Notebook and handset PCB makers are experiencing a drop in the first quarter orders, which is expected to affect revenues by 10-15% or more, according to published reports.

After increases in notebook demand in the fourth quarter of 2007 set records for quarterly revenues and shipments, first quarter seasonal slowdown and the Lunar New Year holiday have affected manufacturers, including Hannstar Board and GCE, who expect their first-quarter revenues to drop over 10%, sources reported.

Despite the low order volumes in the first quarter, Hannstar Board reported that orders are simply being postponed until the second quarter, and will have no impact to the company's overall growth predictions for 2008.

Taiwan-based handset PCB makers Compeq Manufacturing and Unitech PCB have both stated that orders from clients are lower than expected. Compeq predicts the reduced orders will cause a drop of 15-20% in its first quarter revenues, while some market watchers expect the number to hit 25%. Unitech has already revised its original prediction for the drop rate from 5% to 5-10%, according to reports.
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