Taiwan industry intros

While the flat-panel display industry readily acknowledges that organic light-emitting diode (OLED) displays offer plenty of theoretical advantages over TFT LCD, including a high contrast ratio and very fast response times, OLEDs also have limitations, currently. Notably they have a relatively short lifetime. Nevertheless, worldwide, a number of companies are continuing to develop OLED displays, typically starting out with small displays for MP3 players, the sub-displays in mobile phones and the like, while TV displays and even printable displays remain the holy grail for R&D teams.

Table of contents

Introduction

OLED types and categories

Full-color OLEDs

Chart 1: Full-color approaches

OLED production worldwide

OLED production in Taiwan

Chart 2: Structure of OLED sector

In-car audio: An early OLED application

New opportunities

Chart 3: Handset main display market breakdown by panel technology, 2003-2007

MP3 to be a major OLED mover in 2005

Chart 4: Taiwan OLED makers’ shipment value, January 2004-January 2005

Chart 5: Taiwan OLED shipment breakdown by applications, 1Q 2004-1Q 2005

Recent market research – iSuppli

Chart 6: OLED display forecast, 2003-2011

DisplaySearch Quarterly Report, June 2005 – shipments

Chart 7: Quarterly OLED shipments, 1Q 2004-2Q 2005

DisplaySearch Quarterly Report, June 2005 – revenues and growth

Chart 8: Revenues, 1Q 2004-2Q 2005

DisplaySearch Quarterly Report, June 2005 – units by application

Chart 9: Units by application

DisplaySearch Quarterly Report, June 2005 – shipment share

Chart 10: Shipments share

First-quarter 2005 revenue share by supplier

Chart 11: Revenue share by supplier

The TV potential

Printing OLEDs

The PLED advantage

Ink-jet printing the key

Fast response

The cost advantage

Itemized OLED cost factors

Table 1: Comparison of OLED and other display technologies

The lifetime limitation

CPT developing LTPS-based AMOLED

AMOLED co-development by RiTdisplay and Prime View

Toppoly expands production

Yields and patents

Taiwan’s OLED sector

Development of Taiwan’s OLED sector

Table 2: Current situation of Taiwan OLED makers

The investment factor

Company intros (interviews)

OLEDs from RiTdisplay

AUO – The AMOLED objective

Univision Technology – Replacing the LCD market

Teco Optronics: Cost-effective market entry

Other Taiwan OLED players

Taiwan display industry overview - May 2005

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Global flat-panel display (FPD) demand will grow 22.7% to US$51.4 billion in 2004, up from US$41.9 billion in 2003, estimated Taiwan-based Photonics Industry and Technology Development Association (PIDA) at the beginning of 2004.

Table of contents

Introduction

Table 1: Global FPD market (US$b)

Front projectors

Table 2: PMA, front-projector market forecast (thousand units)

Organic light-emitting diode (OLED) displays

Chart 1: Worldwide OLED market forecast, 2002-20010 (thousand units/US$m)

Plasma display panels (PDPs)

Table 3: Global PDP leader in 4Q 2003

Chart 2: Clobal PDP market

Table 4: Capacity expansion schedules from worldwide PDP makers

LEDs (including backlights)

Table 5: LED market (US$m)

TFT LCD

Introduction to TFT LCD market

Chart 3: TFT LCD market size surpassed that of foundry and DRAM in 2001

TFT LCD generation

Table 6: TFT LCD, generation vs. panel cutting

Table 7: Global TFTL LCD fabs*

Chart 4: TFT LCD capacity by generation through 2005

Taiwan TFT LCD industry

Table 8: Global TFT LCD producers, 2003 shipment estimates

Table 9: Global large-size panel makers, expansion adjustments in 2004

Table 10: Taiwan TFT LCD plant

Table 11: Taiwan TFT LCD panel makers, panel volume production plan in 2004

Table 12: Taiwan TFT LCD panel makers, panels and technologies showed at FPD International 2004

Table 13: Taiwan TFT LCD makers, panel line-up

New TFT LCD plants – 7G and beyond

Table 14: 7G and beyond substrate sizes

TFT LCD price trend

Chart 5: TFT LCD panel price trend

Chart 6: Overall LCD monitor panel ASP

Table 15: DisplaySearch, global large-size panel-demand forecast by application in 2005 (million units)

TFT LCD maker capex, shipments and sales

Table 16: Taiwan TFT LCD producers, 2H2003 fund raising plans

Table 17: Taiwan TFT LCD producers, preliminary 2004 capital spending projections (NT$b)

Table 18: CPT and CMO*, cash and cash equivalents in 2004 (NT$b)

Table 19: Taiwan TFT LCD makers, updated capex plans (NT$b)

Table 20: Taiwan TFT LCD producers, 2003 monthly large-size panel shipments (thousand units)

