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 |  | | 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 |  | | Taiwan's display system makers - Jun 2007 | | Full story (news subscription required)
 Last update: 25 Jun 2007
| | In addition to pure display makers such as Amtran, Chi Mei, HANNspree, Taiwan-based home appliance makers such as Tatung, Proton, Kolin, several major IT makers such as Acer, Quanta Computer, BenQ, Asustek are also eying the LCD TV market with their brands and have set aggressive plans for 2007. | | Table of contents
Introduction Table 1: Taiwan system makers LCD TV performance, 2006 Table 2: Taiwan home appliance manufacturers LCD TV performance, 2006 Tariff issue Table 3: Taiwan LCD TV makers worldwide plants Amtran Technology Table 4: Amtran sales breakdown, 1Q07 Table 5: Amtran display product shipments, 2005-2007 Chart 1: Amtran display product shipments, 2006 (k units) A rough year for BenQ Table 6: BenQ new business structure Table 7: BenQ sales breakdown by region, 2005-2006 Table 8: BenQ sales breakdown by business, 2006 Table 9: BenQ financials, 2003-2006 (NT$B) Table 10: BenQ LCD monitor shipments, 2003-2007 Compal Electronics Table 11: Compal display product shipments breakdown, 2005-2007 Chart 2: Compal display shipments monthly breakdown, 2006 (k units) Coretronic Table 12: Coretronic sales breakdown, Feb 2007 Table 13: Coretronic monthly projector capacity, 2005-2006 (k units) Innolux Display Table 14: Innolux display shipment forecast, 2006-2008 Lite On Technology Table 15: Lite-On digital display capacity and shipments, 2006 Chart 3: Lite-On sales breakdown, 2006 Proview Table 16: Proview display shipment breakdown by application, FY 2006 (m units) Table 17: Proview display shipment breakdown by application, 1H FY2007 (m units) TPV Technology Table 18: TPV displays shipments, 2004-2006(m units) Table 19: TPV sales breakdown by application, 2002-2006 Table 20: TPV sales breakdown by region, 2004-2006 Table 21: TPV production lines and capacity change, 2005-2006 (k units)* Chart 4: TPV LCD monitor breakdown by screen size, 2006 Chart 5: TPV LCD TV shipmnets breakdwon by screen size, 2006 | Back to top |  | | LCD monitor overview - Jun 2007 | | Full story (news subscription required)
 Last update: 25 Jun 2007
| | Global LCD monitors totaled 131 million units in 2006, up 23.4% from 106.08 million in 2005, according to the accumulated quarterly updates from DisplaySearch. The 17-inch segment was still the mainstream size in 2006 with half of the overall market share, though the 19-inch segment saw its market share increase to 24.7% for the year, the research firm added. | | Table of contents
Review, 2006 Chart 1: Worldwide LCD monitor quarterly shipments trend, 2005-2006 (m units) Table 1: Global LCD monitor shipments by size, 2006-2008 Table 2: Top Global LCD monitor brand, 2006 Table 3: Global top 8 LCD monitor manufacturers, 2006 Table 4: Global LCD monitor regional market share and sequential growth, 3Q06 Taiwan’s role in global LCD monitor market Chart 2: Taiwan LCD monitor shipments and market share, 2002-2006 (k units) Chart 3: Taiwan LCD monitor production value, 2005-2006 (US$m) Chart 4: Taiwan LCD monitor production mode, 2002-2006 Outlook, 2007-2011 Chart 5: Global widescreen LCD monitor end-user sales and OEM revenues, 2006-2011 (US$m/k units) Taiwan LCD monitor maker shipments, 2006 Chart 6: Top three Taiwan LCD monitor makers shipments, 2005-2007 (m units) Table 5: Major Taiwan monitor makers LCD monitor shipments, 2005-2007 (m units) Chart 7: Taiwan LCD monitor makers quarterly shipment forecasts, 2007, (k units) | Back to top |  | | Foundry overview - Sep 2006 | | Full story (news subscription required)
 Last update: 15 Sep 2006
| | Taiwan's semiconductor industry has begun to out-run its global peers, once more, in 2006. This followed a trough in 2004, caused by over-inventory, plus volatility in memory pricing in 2005, both factors that had put a damper on the industry in Taiwan. | | Table of contents
Introduction Global pure-play foundries update Table 1: Top-10 pure-play foundries ranking by revenues, forecast (US$ million) Chart 1: Pure-play foundries: Capacity distribution by region, 2005 (%) Chart 2: Pure-play foundries: 12-inch wafer production capacity distribution by region, 2005 Chart 3: Global pure-play foundries' 90nm production capacity distribution, 2005 (%) Share Table 2: Overview of wafer production in China, 2005 Table 3: Overview of wafer production in South Korea, 2005 Taiwan pure-play foundry update Table 4: Taiwan top ten IC manufacturing companies by revenues (NT$ million) Chart 4: Top-4 pure-play foundries' 90nm market share, 3Q04-3Q06(e) Table 5: Leading Taiwan pure-play foundries, 2005 capacity overview Fab fillers for mature processes Chart 5: Taiwan contribution to Asia's analog IC total production value (US$million) Chart 6: Automotive analog IC production value, 2005-2009 (US$million) Chart 7: Global LCD driver IC market Positioned for upturn or downturn? Chart 8: Global pure-play foundry revenues: On-year change, 2003-2009 Chart 9: Semiconductor