Taiwan handsets – 2Q 2007

Decreased orders from Motorola – which is one of the biggest clients for Taiwan’s handset makers – for existing models and the US vendor’s slow pace in launching new models continued to hit Taiwan handset makers in the second quarter, as their shipments dropped 13.9% sequentially. On-year shipments fell 37% because of sharp drops in BenQ’s handset shipments compared to the second quarter of last year when BenQ Mobile – which has now been declared insolvent – was still in business.