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Sales of Asus and ASE Group hit records

TAIPEI, Taiwan -- Both computer maker Asus (華碩) and semiconductor manufacturing service provider ASE Group (日月光) reported new single-month sales records in November.

Asus' consolidated revenue grew 2.5 percent in November from the previous month, and reached NT$49.3 billion — a new record.

 Institutional investors pointed out that with stronger demand in laptops and a change in the competition landscape, sales of Asus's regular and transformer laptops were higher than expected in November. With strong sales in the fourth quarter, the company's revenue in 2013 is forecast to surpass that in 2012.

According to Asus, the company raked in over NT$200 million in sales during the recently closed 2013 Information Technology Month. The company's 14-inch and 15-inch X series laptops and T100 Transformer were particular popular at the exhibition.

ASUS Transformer Book T100 was the company's number one seller during the 2013 IT Month. The product boasts a 500G memory, allowing users to store large pictures, videos, games, work data, and other files. This product has also gained great popularity in emerging markets.

 The 8-inch Tablet MeMO Pad 8 and 10-inch MeMO Pad 10 were also ranked high in the Christmas gift list, sources said. The ASUS VivoPC was ranked as the company's most popular desktop products at the IT Month exhibition.

ASE Group Reported Strong Sales

The ASE Group, the world's largest provider of independent semiconductor manufacturing services in assembly and test, also reported strong performance in November.

 The company's consolidated revenue was pegged at NT$21.974 billion in November, which was a 5.8-percent growth month-on-month and 13.4-percent growth year-on-year. The revenue in November was also the highest single-month sales record in history, according to institutional investors.

 Of the company's electronic manufacturing services, Wi-Fi module shipments grew significantly compared with October. Shipments of “system in packages” also grew steadily.

The revenues of IC assembly and test amounted to NT$12.39 billion in November, down 5.7 percent month-on-month but up 4.8 percent year-on-year. Institutional investors said that shipments of assembly and test for communication and consumer electronics declined in November month-on-month. IC assembly and test as well as related raw material revenue hit a new single-month record in October, making the base-period high.

 ASE previously forecast that IC assembly and testing as well as related materials to decline 0 to 3 percent in the fourth quarter. However, revenues in electronic manufacturing services are forecast to grow over 25 percent. All in all, consolidated revenues in the fourth quarter are expected to surpass those in the third, and grew 5 to 8 percent.

Institutional investors forecast that ASE would continue to benefit from the launch of new iPhone and iPad in the fourth quarter. Revenues in electronic manufacturing services and shipments of Wi-Fi modules are expected to keep growing. In addition, shipments of wireless communication chips and fingerprint recognition chip system products are also expected to increase.

The Industrial Economics & Knowledge Center under the government-backed Industrial Technology Research Institute, said earlier that ASE were taking orders from Apple to perform assembly work for iPhone 5S's fingerprint recognition chips.

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