industry inventory days Chart 10: Global foundry utilization rate, 1Q02-2Q06 Table 6: Semiconductor industry revenues, unit shipment and ASP trend, Jan 2005- Jun 2006 Chart 11: Semiconductor industry revenues, unit shipments and ASP trend, Jan 2005-Jun 2006 Inventory? But don’t panic Capex – an index for the industry Chart 12: SEMI - Equipment market size by region (US$ billion) Don’t panic… Chart 13: Semiconductor book to bill ratio, 1991-2006 (US$million) Chart 14: SEMI - Equipment market size breakdown by stage (US$ billion) Efficient inventory absorption to sustain industry health through 2008 Cross-strait second-hand equipment overview Mature processes demand more second-hand equipment Vast potential, but questions remain Chart 15: China second-hand semiconductor equipment market, 2004-2009 (US$million) Cost: The ultimate reason to procure second-hand equipment Table 7: Estimated costs for a 8-inch fab on 0.25-micron process Second-hand equipment comes from all quarters Cost structure Risk Table 8: Life expectancy of semiconductor equipment Equipment localization challenges in Taiwan Technology advancement not necessarily boosting local equipment demand Five phases of equipment localization Where are the opportunities for equipment makers? What makes a successful equipment maker… Competition from China and South Korea From ITRS roadmap to latest lithography development What comes beyond 193nm immersion lithography… CMP demand picks up along with copper process Solar rising? Solar energy, outperforming other alternatives Chart 16: Cost comparison of solar energy to mainstream alternative energies Silicon shortage to ease after 2008 | Back to top |  | | LCD TV overview - Jun 2006 | | Full story (news subscription required)
 Last update: 27 Jul 2006
| | The global TV market did not grow much in 2005, with shipments staying flat at 188 million units, up from 187 million units in 2004, according to research from CIBC World Markets. | | Table of contents
Introduction to the global TV market Review, 2005 Table 1: TV shipment share by technology, 4Q04-4Q05 Table 2: TV brand revenue share, 2H 2005 Table 3: TV brand shipment share, 2H 2005 Outlook, 2006-2010 Table 4: Global TV demand, 2003-2010 (million units) Table 5: Global TV demand by size, 2003-2010 (million units) Introduction to the global LCD TV market Review, 2005 Table 6: Top ten LCD TV vendors worldwide, 4Q05 (ranking by unit sales) Taiwan’s role in the global market Chart 1: Taiwan LCD TV shipments and market share, 2004-2005 (million units) Chart 2: Taiwan's LCD TV shipments by production mode, 2004-2005 Target markets for Taiwan LCD TV makers: Geography Chart 3: Taiwan's shipment share by region, 2004-2005 Target markets for Taiwan LCD TV makers: Screen size Chart 4: Taiwan LCD TV shipments by screen size, 2004-2005 Outlook, 2006 Chart 5: Worldwide LCDTV shipment forecast, 2004-2009 (Million units) International LCD TV vendors sourcing panels from Taiwan Table 7: Taiwan TFT LCD makers, LCD TV panel lineup and customers Deploying manufacturing to Europe Table 8: Taiwan LCD TV makers, Europe plants | Back to top |  | | Overview of Taiwan's notebook industry - Jun 2006 | | Full story (news subscription required)
 Last update: 27 Jul 2006
| | Although Computex Taipei 2006 will feature notebook offerings from major Taiwan vendors including Acer, Asustek Computer and BenQ, few Taiwan companies that actually make notebooks will be attending the show, and a first time visitor might be fooled into thinking that Taiwan's notebook industry is on the decline. | | Table of contents
Introduction Chart 1: Worldwide and Taiwan notebook shipments (k units) Chart 2: Global PC shipments (million units) Chart 3: Taiwan notebook shipments by tier, 2001-05 Table 1: Taiwan notebook makers, consolidated revenues*, 2004-2005 (NT$ billion) Branded notebooks Chart 4: Taiwan branded NB makers: Consolidated sales (NT$b) Chart 5: Acer, Asustek and BenQ: Branded NB shipments (million units) 2005: Year in review Table 2: Taiwan notebook makers, shipment growth, 2004-2005 (k units) Chart 6: Greater China notebook shipments by price point, 1Q04 - 3Q05 Growing the Market Chart 7: Taiwan notebook makers: Share of global notebook production market Table 3: Top five Taiwan notebook makers, forecasted shipment total, 2006 (million units) The rich get richer – the notebook industry consolidates Table 4: Top 10 notebook vendors, global market share and share of shipments from Taiwan ODMs Chart 8: Taiwan's top five notebook makers: Shipments to top 10 global vendors, 2005 Chart 9: Top five notebook vendors: Combined shipments, 2004-2006 (million units) Chart 10: Top five notebook vendors: Global market share, 2004-2006 Intel steps in Defying the odds: Notebook makers increase their gross margins in 2005 Table 5: Selected Taiwan notebook makers*, notebook revenues and shipments, 2004-2005 (NT Table 6: Taiwan notebook makers: Gross margin rates, 2004-2005 Table 7: Taiwan leading notebook makers, China capacity by end of 2006 (million units) CPUs | Back to top |
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