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 | | | Taiwan ODD industry 2005 overview - Jun 2006 | |  Full story (news subscription required)
Last update: 27 Jul 2006
| | Optical disc drive (ODD) shipments from Taiwan-based companies dropped 6.3% to 103.5 million units in 2005, during which worldwide ODD shipments grew 9.2%. As a result, Taiwan's worldwide market share dropped below 40% in 2005 from 44.8% in 2004. | | Table of contents
Optical disc drive sector Introduction Chart 1: Worldwide and Taiwan ODD shipments, 2004-2008 (k units) Chart 2: Taiwan ODD shipment by tier, 2004-2005 Table 1: Share of global shipments in 2005 ODD types Chart 3: Taiwan ODD shipments by drive type, 2003-2005 Chart 4: Taiwan’s worldwide ODD market share by drive type, 2003-2005 Slims and half-heights Chart 5: Taiwan ODD shipments of half-height and slim ODDs, 2004-2005 Table 2: Top slim-type ODD vendors, 1H 2005 Table 3: Top H/H ODD vendors, 1H 2005 Production mode: OEM, ODM and OBM Chart 6: Taiwan ODD shipments by production mode, 2004-2005 OBM shipments by region Chart 7: Taiwan’s OBM ODD shipments by region, 2004-2005 Optical disc sector Table 4: Shipments and market shares of world's top optical disc makers, 3Q 2005 Table 5: Top-six makers of DVD+R/-R discs in terms of global shipments Financial woes Table 6: Revenues and income of Taiwan’s top optical disc makers, 2004-2005 Outlook for 2006 The Lite-On IT-BenQ deal Optical disc sector Financial woes keep coming Anti-dumping charges Veeza Blu-ray and HD-DVD discs Financial performance Table 7: Unconsolidated financial figures of Taiwan-based ODD makers,
1Q 2005-1Q 2006 (million NT$) Company profiles Lite-On IT BenQ Quanta Storage Asustek Computer Behavior Tech Computer (BTC) | Back to top | | | LCD monitor overview - Jun 2006 | | Full story (news subscription required)
Last update: 26 Sep 2006 | | Global PC monitor shipments totaled 135.59 million units in 2005, up 12.35% from 120.7 million units in 2004, according to an iSuppli report released at the end of 2005. The LCD monitor segment continued to see strong growth, while demand for CRT monitors declined during the period. Shipments of LCD monitors reached 93.813 million units, with CRT monitors experiencing a 31% on-year decline to contribute the remaining 41.777 million units during the period. | | Table of contents
Introduction to the global LCD monitor market in 2005 Chart 1: Global PC monitor shipments, 2001-2005 (million units) Chart 2: Global PC monitor shipment breakdown, 2001-2006 The 17-inch monitor remains in the mainstream during 2005 Table 1: LCD monitor shipments breakdown by screen size, 2005 Chart 3: Global LCD monitor shipments by screen size, 2003-2006 (k units) Chart 4: LCD monitor ASPs (average selling prices), 2004-2006 (US$) Table 2: Growth rate for wide screen LCD monitors Taiwan’s role in global LCD monitor market in 2005 Chart 5: LCD monitor ASPs (average selling prices), 2004-2006 (US$) Chart 6: Taiwan's share of worldwide LCD monitors, 4Q04-1Q06 Chart 7: Taiwan LCD monitor shipments by production mode, 2001-2005 Table 3: Top six global LCD monitor makers (manufacturers), 2005 Table 4: Top six global LCD monitor vendors (brands), 2005 Table 5: Non-top-six OEM/ODM customers of Taiwan-based LCD monitor makers, 2005 Taiwan LCD monitor makers: Sales and shipments, 2005-2006 Table 6: Major Taiwan LCD monitor makers, 2005 LCD monitor monthly sales* (NT$ million) Table 7: Major Taiwan-based LCD monitor makers, shipments 2005-2006 (million units) Chart 8: Taiwan LCD monitor makers: Shipments, 2005-2006 (million units) 2006 outlook and beyond Chart 9: Global PC monitor shipments forecast in 2006 (k units) | Back to top | | | Taiwan handset overview for 2005 - Jun 2006 | | Full story (news subscription required)
