Japan seeing increased exports to ASEAN
RESEARCH EXTRAS | Jul 1, 11:58
Trading activities between Japan and the Association of Southeast Asian Nations (ASEAN) are growing rapidly with the two sides' import and export values both exceeding US$100 billion each year for the past five years. In 2013, the combined amount of import and export values between the two reached...
Wi-Fi chipmakers taking different paths for growth
RESEARCH EXTRAS | Jun 30, 15:43
In the first half of 2014, Wi-Fi chipmakers can be divided into two groups: one focusing on developing Wi-Fi chip solutions with better specifications and higher speed, and the other that is no longer interested in increasing the number of antenna or transmission speed, but instead focusing on meeting...
Google to expand Chromebooks into consumer market
TAIWAN ICT | Jun 27, 15:19
Introduced in 2011, the Chromebook was initially developed mainly for the education sector and has achieved outstanding sales in the past two years. During Google I/O 2014, Google announced plans to further integrate Android with the Chromebook, and Digitimes Research believes the tech giant is looking...
Fierce price competition revives GG touch panel demand
TAIWAN FPD | Jun 26, 16:17
Generally, the touchscreen technology used in a tablet is related to the device's specifications: high-end models usually adopt cutting-edge technologies, first-tier brand vendors' mid-range/entry-level models mostly adopt GFF-based touch panels, and white-box products normally use lower-end technologies...
South Korea eyes AP development; pushing for mid-range market initially
RESEARCH EXTRAS | Jun 25, 15:34
South Korea paid about KRW350 billion (US$342.81 million) in royalties to ARM for AP licensing in 2012, up significantly from KRW180 billion in 2008 and the fee is expected to rise to KRW900 billion by 2020 if the country does not have a home-grown AP architecture.
MediaTek open platform to attract more wearable device vendors
RESEARCH EXTRAS | Jun 24, 19:06
MediaTek's open LinkIt platform developed for wearable devices may offer opportunities for hardware developers to come out with wearable devices with killer applications rather than general-purpose smartwatches being rolled out by vendors, according to Digitimes Research.
LTE broadcast to become a new area for growth in the long term
TAIWAN ICT | Jun 24, 15:29
In mature telecom markets, most carriers have faced saturation in customer bases and slow revenues growths in the past five years. The top-4 carriers in the US, Verizon, AT&T, Sprint and T-Mobile, together only achieved total revenues growth of US$24.4 billion from 2008-2012 with a CAGR of 2.28%,...
7-inch tablet prices to continue dropping
GLOBAL TABLET | Jun 23, 14:48
In the US tablet market, the lowest price point for a 7-inch brand tablet dropped to US$79 in June, according to Digitimes Research. With 7-inch tablet specifications gradually converging and prices declining, Samsung Electronics' 7-inch tablets, which are priced at a relatively higher level, are expected...
Taiwan PSS makers keep expanding capacities in 2014
RESEARCH EXTRAS | Jun 23, 14:44
Taiwan-based PSS (patterned sapphire substrate) makers have been expanding production capacities, with total monthly capacity to increase from 2.19 million 2-inch-equivalent substrates in the first quarter of 2014 to 2.63 million units in the second, 3.55 million units in the third, and 4.27 million...
Smartphone shipments to China unlikely to surpass 400 million units in 2014
CHINA SMARTPHONE | Jun 23, 14:04
China smartphone vendors' shipments started weakening in mid-May with the upstream supply chain also seeing orders turning week despite the fact that several China-based smartphone players are still able to deliver over 10 million units each quarter, according to Digitimes Research.
Japan-based DSC vendor shipments to fall 22.7% in fiscal 2014
RESEARCH EXTRAS | Jun 20, 11:48
Observing Japan's mobile consumer electronics market in the second quarter of 2014, Digitimes Research found several key factors such as mirrorless interchangeable-lens cameras (MILC) are seeing better shipments than DSLR cameras; Japan-based DSC vendors' total shipments for fiscal 2014 (April 2014-March...
