Taipei, Wednesday, September 24, 2014 07:39 (GMT+8)
light rain
Taipei
26°C
Digitimes Research: Toshiba, Sony see semiconductor revenues grow; Renesas struggles to make profits
Ricky Tu, DIGITIMES Research, Taipei [Monday 25 March 2013]

Due to rising prices of NAND flash in the third quarter of 2012, Japan-based semiconductor firm Toshiba has reported fourth-quarter 2012 revenues of its semiconductor business unit grew by 10.5% on quarter, reaching JPY231.6 billion (US$2.4 billion). The firm has seen revenue growth for two consecutive quarters. Toshiba also reported fourth-quarter operating profits of JPY20 billion, showing an on-quarter growth compared to JPY12 billion in the third quarter.

Japan's second largest semiconductor firm Renesas Electronics saw fourth-quarter semiconductor revenues decrease by 13.7% on quarter because revenues from its three major product lines, MCUs, analog and power devices, and SoC solutions all showed sequential decreases compared to the third quarter. Renesas reported fourth-quarter revenues of only JPY177.2 billion and the overall net operating loss grew to JPY7.9 billion from JPY5.7 billion in the third quarter.

Sony, the third largest semiconductor firm in Japan, divides its semiconductor business into in-house use and outside sales. The fourth-quarter revenues from outside sales reached JPY90 billion, representing a sequential increase of 19%. The firm has reported revenue growth for two consecutive quarters and continues to stay in profit.

Renesas is likely to report net loss for the third consecutive year in the 2012 Japan fiscal year (from April 2012 to March 2013), Digitimes Research believes. The firm focuses on small volume production of diversified MCUs to suit the specific need of each customer, and hence the profitability is relatively small compared to other semiconductor products such as NAND flash that can be massively produced.

Toshiba is expected to continue being the largest semiconductor firm in Japan. The firm plans to begin the volume production of NAND flash using the 15-18nm technology in 2013 and develop 3D NAND flash technologies. Sony will focus on expanding the capacity of CMOS image sensors.

Realtime news
  • Digitimes Research: Google to strengthen capabilities of Android Wear

    Before Going to Press | 9h 37min ago

  • AMD, Nvidia to see shrinking GPU demand in 4Q14 due to launch of low-cost notebooks

    Before Going to Press | 9h 38min ago

  • Taiwan market: Chunghwa Telecom expected to reach nearly 400,000 4G users at end of September

    Before Going to Press | 11h 11min ago

  • Taiwan market: Carrier switching on the rise due to 4G, says NCC

    Before Going to Press | 11h 12min ago

  • Commentary: Few Taiwan-made IC parts in iPhone 6

    Before Going to Press | 11h 29min ago

  • Foxconn engaged in carbon emissions trading for energy saving

    Before Going to Press | 11h 40min ago

  • Micron reportedly to set up IC packaging/testing firm with PTI

    Before Going to Press | 11h 48min ago

  • Touch panel makers continuing to see pressure to reduce prices

    Before Going to Press | 12h 3min ago

  • Taiwan makers look to potential demand for LTE Small Cell

    Before Going to Press | 12h 3min ago

  • Digitimes Research: China makers expected to hold a 35% global proportion in small- to medium-size TFT LCD production capacity in 2017

    Before Going to Press | 12h 4min ago

  • Taiwan makers expanding facilities to further enter medical segment

    Before Going to Press | 12h 4min ago

  • China market: China Mobile TD-LTE data device sales short of expectations

    Before Going to Press | 12h 5min ago

  • Japan PV module vendors talking with Taiwan solar cell makers about OEM production in 2015

    Before Going to Press | 12h 6min ago

  • Samsung to introduce Tizen to smart home-use electronics, LCD TVs in 2015

    Before Going to Press | 12h 7min ago

  • Digitimes Research: Cree reduces 2015 capex needs via stake investment in Lextar

    Before Going to Press | 12h 9min ago

  • Foxconn Zhengzhou factory ships over 6 million iPhone 6 devices, says report

    Before Going to Press | 12h 12min ago

Pause
 | 
View more

Demand and supply trends in the global sapphire industry, 2014-2015

RESEARCH EXTRAS | Sep 23, 15:58

This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments...

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

DIGITIMES Research Tracker Services
Media news email alerts
DIGITIMES Translation Services
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.