Table 21: Taiwan TFT LCD producers, 2003 sales (NT$m)

LCD TV

Introduction to the LCD TV panel market

Chart 7: Worldwide LCD TV panel forecast, 2001-2007

LCD TV panel buyers

Table 22: McLaughlin Consulting Group, global big-screen TV market composite forecast (million units)

Table 23: Taiwan TFT LCD makers, 2004 LCD TV panel production

Table 24: Taiwan TFT LCD panel makers, LCD TV panel line-up in 2004

Taiwan LCD TV shipments

Table 25: 2003 Taiwan LCD TV shipments

Table 26: 2003 Global LCD TV shipments

Taiwan IT and home appliance manufacturers to enter LCD TV market

Table 27: Taiwan IT manufacturers, LCD TV plans

Table 28: Taiwan home appliance manufacturers, LCD TV plans

Taiwan IT companies at CeBIT

Table 29: Taiwan IT companies at 2004 CeBIT, LCD TV line-up*

Major US and Japanese vendors contract Taiwan LCD TV production

Table 30: Taiwan LCD TV contract manufacturing

LCD monitor

Introduction to LCD monitor market

Chart 8: Worldwide desktop and workstation, end-user monitor sales, 1Q 2001 – 1Q 2004

Table 31: Global LCD monitor penetration rate and shipments

Chart 9: Inventory accumulations by quarter – LCD monitor market

Table 32: Average pricing trends for LCD monitors (US$)

Table 33: 17-inch LCD monitor panel shipments and share by supplier

Chart 10: Worldwide LCD monitor OEM/ODM makers in 2Q 2004

Chart 11: Worldwide LCD monitor branded makers in 2Q 2004

Taiwan’s LCD monitor and panel industry

Taiwan LCD monitor monthly shipments and sales

Table 34: Major Taiwan LCD monitor producers, 2003 LCD monitor monthly shipments (thousand units)

Table 35: Major Taiwan LCD monitor producers, 2003 LCD monitor monthly sales* (NT$m)

STN LCD

Taiwan’s STN LCD industry

Table 36: Taiwan CSTN makers, CSTN capacity

Table 37: Major Taiwan STN LCD producers, 2003 monthly sales (NT$m)

Table 38: Taiwan TN/STN LCD lines

Company intros

AU Optronics (AUO)

Table 39: AUO milestone

Table 40: AUO, 2004 financial forecast (NT$b)

Table 41: AUO, unaudited financial results (NT$m)

Table 42: AUO, 2003 quarterly consolidated sales by application (%)

Table 43: AUO, TFT LCD fab capacity (thousand units)

Table 44: AUO, LCD TV panel line-up

Table 45: AUO, 2003 investments in affiliates

Table 46: AUO, directors and supervisors

Chi Mei Optoelectronics (CMO)

Table 47: CMO facts

Table 48: CMO, unconsolidated financial results (NT$m)

Table 49: CMO, 2004 financial forecast (NT$m)

Table 50: CMO product line-up

Table 51: CMO, TFT LCD fab capacity (thousand units)

Table 52: CMO, 2003 quarterly unconsolidated sales by application (%)

Table 53: CMO LCD TV panel line-up

Table 54: CMO, LCD TV panel shipments in 2004

Table 55: CMO, 2003 investments in affiliate

Chunghwa Picture Tubes (CPT)

Table 56: CPT, global operations

Table 57: CPT, 2004 non-consolidated financial forecast (NT$m)

Table 58: CPT, 2004 consolidated financial forecast (NT$m)

Table 59: CPT, TFT LCD forecast (NT$m/ thousand units)

Table 60: CPT, CRT forecast (NT$m/ thousand units)

Table 61: CPT, 2004 unconsolidated financial forecast (NT$b)

Table 62: Technology R&D to take place at CPT’s next-generation plants

Table 63: CPT, TFT-LCD and CF line expansion plans (thousand units)

Table 64: CPT, small-to-medium-size panel shipment breakdown by size for 2004

Table 65: CPT, small-to-medium-size panel shipment breakdown by size in 2005

Table 66: CPT, small-to-medium-size panel shipments

Table 67: CPT financial results (NT$m)

Table 68: CPT, 2004 TFT-LCD panel shipment forecast (million units)

Table 69: CPT, 2004 TFT-LCD, PDP* and CRT shipment targets (thousand units)

Table 70: CPT, Panel-shipment forecast (thousand units)

Table 71: CPT LCD TV panel line-up

HannStar Display

Table 72: HannStar Display, 2004 financial forecast (NT$m)

Table 73: HannStar, quarterly results in 2004 (NT$m)