Last update: 2 Aug 2006 | | Worldwide mobile phone shipments totaled 825.5 million units in 2005, up 16.7% from 707.3 million in 2004, according to International Data Corporation's (IDC's) Worldwide Mobile Phone Tracker. | | Table of contents
Taiwan supply and worldwide demand Table 1: Shipments and market share of top-five global handset vendors (million units) Chart 1: Taiwan handset shipments (million units), 2002-2005 Chart 2: Taiwan’s share of global handset shipments, 2002-2005 Chart 3: Taiwan mobile phone shipments, 2Q04-2Q06 Chart 4: Taiwan handset shipments value, 2Q04-2Q06 Chart 5: Taiwan handset ASP, 2Q03-2Q06 Chart 6: Taiwan handset shipment share by price point, 1Q05-2Q06 Chart 7: Handset output by production mode, 4Q03-4Q05 Competition from EMS providers Table 2: Shipment proportion from EMS and ODM contract makers for the top-five global handset brands, 2005 Increased share for Taiwan’s top-three ODMs Chart 8: Shipment proportion of top-3 Taiwan hanset makers, 1Q05-1Q06 Shipment breakdown Chart 9: Transmission technology of Taiwan's handset shipments, 2003-2005 Chart 10: Taiwan handset shipments by handset type, 2003-2005 Chart 11: Taiwan handset shipment breakdown by main display colors, 2003-2005 Chart 12: Taiwan handset shipment breakdown by camera resolution, 2004-2005 Orders from European telecom carriers BenQ Mobile: Consolidation of BenQ and Siemens brands Chart 13: Siemens AG's global handset market share, 2003-2005 Lite-On leaves, Compal consolidates Gearing up for 3G Taiwan handset outlook for 2006 Taiwan supply and worldwide demand Emerging markets and Europe BenQ Mobile moving towards profitability Table 3: Strategic targets for Taiwan handset makers in 2006 More 3G offerings Chart 14: Global market forecast for 2/2.5G and 3G handset shipments, 2004-2009 Table 4: Taiwan handset makers, progress in 3G sector Table 5: Handset makers’ cooperation with operators Smartphones and PDA phones Chart 15: Worldwide converged mobile device shipment share by OS, 2004-2009 Table 6: Worldwide converged mobile device shipment forecast by OS (k units) Chart 16: Taiwan smartphone/PDA phone shipments by OS, 1Q03-4Q05 Chart 17: Smartphone/PDA phone shipments from Taiwan-based manufacturers, 1Q04-4Q05 PDAs Table 7: Taiwan PDA shipments by type (million units) GPS capability in handhelds Table 8: Shipments of Taiwan-based GPS-enabled
handheld device specialists (k units) Taiwan’s handset supply chain Table 9: Net income of Taiwan handset component suppliers by industry Table 10: Taiwan’s passive-component industry | Back to top | | | Handset vendor descriptions - Jun 2006 | | Full story (news subscription required)
Last update: 27 Jul 2006 | | The leading handheld device manufacturers in Taiwan come from many areas of the IT industry. | | Table of contents
Introduction Table 1: Net income of leading Taiwan-based handheld device manufacturers (NT$m) Table 2: Quarterly shipments of Taiwan-based handset makers (k units) Table 3: Shipments of Taiwan-based handset makers (k units) Table 4: New models by own-brand handset makers in Taiwan, 2004 Arima Communications Table 5: Arima milestones, 1999-2005 Asustek Computer Table 6: Asustek, latest handset offerings Table 7: Asustek Computer milestones, 1990-2005 BenQ/ BenQ Mobile Table 8: BenQ Mobile, latest handset offerings Table 9: BenQ milestones, 1984-2005 Chi Mei Communication Systems (CMCS) Table 10: CMCS milestones, 2001-2005 Compal Communications Table 11: Compal Communications milestones, 1999-2005 Table 12: Compal Communications, handset models launched from 1999-2004 Dbtel Technology Chairman Michael Mou accused of insider trading Table 13: Dbtel Technology milestones, 1979-2005 Foxconn Electronics/ FIH Table 14: Foxconn’s global network Table 15: Foxconn Electronics milestones, 1974-2005 Gigabyte Communications Table 16: Gigabyte