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NEWS & VIEWS |
Taipei,
Monday, July 21, 2008
09:41 (GMT+8)
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Taiwan government loosens restrictions on China investments Systems | Jul 18, 15:39 | | Taiwan's Executive Yuan (Cabinet) on July 17 eased restrictions on investment by Taiwan-based companies in China in a bid to allow local companies to utilize their capital more efficiently so as to improve their competitiveness, according to government officials. Read more | | |
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If you can be number one in China you can be number one in the world: Q&A with Freescale senior VP Henri Richard Bits + chips | Jul 18, 11:23
During the recent Freescale Technology Forum (FTF) in the US, company senior VP, chief sales and marketing officer Henri Richard noted that one of the great pleasures he has had since joining Freescale last year was to find a really good team in Asia. Asia is all about growth, he noted, and Freescale has been active over the past few months in adding new people in distribution management in Greater China to reinforce its team there. Read more |
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Intel Bloomfield CPU pricing reveals pleasant surprise Mobos | Jul 18, 01:15 | | In order to speed up adoption of quad-core CPUs, Intel is planning to offer its upcoming 3.2GHz Extreme series Bloomfield processor at US$999 in thousand-unit tray quantities, US$500 cheaper compared to the current top-end Core 2 Extreme QX9770 which sells at US$1,499, according to sources at motherboard makers. Read more | | |
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Nvidia to launch Intel-based MCP7A IGP chipset in August Mobos | Jul 18, 01:10 | | Nvidia is planning to start mass producing its latest Intel platform IGP chipset, the GeForce 9-Series mGPU – nForce 730i MCP (MCP7A), in the middle of August with motherboards likely to appear in the market by early September, according to sources at motherboard makers. Read more | | |
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| | | | Sunplus and Sonix eye OID chipset design for toy industry Bits + chips | Jul 18, 16:51 Seeing the potential of the Optical Identification (OID) market, Taiwan IC design houses Sonix Technology and Sunplus mMedia, a subsidiary of Sunplus... Read more | | Arima Communications to ship 10 million handsets to LG in 2009, say sources Telecom | Jul 18, 16:49 Arima Communications is expected to produce about 9-10 handsets for LG Electronics (LGE) in 2009 with combined shipments likely to surpass 10 million... Read more | UMC-Taiwan government lawsuit over Hejian may be settled soon Bits + chips | Jul 18, 15:36 Following the July 17 approval by the Executive Yuan of Taiwan to lift regulations on cross-strait investments, industry players, who mostly expect the... Read more | | China white-box handset sales expected to grow in July, as government crackdown eases Bits + chips | Jul 18, 15:05 According to comments made by IC distributors, sales of white-box handsets in China are expected to increase this month, as the government has been less... Read more | Notebook platform transition to be faster this year Systems | Jul 18, 12:17 Intel's delay of its Centrino 2 (Montevina) platform has given notebook vendors extra time to clear inventory, and since most vendors were cautious over... Read more | | Global Testing conservative about consumer electronics IC testing demand in 2H08 Bits + chips | Jul 18, 12:13 In light of a cautious inventory control among customers, Global Testing (GT) said its third-quarter sales are likely to stay flat on quarter as customers... Read more | Taiwan international Internet bandwidth rose to top 222Gbps at end of 2Q08 Systems | Jul 18, 12:05 Taiwan's direct Internet connection to 19 countries (including Hong Kong and Macao) reached a total bandwidth of 222.488Gbps as of the end of the second... Read more | | Lite-On IT expected to ship up to 5 million Xbox 360 DVD-ROM drives in 3Q08 Systems | Jul 18, 10:36 Lite-On IT delivered four million DVD-ROM drives used in Xbox 360 consoles in the second quarter of 2008 and the shipment volume for the third quarter... Read more | Pixart said to have secured MEMS component orders from Nintendo Bits + chips | Jul 18, 10:32 Already being a infrared sensor supplier for Nintendo Wii, Pixart Imaging (PXI) is now said to be also supplying micro electro-mechanical system (MEMS)... Read more | | SAS solar wafer capacity running short of demand; secures more polysilicon Bits + chips | Jul 18, 10:25 Sino-American Silicon Products (SAS) is said to see its solar wafer capacity running short of demand. Amid strong orders, the company is expected to... Read more | Innolux ships around 8 million LCD monitors in 2Q08 Displays | Jul 18, 01:05 Innolux Display shipped around eight million LCD monitors in the second quarter to surpass the company's original forecast. The company is on track to... Read more | | Realtek and C-Media to benefit from resignation of ADI Bits + chips | Jul 18, 01:00 Analog Devices (ADI) recently notified clients that the company will halt all further development of its PC Audio Codec chip product line. Taiwan-based... Read more |
