主板 频道

斗不过华擎 微星第2品牌隽星要退出市场

  【IT168 资讯】Digitimes消息,由深圳市隽微科技有限公司操作的微星第二品牌隽微最近传闻受不了AsRock华擎的打击,暂停主板产品的出货了。由于华硕的第二品牌华擎太过强大,其他一些台湾厂商的第二品牌也有相继退出的可能。

  微星拒绝就此事发表意见。

  隽星开始于2004年7月份,技嘉也于1个月之后推出了Axper第二品牌。在集成显卡中国市场,华擎占有了32%,而微星和技嘉分别为18%和14%。此前我们曾经报道过ECS要在2006年推出双品牌战略,其中ECS品牌针对中高端市场,PCChips针对入门级市场。

  华擎在国内市场非常强势,不管是价格、渠道、销售还是品牌影响力都很厉害。总裁Sterling Wu希望华擎双品牌策略能够成功复制汽车界Toyota/Lexus的案例,创利于2002年10月份的华擎准备今年9月份在台湾ESB版上市。

Taiwan first-tier motherboard makers: 3Q 2004 - 3Q 2005 revenues (NT$m)

Quarter

ECS

Asustek

Gigabyte

MSI

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

3Q-05

5,950

29.7%

56,377

209.8%

11,751

29.8%

18,051

7.6%

2Q-05

5,191

53.3%

17,349

5.7%

9,695

14.4%

14,825

5.8%

1Q-05

4,099

-10%

20,487

11.1%

10,197

9.5%

16,875

-1.3%

4Q-04

4,129

-30%

24,993

7.5%

11,678

21.2%

17,855

2.6%

3Q-04

4,588

-36.9%

18,196

-6%

9,057

3.9%

16,780

4.9%

Taiwan first-tier motherboard makers: 3Q 2005 balance sheet (NT$k)

Item

ECS

Asustek

Gigabyte

MSI

Current assets

9,937,182

104,948,342

21,429,980

26,752,921

Long-term investments

8,205,530

65,734,267

5,020,233

8,423,787

Other financial assets - noncurrent

1,871,073

Fixed assets (net)

2,192,237

8,833,629

2,912,605

2,870,666

Intangible assets

112,636

Other assets

446,080

1,604,262

303,488

527,659

Assets

20,893,665

181,120,500

31,537,379

38,575,033

Current liabilities

5,653,877

74,739,266

13,227,844

17,206,786

Noncurrent interest-bearing liabilities

1,582,061

10,516,520

0

1,500,000

Other liabilities

190,392

664,760

185,434

155,131

Liabilities

7,426,330

85,920,546

13,413,278

18,861,917

Stockholders' equity

13,467,335

95,199,954

18,124,101

19,713,116

Taiwan first-tier motherboard makers: 3Q 2005 income statement (NT$k)

Item

ECS

Asustek

Gigabyte

MSI

Gross sales

15,639,147

96,012,154

31,895,000

50,803,957

Operating revenue

15,239,567

94,213,368

31,642,503

49,750,460

Gross profit (loss) from operations

986,978

13,653,612

3,834,155

4,103,672

Operating expenses

1,201,921

7,963,869

2,450,361

3,621,071

Operating income (loss)

-253,283

5,833,376

1,383,794

482,601

Non-operating revenues and gains

635,130

9,742,525

165,394

437,061

Non-operating expenses and losses

116,754

1,385,811

549,548

236,949

Income from continuing operations before income tax

265,093

14,190,090

999,640

682,713

Net income (loss)

263,975

13,471,643

913,178

696,999

Fully-diluted earnings per share

0.3

4.6

1.4

0.9

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