Spreadtrum finding smartphone AP business difficult
CHINA SMARTPHONE AP | Jun 19, 16:44
China-based Spreadtrum's application processor (AP) shipments have been dropping since China Mobile began subsidizing dual-core smartphones, as opposed to single-core models, in June 2013, and the company so far is showing no signs of recovery. Spreadtrum's parent company Tsinghua Unigroup's acquisition...
Amazon Fire smartphone to promote offline-to-online shopping business model
GLOBAL SMARTPHONE | Jun 19, 16:02
Amazon announced its first own-brand smartphone, the Fire on June 18, 2014. Digitimes Research has commented that Amazon has not set the smartphone's price low to boost competition, and the device's hardware specifications are also not considered very high-end. Some special features of the smartphone...
Qualcomm far ahead of Marvell and MediaTek in China LTE market
CHINA SMARTPHONE AP | Jun 19, 12:38
Qualcomm, a leading player in terms of LTE technologies, started supplying LTE solutions to markets worldwide including China in 2013. But because of regulations and issues over licensing issues, China's LTE service started later than most of the developed countries.
Korea semiconductor companies to ramp up capital spending in 2H14
RESEARCH EXTRAS | Jun 17, 16:26
Semiconductor capital spending by Samsung Electronics has topped the world's semiconductor companies for the fourth straight year since 2010. In 2014, Samsung's semiconductor capex is expected to stay flat at US$11.5 billion as compared to the previous year. However, since Samsung plans to begin install...
South Korea sees increasing semiconductor exports to Vietnam
RESEARCH EXTRAS | Jun 12, 15:28
As labor costs in China are gradually rising, IT players have started turning to establish production lines in Vietnam, increasing the country's demand for upstream semiconductors and components. The scale of South Korea's semiconductor and component exports to Vietnam has grown significantly recently,...
Taiwan makers take up 28.6% of MOCVD in operation globally in May
RESEARCH EXTRAS | Jun 11, 15:54
There were 1,917 MOCVD sets in operation globally in May 2014 and Taiwan-based LED makers accounted for 28.6% of the number, followed by Japan-based makers with 23.8%, China-based makers with 22.9%, and South Korea-based makers with 14.1%, according to Digitimes Research.
G1F likely to disappear from market soon because of fierce challenges
TAIWAN FPD | Jun 11, 15:26
A G1F touchscreen is composed of a glass-type touch sensor and a thin-firm-type touch sensor with one controlling the touch panel's X axis and the other the Y axis. G1F-based touch panels have been adopted by Samsung Electronics and Microsoft in their high-end tablets and mid-range smartphones, while...
GG touch panels yet to be eliminated from market thanks to iPhone 4/4s and iPad 4
TAIWAN FPD | Jun 10, 11:34
The traditional glass-glass (GG) touchscreen technology was once thought to be heading towards elimination from the IT industry as Apple, a major supporter of the technology, turned to other touchscreen technology for its new mobile devices. Compared to film-type touch panels, GG-based touch panels...
High resolution displays, Ultra HD OLED panels featured at SID 2014
RESEARCH EXTRAS | Jun 9, 21:54
At SID 2014, panel makers showed noticeable shifts to higher resolution technology for large-size products including Ultra HD OLED TV panels, compared to Full HD OLED panels that were on display the previous year, according to Digitimes Research.
LED bulb prices in China up sequentially in May
RESEARCH EXTRAS | Jun 6, 14:05
May average retail pricing for 7W LED light bulbs (equivalent to 40W incandescent) in the China market rose 4.2% on month to CNY37.4 (US$5.90), while 9W models (equivalent to 60W incandescent) increased 2.7% to CNY45.80, according to Digitimes Research.
HP, Acer see on-month shipment growth top 60% in May
TAIWAN ICT | Jun 4, 21:23
Global top-five brand vendors together and top-three ODMs combined both enjoyed over 25% on-month rebounds in May shipments with Hewlett-Packard (HP) and Acer both seeing over 60% growth. The two brand vendors' strong performance also boosted shipments for their ODM partners Quanta Computer and Compal...