Clevo Co. Market NEWS and Performance discussions

It might just be a bad fitting heatsink or wrong thickness pads. I don't like shared heatpipe designs or huge heatsinks. The tiniest bend in a heatpipe under its own weight and the whole thing doesn't sit right.

E.g. a recent thread I saw about a guy with a 20C difference in a new KM1. The big grid heatsink wasn't screwed in properly around the hotter GPU. Maybe QC, maybe it happened in transport. Who knows.

It might just be one bad unit. Is this a model wide thing? I dunno. But, plenty of Clevos have unspecial stock temps. The reason 'enthusiasts' like me buy them is the design capacity is there to take advantage of, once you remedy the QC flaws. The excess capacity is not there to improve in almost every other brand on the market.

P.s. look at the fan/rad gaps and misalignment in that notebookcheck pic of the P157. Its not like Clevo QC is a new problem! At least you wouldn't see them under the mylar flaps in the new Clevos.

 

Well this is apparently a general thing on clevos side. The temperatures of newer clevos are all much higher than say Alienware notebooks. You are right however, many models do have slightly missplaced heatsinks and get warmer than others. You can get some degrees of by modding a bit or placing heatsinks tighter in case it wasn't in the first place, but this is still unacceptable. You pay a royal price only so you have to work on it afterwards to get acceptable temperatures while other brands like Alienware have stock already like 25c less temp than you?

 

Please stop pushing out wrong INFO in every reply you post!! This will hit back as a hammer!!

Edit. More INFO if wanted!!

 

It's a bit exotic claiming that "The temperatures" of newer clevos are all much higher than say Alienware notebooks... And I haven't even edit the awful post with info about all the PCH overheating issuers for the same new AW gamingbooks. Almost like I haven't been on the same forum And what about all overheating problems with massive throttling down to 799MHz as results for AW "Echo" gen 1 and 2. Yeah, it's exotic.

 

The irony here is overwhelming.

I start to see a pattern here.

 

Good! Connect the dots. It's not hard. Yes, there are some of us left that are not willing to compromise and accept castrated BGA filth from any OEM.

For the record, I was able to pull almost 200W each from 780M and 880M and over 200W each from 980M cards. Apparently, you have not figured out how to get the most from your GPU(s).

 

The only hypocrisy I can identify is the ODMs selling castrated BGA trashbooks and calling them "high performance" notebooks. The moderator having to baby-sit this thread deleted my post for whatever reasons that moderator saw fit. I respect their decision to do so, for whatever reason they deemed it expedient.

If what I said was taken as an insult, then you have my apology for choosing to take it as an insult. My intent was to cause reflection and perhaps favorable behavior modification.

 

I tried to edit the posts here rather than to delete them completely as the discussion itself is rather interesting, it's just that it's peppered with some unnecessary insults.

 

Thank you.

 

He! That post about the screws being loose was mine! Since then, my temps playing ME: Andromeda have been steady around 70-80C depending on if I want the fans on full blast or not. This is with an overclock on the GPU by about 130MHz.

Sure, I was very upset how the temps could be off by 10-14C from one card to the other, but I'm pretty sure this was a tech error at the distributor because they were all loose on the second GPU, Tightening them fixed my temp problems completely. Stress testing the machine peaked at 90C, but it never reaches that during regular gameplay.

I'm pretty sure Andromeda, in general, is a good benchmark of a game due to the Frostbite engine. My SLI setup since then has been golden; no complaints!

 

rofl you totally picked the wrong brand in a comparison of stock thermals...

There's a difference between 90-95C stress test temps maintaining full performance, which is acceptable for a stock config since there are precious few programs the average user will ever touch that run 100% AVX load, but not acceptable for an enthusiast who wants to OC; and thermal throttling below "base" clock which is only acceptable to people who don't know any better

 

Compal, Inventec March notebook shipments up on month
http://www.digitimes.com/news/a20170408PD201.html

 

I wonder if they will change the MXM design again and screw all the DM3 people over.