Table 74: HannStar, 5G equipment-installation schedule

Table 75: HannStar, Original 5G monthly capacity plan

Table 76: HannStar Display, small-to-medium-size application plans

Table 77: HannStar, LCD-TV production plan in 2004

Table 78: HannStar LCD-TV panel line-up

Quanta Display

Table 79: Quanta Display, TFT LCD plants

Innolux Display

Table 80: Innolux Display, TFT LCD plants

Prime View International (PVI)

Wintek

Table 81: Wintek milestones

Table 82: Global small-to-medium-size TFT-LCD panel market share in 1H 2004

Table 83: Global small-to-medium-size TFT-LCD panel ranking by application in 2Q

Table 84: Wintek, 3Q consolidated sales breakdown by technology

Table 85: Wintek, CSTN capacity

Table 86: Wintek financial results (NT$m)

Picvue Electronics

Table 87: Picvue Electronics, panel applications

Table 88: Picvue milestone

Table 89: Picvue financial results (NT$m)

Table 90: Picvue, CSTN LCD panel shipments

Table 91: Picvue, STN LCD shipments (million units)

Emerging Display Technologies (EDT)

Table 92: EDT, financial overview (NT$m)

Table 93: EDT, profitability (%)

Table 94: EDT, efficiency (time/year)

Table 95: EDT, EPS* (NT$)

United Radiant Technology (URT)

Table 96: URT, STN LCD plants

Table 97: URT financial results (NT$m)

Table 98: Taiwan CSTN makers, CSTN capacity

Giantplus Technology

Table 99: Giantplus Technology, financial results (NT$m)

Vision Display System (VDS)

Table 100: VDS milestone

Table 101: VDS financial results (NT$m)

Imax Optronics (Formerly named Info)

Table 102: Imax Optronics milestones

Table 103: IMAX Optronics financial results (NT$m)

Vbest Electronics

Table 104: Vbest Electronics milestone

Table 105: Vbest financial results (NT$m)

BenQ

Table 106: 2004 Taiwan Top 10 Global Brands

Table 107: Corporate

Table 108: Sales Offices

Table 109: Quality Certifications

Table 110: BenQ business groups (by product)

Table 111: BenQ sales by business (%)

Table 112: BenQ sales business by geography (%)

Table 113: BenQ, LCD monitor shipment and market share targets (million units, %)

Table 114: BenQ, display products for Computex 2004

Lite-On Technology

Table 115: Lite-On Technology September 2004 revenues

Table 116: Lite-On Technology September revenues by product line

Table 117: Sampo Technology, 2004 financial forecast (NT$m)

Chart 12: Sampo, monthly sales proportion of LCD monitors in 2004

Coretronic

Table 118: Coretronic, milestone

Table 119: Coretronic, 2004 financial results in 2Q & 3Q (NT$m)

Chart 13: Coretronic, monthly sales proportion of LCD monitors in 2004

Chuntex Electronic (CTX)

Soaring Technology

Foxlink Image Technology (FIT)

Chart 14: Foxlink, sales proportion of LCD monitors in 2004

MAG Technology

Chart 15: MAG Technology, monthly sales proportion of LCD monitors in 2004

Albatron Technology

Chart 16: Albatron, monthly sales proportion of LCD monitors in 2004

Key Mouse Electronic Enterprise (KME)

ProArch Technology

Table 120: ProArch Technology, Strategies for different regions

Toppoly Optoelectronics

Table 121: Toppoly, LTPS TFT LCDs

Table 122: Toppoly, sales and profits through 2004 (NT$m)*

Taiwan PDA and handset industry overview - May 2005

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Last update: 16 May 2005

The leading handheld device manufacturers in Taiwan come from many areas of the IT industry. 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).

Table of contents

Introduction

Table 1: Taiwan leading handheld device manufacturers

Handsets

Table 2: 2004 global handset shipment forecasts

Table 3: Mobile phone demand in 2004 (million units)

Table 4: 2004 top-6 handset vendors

Taiwan handset makers

Table 5: Taiwan handset shipments and market share 2000-2005 (million units)

Table 6: Taiwan handset industry, 2003-2004 quarter shipments (million units)

Table 7: Taiwan handset industry, 1H handset shipments (million units) and shipment value (US$m)

Table 8: Taiwan handset market, unit sales in 2004 (million units)

Table 9: Taiwan handset makers, 2004 and 2005 handset shipments (thousand units)

Table 10: New models by own-brand handset makers in Taiwan in 2004

Table 11: Taiwan handset makers, 2003 and 2004 shipments (million units)

Camera-equipped handsets

Table 12: Camera phones of total phone sales in 2002, 2003 and 2004 forecast

Table 13: Development of camera mobile phones 2002-2005

Table 14: Handset vendors announce first megapixel camera phones to be launched in 2H

