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 | | | Taiwan optical disc drive overview - Jul 2007 | |  Full story (news subscription required)
Last update: 14 Aug 2007
| | The year 2006 saw further consolidation in Taiwan’s optical disc drive (ODD) industry, as the biggest player, Lite-On IT, took over the ODD manufacturing business of its closest competitor, BenQ. It was also the second year in a row that the Taiwan ODD sector had seen shipments drop with 2006 being even worse than 2005 with a shipment decrease of almost 20% against a worldwide growth of 5%. | | Table of contents
ODD Introduction Chart 1: Taiwan and worldwide ODD shipments, 2004-2009 (k units) Product types Chart 2: Taiwan ODD shipments by technology, 2004-2006 Chart 3: Taiwan ODD shipments by slim and H/H, 2004-2006 Business model and maker tier Chart 4: Taiwan ODD shipments by business model, 2004-2006 Chart 5: Shipments by maker tier, 1Q06-2Q07 Pricing Chart 6: Worldwide ODD makers’ market share, 2006 PC market and Vista Table 1: Worldwide PC shipments, 2007 (million units) Table 2: Worldwide PC shipment growth (percentage growth in unit shipments) 20x DVD burners Blue laser 2007 outlook Maker profiles Optical discs Veeza Profitability Blue laser Diversification Table 3: New products from second-tier Taiwan-based optical disc makers | Back to top | | | Taiwan digital camera overview - Jun 2007 | | Full story (news subscription required)
Last update: 16 Jul 2007 | | Taiwan-based digital camera makers maintained a mild growth in 2006. The top-4 Taiwan-based makers, Foxconn (into which Premier Technology merged), Altek, Ability Enterprise and Asia Optical, together accounted for almost 90% of digital camera shipments from Taiwan-based manufacturers. | | Table of contents
Introduction 2006: A changing year for Taiwan’s digital camera makers Chart 1: Taiwan and global digital camera shipments 2004-2009 (k units) Major manufacturers put pressure on second-tier makers Table 1: Top Taiwan digital camera maker shipments (million units) 2007 shipments and segmentation Chart 2: Digital-camera shipments, 2Q05-1Q07 (k units) CCD sensors continue to account for a major portion of Taiwan output Chart 3: Quarterly shipments of CCD and CMOS digital cameras from Taiwan-based makers (k units) Resolution growth Chart 4: Overall digital camera shipments from Taiwan broken down by resolution Chart 5: CCD-based digital camera shipments from Taiwan broken down by resolution Chart 6: CMOS-based digital camera shipments from Taiwan broken down by resolution Taiwan DSLR development is still a long way away Taiwan lens suppliers Table 2: Revenues of Taiwan-based lens makers, 2006 (NT$m) Taiwan backend IC makers Taiwan digital camera players Chart 7: Taiwan CCD-based shipments by major makers, 4Q05-1Q07 Table 3: Annual company revenues for Taiwan-based digital camera manufacturers (NT$m) Digital camera company introductions Foxconn (acquired Premier Image Technology) Altek Asia Optical Ability Enterprise Minton Chicony Aiptek International Tekom Technologies DXG Technology | Back to top | | | Large-size LCD panel overview - Jun 2007 | | Full story (news subscription required)
Last update: 6 Jul 2007 | | Global large-size LCD panel market revenues are expected to increase at a compound annual growth rate (CAGR) of 12.5% to US$96.2 billion by 2011, up from US$53.5 billion in 2006, driven by major growth in the TV market, according to iSuppli in May 2007. | | Table of contents
