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NEWS & VIEWS |
Taipei,
Thursday, September 2, 2010
22:29 (GMT+8)
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PC replacement trend for enterprise market to appear in 1Q11, says Asustek Systems | Sep 2, 16:59 | | Asustek Computer vice president Kevin Lin has commented that most enterprises recently started to finish their budget planning for PC replacements, and are expected to start in the first quarter of 2011. Read more | | |
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Compal president pessimistic about non-Apple tablet PC shipments in 2011 Systems | Sep 2, 16:46 | | Compal Electronics president Ray Chen at a company investors conference on September 1, commented that he expects shipments of non-Apple tablet PCs to not exceed 15 million units in 2011 and players will quickly quit after finding out the market is not as easy as they expect. Read more | | |
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NAND flash vendors cutting chip prices Bits + chips | Sep 2, 12:27 | | NAND flash chip vendors are now more willing to lower the prices of their NAND flash parts due to rising inventory levels, according to industry sources, adding that the price of 32Gb NAND flash has dropped to as low as US$4.30 per unit recently. Read more | | |
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| | | | HP may not see 2010 notebook shipments surpass 40 million units, says Digitimes Research Systems | Sep 2, 17:03 Due to a strong nosedive in global consumer notebook demand, all the first-tier notebook vendors except Apple, reduced their notebook orders significantly... Read more | | III signs cooperation MOU with India CEWiT to develop relay stations Systems | Sep 2, 16:52 The Taiwan government-backed Institute for Information Industry (III) on September 1 signed a cooperation MOU with the Center of Excellence in Wireless... Read more | Compal to see 3Q10 notebook shipments drop up to 10% on quarter Systems | Sep 2, 16:50 Compal Electronics has reduced its third-quarter 2010 notebook shipment forecast from a growth of 5% originally to a single-digit percentage drop on... Read more | | FET to invest in China-based company Systems | Sep 2, 15:53 Taiwan-based mobile telecom carrier Far EasTone Telecommunications (FET) will invest US$7.0 million, through its wholly-owned subsidiary FarEastern New... Read more | On-quarter hard drive shipments to stay flat in 3Q10, but drop in 4Q10 Systems | Sep 2, 14:49 Despite IT market already having entered the back-to-school season, weak notebook demand is expected to cause hard drive shipments to stay flat sequentially... Read more | | TI expects shipments of DLP 3D Ready chips to reach 2-3 million units in 2011 Displays | Sep 2, 17:01 Texas Instruments (TI) vice president of DLP business Kent Novak at a conference has commented that the company's shipments of DLP 3D Ready chips will... Read more | TPK sees strong profit in 1H10 Displays | Sep 2, 16:27 Touch panel maker TPK Touch Solutions has announced consolidated revenues of NT$15.99 billion (US$499.53 million) with net profits of NT$1.46 billion... Read more | | Amtran lands LCD TV orders from India-based vendor Displays | Sep 2, 16:15 Taiwan-based LCD TV maker Amtran Technology has recently landed orders from an India-based TV vendor and will start shipments in 2011, according to company... Read more | Lite-On Group aiming to achieve revenues of NT$350-400 billion in 2013 Bits + chips | Sep 2, 14:28 Lite-On Group, at its investors conference on September 1, noted that the company is aiming to achieve NT$350-400 billion (US$10.93-12.5 billion) in... Read more | | Taiwan solar wafer makers holding price steady for Sept 2010 Bits + chips | Sep 2, 13:52 Solar-grade silicon wafer makers in Taiwan will not raise quotes for September 2010 as they believe further price increase could have serious ramifications... Read more | Global FPCB market moving in positive direction, say sources Bits + chips | Sep 2, 12:26 Flexible PCB makers both in Taiwan and Japan recorded strong performance in the second quarter indicating that the global FPCB industry is moving forward... Read more | | China market: Symbian losing dominance, market share falls to 50-60% Telecom | Sep 2, 12:03 With Research in Motion (RIM), Apple and a slew of Android-based handset vendors making more aggressive moves in the China market, Symbian operating... Read more |
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Systems | TW-Airnet to launch 5TV Chinese-language video/audio services at App Store Sep 2, 17:06 | | | | | Heatpipe maker Yeh-Chiang 1H10 revenues jump 69% on year Sep 2, 11:36 | | | | |
Displays | Tatung reports net loss for 1H10 Sep 2, 17:07 | | | | | Taiwan market: Amtran launches 5 new Vizio LED TVs Sep 2, 15:00 | | | | |