Table 15: Taiwan market, camera phones with a 2- or 3.2-megapixel camera in 2005

Camera-module shipments

Table 16: Taiwan handset industry, shipment contributions in 1Q and 2Q

Table 17: Handset shipment proportion by camera type

Table 18: Handset shipment proportion by resolution imager

PHS & Dual Mode handsets

PHS handsets

Table 19: Taiwan PHS handset makers, major clients and 2003 shipments (million units)

Dual-mode PHS/GSM

Dual-mode GPRS/WLAN

Table 20: Demand for dual-mode cellular/WLAN phones (thousand units)

3G handsets

Chart 1: Evolution path for 3G

Table 21: Asia Pacific (excluding Japan), proportion of 3G subscribers

CDMA2000, WCDMA

Table 22: Japan, 3G users by June04 (million subscribers)

Table 23: South Korea, 3G users by June04 (million subscribers)

TD-SCDMA

Taiwan 3G

Table 24: Taiwan’s 3G licensees

Table 25: Taiwan handset makers, 3G phones

Smartphones

Table 26: Worldwide handset shipments 2001-2008 (million units)

Table 27: Worldwide smartphone production forecast (thousand units)

Table 28: Global smartphone shipments 2004-2008 (million units)

Table 29: Demand by different operating system 2003-2008

Table 30: Smartphones with built-in cameras by companies

Pocket PCs/PDAs

Table 31: MIC, Taiwan PDA shipments, 2001-2006

Table 32: PDA makers, 2003 ~ 2005 customers and shipments (million units)

Handset component makers

Table 33: 2004 Taiwan passive-component industry

Table 34: Taiwan handset component makers, planned dividends for 2004

Taiwan’s handset supply chain

Table 35: Taiwan handset makers and mobile system solution providers

Table 36: Taiwan handset component suppliers by industry

Handset LEDs

Table 37: White-LED patents from foreign LED-chip suppliers

LED chipmakers

Table 38: Worldwide white-LED demand for handset-use applications (thousand units)

Table 39: Market scale in Taiwan LED industry (NT$b)

Table 40: Epistar, blue-LED chip shipments by handset applications (million units)

Table 41: Shipments of blue LEDs used in handset flashes and LCD panels (million units)

Table 42: Arima Optoelectronics, 2005 LED strategies

LED makers

Table 43: Taiwan SMD-LED makers, quarterly SMD-LED shipments (million units)

Table 44: Taiwan SMD-LED makers, Shipment proportions by blue- and white-SMD-LED segments

LCD displays

STN/CSTN LCD

Table 45: Wintek, sales breakdown by technology

TFT LCD

Table 46: Taiwan handset industry, shipment contributions in 1Q and 2Q

PCBs and flexible PCBs

Table 47: Taiwan PCB market, 2003-2005 (NT$m)

Table 48: Handset PCB shipments (million units)

Table 49: Shipment proportion of HDI PCBs with 2+N+2 layout

Table 50: Taiwan PCB makers, 2004 market share forecast

Table 51: Taiwan PCB makers, 2002-2003 shipments (million units) and market share

Table 52: Market shares from Taiwan and South Korea

Table 53: Leading handset vendors, shipment proportion by regional industry

Table 54: Global handset PCB shipments in 2004 and 2005 forecast (million units)

Flexible PCB

Table 55: Ichia, monthly capacity at Taiwan and China plants (square feet)

Rigid-flexible PCB

Handset keypads

Shun On Electronic (SOE)

Ichia Technologies

Silitech

Handset connectors and battery packs

Chart 1: Taiwan connector market

Foxlink

Jess-Link Products Company (JPC)

Taiwan magnesium-alloy industry

Catcher Technology

Taiwan Green Point Enterprise’s (TGP)

Table 56: TGP, proportion of total capacity at each plant

Everskill Technology

CMOS/CCD image sensors

Table 57: Camera phone, CMOS and CCD demand (million units)

Table 58: Global image-sensor market, 2003-2008 forecast (million units)

Table 59: Global top 10 companies revenue from shipments of image sensor (US$m)

Table 60: Camera phone market value forecast (US$m)

Table 61: Camera phone shipments forecast (thousand units)

Taiwan players

Table 62: PTI supply chain

CSP to COB

Crystal and Oscillator

Table 63: Worldwide crystal and oscillator forecast 2001-2008 (US$m)

Chart 2: Revenues, 2002-2008 (US$m)

PDA and handset company introductions

AnexTEK Technology

Arima Communication

Table 64: Arima, quarterly handset shipments (million units)

Table 65: Arima 2004 financial forecast adjustment (NT$b)

Table 66: About Arima Communication

Table 67: Arima milestones 1999-2004

Asustek Computer

Table 68: Asustek Computer milestone 1990-2005

Table 69: Asustek PDA business

BenQ

Table 70: BenQ milestone 1984-2004

Table 71: BenQ, revenues by products in 2004 (NT$m)