Introduction to global TFT LCD market Revenues on the rise through 2011 TV rising faster Chart 1: Global large-size panel shipments by application, 2006-2010 (m units) Panel price and supply/demand trends A tough start, 1H06 Strategies reconsidered, 2H06 Chart 2: TV panel ASP trend, 2006 (US$) Chart 3: Monitor panel price trend, 2006 (US$) Chart 4: Price trend for 15.4"W WXGA notebook panels, 2006 (US$) Stabilizing prices despite a slow season, 1Q07 TFT LCD generation Table 1: Taiwan panel makers, 3G to 4.5 LCD plants Table 2: TFT LCD generation vs. panel cutting, 4G and more mature (mm/inch) Table 3: TFT LCD generation vs. panel cutting, 5G and more advanced (mm/inch) Global TFT LCD fabs Table 4: Global TFT LCD fabs* (mm/k substrates) New next-generation TFT LCD plants, 2007 First-tier still expanding Capex on the decline Table 5: First-tier global TFT LCD makers, capex plans in 2006 and 2007 (US$b) Second-tier getting cautious Table 6: Capacity increase from new lines, 1Q06-4Q07 (k substrates) Taiwan TFT LCD industry Industry players Table 7: Taiwan TFT LCD plants (mm/k substrates) Table 8: Taiwan TFT LCD makers, panel line-up Table 9: Taiwan TFT LCD panel makers, panel launch plans, 2007 Industry watch, 2006 HannStar sells 3G plant to Wintek More concentration after AUO/QDI merger Innolux boosts position in small- to medium-size panel market with Jemitek acquisition Taiwan TFT LCD industry capex plans Capex review 2006 Capex outlook, 2007 Table 10: Taiwan major large-size panel makers, capex plans, 2002-2007 (NT$b) Taiwan TFT LCD sales and shipments Sales and shipments, 2006 Chart 5: Taiwan large-size panel makers, monthly consolidated sales (NT$m) Chart 6: Taiwan large-size panel makers, monthly shipments (k units) | Back to top | | | Taiwan panel makers - Jun 2007 | | Full story (news subscription required)
Last update: 6 Jul 2007 | | As of June 2007, the major Taiwan-based large-size TFT LCD makers are AU Optronics (AUO), Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT) and HannStar Display. Innolux Display is different from the key players since it is using a multiple-focus strategy (from panel production to monitor products), while Prime View International (PVI) tends to focus on niche markets. | | Table of contents
AU Optronics (AUO) Table 1: AUO milestone Table 2: AUO and QDI, TFT LCD plant line-up with new names Vertical integration Table 3: AUO, component deployment Patent deployment Capex plan, 2007 Table 4: AUO, TFT LCD plants line-up and capacity expansion plan through 2007 Chart 1: AUO, sales breakdown by application, 2006 Table 5: AUO, LCD TV panel line-up Shareholders and affiliated companies Table 6: AUO, investments in affiliates* Chi Mei Optoelectronics (CMO) Table 7: CMO product line-up Still focusing on TVs Table 8: CMO, panel shipment breakdown by application, 2004-2007 (m units)* Patent deployment Capex plan, 2007 Table 9: CMO, TFT LCD plants line-up and capacity expansion plan through 2007 Table 10: CMO, LCD TV panel line-up Shareholders and affiliated companies Table 11: CMO, investments in affiliates* Chunghwa Picture Tubes (CPT) Table 12: CPT, global operations Merger possibilities Capex plan, 2007 In no hurry for next-generation capacity expansion Table 13: CPT, TFT LCD and CF plant line-up and capacity expansion plan through 2007 (k substrates) TV panel production Chart 2: CPT, shipment breakdown by application, 2006 Table 14: CPT, LCD TV panel line-up Shareholders and affiliated companies Table 15: CPT, investments in affiliates* HannStar Display Table 16: HannStar milestone Betting on monitor panels Capex, 2007 Next-generation capacity expansion, or not Table 17: HannStar, TFT LCD plant line-up (k substrates) LCD monitor and TV Table 18: HANNspree, large-size LCD TV line-up Shareholders and affiliated companies Table 19: HannStar, investments in affiliates* Innolux Display Table 20: Innolux Display, TFT LCD plants (k substrates) A fundamentally different panel player Next-generation capacity expansion Small- to medium-size panels Niche market LCD monitor TV assembly Table 21: Innolux, sales breakdown, 2007 Table 22: Innolux, shipments breakdown, 2007 (m units) Table 23: Innolux, investments in affiliates* Prime View International (PVI) An early start LCM strategy Purchase of Philips’ e-paper business Number of e-paper clients increases Pushing e-paper production Table 24: PVI, investments in affiliates* | Back to top | | | Taiwan handset overview - Jun 2007 | | Full story (news subscription required)
Last update: 25 Jun 2007 | | Global handset shipments topped 977 million units in 2006, according to Digitimes Research, with Taiwan-based handset makers accounting for 14% of the market on shipments of 137 million units. | | Table of contents