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Systems | Taiwan market: Chunghwa Telecom tripped up as it looks to provide Olympic Game coverage Jul 18, 17:03 | | | | Asustek launches mission critical application server Jul 18, 16:54 | | | | Samsung collaborates with Sun on server SSDs Jul 18, 09:51 | | | | South-Korea-based Yedang and GameHi set up joint venture to operate online games in Taiwan, says paper Newswatch | Jul 18, 16:08 | | | | |
Mobos | AMD reports disappointing second quarter results Jul 18, 12:38 | | | | |
Displays | Hotel TV demand to reach 9.7 million TVs by 2012, says iSuppli Jul 18, 12:26 | | | | K-Bridge ships TV-use BLUs to Korea LCD panel client, paper says Newswatch | Jul 18, 10:17 | | | | |
Bits + chips | Handsets to account for 40% of NAND flash demand in 2008, says inSpectrum Jul 18, 16:59 | | | | Asia Pacific Microsystems and UMC forge alliance on MEMS production Jul 18, 15:06 | | | | SEMI expects semiconductor equipment sales to fall 20% to US$34 billion in 2008 Jul 18, 09:59 | | | | New Apple notebook orders to buoy up Taiwan PCB makers sales and profit Newswatch | Jul 18, 10:15 | | | | |
Telecom | Taiwan market: FET aim to increase 3.5G data card sales Jul 18, 17:02 | | | |
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Commentary: 6G LCD lines fall prey to miscalculations Displays | Jul 17, 16:08 | | With the urge to cut production appearing to be rippling across the LCD panel industry amid a bleak market outlook, makers are axing output from their 6G lines first. It is not hard to see why 6G lines are falling prey, judging from the makers' reshuffling of their capacities earlier this year. Read more | | |
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Solar companies say Taiwan government incentive program unrealistic Bits + chips | Jul 17, 12:36 | | Taiwan government's planned incentive program to encourage photovoltaic (PV) investment is not very much appreciated by market players, as a critical portion of the act is still pending to be discussed by Taiwan's legislature (Executive Yuan), and real benefit that industry players will enjoy still remains a doubt. Read more | | |
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Taiwan government to draw investment from China before lifting bans to cross the strait Bits + chips | Jul 17, 01:00 | | Instead of lifting bans to let Taiwan-based semiconductor and panel companies invest in China, the Taiwan government will first draw China-based companies to place investment in Taiwan. Read more | | |
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| | | | Thin-film solar capacity fully booked; more lines to come online, says Sunwell Bits + chips | Jul 17, 15:49 Sunwell Technology has already found capacity fully booked at its first thin-film solar cell line which entered volume production this month. In light... Read more | | Wintek sales to be boosted by touch panel shipments for new iPhones, says paper Displays | Jul 17, 15:30 Taiwan-based Wintek's monthly touch panel shipments for Apple's new iPhones will reach 1.5 million units helping to boost Wintek's consolidated sales... Read more | Netbooks to help boost shipments for notebook makers in 2H08 Systems | Jul 17, 15:27 Taiwan notebook makers' shipments in the second quarter this year were 29.47 million units, an increase of 4% on quarter. Shipments for traditional notebooks... Read more | | Merry to see revenues grow 15-20% sequentially to a new high in 3Q08 Telecom | Jul 17, 14:20 Taiwan-based headset maker Merry Electronics expects its consolidated revenues to grow 15-20% sequentially to a new high in the third quarter of this... Read more | LCD monitor industry players believe demand may recover in 4Q Displays | Jul 17, 14:11 Regardless of the disappointing performance of the LCD monitor industry in the first half of the year, industry players are optimistic that the traditional... Read more | | IC design houses and distributors talk up Olympic demand Bits + chips | Jul 17, 12:13 Some IC design houses and distributors expect notable growth in July this year because many handset and consumer electronics (CE) manufactures have begun... Read more | Arima Communications and Elcoteq suspend merger talks; to kick off joint production for LGE Telecom | Jul 17, 12:08 Taiwan-based ODM handset maker Arima Communications and Europe-based EMS provider Elcoteq have temporarily suspended talks for a possible merger and... Read more | | Optimax ships polarizers to LGD, dismisses rumors about financial difficulties Displays | Jul 17, 11:17 Optimax Technology, dismissing rumors about its financial woes, has confirmed that it started shipping 42- and 