Communications milestones, 2004-2006 High Tech Computer Table 17: HTC, PDA phone and smartphone 2002-2004 Table 18: Summary of HTC Universal 3G PDA phone launch worldwide Table 19: HTC, latest handset offerings Table 20: HTC milestones, 1997-2006 Inventec Appliances Table 21: Inventec Appliances, OKWAP K868 and K728 Table 22: Inventec Appliances, milestones 2000-2004 Lite-On Technology Table 23: Lite-On Technology milestones, 1989-2005 Mitac International Chart 1: Revenue for Mitac's digital portable division (NT$m) Chart 2: Revenue contribution of Mitac's digital portable division Table 24: Mitac International milestones, 1982-2005 Quanta Computer Table 25: Quanta Computer milestones, 1988-2005 Unitech Electronics xcute mobile Wistron Table 26: Wistron Group Wistron NeWeb Table 27: WNC milestones, 1996-2005 AnexTEK Global Table 28: AnexTEK milestones, 1994-2005 | Back to top | | | Front projector overview - Jun 2006 | | Full story (news subscription required)
Last update: 27 Jul 2006 | | Global front projector shipments rose 17% to more than 4.1 million units in 2005 and the industry finished the year on a strong note – shipments in the fourth quarter reached a record high 1.22 million units, which was nearly 20% higher than the fourth quarter in 2004, according to Pacific Media Associates (PMA). | | Table of contents
Introduction Table 1: Global projector shipments breakdown by region, 2004-2005 (million units) Table 2: Top ten projector vendors in 2005 Technology 2006 and beyond Table 3: Global shipment forecast, instant theater projectors, 2005-2010 Taiwan's projector industry 2006 forecast Table 4: Revised projector shipment forecast, 2005 (thousand units) Table 5: Projector shipments in 2004-2006, (thousand units) Own-brand business Table 6: Taiwan projector contract manufacturing | Back to top | | | Taiwan's display system makers - Jun 2006 | | Full story (news subscription required)
Last update: 29 Jul 2005 | | Taiwan-based display makers come from a variety of areas in the IT industry, from Compal, which is best known for producing notebooks, to Premier, which also produces digital cameras. Below is an overview of Taiwan’s display makers. | | Table of contents
Introduction Table 1: Taiwan IT manufacturers*, LCD TV plans (thousand units)* Table 2: Taiwan home appliance manufacturers, LCD TV plans (thousand units)* Amtran Technology Table 3: Amtran sales proportion by application, 2004-2006 Chart 1: Amtran Technology display product shipments, 2005 (units) BenQ Table 4: BenQ business groups (by product) Table 5: BenQ quarterly sales proportion breakdown by business, 2005 Let's make a deal LCD monitor business Projector business Table 6: BenQ, projector shipments in 2005 (thousand units) Compal Electronics Table 7: Compal Electronics monitor and flat panel TV shipments, 2005-2006 (million units) Chart 2: Compal Electronics LCD monitor and CRT montior shipments, 2005 (thousand units) Coretronic Table 8: Coretronic monthly projector capacity, 2005-2006 (thousand units) Delta Electronics Table 9: Delta, visual display business sales, 2004-2005 Table 10: Delta Electronics sale breakdown, 2004-2005 Innolux Display Table 11: Innolux Display plants by region Jean Table 12: Jean LCD-related product shipment forecast, 2006 (million units) Lite-On Technology Table 13: Lite-On Technology LCD monitor shipments, 2004-2006 (million units) Chart 3: Lite-On Technology LCD monitor quarterly shipments, 2005 (million units) Chart 4: Lite-On Technology LCD monitor shipmnets breakdown by size, 2005 Chart 5: Lite-On Technology sales proportion breakdown, 2005 (1Q-3Q) Premier Image Technology Table 14: Premier Image Technology product lines Proview Corporation Performance in 2005 Chart 6: Proview monitor and TV shipments, 2005-2007 (million units) Table 15: Proview product line and sales proportion breakdown Capacity TPV Technology Chart 7: TPV Technology display products shipments, 2004-2005 (million units) Table 16: TPV, sale breakdown by branded and ODM business, 2005 | Back to top | | | Large-size LCD panel overview - Jun 2006 | | Full story (news subscription required)