The moment standards went out the window is the moment I quit playing this mobile powerhouse gig. I keep my laptops pretty much till they die, upgrading incrementally. Really no use to me if the components are modular but there is no GPU upgrade path forward. At that point it becomes no different than the BGA books, just that you can pull and swap GPUs instead of motherboard + GPU combos. I'm not condoning BGA, I think it has ruined high performance computers, but if the card and board design changes year after year, then what is the point...? It makes no sense to me. No machine has done upgradeability like the M15x, and I don't think there is one that ever well.

M15x with 280M -> 485M -> 580M -> 680M -> 970M
That's one hell of an upgrade path and I feel like I've gotten my real money's worth of usage out of that machine. each upgrade (so to speak) net from selling the old graphics card only amounted to 150-200$ each time and it was a monumental increase in graphics performance. I wish they made laptops that could do that again, that would make me interested.

If Clevo wants to make funky MXM boards, that's fine, but be consistent. I'm waiting for these new flagships to land before I make a decision to grab one. I'd be pissed on behalf of DM3/KM1 people if they got screwed again.

 

I'm waiting for news about new quadros p3000/4000 in mxm module

 

I share a similar sentiment.

I dont like the Clevo solutions much either. I liked the P151SM and P370EM but was never in a position to pick one up, now it seems I never will in the future

 

Erm, you mean some insults are necessary? (Sorry, I just had to)

Anyway, I really hope for some new Clevo chassis, the current shapes are stopping me from getting anything

 

Problem is the only other important player in MXM-SIG, being AMD, have been AFK from the mobile market for probably 4 years now. With no other players in the market, it pretty much leaves it all up to Nvidia and their partners.

The great irony here, is enthusiasts wanted bigger and better GPUs with more power delivery. They got exactly what they asked for without considering the implications.

The big issue MXM had is you couldn't deliver more power over the connector without pushing way over the spec. The 130W 880M was already pushing it 30W over AND they still had tolerance built in. So a secondary connector was required. Then, to actually use that extra power effectively you need a better VRM which needs more board space. So you end up with what we have now, non-standard size cards with secondary power which aren't standardised.

I would not be surprised if we end up collapsing to 2 scenarios:

1. Nvidia controls MXM entirely and we go to a Nvidia based standard.
2. MXM usage is left to ODMs and we see MXM cards deviate even more or dropped entirely.

tl;dr The only way out of this is for somebody else to come along and match Nvidia in perf/watt because that is literally the only statistic that matters in mobile GPUs. AMD Polaris was a generation too late.

 

Clevo to see notebook shipments remain robust in 1Q17
Newswatch - Feb 14, 15:33

Taiwan-based Clevo has reported increased revenues for January thanks to strong shipments of its notebooks in the China market.

 

Welcome to CLEVO New Product Event !
Dear customers,
A complete series of new products, ranging from entry value level to high-end performance. Please come and discover how CLEVO can provide innovative solutions to meet your business needs.
Sincerely looking forward to meeting you in the Steigenberger Airport Hotel in Frankfurt on May 2nd and 3rd , 2017. For further inquiries, please contact us via e-mail: [email protected]

CLEVO CO.

 

Blue sky cut into the high-end NB field

Blue Sky Computer (2362) optimistic about the development of the two major business units this year, set goals within the group, the Chinese mainland shopping malls profit this year is expected to double digits, out of last year's operating low. In the NB will also be the next city, in addition to grab the field of gaming, the blue sky also cut into the high-end NB field, the target NB shipments this year, an increase of 28%, the contribution of profit will continue to grow.

Blue Sky announced last year earnings, consolidated revenue of 19.72 billion yuan last year, better than the previous year's 19.4 billion yuan, but last year by the yuan against the dollar depreciation of more than 6.8% impact last year, the loss of up to 446 million yuan, resulting in last year's net profit after tax 590 million yuan, an annual reduction of 42%, net profit of 0.92 yuan per share, lower than the previous year's 1.57 yuan, profit performance is low in recent years.

Strong sales in the gaming giant, the blue sky last year, fourth quarter revenue reached 5.573 billion yuan, 17% quarterly, an increase of 3.2%, record highs. In the fourth quarter of last year, the depreciation of the renminbi tends to be stable, the blue sky in the fourth quarter to earn 10 million yuan, single-season net profit of 239 million yuan, quarter by six times, an increase of 25.1%, single quarter earnings per share 0.37 yuan.

