Tuesday, July 13, 2004
Taiwan 's portable computer makers could experience an uninspiring third quarter due to the lack of a killer application that could spur consumer demand.
In the absence of a "killer app," demand may be sluggish without steep price cuts for laptops, analysts said yesterday.
"Unlike last year, when the Centrino platform for wireless networking was launched, there is no killer application to stimulate consumer demand in the quarter ahead," said Steven Tseng, an analyst with Yuanta Core Pacific Securities.
The Olympic Games, which will take place in August, could divert consumer spending to other consumer electronics products like liquid-crystal-display television sets or digital video disk players/recorders -- which is not good news for the personal computer sector, he said.
Price cuts for laptops would require a larger-than-expected price reduction in flat panels, Tseng said.
Compared with notebook makers' optimistic projections of up to a 30 percent increase in third-quarter shipments over the previous quarter, institutional investors are generally making conservative estimates of around 15 percent growth quarter-on-quarter.
By: DocMemory
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