 9.43 percent compared to 2007. Motherboard maker Gigabyte reported revenues of NT$4.14 billion, a 3 percent drop compared to July 2008 and a 22 percent drop compared to August of 2007.
Not all was doom and gloom in the motherboard industry. Asustek reported August revenues of NT$25.9 billion, an increase of 17 percent from July 2008 and an increase of 24 percent compared to August of 2007. Pegatron also posted gains with revenues of NT$49.45 billion, an increase of 14 percent month-over-month. Year-over-year figures were not available.Posted on