Blue sky said that over the years actively cultivate high-end customization of the laptop market, just usher in the global e-sports market boom last year, NB shipments of 1.33 million units, although the previous year 1.4 million units to reduce, but high-order product sales increased , The overall average selling price of more than 300 US dollars (about NT $ 9,000), an increase of 10%, NB revenue 14.1 billion yuan, an increase of 4%.

To the sales area, the blue sky in the mainland market, the proportion of shipments has reached four percent, an important high-end notebook market, 2016 in the mainland market, notebook shipments exceeded 500,000 units, including gaming gaming shipments up to 40 million units, an increase of 30%, mainly due to mainland policy support, Sports General Administration will be legalization of gaming, to encourage large-scale competition.

Looking forward to this year, blue sky target NB shipments of 1.7 million units, an increase of 28%. Blue Sky NB this year, emphasizing high-end notebook products, such as one after another in March, launched in April 13.3-inch commercial ultra-thin laptop, is expected to be comparable to Apple laptop MacBook Air. In addition, in April also plans to launch 15.6-inch ultra-thin gaming gaming, the world has 36 customers to obtain samples, customers are quite optimistic. Overall, the blue sky target this year, the blue sea of high-end pen accounted for 50% of the proportion of profit, better than last year's 45%.

 

Blue sky double arrows led 2017 double-digit growth performance

Blue sky after 2016 annual operating valley, is expected to 2017 years will turn over the valley, the main reason is to reduce the impact Bainaohui rectification and benefits continued to increase; in addition, gaming NB continues to grow, with the development of a dedicated high-priced blue sky NB , expected 2017 Nian Launched, the overall operation is expected to have double-digit growth rate.
As for its own franchise products sales of its own brand music, will also enter the multiples of growth stage, blue sky on the 2017 operating optimism.
Blue sky in the fourth quarter of 2016 revenue 5.752 billion yuan, quarter by 17% , an increase of 3% , the annual consolidated revenue of 19.72 billion yuan, an increase of 2% .
The first 4 quarter single-quarter after-tax net profit of 2.39 billion yuan, compared with the first 3 significant quarter jumped 583 percent , compared with 2015 same period also grew by 26% , but by 2016 Study on RMB against the US dollar continued to depreciate Chaoguo 6.8% impact of the cumulative period Net profit 5. 96 billion, compared with 2015 Nian 10.31 Yiyuan reduce 4.36 billion, mainly from the increase in exchange loss 4.46 Yiyuan due. Earnings per share . 92 yuan, blue sky over the years actively cultivate high-end customized NB market, just usher in the global e-sports market boom. 2016 in NB shipments of 133 million units, though smaller than 2015 years of 143 million units less, but high-end products sales accounted for the increase, and then pulled the overall average selling price, annual growth of about 10% , NB revenue of 141 billion yuan, an annual growth 4% .
Blue sky in the mainland market, the proportion of shipments has reached 4 percent, an important market for high-end NB , 2016 in the mainland market NB ship has exceeded 500,000 units, estimated 2017 is still double-digit high growth. The main reason comes from the mainland policy support, the General Administration of Sport legalized gaming education, to encourage large-scale electric competition, and in 2016 Nian 9 month, the new E-sports and sports management major in the class, the school began a number of hospital Prepare for gaming education.
Gaming in the mainland from the game product service subsidiary status, developed into a complete industrial chain, from the game manufacturers, game clubs, gaming players, to international events and live platform and other structures complete, driving the rapid growth of gaming products. According to <a 700 million people, to become the world's largest gaming market, the future of the mainland gaming market size will exceed 50 billion yuan. In more and more brands into the gaming market competition at the same time, the blue sky has been actively open up the next wave of high-level NB blue sea, including high-end white-collar high- performance light-type NB , and focus on multimedia audio and video performance of professional NB , 2017 Nian 4 , 5 Yue upcoming fighter aircraft. Bainaohui in October 2016 in Shanghai launched the "science and technology wisdom square" new type of shopping malls, after the opening of the market response is good, followed by this year in Suzhou, Tianjin will be refurbished transformation, and one of the highlights is Bainaohui from Camp of the music of the wisdom of the experience of the museum.
As the mainland will be the Internet + upgrade to the national strategic action plan, the people's food, clothing, shelter, line, education, music are basically all Internet, a variety of App software development and intelligent product research and development as springing up, so The demand for intelligent technology access is increasing.
Happy in the opening of the Shanghai store cut a striking figure, many other channels invited to co-shop, the future music not only in the Bainaohui shopping malls can be seen, will also be through the channels of cooperation quickly set up in the Chinese market base, firmly secured China Intelligent Technology Path The location of the first brand. At present, the music museum has about 300 brands, nearly 7, 000 Ge merchandise, mainland smart technology, networking and most professional, the largest offline music of Wu Zhigang, general manager, said the museum include high-tech, smart wear, video, intelligent living, Creative Digital influx of goods, gaming NB and Around the wisdom of toys and other seven categories, the future direction of doing deep to do fine, intelligent technology and consumers become the best connection platform. Blue sky to invest in the group of light square, 2016 overall revenue 35. 800 million yuan, Wuhan store and Chengdu store revenue grew 8% , 9% , respectively, profit growth of 23% , 180% , revenue, profit continued to record high. Chengdu Qun Guang Plaza upstairs Grand Hyatt Hotel opened in July 2016 , the brand image of the mall and the flow of the situation plus points, group light Plaza itself in September and the whole floor of the floor to adjust, the introduction of many first-line high-end brand, double effect , The mall business to a positive cycle.
2016 years 10 month of a firm RMB 1 more than one hundred million yuan in revenue, and in the first 4 record quarter 4 one hundred million yuan revenue peak quarter by 66% , annual growth of 25% of the bright figures. Plus Chunxi Road north of the business district forces gradually subsided, group light square where the southern section of the Pacific, IFS two shopping malls stationed, Chunxi Road, southern section of the shopping district has become the top of the Chengdu pyramid consumer shopping, is expected to 2017 Chengdu group light square will create another two-digit growth.

