Tag - Compal
Apple is planning to add two Taiwanese firms, Wistron and Compal, to its list of manufacturing partners, says the Wall Street Journal. The company currently depends mostly on Foxconn and Pegatron. Wistron is expected to take on iPhone 5c production, whereas Compal will help build the iPad mini. Foxconn will reportedly continue to focus on the iPhone 5s, though it's known to handle a range of Apple products.
Acer showed signs of returning to health on Tuesday through both monthly results and remarks from company president Jim Wong. Its February revenue was up 38 percent from the month before, to the equivalent of nearly $1.3 billion. Wong framed it to Digitimes and others as part of a larger recovery, where Acer would return to third place in notebooks sometime in 2012.
Notebook makers are reportedly experiencing an uptick in shipments for the month, increasing approximately 10 percent over January's numbers, unnamed industry sources have told DigiTimes. The positive growth is said to be partially due to the recovery in hard drive availability following supply restrictions that resulted from flooding in Thailand.
South Korean cellphone maker Pantech revealed on Monday it is talking with Microsoft about if it should pay royalties for the patents the software giant holds on Android-powered devices. No specific details have been worked out yet, however, a spokesperson said. How much the patent license is worth hasn't been revealed either.
Microsoft picked an unusual Sunday timeframe to reveal that it had struck a patent licensing deal with Compal. The deal will make Compal pay a royalty for every Android and Chrome OS device it makes under contract for others. As with every other deal from Microsoft, the exact terms weren't made public.
Motorola will launch a couple of new tablets in November and December, Chinese daily DigiTimes just reported. Manufacturer Compal will build the smaller of the two devices, said to be a 7-inch tablet PC. The larger, 10-inch model will be reportedly built in-house.
Chinese electronics suppliers may be facing an upheaval across multiple fronts. Part makers claimed that China's mandatory minimum wage hike on January 1 will create a "severe crisis"for the smaller outlets. Many of these have been operating on very thin margins and, combined with lowered sales, might have to declare bankruptcy, Digitimes said. Orders might end up consolidating at heavyweights such as Compal, Quanta, and Wistron.
Acer Taiwan's president Scott Lin and Compal's equivalent Ray Chen have both put out public complaints that Intel isn't cutting chip prices to let their ultrabooks compete with the MacBook Air. Lin insisted that Acer and other Windows PC builders couldn't get below $1,000 with their ultraportables without a subsidy while meeting the performance targets. His PC firm and others would have to either use slower processors or reduce their marketing, according to Digitimes' account of events.
Samsung might be grooming its notebook business in hopes of buying HP's spun-out PC business. Insiders in the part stream claimed Samsung was talking to Taiwan companies to outsource some notebook orders to companies like Compal, Pegatron, or Quanta in what could be the first step of handling HP's work. As HP moves over 40 million PCs a year, it would need those suppliers to keep production going, especially as Taiwan's suppliers are good at keeping costs under control, Digitimes was told.
Back-to-computer PC sales -- particularly Apple's -- have been "encouraging," according to UBS analyst Maynard Um. "Demand for Apple's Mac computers remains robust as the brand continues to be the most popular among consumers and students heading back to school," he comments. The trend is "consistent with historical trends of Apple outpacing the overall PC industry growth," he adds.