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NEWS & VIEWS |
Taipei,
Saturday, March 13, 2010
18:33 (GMT+8)
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Wistron after sales service revenues to increase over 60% in 2010 Systems | Mar 12, 16:09 | | Wistron expects revenues of its after sales service division to increase over 60% to reach NT$15 billion (US$471.99 million) in 2010, according to market sources. Read more | | |
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Taiwan to lose 30,000 jobs if panel makers move LCD fabs to China, says legislator Displays | Mar 12, 15:51 | | A legislator in Taiwan has questioned the government move to give LCD panel makers the green light to set up 5G and lower-generation plants in China, warning it may result in massive job losses in the island's optoelectronics industry. Read more | | |
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Semiconductor firms step up hiring of new employees Bits + chips | Mar 12, 10:25 | | Major Taiwan-based foundries and backend suppliers, including Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL), have recently stepped up hiring of new employees for their expansion projects. Read more | | |
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| | | | More network equipment makers to allocate funds for LTE development Systems | Mar 12, 16:05 More Taiwan-based network equipment makers, including Alpha Networks, Arcadyan Technology and Sercomm, are planning to channel more funds to the development... Read more | | Motherboard components reportedly in shortage Mobos | Mar 12, 16:17 Motherboard components such as MLCCs, solid capacitors and LAN connectors are reportedly suffering from tight supply due to the recent labor shortages,... Read more | CTSP project coming under fire from environmentalists Displays | Mar 12, 16:44 While the development of the phase-three site of the government-run Central Taiwan Science Park (CTSP) is under way, environmental activists are demanding... Read more | | Delta to start production at AMTC 3.5G plant in 3Q10 Displays | Mar 12, 16:20 Delta Electronics will start small-volume color filter (CF) production at a 3.5G plant acquired from Allied Material Technology (AMTC) in the third quarter... Read more | CMO starts 8.5G production Displays | Mar 12, 16:12 Chi Mei Optoelectronics (CMO) has started production at its 8.5G plant and will see actual products in April, and the plant will have a monthly capacity... Read more | | Amtran silent on merger rumors Displays | Mar 12, 15:44 Taiwan-based LCD TV maker Amtran Technology has declined to respond to recent rumors that Foxconn Electronics (Hon Hai Precision Industry) will merge... Read more | Sintek and Cando announce single-digit drops in February revenues Displays | Mar 12, 10:15 Color filter (CF) and touch panel makers Sintek Photronic and Cando have posted only on-month single-digit percentage drops in February revenues despite... Read more | | Applied upbeat on chip and display outlook; to work closer with Asia customers Bits + chips - Newswatch | Mar 12, 17:01 Capital spending in the semiconductor industry is expected to reach US$21-23 billion in 2010, up from around US$13 million in 2009, according to Mike... Read more | Orise 1Q10 revenues to increase 0-5% Bits + chips | Mar 12, 16:43 LCD driver IC maker Orise Technology is expected to see an up to 5% revenue growth in the first quarter of 2010, mainly driven by increasing shipments... Read more | | FPCB makers suffer sharp sequential revenue declines in February Bits + chips | Mar 12, 15:36 Most Taiwan-based flexible PCB (FPCB) makers suffered sharp sequential revenue declines in February 2010 due to labor shortages in China and fewer working... Read more | Ralink and TrendChip enter into merger agreement Bits + chips | Mar 12, 14:51 Taiwan-based WLAN chip maker Ralink Technology and sDSL CPE chipset supplier TrendChip Technologies have announced that a merger agreement has been approved... Read more | | NAND flash contract quotes for early March mostly stable Bits + chips | Mar 12, 14:15 Contract quotes for 64Gb, 32Gb and 16Gb NAND flash memory have declined by 1-2% on average, respectively, in the first half of March, compared to the... Read more | China-based PV module maker to lower quotes by 10% after feed-in tariff cuts in Germany Bits + chips | Mar 12, 14:11 An unspecified China-based maker of PV modules plans to lower its spot market quotes by 10%, from US$1.7-1.85/W currently, the third quarter of 2010... Read more | | HTC to start volume shipments of HTC Smart to major Europe and Asia markets at the end of March Telecom | Mar 12, 14:55 HTC will start volume shipments of its feature phone, the HTC Smart, to major markets in Europe and Asia at the end of March 2010, according to industry... Read more |
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Systems | Taiwan market: Foxconn and Clevo to compete for government IT mall project in Taipei Mar 12, 16:51 | | | | | Taiwan premier turns down Acer chairman over tax incentive Mar 12, 16:42 | | | | | Taiwan market: Gigabyte changes notebook distributor to Genuine C&C Mar 12, 15:53 | | | | | Taiwan market: Yahoo! expects 2010 B2C, C2C trade value to rise by 20% Mar 12, 15:19 | | | | | Taiwan market: APBT announces February performance Mar 12, 14:19 | | | | | Taiwan market: Canon launches new cameras Mar 12, 10:33 | | | | | Computer storage market set to resume growth in 2010, says iSuppli Mar 12, 10:23 | | | | |
Displays | Bright LED to issue NT$1.9 billion in bonds; Delta to take NT$720 million Mar 12, 14:46 | | | | |
Bits + chips | DDR2 spot pricing up on shrinking supply, says inSpectrum Mar 12, 17:03 | | | | | ITRI receives NT$400 million from government for PV R&D in 2010 Mar 12, 16:27 | | | | | MLCC material supplier PDC sees revenues reach almost NT$2.7 billion in 2009 Mar 12, 16:11 | | | | | eMemory teams up with MagnaChip to offer 0.11-micron embedded NVM Mar 12, 14:57 | | | | | Analog IC design houses look to strong revenue gains in March Mar 12, 14:23 | | | | |
Telecom | China market: Mobile phone users increase to over 756 million in January 2010, says MIIT Mar 12, 10:39 | | | |
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Asustek reduces brand motherboard shipments target for March 2010 Mobos | Mar 11, 17:07 | | Asustek Computer, affected by weakened demand in Europe, has reduced its own-brand motherboard shipments target from 1.9 million units to 1.75 million units, according to market watchers. Read more | | |
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Contract quotes for DDR3 and DDR2 chips remain high in early March Bits + chips | Mar 11, 12:13 | | Contract quotes for 1Gb DDR3 memory have increased to between US$2.41 and US$2.69 in the first half of March, driving the price of 2GB DDR3 modules to US$41.50-43, according to DRAMeXchange. Meanwhile, DDR2 parts managed to hold on to their late February prices. Read more | | |
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| | | | Foxconn sees on-month drop, but on-year increase in February 2010 revenues Systems | Mar 11, 16:38 Foxconn Electronics (Hon Hai Precision Industry) has announced revenues of NT$121.47 billion (US$3.83 billion) for February 2010, down 10.91% on month,... Read more | | Foxlink suffers revenue decrease in February 2010 Systems | Mar 11, 16:37 Connector and cable maker Foxlink saw revenues of NT$2.35 billion (US$73.3 million) for February 2010, a drop of 14.93% on month and 3.48% on year, according... Read more | Darfon expects strong shipment growth for notebook and panel component product lines in 2010 Systems | Mar 11, 12:34 Notebook keyboard and panel component maker Darfon Electronics expects its keyboard shipments in 2010 to grow 30% on year, while LCD inverter and LED... Read more | | Wistron non-notebook product lines to see strong shipment growth in 2010 Systems | Mar 11, 12:33 Wistron's non-notebook product lines including desktops and LCD TVs are expected to start seeing strong growth in the second quarter despite expectations... Read more | Alpha Networks expects 2010 revenues to top NT$24 billion Systems | Mar 11, 12:18 Network equipment maker Alpha Networks expects its revenues for 2010 to swing back to the level it recorded in 2008 when revenues totaled NT$24.32 billion... Read more | | ECS and ASRock see significant on-month drop in February 2010 revenues Mobos | Mar 11, 16:34 Motherboard makers Elitegroup Computer System (ECS) and ASRock both saw over 20% on-month drops in their February 2010 revenues due to fewer working... Read more | PVI announces flat revenue performance for February Displays | Mar 11, 17:01 Prime View International (PVI) has announced consolidated revenues of NT$1.57 billion (US$49.45 million) for February, holding level compared to January... Read more | | AUO says to recruit 2,500 new employees in 2010 Displays | Mar 11, 16:47 AU Optronics (AUO) has announced it plans to recruit 2,500 new employees this year. It said it is not only recruiting for its core business of LCD panel... Read more | Radiant and Forhouse have over 10% on-month drop in February revenues Displays | Mar 11, 16:27 Taiwan-based backlight unit (BLU) makers Radiant Opto-Electronics and Forhouse have announced an on-month drop of over 10% in their February revenues... Read more | | Passive-component material suppliers see revenues decrease in February Bits + chips | Mar 11, 16:06 Laser Tek, which mainly produces SMD (surface-mount-device) packaging materials for passive components, has reported an 8.3% sequential drop in consolidated... Read more | Taiwan IC- and LCD-equipment makers post mixed February 2010 results Bits + chips | Mar 11, 12:28 Csun Manufacturing and Gallant Precision Machining (GPM) managed sequential revenue growth in February 2010, while All Ring Tech and Mirle Automation... Read more | | Leadframe maker SDI signs cooperation agreement with Mitsubishi Shindoh Bits + chips | Mar 11, 12:24 Leadframe maker Shuen Der Industry (SDI) has signed a technology cooperation agreement with Japan-based Mitsubishi Shindoh on March 10 for the production... Read more | Delivery time for solar ingots/wafers equipment prolonged due to growing demand, say Taiwan makers Bits + chips | Mar 11, 12:02 Suppliers of equipment used to grow solar-grade crystalline silicon ingots and slice ingots into wafers have extended the time from order to delivery... Read more | | China market: 3G handsets sale to top 35-43 million units in 2010 Telecom | Mar 11, 12:15 Sales of 3G handsets in the China market are expected to top 35-43 million units in 2010, accounting for 12-15% of total handset sales compared to a... Read more |
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Systems | Taiwan market: Seiko Epson aims at huge growth in sales of innovative application products Mar 11, 17:00 | | | | | Taiwan market: IBM to launch eX5-series servers at the end of March Mar 11, 15:02 | | | | | Delivery lead times for some network equipment orders extended to 3 months, say sources Mar 11, 14:12 | | | | | Lite-On IT sees February revenues up on year Stockwatch | Mar 11, 12:35 | | | | |
Displays | Tatung Group to see growth in LCD monitor shipments in 2010 Mar 11, 15:54 | | | | |
Bits + chips | Global semiconductor equipment sales down 46% in 2009, says SEMI Mar 11, 17:06 | | | | | WPG to see better-than-expected 1Q10 revenues Mar 11, 16:34 | | | | | Applied to beef up display, solar equipment production in Taiwan Mar 11, 16:30 | | | | | Taiwan market: Epson expects quartz component sales to grow 25% in 2010 Newswatch | Mar 11, 15:57 | | | | | IC distributor Yosun looks to 80-100% sales increase in India in 2010 Mar 11, 14:43 | | | | | VIS sees February 2010 revenues more than double on year Mar 11, 14:33 | | | | |
Telecom | Cellular installed base grows in 2009 despite recession, says IMS Research Mar 11, 16:04 | | | | | Chunghwa Telecom posts January-February EPS of NT$0.89 Mar 11, 12:06 | | | | | Taiwan market: Fitel receives WiMAX operating license from NCC Newswatch | Mar 11, 12:04 | | | |
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1Q10 2009 2010 China China market Display components IC IC design IC manufacturing LCD LCD panel Memory Mobile phone and PDA Mobo, chipset Monitor, TV Networking notebook panel Passive, PCB, other IC components Portable price revenues sales shipments Software, Internet Solar Storage, peripherals Taiwan Taiwan market Telecom service |
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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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WiMAX A portal for information about Taiwan's WiMAX industry. 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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China exports see big increase in February 2010 (Mar 10) - BBC News China's exports jumped by 46% in February compared with a year ago, raising hopes of a strong recovery in global trade.
| US unemployment better-than-expected (Mar 5) - BBC News Last month's unemployment rate stayed steady at 9.7%, the same as in January, and lower than December's rate of 10%.
| Americans spend more in February (Mar 4) - CNNMoney Many of the nation's top retail chains reported much stronger-than-expected February sales Thursday, furthering hopes that U.S. consumers are starting to loosen their purse strings.
| Obama admin declassifies major cybersecurity plans (Mar 4) - Ars Technica The Obama administration has declassified some general information about the Comprehensive National Cybersecurity Initiative (CNCI), a sweeping program that protects the government and critical civilian networks from cyberattacks.
| Taiwan earthquake disrupts power and rail (Mar 4) - BBC News An earthquake in southern Taiwan has disrupted power supplies in the capital, Taipei and caused the high speed rail service to be suspended.
| Spain jobless hits 19% as recession bites (Mar 2) - The Financial Times The number of people registering as unemployed in Spain continued to rise in February 2010, as the recession which began with a collapsing housing market spread further into other sectors.
| Japan jobless rate falls more than expected (Mar 2) - The Financial Times Japan's unemployment rate fell below 5% for the first time in a year in January 2010, as strong exports fed into a strengthening economic recovery.
| Chile quake sends copper prices higher (March 1) - BBC News Prices on futures of the metal traded on the London Metal Exchange (LME) touched US$7,600 a tonne, the highest since 20 January. Officials in Chile - the world's biggest copper miner - have promised to honour its export commitments.
| More than 100 companies targeted by Google hackers (Feb 26) - PC World The hackers who broke into Google two months ago have gone after more than 100 companies, according to an estimate by security vendor Isec Partners.
| Electric car buyers to receive subsidy in UK (Feb 25) - The Financial Times Anyone who buys an electric car will be able to take advantage of a subsidy of up to 5,000 pounds (US$7,684) under plans to be set out by the government.
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Taiwan handsets – 4Q 2009 (Feb 12) |
Taiwan shipped 16.61 million handsets in the fourth quarter of 2009, flat from the 16.62 shipments the previous quarter. |
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Table of contents Full report |
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Taiwan large-size LCD panels – 4Q 2009 (Feb 12) |
Taiwan's large-size LCD panel shipments dropped only 0.7% sequentially in the fourth quarter of 2009 mainly due to better-than-expected demand for TV and notebook panels. |
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Table of contents Full report |
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Taiwan digital cameras – 4Q 2009 (Feb 12) |
Taiwan shipped 15.41 million digital cameras in the fourth quarter of 2009 on increased shipments during the holiday season. |
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Table of contents Full report |
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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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