 

Blue Sky NB ship this year by 28% Bainaohui sprint wisdom technology access


Blue sky (2362) last year by the devaluation of the renminbi profit greatly reduced, the annual net profit of 0.92 yuan per share, the board to allocate 0.7 yuan per share cash dividend, look to the future, blue sky said, because the gaming products continued fever, High-end NB in 2017 there are still two-digit high growth, the overall NB shipments will grow nearly 28%, the other Bainaohui in October last year in Shanghai launched the "Science and Technology Square" new type of shopping malls, after the opening market response , Followed by this year in Suzhou, Tianjin will be refurbished transformation, speed up the layout of the wisdom of technology access.

Blue Sky announced in 2016 earnings, which last year's fourth quarter revenue of 5,725,000,000 yuan, quarter by 17%, an increase of 3%, the annual consolidated revenue of 19.72 billion yuan, an increase of 2%. In the fourth quarter of last year, the net profit after tax was $ 239 million, a significant increase of 583% over the third quarter and 26% from the same period last year. However, by the year 2016, the RMB depreciated against the US dollar more than 6.8% Net profit of $ 596 million, a decrease of $ 436 million from $ 1,031 million last year, mainly due to an increase of $ 446 million. Earnings per share of 0.92 yuan, the Board of Directors passed a resolution on the 27th, to be allocated a cash dividend of 0.7 yuan per share, the rate of 76%.

Blue sky pointed out that over the years actively cultivate high-end customization laptop market, just usher in the global e-sports market boom. 2016 NB shipments of 133 million units, although 1.43 million units last year, but higher than the increase in sales of high-end products, and then pulled the overall average sales price (ASP USD310 yuan), an increase of about 10%, NB revenue 14.1 billion Yuan, an annual growth of 4%, is expected this year, the overall NB shipments will reach 1.7 million units, an annual increase of about 27.8%.

To the sales area, the blue sky in the Chinese market has reached 40% of the proportion of shipments, an important high-end notebook market, 2016 in the Chinese market, notebook shipments have exceeded 500,000 units, estimated in 2017 is still two The number of high growth, which will be launched in April more thin, more powerful new products. The main reason comes from China's policy support, the General Administration of Sport will be legalization of gaming education, to encourage large-scale competition, and in early September 2016, in the sports category of new e-sports sports and management, a number of school Prepare for gaming education.