47-inch TV-use polarizers to LG Display... Read more | Transcend profits surge despite gloomy memory outlook Bits + chips | Jul 17, 11:14 A cyclical dip in DRAM and NAND flash demand did not crimp earnings of leading memory module maker Transcend Information, as evidenced in the company's... Read more | | CPT to cut panel utilization rate forecast for 3Q08 Displays | Jul 17, 01:15 Chunghwa Picture Tubes (CPT) vice president James Wu has said it is inevitable the company will trim its forecast for panel utilization rates for the... Read more | Foxconn and MediaTek land handset orders from LGE Telecom | Jul 17, 01:10 Via investment at a MediaTek subsidiary, Foxconn Electronics (Hon Hai Precision Industry) and MediaTek have secured new handset orders from LG Electronics... Read more | | MediaTek not a threat to digital camera makers for the short-term, say Taiwan makers Bits + chips | Jul 17, 01:05 As MediaTek is said to be preparing to launch a solution for the white-box digital camera market, Taiwan digital camera OEMs commented that MediaTek... Read more |
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Systems | Worldwide PC market growth sustained in 2Q08 despite economic pressures, says IDC Jul 17, 16:43 | | | | Taiwan market: HP to push Centrino 2 notebooks in high-end market Jul 17, 15:35 | | | | Taiwan market: Samsung to launch U4 MP3 player Jul 17, 14:20 | | | | Taiwan market: Systek sets up largest web portal for financial investment services Jul 17, 12:05 | | | | Global PC market grew 16% in 2Q, says Gartner Jul 17, 10:54 | | | | Asia-Pacific region viewed as most exciting place for WiMAX take-up, says Research and Markets Jul 17, 10:42 | | | | |
Displays | Large-size panel prices fall further in 2H of July, WitsView says Jul 17, 10:43 | | |
| Asahi Glass to build 5th plant in Taiwan next month, paper says Newswatch | Jul 17, 11:06 | | | | |
Bits + chips | No consensus from IC distributors on 2H08 China market outlook Jul 17, 17:09 | | | | MediaTek sales may decline in July, recover in August Jul 17, 17:09 | | | | Nvidia joins SOI Industry Consortium Jul 17, 10:15 | | | | |
Telecom | Taiwan market: LG Electronics to launch DVB-T mobile TV handsets in 3Q08 Jul 17, 13:54 | | | | Taiwan market: 7-Eleven scores points in stepping into MVNO business Jul 17, 11:05 | | | |
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Innolux slows down 6G LCD plant project; CMO said to be doing the same Displays | Jul 16, 12:27 | | An Innolux Display executive has disclosed that the company is cutting capacity for the first phase of its 6G LCD plant project because of a bleak market outlook, while sources with equipment suppliers claim that Chi Mei Optoelectronics (CMO) is considering slowing down expansion at its 6G line. Read more | | |
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Handset chip demand from China white-box market growing strong Bits + chips | Jul 16, 01:15 | | Demand for handset chips from China's white-box market has started to grow after remaining low for two quarters, according to Taiwan-based IC distributors WPG Holdings and KC Uppertech. Read more | | |
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CMO to cut production 10% Displays | Jul 16, 01:10 | | Chi Mei Optoelectronics (CMO) has decided to cut LCD panel output by 10% effective immediately, as the outlook for the market remains bleak, according to industry sources. Read more | | |
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PTI expected to see slower 3Q growth Bits + chips | Jul 16, 01:05 | | Packaging and testing house Powertech Technology Incorporated (PTI) expects demand to pick up in the third quarter during the high season although sequential growth will only be 3-5%, according to industry sources. Read more | | |
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| | | | ALi expected to report falling gross margins for 2Q Bits + chips | Jul 16, 17:23 IC design house ALi is expected to report declining gross margins in the second quarter, with the margins falling 4-5 percentage points to 40% due to... Read more | | IC design house Sonix expects 10% growth in 3Q due to notebook demand Bits + chips | Jul 16, 17:00 Due to weakening demand for consumer electronics (CE) devices, IC design house Sonix Technology had slower sales growth in the second quarter of this... Read more | Centrino 2 launch to boost shipments of 802.11 devices, say sources Systems | Jul 16, 12:32 Taiwan network-equipment makers are expected to see their shipments of 802.11n devices increase significantly in the second half of this year following... Read more | | Big order for BLU-use LEDs rockets AOT's June revenues Displays | Jul 16, 12:07 Taiwan LED maker Advanced Optoelectronic Technology (AOT) posted June revenues of NT$693 million (US$23 million), a significant growth of 268.6% from... Read more | Taiwan's FPD equipment self-sufficiency tops 40% Displays | Jul 16, 11:31 Taiwan's self-sufficiency for flat panel