Table 72: BenQ, worldwide mobile-phone shipments (million units)

Chi Mei Communication Systems

Table 73: CMCS milestone 2001-2004

Table 74: CMCS, Motorola’s orders in 2004 and 2005

CMC Magnetics

Table 75: CMC Magnetics milestone 1978-2004

Compal Communications

Table 76: Compal Communications 1999-2004

Table 77: Compal, 2004 and 2005 handset orders

Table 78: Compal Communications, handset models launched from 1999-2003

Table 79: Compal Communications, quarterly handset shipments (thousand units)

Table 80: Compal Communications, full-year shipments (million units)

Compal Electronics

Table 81: Compal Electronics milestone 1984-2004

Table 82: Compal, March and April shipments by products (thousand units)

Dbtel Technology

Table 83: Dbtel 2004 financial forecast (NT$m)

Table 84: Dbtel, own-brand handset sales in 2001-2004 (thousand units)

Table 85: Dbtel, quarterly shipments (thousand units)

Table 86: Dbtel Technology milestone 1979-2004

Foxconn Electronics

Table 87: Foxconn Electronics milestone 1974-2004

High Tech Computer

Table 88: HTC milestone 1997-2004

Table 89: T-Mobile, Four

Table 90: HTC, PDA phone and smartphone 2002-2004

Table 91: PDA phone specification

Table 92: Smartphone specifications

Inventec Appliances

Table 93: Inventec Appliances, existing plants in China and Taiwan

Table 94: Inventec Appliances milestone 2000-2004

Lite-On Technology

Table 95: Lite-On Group, strategic subsidiaries

Table 96: Lite-On Technology December 2004 revenues

Table 97: Lite-On Technology December consolidated revenues by product line

Table 98: Lite-On Technology handset clients

Table 99: Lite-On Technology milestone 1989-2004

Mitac International

Table 100: Mitac International milestone 1982-2004

Table 101: Mitac, proportion revenues by products, Jan-Mar 2004

Table 102: Mitac International, China production bases

Table 103: Mitac, shipment projection, 2005 (million units)

Quanta Computer

Table 104: Quanta, handset customers

Table 105: Quanta Computer milestone 1988-2004

Unitech Electronics

Wistron

Table 106: Wistron Group

Wistron NeWeb

Table 107: WNC adjustment in 2004 financial forecast (NT$m)

Table 108: WNC milestone 1996-2004

Taiwan motherboard industry overview - Jan 2005

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Last update: 21 Jan 2005

Taiwan's success in the motherboard sector has followed the development of Taiwan's IT industry and the explosion in PC use worldwide.

Table of contents

Introduction

Table 1: Taiwan motherboard industry timeline

Table 2: Key Taiwan motherboard makers, motherboard revenues, 2000-2004 (NT$ million)

Industry structure

Table 3: Top four mobo makers, shipments and global market share, 2001-2004

Chart 1: Taiwan quarterly motherboard shipments(industry and first-tier)

Table 4: Selected second- and third-tier vendors motherboard revenues, 1H 2002-1H 2004 (NT$ million)

Shipment growth: Asustek in the driver seat

Table 5: First-tier motherboard shipments, 2001-2004 (thousand units)

Chart 2: First-tier motherboard shipments, 2002-2004

Chart 3: First-tier motherboard makers on-year shipment growth

Motherboard revenue growth

Table 6: First-tier makers, motherboard revenues and shipment growth, 2003-2004 (Year-on-Year)

Chart 4: First-tier motherboard revenues, 2000-2004

Chart 5: First-tier makers, motherboard revenues, 200-2004

Diversification

Table 7: First-tier motherboard makers product offerings

Chart 6: Asustek revenue breakdown, 2000-2004

Table 8: Taiwan graphics card shipments, 2003-2005 (million units)

Chart 7: MSI revenue breakdown, 2000-2004

Chart 8: Gigabyte revenue breakdown, 2000-2004

Chart 9: ECS revenue breakdown, 2000-2004

Overall revenue growth

Chart 10: First-tier motherboard makers unconsolidated net revenues, 2000-2004

Table 9: First-tier motherboard makers combined unconsolidated revenues, 2001-2004

Table 10: First-tier motherboard makers consolidated revenues, 2001-2003

Chart 11: First-tier motherboard makers consolidated revenues, 2001-2003

Chart 12: Selected second-tier motherboard makers consolidated revenues, 2001-2003

Chart 13: Proportion of combined 2003 consolidated revenues, first- and second-tier makers

Profit trends

Table 11: First-tier motherboard vendors consolidated profits, 2001-2003 (NT$ thousand)