Through 3 years of study, students can obtain a diploma, and according to employment intention docking market pipeline, engaged in professional players, coaches, event organizations, referees, anchor and other related career. Giant in China has been from the game product service subsidiary status, developed into a complete industrial chain, from the game manufacturers, game clubs, gaming players, to international events organized and broadcast platform and other structures complete, driving the rapid growth of gaming products.

According to iResearch research consulting company "2016 China e-sports and live game industry research report", China 2016 gaming market size of more than 30 billion yuan, the user scale reached 170 million people, becoming the world's largest gaming market, the future China's gaming market size will exceed 50 billion yuan.

But more and more brands into the gaming market competition at the same time, the blue sky has been actively open up the next wave of high-level pen of the new blue ocean, including high-end white-collar high-performance light-type laptop, and focus on multimedia audio and video performance of professional Laptop, is expected in April and May this year, the upcoming launch of the fighter models.

In addition, Bainaohui launched in October last year in Shanghai, "Science and Technology Square," a new type of shopping malls, after the opening of the market response is good, followed by this year in Suzhou, Tianjin will be refurbished transformation, and one of the highlights is Bainaohui Self-operated "music" technology wisdom experience museum. As China will be "Internet +" to the national strategic action plan, the people's food, clothing, shelter, line, education, music are basically all Internet, a variety of app software development and intelligent product development, such as springing up, So the demand for intelligent technology professional access increased.

Bainaohui said that as China's first professional smart technology access brand, happy in Shanghai shop opening up after the opening of many other channels to invite cooperation shop, the future music not only in the Bainaohui shopping malls can be seen, will also be borrowed By the channel through the cooperation quickly set up in the Chinese market, firmly secured the location of China's first smart technology access brand.

At present, the music technology experience in the museum about 300 brands, nearly 7,000 items, is China's intelligent technology, the field of things the most professional, the largest entity access, music, general manager of Wu Zhigang said the museum contains high technology, smart wear , Audio and video, intelligent life, creative digital tide goods, gaming NB and the surrounding, intelligent control toys and other seven categories, the future towards this direction to do deep and refined, as intelligent technology and consumers the best connection platform.

In addition, the blue sky to invest in department store shopping group light square, 2016 overall revenue of 3.58 billion yuan, Wuhan store and Chengdu store revenue grew 8%, 9%, respectively, profit growth of 23%, 180% Profit continued to record high. In the case of China's department store industry by the impact of consumer spending, group light square to 2016 results are satisfactory.

Chengdu Qun Guang Plaza upstairs Grand Hyatt Hotel opened in July 2016, the brand image of the mall and the flow of the situation points, group light in itself in September and the whole floor of the floor to adjust the introduction of many first-line high-end brand, double effect , The mall business to a positive cycle, in October 2016 has stood above 100 million yuan revenue, and in the fourth quarter hit a peak of 400 million yuan revenue, quarter by 66%, by 25% of the bright figures. Plus Chunxi Road, the northern section of the business district forces gradually subsided, group light square where the southern section of the Pacific, IFS two shopping malls stationed, Chunxi Road, southern section of the shopping district has become the top of the Chengdu pyramid consumer shopping, 2017 Chengdu Guangguang Square will create another two-digit growth.

 

How about buying some of the Clevo Company Shares, so we can force the change from inside ....
https://www.google.com/finance?cid=687811

 

Money talks eh

 

It will come news Intel 300 series chipsets to integrate USB 3.1 Gen 2 and Gigabit WIFI - Guru3d.com You're welcome

BTW... BGA Trash will also come with 6C-12T as I have seen before.

"Intel 300 series desktop processor motherboard will be based on the current LGA 1151 socket. Earlier rumours stated that the 300 Series chipset's Coffee Lake-S processor will provide 6 Cores 12 threaded CPUS, which is Intel's first in the mainstream platform to enhance the number of processors and threads."

 

do you have infos about socket of coffee lake/cannon lake? lga1151?

 

https://www.techinferno.com/index.p...ware-mod980m-to-desktop-980-core-upgrade-r81/

Seeing things like this make me less understanding.

