DigiTimes writes both Gigabyte and MSI saw rising shipments while rival ECS saw a drop:
Benefiting from notebook shipments, MSI announced non-consolidated revenues in January of NT$9.54 billion (US$301 million), rising 15.19% on month and 42.65% on year.
Gigabyte's consolidated revenues in January reached NT$5.69 billion, increasing 41.1% on month and 48.11% on year, with the company shipping 1.99 million motherboards and 430,000 graphics cards.
ECS, which was affected by delay of shipments by its notebook clients, announced consolidated revenues of NT$7.3 billion, dropping 19.12% on month and 21.97% on year. The company's motherboard shipments for the month was around 1.98 million units, dropping 3.64% on month and 6.94% on year.
ECS expects its motherboard shipments in February will drop another 10-15%, while both its motherboard and notebook shipments will start to recover in late March.