It's the revenge of the little guy. For years, two Taiwanese manufacturers have ruled the notebook PC business: Quanta and Compal. With Dell, Hewlett-Packard, and others giving the bulk of their orders to the Big Two, smaller Taiwanese players like Wistron risked fading into oblivion. But as big customers recognize that they need to spread their orders around more to reduce the power of the Big Two, Wistron, with just 9% share of the notebook market, is one of the main beneficiaries. Shipments are likely to grow 70% this year, according to Taipei-based Primasia Research, with Dell orders rising 150%, HP up 167%, and Acer jumping 122%. Another edge for Wistron: It manufactures the Xbox 360 for Microsoft. Primasia predicts that Wistron sales will increase 38% this year, to $6.6 billion, with profit rising 40%, to $140 million.
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As of 5/31/06
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|Industry||Computers & Peripherals|
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