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Philips makes wise move selling Lumileds stake

Apr 14, 11:49

Philips originally planned to spin off its wholly-owned subsidiary Lumileds and automobile lighting business to make them an independent company by the end of the first half 2015. But on March 31, Philips announced a deal to sell a 80.1% stake in Lumileds to Go Scale Capital for an amount of US$2.8...

Microsoft patent fee cut to attract vendors to pre-install apps in Android products

Apr 14, 11:14

According to Digitimes Research's latest findings from Taiwan's and China's smartphone/tablet upstream supply chain, in exchange for hardware players to pre-install its software applications such as Office, OneDrive or Skype onto their Android-based devices, Microsoft is offering them discounts on...

Lenovo smartphone shipments reach only 8-9 million units in 1Q15

Apr 10, 14:46

Lenovo's smartphone shipments in first-quarter 2015 reached only 8-9 million units, lower than the volume that Digitimes Research had previously estimated and about the same as the level a year ago due to high inventory built up during the fourth quarter of 2014. Lenovo brand image is relatively weak...

China smartphone shipments drop over 30% sequentially in 1Q15 as small regional vendors suffer

Apr 2, 15:19

China's smartphone shipments are expected to have dropped over 30% sequentially in the first quarter due to decreased export shipment. China's first- and second-tier brand vendors were still digesting inventories for the domestic market from the previous quarter and China's small regional brand vendors...

Microsoft to push 2 inexpensive notebooks in mid-2015 to counter Chromebook penetration

Mar 27, 10:54

Although the launches of inexpensive Chromebooks using Rockchip's solutions were postponed recently, Google is not giving up plans to release such products in 2015, forcing Microsoft, which has been closely monitoring Chromebook development, to release two new inexpensive projects targeting the education...

Holitech to become 2nd-largest touch panel maker in China after acquisitions

Mar 26, 14:56

China-based touch panel maker Holitech Technology reportedly will raise funds to acquire Each Opto Electronics Industrial, BYD's electronics component department, and Pingbo Electronics, all makers of touch panel-related components. Digitimes Research believes the acquisitions will raise Holitech's...

White-box tablet players turn to Windows 2-in-1s using Intel Bay Trail in 2Q15

Mar 23, 15:51

Shipments for white-box tablets using Intel solutions enjoyed significant growth on quarter in the fourth quarter of 2014 and are expected to see flat performance or drop slightly in the first quarter of 2015 despite the quarter being the traditional slow season. Compared to shipments for MediaTek,...

Taiwan on-cell touch panel shipments to see strong growth, yet offer little profit

Mar 20, 11:36

Taiwan panel makers have been aggressively promoting their on-cell touch panels and quotes for a 5-inch HD (1280 by 720) on-cell touch panel already dropped to about US$10-12 in early 2015, attracting orders from major handset brand vendors and white-box players in China.

Samsung to adopt MediaTek APs for smartphones

Mar 18, 22:12

Samsung Electronics had talks with MediaTek over cooperation in the second half of 2014 and MediaTek is expected to become an application processor (AP) supplier of Samsung's smartphones in the second half of 2015 at the soonest to help fill up the gap in the Korea-based vendor's product lineup.

Dual-OS tablets becoming popular in white-box market, but Google GMS remains an obstacle

Mar 18, 15:04

China's second-tier and white-box players have recently turned their focuses to dual-OS (operating system) tablets and are aggressively preparing to ship these products to overseas markets.

Smartphone AP suppliers looking to offload inventory to tablet market

Mar 13, 14:28

China's smartphone application processor (AP) shipments enjoyed strong growth in the second half of 2014 as the country's 4G ecosystem gradually matured. However, the 4G growth came at the expense of 3G AP sales. Currently, the China market's 3G AP inventory has already piled up to tens of millions...

Apple notebook shipments to grow 30% sequentially in 2Q15 thanks to new MacBook products

Mar 11, 14:23

Apple is set to ship its new 12-inch MacBook on April 10 and has also upgraded the specifications of its MacBook Pro/Air notebooks. At the same time, Apple is reducing the inventory of previous-generation products that are expected to be cannalized by the new offerings. During this transition period,...

Intel simplifies Atom product lines for mobile devices

Mar 6, 16:16

Intel has announced its latest lineup for its Atom series products at Mobile World Congress (MWC) 2015 and in addition to simplifying the naming system for the processors to avoid confusion, the CPU giant also designed and optimized them specifically for different segments of the market.

LG focuses on mid-range/entry-level smartphones and smartwatches at MWC 2015

Mar 6, 11:13

Unlike Samsung Electronics and High Tech Computer (HTC) that unveiled their newest flagship smartphones at Mobile World Congress (MWC) 2015 in Barcelona, Spain, LG Electronics focused its exhibition on four new mid-range and entry-level models: the LG Magna, Spirit, Leon and Joy, and smartwatches:...

Qualcomm antitrust probe reshapes patent licensing in China

Feb 17, 15:46

China's anti-trust investigation of Qualcomm has come to an end with the US chip vendor making concessions in order control damage to its operations in the country. The fine for the company and its agreement to adjust licensing fees are expected to only have a limited impact on Qualcomm's revenues...

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Taiwan LCD monitors – 1Q 2015

TAIWAN DISPLAY SYSTEM | Apr 28, 15:25

Taiwan makers' first-quarter 2015 LCD monitor shipments dropped below 20 million units for the first time in almost a decade, as demand continued to be weak.

Taiwan digital cameras – 1Q 2015

TAIWAN MOBILE DEVICE | Apr 28, 10:33

DSCs continue to be cannibalized by smartphones with increasingly better camera functions. Taiwan's DSC makers saw a short-lived rebound in shipments in fourth-quarter 2014, but slipped back to a downward trend in first-quarter 2015.

Taiwan notebooks – 1Q 2015

TAIWAN MOBILE DEVICE | Apr 24, 15:49

The retail market was unable to digest the massive inventory of inexpensive notebooks in first-quarter 2015. The result was drastic drops in orders from vendors for their Taiwan-based ODMs, who were hit by the worst-ever sequential decline in shipments they had...

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

Taiwan server shipment forecast and industry analysis, 2015
2015 China smartphone panel trend forecast
Analysis of China revised domestic semiconductor industry goals

30-Apr-2015 markets closed

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OTC electronic189.87-0.17-0.09% 

  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.