Bits + chips | IC backend houses likely to post weaker-than-expected 3Q10 revenues Newswatch | Sep 2, 16:36 | | | | | Elpida and Spansion develop 4Gb SLC NAND Sep 2, 16:31 | | | | | Chip revenues forecast to grow 31.5% in 2010, says Gartner Sep 2, 14:46 | | | | | Globalfoundries adds new 28nm technology offering, unveils 22/20nm roadmap Sep 2, 11:40 | | | | |
Telecom | China market: Sony Ericsson unveils first TD-SCDMA smartphone Sep 2, 10:26 | | | |
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Demand rebound for large-size panels to move back from August to October, says Chipbond chairman Bits + chips | Sep 1, 15:38 | | A demand rebound for large-size LCD panels will take place in the first two weeks of October instead of August as previously expected, Fei-Jain Wu, chairman of driver-IC packaging and testing house Chipbond Technology, has said. Read more | | |
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NAND flash prices more reasonable to spur demand, says Phison chairman Bits + chips | Sep 1, 11:32 | | Phison Electronics has seen a strong rebound in NAND flash demand recently, and believes prices may have fallen to a level acceptable to its clients, according to company chairman Khein Seng Pau. Chip suppliers have also stepped up their efforts to control output, Pau said. Read more | | |
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German solar module makers showing signs of accepting cell prices from Taiwan Bits + chips | Sep 1, 11:17 | | German solar module companies and Taiwan-based solar cell makers could soon end their price negotiation stalemate with strong demand from markets outside of Germany and the solar cell makers continuing to run at full capacity, according to sources form Taiwanese cell makers. Read more | | |
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| | | | Flextronics provides pay hike in southern China Systems | Sep 1, 17:08 Singapore-based EMS provider Flextronics International has raised basic wages for employees at its production base in Zhuhai, southern China, from an... Read more | | Acer tops desktop and notebook PC markets in Russia in 2Q10, says IDC Systems | Sep 1, 11:44 Taiwan-based Acer grabbed top-spot positions in both desktop and notebook segments of the Russian PC market in the second quarter of 2010, said International... Read more | CMC expects proportion of revenues for Blu-ray Disc to exceed 50% in 2012 Systems | Sep 1, 11:37 Taiwan-based optical disc maker CMC Magnetics expects the proportion of its consolidated revenues for Blu-ray Disc (BD) discs to reach 10% in 2010, increase... Read more | | Nvidia said to be planning chipset that combines GPU and southbridge Mobos | Sep 1, 17:09 Nvidia has recently been developing a chipset that combines the functions of a southbridge and a GPU, with the goal of the product to reduce cost for... Read more | ProMOS reports loss for 2Q10 Bits + chips | Sep 1, 11:59 DRAM maker ProMOS Technologies remained unprofitable in the second quarter of 2010, but saw net losses for the quarter narrow significantly compared... Read more | | China market: Strong smartphone orders from sales channel for October holidays Telecom | Sep 1, 11:25 In preparation for China's National Day holidays in October, distributors and retailers in the country have significantly increased smartphone orders... Read more |
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Systems | Quanta sees 2Q10 gross margin hit record low Sep 1, 16:32 | | | | | Acer reports 1H10 gross margin of 9.85% Sep 1, 16:27 | | | | | Quanta Storage posts 1H10 EPS of NT$1.62 Sep 1, 11:56 | | | | | Taiwan market: Sony unveils 3D Blu-ray Disc player Sep 1, 11:35 | | | | |
Displays | Taiwan market: Sony to launch six 3D LCD TVs in 2010 Sep 1, 17:09 | | | | | Taiwan market: LCD TV shipments up 10% on year in 1H10 Sep 1, 16:23 | | | | | CPT to adjust 70% capacity at 4.5G for touch panel production Sep 1, 15:38 | | | | | G-Tech posts net profit for 1H10 Sep 1, 11:26 | | | | |
Bits + chips | RF MEMS to improve performance of handset antennas, says iSuppli Sep 1, 17:09 | | | | | Aluminum capacitor maker Chinsan reports strong EPS for 1H10 Sep 1, 15:15 | | | | | NOR flash designer Eon posts NT$3.88 EPS for 1H10 Sep 1, 15:08 | | | | | Spansion and TI ink foundry deal Sep 1, 14:21 | | | | | Hynix collaborates with HP on ReRAM Sep 1, 14:12 | | | | | Consumer IC design house Sonix looks to declining sales for 3Q10 Newswatch | Sep 1, 14:08 | | | | | IC distributor WPG see profits more than double in 1H10 Newswatch | Sep 1, 13:59 | | | | |
Telecom | FET to wholly own Sparq in two steps Sep 1, 11:48 | | | | | Taiwan-market: TWM launches under-NT$7,000 own-brand smartphones Sep 1, 11:19 | | | |
