Quanta secures Apple contract for ‘video iPod devices’

“Quanta Computer Inc. has secured contracts from Apple Computer for the manufacture of video iPod devices, the Economic Daily News reported, without citing sources,” AFX News reports. “Quanta Computer, the world’s leading contract maker of notebook personal computers, has won certification for its output and will begin delivery from next month. Inventec Appliances Corp. is a current video iPod supplier to Apple Computer.”

Full article here.
Just a note that this morning, Bear Stearns’ analyst Andrew Neff addressed the article above, saying that “while the story refers to a ‘video iPod,’ it seems to us that it is referring to the current iPod which has video capability, but it not branded a ‘video iPod.’”

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4 Comments

  1. OK, its a not a “branded” video iPod. Who cares? The import of this release is that the first contractor can’t keep up with demand, or that Apple is expecting demand to surge such that the first contractor can’t keep up with demand.

    Either way, this bodes well for exceptional iPod (higher priced units) unit numbers.

  2. I’d like to make another note.

    The wording of the report says Quanta has “secured contracts” (“contracts” is plural)… “for the manufacture of video iPod devices” (“devices” is also plural).

  3. I’d like to make an additional note to my previous note.

    Inventec manufactures smaller palm sized devices. Quantec manufactures larger notebook and tablet sized devices.

    Make of this what you will because I am not sure what to say about, but those are the facts.

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