In spite of the many launches of products that went down recently at Computex, Asustek is rather cautious in its approach for the sales and shipments of the second quarter of the year. If my math is correct, the second quarter should end in June, so we’re close to a new set of numbers being released.
Asustek forecasts a 10% sequential drop in Q2 in notebook and tablet shipments. The company originally expected sequential growth in these areas, but now they’ve had to adjust their forecasts to a drop of 10%, while the consolidated revenues for the second quarter are also expected to drop. They will go from $3.53 billion to about $3.15 billion.
Weak notebook and tablet demand are to blame here, for the months of April and May. It’s likely that the public was in standby for the release of a Nexus 7 2 at Google I/O and then they waited for Computex 2013. Now we’re still waiting for those cool products to launch, so nobody is buying stuff at the moment. Tablets contribute about 15 to 20% of Asustek’s revenues and the percentage may rise to over 20% in Q3.