Looks like we could have had more power without changing form factor.

 

WHOA! Thank goodness I decided to stick to my guns and hold off any laptop purchases!

 

It's not about power delivery.

 

Cool

Where did mention power delivery?

 

You said you can get more power in the same form factor, this is true but I assumed you meant that you meant why the MXM cards are now larger.

 

Not in the slightest...

 

Then what is less clear to you?

 

You.

I dont understand your communication in the slightest.

 

You said you don't understand why things are the way they are and I am attempting to figure out what specific part you are confused on and now you are being evasive.

 

No you responded to a particular element that I never commented on.

Then ask why I dont understand when I stated your response doesnt make sense to my point, I never mentioned power delivery, you inserted that on your own. Just like how your inserting that I am being evasive.

I genuinely have no understanding of your current logic. Instead of being rude and insert that there is something wrong with you, ill attempt to rationalize where communication broke down.

I think you are misunderstanding my use of English to be honest. I wasnt stating "make me less understanding" as in I lack the knowledge, therefore "to know". This was one method of stating I am less willing to condone, and by extension to support the current practice.

 

In a way you did not understand then, the reason that the form factor changed was due to memory speeds along with the power delivery and Nvidia not releasing a reference PCB (likely due in part to the below).

Nvidia wanted to close the gap with the desktop cards and memory speeds could not keep up due to the limitations of MXM-B (adding in those core power phases on the 980M PCB like I did reduced maximum memory clocks even over volting the memory chips).

GDDR5X put even harsher stresses on the memory bus which needed to keep to a semi circle arrangement to keep signal integrity further inhibiting the use of MXM-B type modules.

 

Thats an odd way of apologizing for inserting that I am being evasive, or is this you now being evasive? :/ Etiquette ends at the Gateway I suppose.

He later added faster memory from a dead GTX 970 iirc, I could be mistaken where he pulled it from.

The point being, the potential for more power (performance) without changing form factor has been there. Then we have the 1070m's that some people are chasing down for their own laptops as well. Whats the point of "closing the gap" when you still make better MXM 3.0b cards and simply dont sell them in laptops but specific non laptops?

Hence my "less understanding" position.

 

I could maybe understand this for the GDDR5X in the GTX 1080, but there is no reason for the 1070 and 1060 to be also weirdly shaped. Zotac made that point quite clearly, as did the Quadro P5000 workdstation card.

 

I can't speak for other manufacturers but once the 1080 changed shape then so did the others which share the same PCB. That way the entire line was consistent since they were going in the same chassis.

Also the zotac card is tuned down power target wise which will make things easier.

 

It exists, which is kind of the point.

 

It exists with performance compromises which has never kept people in this space happy and would require a PCB redesign and a chassis difference between the same models in a line.

 

Im just reading excuses here.

Since when has a factory BIOS ever held anyone back that didnt want to get more power out of their cards?

The point still remains, it exists and those that have it, love it. Even going as far a to buy a 1K zbox just for the GPU and scrapping the rest of it.

 

Gecube is making a similarly restricted 150W TDP 1070 in true MXM 3.0b size, we will see if it starts burning motherboards if it gets an unlocked power vbios mod. The point is not what "the slot" can draw but how the power delivery in the motherboard can handle the draw to "the slot". Maybe we'll see some of the just-enough designs (mid range units) will be incapable of sustaining 150W over the long term

The point about power delivery is an interesting one.
"We need more board space for power delivery"
Vs
"The 980M can make do with half the FETs missing up the top"
I think there's more to that story

As Meaker has said many times
Clevo decided to make the pcb size bigger for their 1080
Clevo decided to use that large pcb size throughout their lineup not caring whether the 1060 or 1070 actually needed it
Clevo decides things for the good of clevo bottom line, not the aftermarket upgrader

I don't like the outcome for my personal goals but I don't get steamed up about it, its just business. Its not like there are tens of thousands of aftermarket upgraders like there are with LSx crate engines, high performance laptop GPUs are extremely niche and the product cycle very short

 

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.

 

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

 

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.

 

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

 

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.

 

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

for example Asus has:
-ux310ua
-ux310uq
-ux305ua
-ux330ua
-ux390ua