【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 |
更多硬件前沿消息请看这里。