Tuesday, January 13th 2009
ASUS and Gigabyte Overstocked with Intel 4-series Chipset Inventories
Weak market demand, a market saturated with low-cost PCs, and intra-brand competition has reportedly led to first-tier motherboard vendors such as ASUS and Gigabyte to suffer overstock of their Intel 4-series chipset motherboard inventories. The Intel 4-series chipset is the fourth generation of desktop chipsets for LGA-775 processors. It includes popular models such as P45, P43, the mainstream G45, G43 and G41, and others that include Q45, B45 and B43. Motherboards made by leading companies have had less than expected market demand. Earlier in September last year, when ASUS announced price-cuts for its 4-series motherboards, reported back then to make them "competitive", sources tell DigiTimes that the company was already facing swelling inventories.
As a result of this, the biggest loser seems to be ASUS, with a swelling inventory of 6~7 million units, valued at around $180 million, followed by Gigabyte holding an inventory worth around $130 million, which are quickly depreciating in value as the market gets closer to the launch of Intel's 5-series chipsets and the Ibex-Peak platform. With Intel planning to stick to its launch-schedule for its newest platform, motherboard vendors can only hope for Intel to reconsider its plans, delay its launch, and allow the inventories to get digested.
Source:
DigiTimes
As a result of this, the biggest loser seems to be ASUS, with a swelling inventory of 6~7 million units, valued at around $180 million, followed by Gigabyte holding an inventory worth around $130 million, which are quickly depreciating in value as the market gets closer to the launch of Intel's 5-series chipsets and the Ibex-Peak platform. With Intel planning to stick to its launch-schedule for its newest platform, motherboard vendors can only hope for Intel to reconsider its plans, delay its launch, and allow the inventories to get digested.
17 Comments on ASUS and Gigabyte Overstocked with Intel 4-series Chipset Inventories
If it was me I'd only make P45 with value mATX, mainstream and performance ATX & G41 with value mATX and mainstream ATX.
People just aren't buying computer parts or new computers right now. It is hard to get most people to even think about putting out more than $50 on something that isn't necessary.
www.gigabyte.com.tw/FileList/Image/motherboard_productimage_ga-ep45-dq6_big.jpg
Asus buy their chips in mass bulk cheaper than anyone else, sell them at a higher cost (rather than using this to undercut the competition) than anyone else, its about time they take a big financial hit.
Intel has done well on these two deals, over $300M worth of chips they (Intel) will make sure they become obsolete in months.
"Those retards will come back for more (i5 platform chips) in a few months time..." :laugh: