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NEWS & VIEWS |
Taipei,
Wednesday, February 10, 2010
16:39 (GMT+8)
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There are now [20] new stories posted on our member site. Please sign in to read real-time news updates. |
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Taiwan may end ban on LCD fab investments in China today, sources say Displays | Feb 10, 13:09 | | The Taiwan government is expected to announce the lifting of a cross-strait investment ban later today, allowing Taiwan makers to build LCD panel fabs in China, according to market sources. Read more | | |
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| | | | CPT revenues increase in January; Innolux sees flat growth Displays | Feb 10, 11:57 Chunghwa Picture Tubes (CPT) has posted an over 13% sequential increase in its January revenues, while Innolux Display has reported flat growth for the... Read more | | Lite-On Technology to start shipping LED chips used in LCD TVs in 2Q10 Displays | Feb 10, 11:25 Lite-On Technology has obtained certification for its LED chips from South Korea-based TV vendors through LED backlight unit (BLU) maker Radiant Opto-Electronics... Read more | SMIC 4Q09 losses widen Bits + chips | Feb 10, 12:26 Semiconductor Manufacturing International Corporation (SMIC) has reported net losses of US$482.3 million for the fourth quarter of 2009 compared to losses... Read more | | 12-inch wafers to be replaced by 18-inch in 2015, says Samsung senior VP Bits + chips | Feb 10, 11:26 Eighteen-inch wafers will replace 12-inch as the mainstream in 2015, according to Joo-Tai Moon, senior vice president of Samsung Electronics. Moon also... Read more | Microsoft and MediaTek partner on smartphone solution Bits + chips | Feb 10, 11:03 Microsoft and MediaTek have announced a strategic partnership to provide a multimedia-rich smartphone solution primarily aimed at emerging markets. Read more | | TSMC to pay NT$3 cash dividend and over NT$13 billion in staff bonuses for 2009 Bits + chips | Feb 10, 09:47 Taiwan Semiconductor Manufacturing Company (TSMC) has announced its board of directors on February 9 adopted a proposal recommending distribution of... Read more |
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Quanta, Wistron and Inventec see on-month drops in January 2010 revenues Systems | Feb 9, 17:10 | | Quanta Computer has announced consolidated revenues of NT$80.13 billion (US$2.5 billion) for January 2010, a drop of 12.24% on month, but an increase of 86.1% on year. Read more | | |
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CMO, Innolux, TPO revise merger date again Displays | Feb 9, 16:17 | | Chi Mei Optoelectronics (CMO), Innolux Display and TPO Displays have rescheduled the date of their merger to March 18 from April 1, the date they set just last week, according to companies' filings with the Taiwan Stock Exchange (TSE). Read more | | |
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Major IC backend houses report stronger-than-expected revenues for January Bits + chips | Feb 9, 11:34 | | IC packaging specialist Advanced Semiconductor Engineering (ASE) saw consolidated revenues remain almost flat on month in January, whereas rival Siliconware Precision Industries (SPIL) posted a slight drop sequentially in January sales. Meanwhile, memory backend house Powertech Technology (PTI) generated consolidated sales of NT$2.9 billion (US$90 million) in January. Read more | | |
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| | | | STB maker PESI sees January 2010 revenues down on month, up on year Systems | Feb 9, 14:55 Taiwan-based STB (set-top box) and LNB (low-noise block) maker Prime Electronics & Satellitics (PESI) has reported consolidated revenues of NT$854... Read more | | Most network equipment makers see January revenues up on year Systems | Feb 9, 12:07 Most Taiwan-based network equipment makers have seen their revenues for January 2010 increase remarkably as compared to a year earlier period buoyed... Read more | Motherboard maker ASRock sees 2009 profits rise 65% Mobos | Feb 9, 16:50 Second-tier motherboard maker ASRock has reported net profits of NT$1.12 billion (US$34.8 million) on consolidated revenues of NT$9.62 billion for 2009,... Read more | | Epistar, Genesis January revenues up, Formosa down Displays | Feb 9, 16:47 Taiwan-based LED chipmakers Epistar and Genesis Photonics saw their January revenues up sequentially by 3% and 12.1%, respectively, while Formosa Epitaxy... Read more | AUO, HannStar report January revenue growth, CMO sees slight decline Displays | Feb 9, 12:04 Panel makers AU Optronics (AUO) and HannStar Display have reported on-month revenue increase of 3.8% and 7.4%, respectively, for January, while Chi Mei... Read more | | Top-5 Taiwan LCD panel makers combine to lose NT$113.3 billion in 2009 Displays | Feb 9, 11:26 The five largest Taiwan-based TFT-LCD panel makers suffered an aggregate net loss of NT$113.3 billion (US$3.45 billion) in 2009, with Chunghwa Picture... Read more | UMC sees January sales fall over 7% Bits + chips | Feb 9, 17:00 Foundry chipmaker United Microelectronics Corporation (UMC) has reported revenues of NT$8.6 billion (US$268 million) for January 2010, up 172.77% from... Read more | | LCD equipment supplier Kenmec sets ambitious revenue goal for 2010 Bits + chips | Feb 9, 16:57 FPD (flat panel display) equipment maker Kenmec Mechanical Engineering has set its 2010 consolidated revenues target at NT$20 billion (US$623 million)... Read more | Notebook related IC designers Ralink and GMT post sequential revenue growth in January 2010 Bits + chips | Feb 9, 16:40 Global Mixed-mode Technology (GMT) saw January 2010 revenues hit a record high of NT$428 million (US$13 million) thanks to strong demand from the notebook... Read more | | Holtek posts almost 17% growth for January Bits + chips | Feb 9, 16:31 Microcontroller unit (MCU) maker Holtek Semiconductor has announced its revenues grew 16.7% on month and 138.3% on year to NT$316 million (US$10 million)... Read more | Green Energy Technology relying on outsourced equipment to meet excess orders Bits + chips | Feb 9, 15:12 Green Energy Technology (GET) has turned to leasing equipment from fellow makers in oder to meet its orders for solar-grade polycrystalline silicon wafers,... Read more | | Taiwan export, import values hit 16-month high in January Bits + chips | Feb 9, 12:15 Taiwan's export and import values in January both hit the highest levels in 16 months, according to statistics released by the Ministry of Finance (MOF)... Read more | Winbond, Macronix report mixed January results Bits + chips | Feb 9, 11:44 Winbond Electronics, which intends to transform itself into a niche memory specialist, has announced January sales grew 7.2% on month to NT$2.36 billion... Read more | | Demand for dual-mode/dual-SIM handsets spreads from China Telecom | Feb 9, 14:42 Demand for dual-mode and dual-SIM handsets – mostly GSM plus CDMA, PHS or WCDMA – offered by China-based and white-box vendors is gaining... Read more |
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Systems | Taiwan-based maker Firich to offer POS based on cloud computing concept Feb 9, 15:32 | | | | | Synnex Technology saw January 2010 consolidated revenues down on month, up on year Feb 9, 14:37 | | | | |
Mobos | AMD launches ATI Radeon HD 5570 graphics chip Feb 9, 16:47 | | | | | Intel announces Itanium 9300 processors for mission-critical computing Feb 9, 16:45 | | | | |
Displays | Corning sees moderate growth in 2010, demand for LCD products remains strong Feb 9, 09:22 | | | | |
Bits + chips | Phison settles patent dispute with SanDisk Stockwatch | Feb 9, 16:48 | | | | | Intel reportedly to start production at China fab in October Newswatch | Feb 9, 13:49 | | | | | Micron and Nanya intro 42nm DRAM process, working on 3Xnm Feb 9, 09:38 | | | | |
Telecom | China market: Mobile phone user base increases to over 747 million in December 2009 Feb 9, 14:53 | | | | | Taiwan WiMAX operator Global Mobile to procure more than 1,000 base stations Feb 9, 14:30 | | | |
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Compal said to have turned down Asustek notebook orders due to Acer Systems | Feb 8, 15:01 | | Asustek Computer was said to have planned to outsource notebooks to Compal Electronics, but the orders were suddenly turned down by the maker due to Acer, according to sources from notebook makers. Read more | | |
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Acer aims for 10% notebook market share in China in 2H10 Systems | Feb 8, 11:52 | | Acer believes its notebook market share in China will have a chance to reach 10% in the second half of 2010 from around 7-8% in the fourth quarter of 2009, according to company CEO Gianfranco Lanci. Read more | | |
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Transcend 2009 profits almost double Bits + chips | Feb 8
Transcend Information saw net profits for 2009 hit an historic high of NT$4.33 billion (US$134.8 million), up 92.4% from NT$2.25 billion in 2008, according to the memory module house. The full-year earnings translated into an EPS of NT$10.36. Read more |
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| | | | Amtran reports almost 30% revenue sequential drop for January 2010 Displays | Feb 8, 11:45 Taiwan-based LCD TV maker Amtran Technology has posted revenues of NT$4.25 billion (US$132.41 million) for January 2010, down 29.52% sequentially from... Read more | | CPT sees 4Q09 revenues decrease Displays | Feb 8, 11:44 Chunghwa Picture Tubes (CPT) has announced consolidated revenues of NT$16.77 billion (US$522.39 million) for the fourth quarter of 2009, down 12.8% sequentially... Read more | A-Data January 2010 sales down 14% on month Bits + chips | Feb 8, 15:47 A-Data Technology has announced revenues for January 2010 slid 13.97% sequentially to NT$3.69 billion (US$115 million), with sales from both DRAM modules... Read more | | Most passive component makers see strong sales growth in January 2010 Bits + chips | Feb 8, 15:44 Most Taiwan-based passive component makers, including Cyntec, Polytronics Technology and Chilisin Electronics, posted sequential revenue growth in January... Read more | Global Unichip aims for double-digit growth in 2010 sales Bits + chips | Feb 8, 14:47 Global Unichip, an IC design service provider partnering with Taiwan Semiconductor Manufacturing Company (TSMC), has guided for a double-digit revenue... Read more | | E-Ton posts loss for 2009 Bits + chips | Feb 8, 12:00 Taiwan-based solar cell maker E-Ton Solar Tech has reported unaudited 2009 net loss of 892.473 million (US$27.21 million). It attributed the loss to... Read more | HTC sees on-year revenue growth in January 2010 Telecom - Newswatch | Feb 8, 13:39 HTC has posted revenues of NT$11.12 billion (US$346.74 million) for January 2010, down 20.95% sequentially but up 11.12% on year, according to company... Read more | | HTC set to face fierce competition in smartphone segment in 2010, say sources Telecom | Feb 8, 12:21 HTC is set to see increasing competition in the global smartphone market in 2010 as other branded vendors, including Motorola, Samsung Electronics, LG... Read more |
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Systems | Taiwan market: Chunghwa Telecom to launch CaaS in April Feb 8, 16:57 | | | | | Chunghwa Telecom expands cooperation with Vodafone for roaming service Feb 8, 15:27 | | | | | Senao Networks looks to strong sales of WLAN mesh networks in 2010 Feb 8, 14:02 | | | | | Taiwan market: Acer expects higher notebook sales in 2010 Feb 8, 12:27 | | | | | Taiwan-based digital camera maker Altek hits profit high in 2009 Feb 8, 10:03 | | | | | Taiwan-based optical lens kit makers Asia Optical, Largan saw January revenue down on month, up on year Feb 8, 09:56 | | | | |
Displays | Everlight, Ledtech report sequential revenue growth, Unity Opto sees decrease Feb 8, 17:07 | | | | | Taiwan market: BenQ aims to become second largest LCD monitor vendor in 2010 Feb 8, 15:37 | | | | |
Bits + chips | Taiwan-based Kenmec expects PV system installation capacity of 3-5MWp in 2010 Feb 8, 16:39 | | | | | SAS aims at revenues of NT$31.5 billion in 2013 Feb 8, 14:56 | | | | |
Telecom | Taiwan market: 3.5G data card users double in 2009 Feb 8, 16:26 | | | | | China 3G handset market to rise by a factor of six in 2010, says iSuppli Feb 8, 12:04 | | | |
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Notes and corrections |
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A February 5 article incorrectly stated that STMicroelectronics' capex growth for 2010 will be 5-7%. For 2010, the company plans on continuing its policy of maintaining an average capex allocation ratio of about 5-7% of its total revenues. |
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Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions. |
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Taiwan small- to mid-size LCD panels – 4Q 2009 (Feb 9) |
Taiwan's small- to medium-size LCD panel shipments dropped only 1.1% sequentially in the fourth quarter of 2009, as demand from international clients remained strong in the traditionally low season. |
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 Table of contents Full report
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Taiwan LCD TVs – 4Q 2009 (Feb 9) |
Taiwan makers shipped 7.18 million LCD TVs in the fourth quarter of 2009, up 46.9% from a year ago when the global financial crisis hit. |
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Table of contents Full report |
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1Q10 2009 2010 4Q09 AUO China China market Display components IC IC design IC manufacturing LCD LCD panel Memory Mobile phone and PDA Mobo, chipset Monitor, TV Networking notebook Passive, PCB, other IC components Portable profit revenues shipments Software, Internet Solar Storage, peripherals Taiwan Taiwan market Telecom service |