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Foxconn sees 1H10 revenues up, gross margin down on year Systems | Aug 31, 15:23 | | Foxconn Electronics (Hon Hai Precision Industry) on August 30 published consolidated revenues of NT$1,198 billion (US$36.5 billion) for the first half of 2010, hiking by 47.6% on year, with gross margins down 0.99pp on year to 8.35%, according to the company. Read more | | |
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AUO hiking LED backlight proportion for notebook, monitor panels Displays | Aug 31, 11:33 | | AU Optronics (AUO) is increasing its applications of LED backlights for its TFT-LCD panels used in notebooks and LCD monitors, with the LED backlight proportion for the former to be increased from 98% currently to 100% at the end of 2010 and the latter from 25% in the second quarter of 2010 to 100% in 2013, according to the company. Read more | | |
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| | | | Clevo sees profit in 1H10 thanks to channel business Systems | Aug 31, 15:03 Taiwan-based notebook maker Clevo has recorded consolidated net profits of NT$301 million (US$9.39 million) for the first half of 2010 mainly benefiting... Read more | | BenQ unveils PV-integrated e-book reader Systems | Aug 31, 15:03 BenQ unveiled the K60, its e-book reader integrated with a photovoltaic (PV) panel for auxiliary power generation, at its 2010 Global Distributors' Meeting... Read more | Synnex Technology sees 1H10 net profit up 28.4% Systems | Aug 31, 12:23 Taiwan-based electronic products distributor Synnex Technology International has published its consolidated financial report for the first half of 2010,... Read more | | Intel almost halves prices for Core i7-950 Mobos | Aug 31, 13:46 Intel recently dropped the price of its quad-core Core i7-950 processors to US$294 from US$562 to defend from AMD's recent price cuts for its quad-core... Read more | Young Fast, J Touch, Mildex report profits for 1H10, Transtouch sees loss Displays | Aug 31, 16:39 Touch panel makers Young Fast Optoelectronics, J Touch and Mildex Optical have reported net profits of NT$1.53 billion (US$47.66 million), NT$106 million... Read more | | CF makers Cando, Sintek report losses for 1H10 Displays | Aug 31, 16:16 Taiwan-based color filter (CF) makers Cando and Sintek Photronic have posted net losses of NT$311 million (US$9.705 million) and NT$553 million, respectively,... Read more | Formosa Epitaxy sees record 1H10 gross margin Displays | Aug 31, 14:00 Taiwan-based LED chip maker Formosa Epitaxy has released its financial report for the first half of 2010, with results showing a gross margin of 43.58%,... Read more | | Arima Optoelectronics to set up new LED epitaxy subsidiary in China Displays | Aug 31, 11:43 LED chipmaker Arima Optoelectronics will invest US$30 million maximum to set up a wholly-owned subsidiary for LED epitaxy manufacturing in Wujiang of... Read more | Unity Opto posts net profit for 1H10 Displays | Aug 31, 11:25 LED packaging company Unity Opto Technology has announced consolidated net profit of NT$661.728 million (US$20.65 million) with an EPS of NT$2.15 for... Read more | | Solder material maker Shenmao plans 10% price rise Bits + chips | Aug 31, 15:20 Shenmao Technology plans to raise the prices of its solder bumping paste products by 10% to reflect the rising prices for solder, according to the com... Read more | Thinking expected to enjoy 10% sales growth in 3Q10, launches new SMD NTC thermistors Bits + chips | Aug 31, 14:58 Thinking Electronic Industrial, which mainly makes protective components for power supplies, is expected to see third-quarter 2010 revenues grow 10%... Read more | | IC material distributor Niching sees sequential revenue growth in 2H10 Bits + chips | Aug 31, 14:05 IC material distributor Niching Industrial has remarked that its revenue outlook for the second half of 2010 remains positive, buoyed by new orders from... Read more | Demand for high-end crystal oscillators remains strong, says Taitien Bits + chips | Aug 31, 13:48 Quartz component maker Taitien Electronics has revealed that its capacity utilization for temperature-compensated crystal oscillators (TCXOs) and voltage-controlled... Read more | | Elan and EETI to see touch-panel controller IC shipments increase robustly in 4Q10 Bits + chips | Aug 31, 12:16 Touch-panel controller IC vendors Elan Microelectronics and Egalax_Empia Technology (EETI) are likely to enjoy strong sales in the fourth quarter due... Read more |
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Systems | Electronics contract manufacturers face supply chain pileup, says iSuppli Aug 31, 16:45 | | | | | Quanta to establish production lines in Taiwan, says paper Newswatch | Aug 31, 16:21 | | | | | Compal chairman says notebook demand still strong, reports paper Newswatch | Aug 31, 15:49 | | | | | Kinko expects monthly shipments to Canon to rise to 2.4 million lens pieces in 3Q11 Aug 31, 12:14 | | | | |
Bits + chips | Toshiba rolls out 24nm process Aug 31, 15:25 | | | | | Chip sales remain strong despite slowdown worries, says SIA Aug 31, 12:19 | | | | | Csun consolidated revenues hit record high in July Aug 31, 11:46 | | | | | DRAM contract prices continue to fall, says DRAMeXchange Aug 31, 11:40 | | | | |
Telecom | China white-box vendors to tap overseas markets with triple-SIM handsets Aug 31, 13:49 | | | | | China market: Motorola cooperates with 3 telecom carriers to offer Android smartphones Aug 31, 12:17 | | | |
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Notes and corrections |
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A September 1 article incorrectly stated that Nvidia's chipset solution would be US$10-15 less than Intel's solution, the price has not yet been revealed. |
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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 large-size LCD panels – 2Q 2010 (Aug 31) |
Taiwan's large-size TFT LCD panel shipments grew 6.58% sequentially and 32.27% on year to 70.19 million units in the second quarter of 2010. |
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 Table of contents Full report
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1H10 2010 2011 2Q10 3Q10 China China market Display components IC design IC manufacturing LCD LCD panel Memory Mobile phone and PDA Monitor, TV Networking notebook panel Passive, PCB, other IC components Portable profit 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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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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WiMAX A portal for information about Taiwan's WiMAX industry. Read more | |
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US consumer confidence rises in August (Aug 31) - CNN "Markets are broadly interpreting this as an improvement in the economy, but overall consumer confidence is still very, very bad," said Tim Quinlan, an economist with Wells Fargo. "We went from being severely depressed about the outlook, to just being depressed about the outlook."
| US finally reforming its high-tech export control system (Aug 31) - Ars Technica Many high-technology companies have run afoul of the US' Export Control System, which regulates the overseas sales of items that can be put to use for military or intelligence-gathering purposes.
| Japan plans new steps to curb yen (Aug 30) - New York Times But analysts called the measures too timid in the face of the problems plaguing Japan's export-oriented economy.
| Pimco CEO sees 'lost decade' for US jobs (Aug 30) - Bloomberg A "lost decade" in US employment reflects a change in the structure of the nation's labor market, according to Mohamed El-Erian, CEO at Pacific Investment Management Co.
| Samsung chairman's nephew commits suicide (Aug 18) - Business Week In 2005, chairman Lee Kun-hee's youngest daughter also committed suicide in her apartment in New York, where she was studying arts management as a graduate student at New York University.
| Taiwan legislature approves China trade deal (Aug 17) - The Financial Times Now it's official. Taiwan's legislature on late Tuesday night approved the Economic Cooperation Framework Agreement, the landmark trade deal between China and Taiwan.
| Taiwan population to reach zero growth earlier than expected in 2022 (Aug 16) - eTaiwanNews The previous estimates, released in August 2008, predicted zero growth in 2026, but since then the birth rate recorded an even sharper decline.
| Economic growth worries propel gold to one-month high (Aug 13) - Reuters India Gold rose to a one-month high on August 13, lifted by persistent poor macroeconomic data from the US that is prompting investors to choose safer assets in the face of a gloomier economic outlook.
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Taiwan handset overview (Jun 4) |
The global handset market did not have a banner year in 2009, with overall shipments of 1.167 billion units representing a drop of 3.2% from the previous year, according to data from Digitimes Research. |
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Taiwan DRAM-module industry overview (May 19) |
Back to 2006 when total revenues for the third-party module market reached US$12.2 billion, Taiwan had over 15 vendors shipping DRAM modules under their own brand names with five of them ranked among iSuppli's top-ten. But revenues shrank to US$7.065 billion in 2009, when TwinMOS Technologies and Lihduo International, and several small-size players were no longer among Taiwan's DRAM module suppliers. |
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A glimpse into the e-book reader market (May 18) |
In 2008, worldwide e-book reader shipments totaled only 700,000 units, according to Digitimes Research. But demand exploded in 2009 as consumer interests grew and prices dropped. |
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