Quanta Computer has announced shipments of 3.3 million notebooks in February, decreasing on month from 3.6 million units in January, and corresponding consolidated revenues of NT$69.32 billion (US$2.29 billion), slipping on month by 3.77% but up on year by 22.69%. Its competitors Compal Electronics, Wistron and Inventec also saw their revenues drop on month in February.

　　Quanta said notebook ASPs in February were higher than in January and declined to comment about its clients; however, some market watchers noted that Quanta's low on-month drop in February was mainly due to Apple's stable orders in the first quarter.

　　Although Quanta's tablet shipments have been weakening since January and are unlikely to rebound until clients release new models, the company continues to see strong demand for server products and may see shipment performance in the first quarter surpass that of fourth-quarter 2013.

　　Compal had consolidated revenues of NT$49.51 billion for February, down 7.41% on month, but up 9.33% on year with combined consolidated revenues for the first two months of 2014 reaching NT$102.99 billion, flat from the same period a year ago.

　　Compal noted that the on-month decline was mainly due to fewer working days in February, and it expects the month to be the bottom of the year.

　　Compal finished its merger with Compal Communications on February 27 and expects its notebook shipments in 2014 to grow 5% on year. As for its smartphone and tablet shipments, Compal expects them to increase significantly on year in 2014. Compal is also rumored to have landed orders for Apple tablets and will start shipping in the second quarter, the market watchers noted.

　　Wistron saw its revenues drop 8.78% on month to reach NT$35.61 billion in February, the lowest monthly result in the past five years. Wistron pointed out that seasonality was the main driver causing the decline in February and expects its notebook shipments in March to rebound and surpass the volume in January.

　　Wistron also expects its sales to have stronger growth in the second half compared to the first.

　　The market watchers pointed out that Wistron also started receiving orders for Apple's iPhones in 2014. Since Apple does not usually give new partners a large volume of orders initially, Wistron and Compal are expected to receive only limited orders for 2014, and with their spent R&D resources, the two ODMs may see their profitability drop in 2014. However, Compal and Wistron both declined to comment about market speculation.

　　In February, Wistron shipped 1.3 million notebooks, down from 1.4 million units in January; one million smart handheld devices, down from 1.1 million units; 1.2 million desktops, down from 1.3 million units; 140,000 servers, up from 130,000 million units; 200,000 LCD TVs and 600,000 LCD monitors.

　　Inventec has announced consolidated revenues of NT$33.57 billion, down 20.77% on month, but up 8.4% on year with combined consolidated revenues from January to February 2014 reaching NT$75.95 billion, up 15.76% on year.

　　Inventec shipped 1.3 million notebooks in February, down from 1.7 million units in January.