display (FPD) equipment has reached 41.4%, and the region is aiming to boost it to over 60% next year for a... Read more | | Commentary: Low price strategy limits growth potential of players in China's IC design industry, says president of Cadence Asia Bits + chips | Jul 16, 11:25 Facing emerging competitors from China, IC design companies in Taiwan constantly enhance their products and operation to keep the advantageous position... Read more | Second-tier optical disc maker Infomedia gives up planned stock market listing Systems | Jul 16, 11:07 Infomedia, a second-tier Taiwan-based maker of blank CD and DVD discs, has decided to give up its planned listing on the local stock market, via withdrawing... Read more | | Samsung executive said to be arriving in Taiwan for LCD panel supply talks Displays | Jul 16, 11:04 An executive handling Samsung Electronics' display business will arrive in Taiwan this week for talks with LCD panel makers to secure supply for TV and... Read more | Apple stresses cost reduction for iPhone 3G, teardown reveals Telecom | Jul 16, 10:52 The new iPhone 3G sports an evolutionary design that favors cost reduction instead of cutting-edge features, supporting Apple's goal of expanding its... Read more | | Kinsus lowers 3Q guidance to single-digit growth Bits + chips | Jul 16, 01:00 IC substrate supplier Kinsus Interconnect Technology has lowered its revenues forecast for the third quarter to single-digit growth, originally the company... Read more |
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Systems | Intel posts record second quarter revenues of US$9.5 billion Jul 16, 17:02 | | | | Taiwan market: CyberLink and CHT cooperate to offer e-learning services for businesses Jul 16, 15:56 | | | | Portwell announces Atom-based car PC infotainment system Jul 16, 15:12 | | | | Taiwan market: Lenovo offers Centrino 2 notebooks below NT$40,000 Jul 16, 12:31 | | | | Taiwan market: Canon launches entry-level DSLR camera Jul 16, 11:30 | | | | |
Bits + chips | UMC announces restructuring of executive team Jul 16, 16:20 | | | | Falling WiMAX chipset prices spell good news for adoption rates Jul 16, 11:02 | | | | |
Telecom | Taiwan market: Number portability brings in shift of mobile phone numbers topping 4 million Jul 16, 16:53 | | | | Product launches to drive strong handset growth in 2H 2008, says research firm Jul 16, 10:58 | | | |
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China CMO Desktop, server Display components handset Hot Systems IC design IC manufacturing Intel LCD LCD panel LED Memory Mobile phone and PDA Mobo, chipset Monitor, TV Networking notebook panel Passive, PCB, other IC components Portable revenues sales Samsung Software, Internet Solar Storage, peripherals Taiwan Taiwan market Telecom service |
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ICT Report: Taiwan handsets – 1Q 2008 (Jun 19) |
Taiwan's handset sector saw shipments drop 14.3% sequentially in the first quarter of 2008 because of seasonality and decreased orders from clients who were transitioning between old and new models. Compared to the same period last year, orders from Motorola declined. |
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 Table of contents Full report
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FPD Report: Taiwan large-size LCD panels – 1Q 2008 (Jun 19) |
Shipments saw a slight sequential drop in the first quarter; but on an on-year basis, growth was still significant. The snowstorms and inventory issues in the retail channel in China did hit large-size panel suppliers during January and February. But strong shipments of monitor panels from AUO Optronics (AUO) and Chi Mei Optoelectronics (CMO) in March managed to send overall fist-quarter shipments to the monitor segment up 2.4% sequentially. |
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Table of contents Full report |
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Taiwan motherboard industry overview (Jun 9) |
Taiwan’s motherboard industry remains dominated by four main players – Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Elitegroup Computer Systems (ECS) – who hold the majority share of own-brand and channel market shipments. |
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Taiwan notebook industry overview (Jun 9) |
The worldwide notebook market saw total shipments of 101.28 million units in 2007, an increase of 36% compared to the previous year. |
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Taiwan handset industry overview (Jun 9) |
The use of handsets continues to grow around the world, both in mature and emerging markets, as the communication devices become ever more ingrained in people's everyday lives. Global handset shipments topped 1.166 billion units in 2007, according to DIGITIMES Research, with Taiwan-based handset makers accounting for 9.3% of the market by shipping 108 million units. |
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