Introduction Global handset industry, 2006 review Table 1: Global handset sales to end-users, 2006 (k units) Handset shipments from Taiwan-based manufacturers in 2006 Chart 1: Handset shipments from Taiwan-based makers, 1Q06-2Q07 (k units) Table 2: Top-5 Taiwan-based handset makers, 1Q06-2Q07 Table 3: Top-5 global vendors outsourcing strategy, 2006 Major events in the handset industry, 2006-2007 BenQ Mobile goes under Jabil merges with Taiwan Green Point HTC buys Dopod International Motorola on the rocks, unveils lineup for 2007 Anticipation for Apple’s iPhone Taiwan-based handset makers facing competition from EMS providers Table 4: Comparison of handset component capabilities of EMS providers Handset industry outlook for 2007-2009 Chart 2: Taiwan’s handset shipment trend and global market share, 2004-2009 (million units) Handset production in China Table 5: Production capacity of major handset makers in China (million units) Taiwan makers do own-brand handsets Table 6: Taiwan-based own-brand players | Back to top | | | Handset vendor descriptions - Jun 2007 | | Full story (news subscription required)
Last update: 16 Jul 2007 | | The leading handheld device manufacturers in Taiwan come from many areas of the IT industry, ranging from companies focused solely on handsets and PDAs, such as High Tech Computer (HTC) and Compal Communications, to Taiwan’s largest privately held manufacturer Foxconn Electronics (the registered trade name of Hon Hai Precision Industry), which is currently ranked as the largest EMS provider worldwide. | | Table of contents
Introduction Table 1: Net income of leading Taiwan-based handheld device manufacturers, 2004-2006 (NT$m) Table 2: Shipment forecast of major Taiwan-based handset companies, 1Q05-4Q07 (k, units) Table 3: Shipments of Taiwan-based handset makers (k units) Arima Communications Table 4: Arima milestones, 1999-2006 Asustek Computer Table 5: Asustek Computer milestones, 1990-2007 BenQ/ BenQ Mobile Table 6: BenQ milestones, 1984-2007 Chi Mei Communication Systems (CMCS) Table 7: CMCS milestones, 2001-2007 Compal Communications Table 8: Compal Communications milestones, 1999-2007 Dbtel Technology Table 9: Dbtel Technology milestones, 1979-2006 E-Ten Information Systems Table 10: E-Ten Information Systems milestones, 1985-2007 Foxconn Electronics/ FIH Table 11: Foxconn’s global network Table 12: Foxconn Electronics milestones, 1974-2007 Gigabyte Communications Table 13: Gigabyte Communications milestones, 2004-2007 High Tech Computer Table 14: HTC milestones, 1997-2007 Inventec Appliances Table 15: Inventec Appliances, milestones 2000-2007 Mitac International/Mio Technology Table 16: Mitac International milestones, 1982-2007 Quanta Computer Table 17: Quanta Computer milestones, 1988-2007 Wistron Table 18: Wistron Group Wistron NeWeb Table 19: WNC milestones, 1996-2006 AnexTEK Global Table 20: AnexTEK milestones, 1994-2006 | Back to top | | | Taiwan motherboard overview - Jun 2007 | | Full story (news subscription required)
Last update: 25 Jun 2007 | | Taiwan’s motherboard industry has gone through a process of concentration and refinement in the past few years. While in 2004-2005 the number of players in the industry totaled over 20 companies, this figure dropped significantly by 2006, with the market being dominated by four top makers Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Elitegroup Computer Systems (ECS). | | Table of contents