Last update: 1 Sep 2006 | | The global large-size TFT LCD industry reached around 210 million units in 2005 and will grow around 24% in both 2006 and 2007 to 259 million and 322 million, respectively, according to iSuppli. | | Table of contents
Introduction to global TFT LCD market Global shipments, 2005-2007 Table1: Global large-size TFT LCD shipments, 2005-2007 (thousand units) Chart 1: Global large-size TFT LCD shipment breakdown by application Supply/demand balance/imbalance LCD TV panel in serious oversupply Overall large-size TFT LCD oversupply to ease Table 2: Global large-size TFT LCD supply/demand forecast (thousand units) TFT LCD generation Table 3: TFT LCD - Generation vs. panel cutting Global TFT LCD fabs Table 4: Global TFTL LCD fabs* New next-generation TFT LCD plants in 2006 Table 5: New LCD plants from Taiwan, Japan, South Korea in 2006 Taiwan TFT LCD industry Industry players Table 6: Taiwan TFT LCD plant Table 7: Taiwan TFT LCD makers, panel line-up Table 8: Taiwan TFT LCD panel makers, panel volume production plan Key issue Table 9: AUO and QDI - TFT LCD plants line-up with new names Next-generation capacity expansion Table 10: CMO - TFT LCD plants line-up and capacity expansion plan through 2007 (thousand unit) Table 11: AUO - TFT LCD plants line-up and capacity expansion plan through 2006 (thousand units) Taiwan TFT LCD industry capex plans (June 2006) Capex review, 2004-2005 Capex outlook, 2006 First-tier accelerates Second-tier steps on brake Table 12: Taiwan TFT LCD producers, capex through 2006 (NT$b) Taiwan TFT LCD sales and shipments Sales and shipments, 2005 Table 13: Taiwan TFT LCD makers, consolidates sales and shipments, 2005 (NT$m / thousand units) Chart 2: Taiwan TFT LCD makers, monthly consolidated sales, 2005 (NT$m) Chart 3: Taiwan TFT LCD makers, monthly shipments, 2005 (thousand units) | Back to top | | | Taiwan panel makers - Jun 2006 | | Full story (news subscription required)
Last update: 1 Sep 2006 | | As of May 2006, the major Taiwan-based large-size TFT LCD industry players are AU Optronics (AUO), Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT), Quanta Display (QDI) and HannStar Display. Innolux Display, which has a 4.5-generation (4.5G) and a 5G plant, is not as aggressive as its local competitors in moving in to more advanced LCD production, while Prime View International (PVI) tends to focus on niche markets. | | Table of contents
AU Optronics (AUO) Table 1: AUO milestone A potential industry leader via merger with QDI Table 2: AUO and QDI, TFT LCD plants line-up with new names Vertical integration Table 3: AUO, component deployment Patent deployment Capex plan, 2006 Chart 1: AUO, shipment breakdown by application, 2005 Chart 2: AUO, consolidated sales breakdown by application, 2005 Table 4: AUO, LCD TV panel line-up Shareholders and affiliated companies Table 5: AUO, investments in affiliates* Chi Mei Optoelectronics (CMO) Table 6: CMO product line-up A leader in TV panel industry Chart 3: CMO, unconsolidated sales breakdown by application, 2005 Sales of subsidiary IDTech Patent deployment Capex plan, 2006 Next-generation capacity expansion Table 7: CMO, TFT LCD plants line-up and capacity expansion plan through 2007* (thousand substrates) Table 8: CMO, LCD TV panel line-up Shareholders and affiliated companies Table 9: CMO, investments in affiliates* Chunghwa Picture Tubes (CPT) Table 10: CPT, global operations Different strategies for PDP/CRT business Merger possibilities Capex plan, 2006 Table 11: CPT, capex plans, 2005-2007 (NT$ billion) Next-generation capacity expansion Table 12: CPT, TFT LCD and CF plant line-up and capacity expansion plans through 2007 (thousand substrates) TV panel production Chart 4: CPT, TFT LCD shipment breakdown by application, 2005 Table 13: CPT, LCD TV panel line-up Shareholders and affiliated companies Table 14: CPT, investments in affiliates* Quanta Display (QDI) Merger with AUO Capex plan, 2006 Next-generation capacity expansion TV panel production Table 15: CPT, TFT LCD plant line-up and capacity expansion plan through 2007 (thousand substrates) Table 16: QDI, LCD TV panel line-up Shareholders and affiliated companies Table 17: QDI, investments in affiliates* HannStar Display Table 18: HannStar milestones Betting on monitor panels Chart 5: HannStar, sales breakdown by application Capex, 2006 Next-generation capacity expansion, or not Table 19: HannStar, TFT LCD plant line-up (thousand substrates) LCD monitor and TV Table 20: HANNspree, large-size LCD TV line-up Shareholders and affiliated companies Table 21: HannStar, investments in affiliates* Innolux Display Table 22: Innolux Display, TFT LCD plants (thousand substrates) Strong 2005 Table 23: Innolux, sales breakdown by product type, 2005 (NT$m) Vertical integration Table 24: Innolux Display, investments in affiliates* Prime View International (PVI) Purchase of Philips’ e-paper business Shareholders and affiliated companies Table 25: PVI, investments in affiliates* | Back to top | | | Taiwan DRAM-module industry overview - Jun 2006 | | Full story (news subscription required)
Last update: 1 Sep 2006 | | While Taiwan's IT industry dominates the global motherboard and ODM notebook businesses, its position as a global center for DRAM-module production is less sure. DRAM-module production is not especially labor intensive when compared to other assembly-type manufacturing processes, so there is an opportunity for regions with higher labor costs to compete effectively in the DRAM-module business, and they do just that. | | Table of contents
Introduction Chart 1: Worldwide DRAM module revenues, 2005-2009 Chart 2: Worldwide DRAM module shipments, 2005-2009 Chart 3: Third-party DRAM-module vendors: Global market share (2003-2005) Living the American dream Industry structure Table 1: Taiwan DRAM-module houses, component sourcing Roads to consolidation Tough year lessons: DDR2 JEDEC standards and Intel validation Table 2: Intel module system validation, DDR2 667MHz unbuffered DIMM validation results for Taiwan companies Table 3: Intel module system validation, DDR2 667MHz and 533MHz unbuffered SO-DIMM validation results for Taiwan companies Upcoming technologies: FB-DIMM, DDR3 Table 4: Intel module system validation: DDR2 667MHz and 533MHz FB-DIMM validation results for Taiwan companies Scam modules | Back to top | | | Taiwan DRAM-module makers - Jun 2006 | | Full story (news subscription required)
Last update: 1 Sep 2006 | | Taiwan DRAM-module vendors range from small players targeting niche markets up to first-level players listed in iSuppli's top 20 DRAM-module suppliers. Some of them cooperate with DRAM vendors as subcontractors (module assembly) or distributors, but white-box modules and upgrade solutions remain their primary focus. | | Table of contents
A-Data Technology Apacer Technology Kingmax Semiconductor Transcend Information TwinMOS Technologies Power Quotient International (PQI) Unifosa Panram International Lihduo International Optimum Care International Tech (OCIT) Golden Emperor International (GeIL) Veritech Industrial Kreton RamTek Technology Area South Electronics (NEXS) Eudar Technology Top Guide International Table 1: Year-on-year revenue growth for Taiwan's DRAM module makers (2004-2006) | Back to top |
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