Production and Capacity

Chart 14: Motherboard shipments made from Taiwan

Manufacturing capacity

Table 12: Asustek capacity

Table 13: ECS capacity

Table 14: Gigabyte capacity

Table 15: MSI capacity

Motherboard shipments: 2005 forecast, 2004 estimated results

Table 16: First-tier motherboard shipments, 2004-2005 (million units)

Table 17: First-tier monthly motherboard shipments, 2004 (thousand units)

Table 18: China motherboard market: 2004 shipments (thousand units)

China motherboard market 2004: Introduction

Chart 15: China’s motherboard DIY market

China motherboard market 2004: China’s ongoing price war

Chart 16: Motherboard price ranges in China during 2003

Price war most vicious at entry- and mid-level

Chart 17: Price distribution of motherboards sold in China during 2003

The PC market

Internet cafes, regional markets, and replacement demand

Rankings keep changing

Table 19: Top 10 motherboard vendors by China market share

Chart 18: Brands favored by Peking and Tsinghua university students

Table 20: Vendors’ 2004 projected volumes for China

Chart 19: China motherboard market distribution by vendor shares

DIY market growth continues

China motherboard market 2004: Motherboard distribution

Nationwide versus regional distributors

Chart 20: Nationwide distribution model

Chart 21: Regional distribution model

Chart 22: Multi-channel distribution model

Price war hits channel operations

The characteristics of motherboard channels

The outlook for the motherboard channel

China motherboard market 2004: Major vendor strategies

Chart 23: Competition across the tiers

Taiwan brands still top choices

Top-tier brand strategies

Chart 24: MSI’s position amongst the top 10 China vendors

Chart 25: Asustek “three-pyramid” strategy

Second-tier vendor strategies

Chart 26: Second-tier brand positioning

Chart 27: ASRock’s pressure on the second-tier brands

The strategies of third-tier motherboard vendors

The interactions between vendors and the outlook of the market

China motherboard market 2004: Case study – Eastern China

Table 21: Motherboard sales in eastern China during 2003

Competition

Table 22: Top five vendors’ eastern China shipments in 2003 (k units)

Chart 28: Market share of top five vendors in eastern China

Shanghai: the battlefield for MSI and Asustek

Chart 29: Market share of top five vendors in Shanghai

The leading vendors’ market shares in Jiangxu

Chart 30: Market share of top five vendors in Jiangxu

MSI and ESC have better chances in Anhui

Chart 31: Market share of top five vendors in Anhui

Zhejiang: Gigabyte’s one-man show

Shanghai and Jiangxu compared

Chart 32: Jiangxu’s DIY markets

Future development

Increasing OEM orders in 2003

Table 23: Dell and HP, major motherboard supplier breakdowns

Chart 33: Taiwan mobo makers seeing increasing OEM business

Table 24: Mobo makers, OEM cooperation

2003 performance

Chart 34: Taiwan motherboard ASP, 2001-2Q 2003

More systems offerings in 2003

Table 25: Mobo makers, PC system product businesses

Table 26: First-tier mobo makers, development in optical storage sector

Players in the motherboard industry

Asustek Computer

Elitegroup Computer Systems (ECS)

Micro-Star International (MSI)

Gigabyte Technology

Universal Scientific

Shuttle

Biostar Microtech International

AOpen

Abit Computer

Diamond Flower Electric Instrument (DFI)

First International Computer (FIC)

Flytech

Foxconn Electronics (Hon Hai)

Ibase Technology

ICP Electronics Inc. (IEI)

Legend

New Era Electronics (NEE)

Pro Team Computer (Azza)

Rioworks (Arima Computer)

Taiwan notebook industry overview - Jan 2005

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Last update: 11 Jan 2005

In December 2004, it was reported that Compal Electronics had lost out on a follow-up notebook order from Hewlett-Packard (HP), when Quanta Computer undercut Compal’s price. Quanta was willing to accept the lower ASP (average selling price) to secure shipments that should reach 2.5-3.0 million notebooks and help the company achieve its goal of shipping 14-15 million notebooks in 2005. As for Compal, its goal of shipping 9-10 million notebooks in 2005 is now looking much harder to achieve.

Table of contents

Slim products, thin margins: Taiwan’s notebook makers ratchet up the competition

Table 1: Taiwan notebook industry

ODM and OEM shipments

Table 2: Taiwan notebook shipments, 2003-2005 (million units)

Production for major brands: 2005 forecast

Major brands: 2005 forecast

Toshiba plant closure to benefit Taiwan makers in 2005

Table 3: Leading notebook vendors, 2003-2005 notebook shipments (million units)

Table 4: Dell's major Taiwan notebook contract notebook makers

Table 5: HP's major contract notebook makers for 1H 2005 (thousand units)

Table 6: Acer, 2005/06 projected notebook shipments (million units)

