Quanta Computer Inc
TWSE:2382

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Quanta Computer Inc
TWSE:2382
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Price: 288 TWD -1.54% Market Closed
Market Cap: 1.1T TWD

Quanta Computer Inc
Investor Relations

In the sprawling tech corridors of Taiwan, Quanta Computer Inc. has etched its name as a pivotal player in the global manufacturing sector. Founded in 1988 by Barry Lam, Quanta began its journey amid the rise of the personal computer era. It has since matured into one of the world's largest original design manufacturers (ODMs) of notebooks and other high-tech products. The company collaborates with major brands like Apple, Dell, and HP, producing high-quality laptops, tablets, and a variety of consumer electronics. By crafting tailored computing solutions that embody its clients’ brand identities, Quanta bridges the gap between technology innovation and mass production, capitalizing on the constant demand for personal connectivity and technological advancement.

Quanta’s business model thrives on scale and precision, leveraging its extensive supply chain management and advanced manufacturing processes. This approach allows the company to produce electronics at competitive prices without sacrificing quality, a balance that fuels profitability. Furthermore, Quanta has diversified its portfolio by venturing into emerging areas such as cloud computing, data centers, and smart connected devices. This strategy not only fortifies its position in the traditional computing market but also positions the company advantageously within the broader tech ecosystem, poised to capture the evolving digital transformation. Through a relentless focus on research and development, the company sustains a forward-looking vision, ensuring that it remains at the forefront of industry innovation.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Aug 12, 2025
AI Summary
Q2 2025

Record Revenue: Quanta posted record Q2 revenue of TWD 504 billion, up 3.8% quarter-on-quarter and 62.6% year-on-year, despite currency headwinds.

AI Server Momentum: AI server shipments and revenue remain strong, with over 60% of total server sales in H1 from AI servers. Growth is expected to be steady into Q3 amid a transition to next-generation platforms.

Margin Pressures: Gross margin declined to 7% in Q2, down 88 bps sequentially, mainly due to FX effects and higher ASP AI product mix. Margin pressure is expected to persist in Q3.

Notebook Outperformance: Notebook shipments reached 12.1 million units, up 12% quarter-on-quarter, driven by customers pulling forward demand ahead of US tariffs.

CapEx & Expansion: The board approved major investments, including USD 170M into US AI server capacity, a Mexico facility for AI servers, and a USD 50M investment in quantum computing.

Capital Flexibility: Approved a USD 1B ECB issuance and USD 1.5B loan refinancing to support growth and maintain a strong balance sheet.

Dividend Commitment: Maintained over 80% payout ratio, distributing a record TWD 50.2B in cash dividends.

Key Financials
Revenue
TWD 504 billion
Gross Profit
TWD 35.5 billion
Gross Margin
7%
Operating Profit
TWD 20.4 billion
Operating Margin
4%
Operating Expenses
TWD 15.1 billion
Net Income After Tax
TWD 16.9 billion
Net Margin After Tax
3.3%
EPS
TWD 4.34
Notebook Shipments
12.1 million units
Notebook Shipments (First Half)
22.9 million units
Revenue (First Half)
TWD 990 billion
Gross Profit (First Half)
TWD 74 billion
Operating Profit (First Half)
TWD 45 billion
Net Income After Tax (First Half)
TWD 36.4 billion
EPS (First Half)
TWD 9.43
Gross Margin (First Half)
7.5%
Operating Margin (First Half)
4.5%
Net Margin After Tax (First Half)
3.7%
Cash and Short-term Investments
TWD 194 billion
Accounts Receivables
TWD 395 billion
Inventory
TWD 286 billion
Shareholders' Equity
TWD 188 billion
CapEx (Full Year Guidance)
TWD 20 billion
CapEx (First Half)
TWD 7.6 billion
Dividend Payout
TWD 50.2 billion (TWD 13 per share)
Notebook Revenue Contribution
20–25% of total revenue
AI Server Revenue Contribution (First Half)
over 60% of server revenue
Other Earnings Calls
2024

Management

Mr. Barry Lam
Founder & Chairman
No Bio Available
Mr. Chee-Chun Leung
Co-Founder, Vice Chairman & President
No Bio Available
Mr. Elton Yang
CFO, Senior VP of Finance Center & Director
No Bio Available
Mr. Bryan Chen
VP & Chief Information Security Officer
No Bio Available
Mr. C. T. Huang
Executive VP & Director
No Bio Available
Mr. Alan Tsai
Executive Vice President
No Bio Available
Mr. Mike Yang
Senior Vice President
No Bio Available
Chen Bryan
Chief Information Security Officer
No Bio Available

Contacts

Address
TAOYUAN
TAOYUAN
No.188, Wenhua 2nd Road, Wenhua Lii, Guishan District
Contacts
+88633272345.0
www.quantatw.com