Clevo sees weak profits in 2016, but expects strong performance in 2017

Discussion in 'Sager and Clevo' started by Dr. AMK, Mar 30, 2017.

  1. sicily428

    sicily428 Donuts!! :)

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    http://www.digitimes.com/news/a20170517PD203.html

    Clevo ships 326,000 notebooks in 1Q17
    Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Wednesday 17 May 2017]
    Clevo shipped 326,000 notebooks in the first quarter of 2017, dipping 7.8% from 353,000 units a year ago, and the corresponding notebook sales revenues totaled NT$3.63 billion (US$119 million), up 6% due to a 23% hike in average selling price, according to the company.

    Clevo said it started production of an ultra-thin high-end notebook model in May 2017 and will unveil a multimedia professional notebook model at the end of May.

    The company’s net profits for the quarter were seriously impacted by exchange losses. In addition to its notebook business, the company’s real estate business in China was also seriously hurt by the rising Chinese currency. However market watchers expect influence to the company’s profits from the currency exchange to become less in the second quarter.

    Clevo had consolidated revenues of NT$4.84 billion for the first quarter, up 1.51% on year, and gross margins were 28.65%, down 4.82pp on year.
     
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  2. i_pk_pjers_i

    i_pk_pjers_i As you're falling down, my heart beats the same

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    So they were wrong about strong performanc in 2017? Damn...
     
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  3. XMG

    XMG Company Representative

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    Well........

    1/ Digitimes said that Clevo expects strong performance in 2017, they don't quote or report that Clevo said that. What they did say is that Clevo expects their China sales to grow by "double digit" over the year compared to 2016.

    2/ Don't forget that in Q1 2017 we were all still riding the success and relatively recent launch of the models that came out at the end of 2016, namely P870, P775, P641, N150RF and so on - compared to Q1 2017 where we had a chipset and CPU refresh which would always have less impact.

    3/ Number of chassis shipped was a bit lower, but the agerage price of those chassis was up a lot, which suggests good sales strength in the higher spec chassis

    Bearing this in mind (I could do a full analysis but it would take too long), judging one quarter against another directly in some businesses can be accurate. For example, every Christmas you can pretty fairly gauge how high street shops are performing, or online shops like Amazon. But with IT, product launches and refreshes have a big impact. We can't compare just Q1 of 2 sequential years and draw a conclusion about all four quarters.
     
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  4. sicily428

    sicily428 Donuts!! :)

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    Do you think that ultrabook market is important? clevo offers only this new n130bu with a good price but not enough battery life.
     
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  5. XMG

    XMG Company Representative

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    N130 sales are performing very well for us! But it's too early to say how the B2B and B2C sales will pan out after the initial sales surge subsides a bit.
     
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  6. sicily428

    sicily428 Donuts!! :)

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    Clevo needed that model because asus/dell have a lot of ultrabooks :)

    for example Asus has:
    -ux310ua
    -ux310uq
    -ux305ua
    -ux330ua
    -ux390ua
     
    Last edited: May 17, 2017
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  7. sicily428

    sicily428 Donuts!! :)

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    p950 is a competitor for msi gs63vr but clevo needs a lightweigt (1.8kg/2kg) 14"/15" laptop with a very high battery life 8/9 hours and a very good fhd/4k (not pentile) display imo


    competitors go in that direction
    -dell xps 9560 9/10 hours
    -gigabyte aero14 8/9 hours
    -gigabyte aero 15 7/8 hours
    -razer blade 8/9 hours
    -asus ux550vd/ux550ve? ???
     
    Last edited: May 17, 2017
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