Taiwan industry intros

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)

Table 3: New products from second-tier Taiwan-based optical disc makers

Taiwan digital camera overview - Jun 2007

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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)

Overview of Taiwan's notebook industry - Jun 2006

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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

Taiwan ODD industry 2005 overview - Jun 2006

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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$)

Behavior Tech Computer (BTC)

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 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

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

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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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RESEARCH REPORTS

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Taiwan handsets – 3Q 2008 (Dec 19)

Shipments in the third quarter grew only slightly, as orders from Motorola continued to decline and orders from Nokia were weaker than expected. Shipments to Nokia were also delayed. Shipment proportion of entry-level handsets dropped to below 40% in the third quarter due to declined orders from Motorola, Reliance and Huawei.

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