Table 7: Contract notebook manufacturers for IBM and Lenovo

Production capacity migrating to China

Increased capacity for 2005

Table 8: Taiwan notebook makers manufacturing capacity

Own-brand market

Table 9: Taiwan own-brand notebook shipments, 2004-2005 (thousand units)

CPU adoption

Vying for profitability

Table 10: Taiwan notebook makers gross margins, 1Q2003-3Q2004

Table 11: Taiwan notebook makers operating margins, 1Q2003-3Q2004

Notebook company introductions

Acer

Table 12: Acer, global IT sales by product (thousand units)

Table 13: Acer, global IT product sales by region (NT$b)

Table 14: Acer ranking in European PC and notebook markets by shipments, 1Q 2003

Table 15: Inventec corporate milestones

Arima Computer

Table 16: Arima notebook shipments and revenues, 2003-2005

First International Computer (FIC)

Mitac Technology

Table 17: Mitac Technology Corporation (MTC) corporate milestones

Uniwill Computer

Asustek Computer

Elitegroup Computer Systems (ECS)

Clevo

Twinhead International

Table 18: Twinhead International corporate milestones

Foundry industry overview - Jan 2005

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Last update: 4 Jan 2005

Foundry service providers primarily produce chips based on their customers’ or third-party firms’ intellectual property (IP). Some foundry firms also provide other types of services, such as semiconductor design, photomask making, wafer probing and semiconductor packaging and testing.

Table of contents

Introduction

Table 1: Costs of building a fab

Who provides foundry services?

Chart 1: Foundry revenues and growth

Chart 2: Worldwide semiconductor revenues

Chart 3: Top pure-play foundry market shares, 2004

Demand rising since 4Q 2002

Chart 4: Global foundry capacity and utilization

TSMC and UMC the technology leaders

Chart 5: Roadmap of major foundry firms (-micron)

Players in Taiwan

Chart 6: Taiwan IC manufacturing production

Chart 7: Taiwan foundry industry customer breakdown

Table 2: Taiwan foundry service providers

Foundry company introductions

Taiwan Semiconductor Manufacturing Company (TSMC)

Table 3: TSMC fabs

Table 4: TSMC, sales breakdown by technology

Table 5: TSMC, sales breakdown by customer

Table 6: TSMC, sales breakdown by application

Table 7: TSMC, sales breakdown by geography

United Microelectronics Corporation (UMC)

Table 8: UMC fab capacities and technologies

Table 9: UMC, sales breakdown by technology

Table 10: UMC, sales breakdown by customer

Table 11: UMC, sales breakdown by geography

Table 12: UMC, sales breakdown by applications

Vanguard International Semiconductor (VIS)

Table 13: VIS fab capacities and technologies

Table 14: VIS, sales breakdown by technology

Table 15: VIS, sales breakdown by type of service

Table 16: VIS, sales breakdown by application (logic foundry)

Advanced Microelectronic Products Inc (AMPI)

Table 17: AMPI fabs

Antek Semiconductor

Table 18: Antek fabs

Advanced Wireless Semiconductor Company (AWSC)

Table 19: AWSC fabs

Table 20: Sales by customer

Table 21: Sales by application

Table 22: Sales by region

Episil Technologies

Table 23: Episil fabs

Hexawave

Win Semiconductors

Xpert Semiconductor

Taiwan digital camera industry overview - Jan 2005

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Last update: 15 Dec 2005

The digital-camera market looked promising at the start of 2004 for both existing and new players in Taiwan’s digital-camera sector. With three- to five-megapixel cameras expected to become mainstream, as their prices dropped to US$149-249, Taiwan manufacturers thought they could take a significant slice of the market by leveraging their low-cost integration and manufacturing experience. The makers expected international brands would be forced to outsource more OEM orders for mainstream cameras to Taiwan as cost pressures increased.

Table of contents

2004: A bad year for Taiwan’s digital-camera producers

Chart 1: Taiwan and global digital camera shipments 2003-2007 (k units)

Forecasts fall as initial optimism fades and Sanyo capacity grows

Table 1: Top ten Taiwan digital camera maker shipments (million units)

Table 2: Sanyo Electric production capacity (million units)

Table 3: Sanyo digital camera shipments

Competition limits potential OEM production for Taiwan makers

Table 4: Major digital camera brand 2003 market shares and production strategies

Table 5: Major digital camera orders received by Taiwan OEM makers in 2004

Shipments in the third quarter of 2004

Chart 2: Taiwan digital-camera shipments from 1Q 2003 to 4Q 2004 (k units)

CCD sensors continue to dominate Taiwan output of digital cameras

Chart 3: Quarterly shipments of CCD and CMOS digital cameras from Taiwan makers (million units)

Chart 4: Shipment comparison of worldwide CCD and CMOS digital cameras (million units)

Chart 5: Shipment comparison of worldwide CCD and CMOS cameraphones versus digital cameras (million units)