Introduction Shipments and revenues performance report for top-4 motherboard makers, 2006 Total shipments and market share, 2005-2006 Chart 1: Top-4 motherboard makers market share by shipments total, 2006 Chart 2: Top-4 motherboard makers market share by shipments total, 2005 On-year shipment growth, 2005-2006 Table 1: Motherboard shipments, top-4 makers, 2001-2006 (million units) Chart 3: Top-4 motherboard makers on-year shipments growth, 2002-2006 Motherboard monthly shipments trends in 2006 Chart 4: Monthly motherboard shipments total of top-4 makers, 2005 and 2006 Top-4 motherboard makers, monthly shipments, 2006 Asustek Computer Gigabyte Technology Elitegroup Computer Systems Micro-star International Chart 5: Monthly motherboard shipments of top-4 makers, 2006 Motherboard revenues and growth in 2006 Chart 6: Top-4 motherboard makers non-consolidated revenues, 2001-2006 Table 2: Non-consolidated revenues top-4 motherboard makers, 2001-2006 (NT$ million) Quarterly revenues performance Chart 7: Total non-consolidated revenues top-4 motherboard makers by quarter, 2005-2006 Chart 8: Non-consolidated revenues top-4 motherboard makers by quarter, 2006 Table 3: Quarterly non-consolidated revenues top-4 motherboard makers, 1Q05-4Q06 (NT$ million) | Back to top | | | Motherboard makers performance - Jun 2007 | | Full story (news subscription required)
Last update: 25 Jun 2007 | | In 2004-2005 the number of players in the industry totaled over 20 companies, this figure dropped significantly by 2006, with the market being dominated by four top makers Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Elitegroup Computer Systems (ECS). | | Table of contents
Asustek Computer Chart 1: Asustek Computer revenues by quarter, 2005 and 2006 (NT$ million) Elitegroup Computer Systems (ECS) Chart 2: ECS revenues by quarter, 2005 and 2006 (NT$ million) Micro-Star International (MSI) Chart 3: MSI revenues by quarter, 2005 and 2006 (NT$ million) Gigabyte Technology Chart 4: Gigabyte Technology revenues by quarter, 2005 and 2006 (NT$ million) Other motherboard vendors ASRock Shuttle Chart 5: Shuttle non-consolidated revenues, 2001-2006 (NT$ million) Biostar Microtech International Chart 6: Biostar non-consolidated revenues, 2001-2006 (NT$ million) Epox Computer Chart 7: Epox non-consolidated revenues, 2001-2006 (NT$ million) Walton Chaintech Chart 8: Walton Chaintech non-consolidated revenues, 2001-2006(NT$ million) VIA Technologies Chart 9: VIA Technologies non-consolidated revenues, 2001-2006(NT$ million) Foxconn Electronics (Hon Hai Precision Industry) Chart 10: Foxconn estimated annual motherboard shipments, 2003-2006 (million units) Chart 11: Foxconn non-consolidated revenues, 2001-2006 (NT$ million) | Back to top | | | LCD TV overview - Jun 2007 | | Full story (news subscription required)
Last update: 2 Jul 2007 | | Like in 2005, the worldwide TV market did not grow strongly in 2006 and remained at 188.4 million units, compared to 188.24 million units shipped in 2005, DisplaySearch said in February 2007. | | Table of contents
Introduction to the global TV market Review, 2006 Table 1: Global TV revenue share, 4Q06 Table 2: Global TV shipment share, 4Q06 Outlook, 2007-2010 Chart 1: Global TV shipment forecast by technology, 2006-2011 (k units) Strong full HD demand Chart 2: Full HD market value by technology, 2005-2011 (US$b) Introduction to global LCD TV market Overview, 2006 Brand competition Table 3: Global LCD TV shipment share, 1Q06-4Q06 ASP nearly halved Chart 3: LCD TV ASP trend by screen size, 2006-2007 (US$) Taiwan’s role in the global market Chart 4: Taiwna LCD TV shipments breakdown by production mode, 2004-2006 Chart 5: Taiwan LCD TV shipmnets breakdwon by region, 2004-2006 Chart 6: Taiwan LCD TV shipments breakdown by size, 2004-2006 Taiwan players eying Europe opportunity Table 4: Flat panel TV production in Europe, 2005 Outlook, 2007 Global outsourcing proportion increasing Chart 7: LCD TV production forecast for percentage of outsourced and in-house manufacturing, 2005-2010 | Back to top | | | Front projector overview - Jun 2007 | | Full story (news subscription required)
Last update: 2 Jul 2007 | | Global front projector shipments totaled five million units in 2006, up 22% from 4.1 million units in 2005, said Pacific Media Associates (PMA) in May 2007. | | Table of contents
Review, 2006 Table 1: Top ten front projector brands, 2005-2006 (unit basis) Outlook, 2007 and beyond Strong brand business Coretronic continues lead Table 2: Major Taiwan projector makers - shipments, 2006-2007 (k units)* | Back to top |
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