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WiMAX A portal for information about Taiwan's WiMAX industry. Read more | |
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Taiwan notebook ODMs Taiwan notebook Original Design Manufacturers (ODMs) account for more than 90% of global notebook production and Digitimes is there to provide daily... Read more | |
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Rescuing the DRAM industry The DRAM industry accounts for about 10% of global semiconductor revenues, and chronic oversupply and diminished demand has led to a near collapse in... Read more | |
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Android The early success Google's Android platform has achieved in the handset market has caused system makers, software developers and semiconductor players... Read more | |
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Taiwan president: Trade pact will attract more foreign investment (Feb 9) - NASDAQ.com "Foreign firms have expressed a willingness to increase investment or make new investments in Taiwan" once the island signs the Economic Cooperation Framework Agreement with China to remove bilateral tariffs, Ma told reporters at a news briefing to promote the pact. He didn't make any forecasts about the potential value of such investments.
| UK pays people for wind, solar power (Feb 2) - USA Today A homeowner could earn up to 900 pounds (US$1,433) each year for a typical 2.5 kilowatt solar PV system and save an additional 140 pounds on their annual electricity bill, according to an announcement by the UK's Department of Energy and Climate Change.
| Samsung takes top spot from HP (Jan 29) - CNN Samsung Electronics has overtaken Hewlett-Packard as the world's biggest technology company by sales, a sign of how strongly some South Korean companies have bounced back from the economic downturn.
| US economy in fastest growth rate for six years (Jan 29) - BBC News The US economy grew by an annualised rate of 5.7% between October and December, official figures have shown. But even with the rebound, GDP shrank by 2.4% across 2009 as a whole.
| Obama sets ambitious export goal (Jan 28) - New York Times Meeting that goal would require the president to engage in a fight to the death with the liberal wing of his own party, persuade China to allow its currency to appreciate 40%, get global economic growth to outperform the salad days from 2003 to 2007, and lower taxes for American companies that do business abroad. And, while he is at it, forget about strengthening the dollar in the foreseeable future.
| Japan exports up for first time in 15 months (Jan 26) - Business Week Japan's exports grew for the first time in 15 months in December 2009, according to the finance ministry. Its exports to China expanded 42.8% to 1.1 trillion yen in the month.
| Samsung executive commits suicide (Jan 27) - Channel News Asia A vice president of Samsung Electronics has committed suicide. He joined Samsung in 1992 and mostly worked at its semiconductor and flash memory division.
| China plays down row with Google (Jan 21) - BBC News China says its dispute with US search giant Google should not be linked to Beijing's relations with Washington.
| Samsung signs US$6.6 billion deal to build wind and solar power in Ontario (Jan 21) - New York Times Under the terms of the agreement, government officials said Samsung must build four manufacturing plants in Ontario, promising 16,000 direct and indirect jobs over the next five years.
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Taiwan motherboard industry overview (Dec 1) |
2008 was a significant year for Taiwan's motherboard industry as it was the first year, since Digitimes began compiling data, that aggregate shipments among the top players, Asustek and Pegatron, Gigabyte, ECS and MSI, saw negative growth. |
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Taiwan notebook industry overview (Aug 25) |
Global notebook shipments grew 31.8% on year to 137 million units in 2008, of which, 91.4% were made by Taiwan makers, up from 89.5% in 2007. |
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Taiwan semiconductor equipment industry overview (Aug 12) |
Worries about a global economic downturn have taken a toll on a number of industries, with the semiconductor industry being no exception. Players in the semiconductor industry have cut their annual capital expenditure (capex) this year to cope with the weak demand, and SEMI projects that following 6% market growth in 2007, the semiconductor equipment market will decline 20% in 2008 with sales reaching US$34.12 billion. |
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