Motherboard makers have been impacted by HDD shortages arising from flooding in Thailand since mid-October, and are expected to see their fourth-quarter shipments decrease 10-15% on quarter, according to industry sources.
Gigabyte Technology may see shipments falling 20-25% from five million in the third quarter to below four million in the fourth.
Asustek Computer expects its shipments to decrease from 6.3 million in the third quarter to six million in the fourth, but sources believe Asustek has underestimated the impact of HDD shortages and its shipments will likely to drop to 5.4-5.7 million unit.
Micro-Star International, Elitegroup Computer Systems and ASRock are expected to see their fourth-quarter shipments slip by more than 10%, the sources said.
Source:digitimes