It’s not only TSMC who has seen some drop in revenues last month as both the Taiwanese OEM giants have posted a decrease in July revenues. The primary reason that is suspected is the chip shortages constraining their notebook sales growth and a rapid slowdown in graphics card demand for crypto-mining.
Obviously, OEMs like ASUS and MSI could end up being in problem as the chip shortage has crippled them in mass-producing products – from GPUs to laptops and what not!
While ASUS reported consolidated revenues of NT$37.57 billion or US$1.34 billion for July, a pretty significant decrease in revenue sequentially by 21.6%, however, on a positive note, it is up by 1.2% year-on-year, with the amount for the first seven months of 2021 reaching NT$281.82 billion, about a 40.8% increase compared to a year ago.
For MSI, on the other hand, the consolidated revenues in July were NT$14.53 billion, down by 6.7% sequentially, however, an increase of 5% year-on-year, while the amount from January to July arrived at NT$108.85 billion, that is also up by 40.1% compared to a year ago.
Not only that, it is being reported by Digitimes that two of these giants could end up seeing a steady decline in monthly revenues due to shrinking graphics card demand amid the dissipation of the crypto mining fad. Also, another Taiwan giant, Acer is also expected to witness weakening sales in the second half of 2021.
Also, analytics have pointed out that the demand for notebooks will hit a saturation point in 2022 while Chromebook shipment momentum will stay constrained. Overall, the notebook shipments in 2022 are expected to slip from the current year.