Chart 6: Taiwan digital camera quarterly shipments by sensor and production model (million units)

Chart 7: Taiwan digital camera shipments broken down by resolution

Chart 8: OmniVision quarterly revenues by region (million US$)

Taiwan lens suppliers

Table 6: Taiwan lens makers' 2004 revenues (million NT$)

Chart 9: Taiwan digital-camera shipments by sensor and lens type (million units)

Taiwan backend IC makers

Taiwan digital camera players

Table 7: Annual company revenues for Taiwan’s digital-camera manufacturers (million NT$)

Digital camera company introductions

Premier Image Technology

Chart 10: Premier quarterly revenue growth and profit decline, 1998-2004 (billion NT$)

Taiwan server industry overview - May 2004

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Last update: 31 May 2004

What are the first names people think of when servers are mentioned? IBM, Sun, HP and Dell are likely to top the list. However, the box which sits in the corner of the office, or the slick 1U, 2U, 4U and up rackmount server neatly stacked in a glass-encased, climate-controlled server room is only the final result of a long and complex OEM/ODM process. The server type that most people are familiar with is the standard Intel architecture server (SIAS), which is based on the x86 architecture and was first developed by Intel. This type of server is meant to run on standard off-the-shelf x86 type hardware and processors.

Table of contents

Introduction

Chart 1: Server shipments by quarter, 2003

Chart 2: Taiwan’s server shipments per region, 2002

Chart 3: Taiwan’s server shipments per region, 2003

Table 1: Shipments of Taiwan produced servers per region, 1Q 2002 – 4Q 2003

x86 server market

Chart 4: Shipments based on type of server, 1Q 2002 – 4Q 2003

Chart 5: Server shipments, dual vs single CPU, 1Q 2002 – 4Q 2003

Table 2: Dual CPU server shipment growth on year

X86-64: The next step

NAS/SAN market

Table 3: Asia-Pacific region external storage revenue and capacity estimates by country, 1H 2002

A Linux NAS solution

Taiwan server makers

Chart 6: Server production per region, 1Q 2002 – 4Q 2003

Table 4: Server shipment growth, 2002- 2003

Chart 7: OEM/ODM orders

Table 5: Taiwan server makers shipment volume (thousands) and volume growth (%), 1Q 2002 – 1Q 2004

Table 6: Taiwan server makers, 2004

Server company introductions

Tyan Computer

Table 7: Company milestones

Tatung

Micro-Star International (MSI)

Acer

Table 8: Acer, global IT sales by product (thousand units)

Wistron

Table 9: Wistron, percentage of sales based on product

Nexcom International

Table 10: Nexcom milestones 1992 – 2005

Asustek Computer

Table 11: Asustek Computer milestone 1990-2004

Quanta Computer

Table 12: Quanta Computer, January 2004 and 4Q 2003 shipments (thousand units)

Taiwan optical storage industry overview - May 2004

Full story (news subscription required)

Last update: 28 May 2004

Global shipments of PC-use optical storage drives are expected to reach 220 million units in 2004. Although the overall optical drive industry will grow modestly this year, the DVD burner sector is likely to post strong growth.

Table of contents

Introduction – drives

Table 1: 2003, 2004 estimated global optical storage drive shipments (million units)

Table 2: Taiwanese optical disk drive industry shipments

Table 3: Taiwanese optical disk drive industry shipment value

Slim-type drives

Table 4: Estimated quarterly global demand for notebook DVD drives in 2004 (million units)

Half-height drives

Recordable DVD drives

Single side double layer burners

DVD recorders

Table 5: Global DVD recorder demand by region (thousand units)

Next generation DVD

Taiwan major drive makers: Financial performance

Table 6: Major Taiwan optical storage drive makers, quarterly revenues and gross margin

Introduction – discs

Table 7: Optical disc and drive production in Taiwan 2003-1H 2004

DVD discs

Table 8: Fujiwara’s adjustment in its 2004 projection of global DVD disc demand

Table 9: Taiwan DVD-R/+R producers, planned capacity expansion

Single-sided double-layer DVD discs

CD-R discs

Table 10: Global demand for CD-R discs

Disc makers: Financial performance

Table 11: Taiwan optical storage disc makers, quarterly revenues and gross margin

Optical storage company introductions

BenQ

Table 12: Corporate

Table 13: Sales Offices

Table 14: Quality Certifications

Table 15: BenQ business groups (by product)

Table 16: BenQ sales by business (%)

Table 17: BenQ sales business by geography (%)

Quanta Storage

Lite-On IT

Table 18: Lite-On IT, first-quarter 2004 financial performance for old and new product lines

Table 19: Lite-On IT optical drive shipments, 2003-2004 (thousand units)

Behavior Tech Computer (BTC)

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