Revenue distribution by industry:

• IT and computer hardware: approx. 70%
• Cloud and data center solutions: approx. 20%
• Other electronic products: approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 45%
• China: approx. 25%
• Europe: approx. 15%

Quanta Computer Inc. generates the majority of its revenue from the IT and computer hardware industry, particularly through the production of notebooks and other electronic devices. The cloud and data center solutions are a growing area that is increasingly gaining importance.

Geographically, the U.S. market is the largest sales market for Quanta, followed by China and Europe. These markets are crucial for the company as they have both large technology companies as customers and a high demand for Quanta's products.

Main production sites:

• Taiwan
• China
• USA

Quanta Computer Inc. is a leading manufacturer of electronic products, especially laptops and servers. The company strategically positioned its production facilities in Taiwan and China to benefit from the production capacities and cost advantages there. In addition, Quanta also operates production facilities in the USA to be closer to its North American customers and ensure faster delivery times. This geographical distribution enables Quanta to flexibly respond to market demands and efficiently manage supply chains.

Revenue Growth: Estimate 10-12% (2024)

Quanta Computer Inc. is pursuing a growth strategy focused on expanding its product range and deepening partnerships with leading technology companies.

An essential part of the strategy is increased investment in research and development to provide innovative solutions in the field of cloud computing and server technologies. Quanta aims to expand its market share in these promising areas.

Additionally, the company is focusing on optimizing its production processes and expanding its manufacturing capacities to efficiently meet the growing demand. These measures are intended to increase competitiveness and ensure stable long-term growth rates.

Main raw materials: Aluminum, Copper, Plastic, Silicon

Countries of origin:

• Aluminum: Australia, Canada
• Copper: Chile, Peru
• Plastic: China, South Korea
• Silicon: China, USA

Quanta Computer Inc., a leading manufacturer of electronics and computer hardware, imports various raw materials needed for the production of laptops, servers, and other electronic devices. Aluminum and copper are essential for the casings and electrical wiring. These metals are mainly sourced from Australia, Canada, Chile, and Peru, as these countries are among the largest producers globally.

Plastics used for casings and other components are predominantly imported from China and South Korea, as these countries have a strong petrochemical industry. Silicon, a critical material for semiconductor manufacturing, is sourced from China and the USA, the leading producers of high-purity silicon.

The procurement of these raw materials is crucial for the production capacity and cost structure of Quanta Computer Inc. Therefore, the company strives to maintain stable supply chains and monitor geopolitical developments that could affect availability and prices.

Market share in the PC OEM industry: approx. 30% (2024) R&D expenses: 3.5% of revenue (2024) Growth in the server business: 10% (2024)

Quanta Computer Inc. is one of the world's leading providers of Original Equipment Manufacturer (OEM) services, particularly in the field of notebooks and servers. The company's competitive advantage lies in its ability to efficiently manage large production volumes while delivering high-quality products.

An essential aspect of Quanta's competitive advantage is its strong R&D orientation, which enables the company to quickly integrate innovative technologies and offer customized solutions to its customers. This is particularly important in a rapidly changing technology market.

Additionally, in recent years, Quanta has expanded its presence in the server business, leading to significant growth in this area. This diversification helps to spread risk and reduce dependence on a single market segment.

Overall, Quanta benefits from its established market position, innovation capabilities, and ability to adapt to market changes, giving it a sustainable competitive advantage.

Institutional investor share: 65% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last year

The institutional investor share in Quanta Computer Inc. is estimated to be around 65%. This reflects the confidence of large investment funds and institutional investors in the company's long-term performance.

There were no significant insider purchases or sales in the last year, indicating a stable assessment of the company's value by management and other insiders. This can be seen as a sign that management is satisfied with the current corporate strategy and future prospects.

Market share of Quanta Computer Inc.: 12% (2025, estimated)

Top competitors and their market shares:

1. Foxconn (Hon Hai Precision Industry Co., Ltd.): 25%
2. Pegatron Corporation: 15%
3. Wistron Corporation: 10%
4. Compal Electronics, Inc.: 8%
5. Inventec Corporation: 5%

Quanta Computer Inc. is one of the leading providers in the field of electronics manufacturing, especially for notebooks and servers. Quanta's market share is around 12%, making them one of the significant players in the industry. Foxconn dominates the market with a share of 25%, followed by Pegatron with 15%.

Quanta Computer Inc.'s moat is based on their ability to quickly adapt to technological changes, their close collaboration with leading technology companies, and their efficiency in mass production. These factors give Quanta a certain advantage, especially in the high-end notebook and server solutions sector.

Compared to their competitors, Foxconn has a stronger moat, particularly due to their extensive production capacities and diversification into various electronics sectors. Pegatron and Wistron also offer strong competition through their strategic partnerships and innovation capabilities.

Overall, Quanta Computer has a solid, but not insurmountable moat. The competition is fierce, and the market remains highly contested, requiring continuous innovation and efficiency improvements to maintain or expand market position.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in Cloud Computing: 12% (2024)

Quanta Computer Inc. recorded a revenue growth of 8.5% in 2024, attributed to strong demand for their products in the cloud computing and server solutions sector. The company also managed to increase its profit by 10.2%, indicating efficiency improvements and an optimized supply chain.

Quanta's market share in cloud computing stands at 12%, positioning the company as one of the leading providers in this growing sector. This strong market position could drive future growth, especially as the demand for cloud services continues to rise.

In summary, Quanta Computer Inc. represents an attractive investment opportunity due to its solid revenue and profit growth, as well as its strong market position in the cloud computing sector. However, investors should also consider general market conditions and potential risks in the technology industry.

Dividend yield: 3.5% (2025, estimated)
Dividend history: Continuous distribution in the last 5 years

Quanta Computer Inc. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 3.5% for the year 2025, which can be considered solid compared to other companies in the industry.

The reliability of the distribution is supported by the stable financial performance and continuous earning power of the company. Quanta Computer has a strong market position and benefits from the demand for IT hardware, which supports the company's dividend policy. Analysts expect Quanta Computer to maintain its dividend policy in the coming years, provided that no significant market changes occur.