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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
05:06 (GMT+8)
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China gray handset shipments to reach 145 million units in 2009, says iSuppli Nov 6, 16:45 China's gray-market handset shipments in 2009 are set to grow to 145 million units, or nearly 13% the size of the legitimate global handset business, according to iSuppli. The gray market has become too big and too lucrative for the mobile handset supply chain to ignore anymore. Read more |
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Chip sales forecast brighter in 2009, says SIA Nov 6, 15:40 The Semiconductor Industry Association (SIA) has revised upward its estimate of global semiconductor sales for 2009 to a 11.6% decline, resetting its previous projection of negative 21.3%. The industry group also gave more positive growth estimates for 2010 and 2011. Read more |
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A-Data revenues hit 31-month high in October 2009 Nov 6, 15:00 A-Data Technology has reported revenues of NT$4.365 billion (US$134.21 million) for October 2009, the highest since March 2007. The figures showed revenue growth of 6.9% on month and 96.8% on year, which the memory module house attributed to increased demand from the PC sector and continued strong demand for handset-use microSD cards. Read more |
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Himax posts nearly 10% revenue growth in 3Q09; expects 15-19% decline in 4Q09 Nov 5, 17:08 Himax Technologies has posted net revenues of US$203.1 million for the third quarter of 2009, representing a 11.7% decrease from US$230.1 million for the third quarter of 2008 and a 9.8% increase from US$184.9 million for the second quarter of 2009. Gross margin was 20.4% for the third quarter of 2009, down 410 basis points on year and down 40 basis points sequentially. The company expects revenues to decline by 15%-19% sequentially due to seasonality. Read more |
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Elpida swings to operating profit in Jul-Sep 2009 Nov 5, 17:04 Elpida Memory has announced net sales for the second quarter of its fiscal 2009 (ended September 30, 2009) rose 32.1% sequentially to 95.9 billion yen (US$1.06 billion), with operating income returning to the black. The Japan-based memory producer generated an operating profit of 800 million yen in the July-September quarter, compared to losses of 42.3 billion yen in the prior quarter and a loss of 24.5 billion yen a year ago. Read more |
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ECS expects to ship 7-8 million own-brand motherboards in 2009; 20% growth in 2010 Nov 5, 16:42 First-tier motherboard maker Elitegroup Computer System (ECS) expects its own-brand motherboard shipments for 2009 to remain flat at 7-8 million units and will see growth of 20% to 8.4-9.6 million units in 2010 as the company will expand its mid-range and high-end product lines, according to David Chien, vice president of ECS' channel business. Read more |
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LGE expects 20% growth in handset shipments in 2010, says executive Nov 5, 12:12 LG Electronics (LGE) expects its handset shipments to increase 20% in 2010, a growth as strong as that in 2009, according to Skott Ahn, president and CEO of LG Electronics Mobile Communications. Read more |
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MEMS chip business struggles with growing pains, says IC Insights Nov 4, 12:06 Annual sales of MEMS-based sensor and actuator devices are expected to nearly double in four years, reaching US$7.3 billion in 2013, according to IC Insights. However, it is erroneous to portray the burgeoning MEMS segment as a utopian market opportunity, the research firm pointed out. Read more |
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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). Read more |
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Taiwan LED chipmakers expanding capacity on strong backlight demand Nov 3, 12:26 The total blue LED chip capacity of Taiwan-based LED chipmakers Epistar, Formosa Epitaxy, Tekcore, Arima Optoelectronics, Genesis Photonics and Huga Optotech is expected to increase by 25% to five billion chips per month in 2010 to meet increasing demand for LEDs used in large-size panel backlighting and general lighting applications, according to market sources. Read more |
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Solar wafer maker SAS expects October revenues to hit all-time high Nov 3, 12:19 Taiwan-based solar wafer maker Sino-American Silicon Products (SAS) expects to hit record revenues in October due to booming sales, according to company president Doris Hsu. SAS has fully utilized its production capacity for both solar-grade and semiconductor-grade wafers, as well as for patterned sapphire substrates for LEDs, Hsu added. Read more |
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Projector chips supply to remain tight through end of 2009 Nov 3, 11:59 Front projector vendors are seeing chip shortage, especially for DLP chips from Texas Instruments (TI), amid surging demand since the second quarter of 2009, and they expect the shortage to last until the end of 2009, according to industry players. Read more |
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Solar cell makers Motech and E-Ton expect strong 4Q09 Nov 3, 11:19 Taiwan-based Motech Industries and E-Ton Solar Tech both expect strong solar cell shipments in the fourth quarter of 2009. They shipped 235MWp and 139MWp respectively during January-September and expect shipments to reach 360MWp and 200MWp respectively for 2009, according to the companies at their investors conferences on November 2. Read more |
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Compal notebook shipments to grow more than 20% in 2010, says chairman Oct 30, 17:08 Compal Electronics has forecast that its notebook shipments in 2010 will grow more than 20% on year, to about 44 million units, from its expected shipments of 36.5 million units for 2009. The company also expects to see a sequential shipment increase of 10% in the fourth quarter of 2009, though shipments will drop about 10% sequentially in the first quarter of 2010, according to company president Ray Chen. Read more |
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Coretronic 3Q09 net profit reaches almost NT$900 million Oct 30, 16:53 Backlight unit (BLU) and projector maker Coretronic has announced third-quarter consolidated revenues of NT$21.05 billion (US$647.14 million) with an operating income of NT$463 million. Net profit was reported at NT$899 million, with an EPS of NT$1.18. Read more |
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ASE 3Q profits up 44% on year; ups 2009 capex Oct 30, 16:47 Advanced Semiconductor Engineering (ASE) has announced net income of NT$3.19 billion (US$98 million) on revenues of NT$25.2 billion for the third quarter of 2009. The figures showed an on-year drop of 2% in revenues, but a 44% rise in profits. Read more |
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HannStar Board reiterates NT$20 billion revenues and 65 million unit shipments targets for 2009 Oct 30, 16:39 PCB maker HannStar Board expects revenues will continue to grow in October and November, and it aims to see consolidated revenues of NT$20 billion (US$614.16 million) in 2009. HannStar Board shipped 48 million notebook PCBs in the first three quarters of 2009, and yearly shipments are expected to reach its goal of 65 million units, said the company. Read more |
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Sunplus subsidiary HT mMobile to launch 3G handset chips by year-end Oct 30, 16:05 HT mMobile, a subsidiary of Sunplus Technology, will launch 3G handset chips by the end of 2009, according to company chairman Huang Chou-Chye. HT mMobile has formed strategic alliances with a component distributor, a China-based white-box handset maker, and small- to medium-size panel supplier Giantplus Technology, Huang noted. Read more |
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Taiwan Mobile aiming for net NT$4.67 per share in 2009 Oct 30, 15:32 Taiwan telco Taiwan Mobile (TWM) has released its third-quarter financial report saying it aims to see a net (EPS) of NT$4.67 for the whole year of 2009. Read more |
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MediaTek to volume produce WiMAX chips by year-end 2009 Oct 29, 16:25 MediaTek plans to begin volume producing three WiMAX controller chips at the end of 2009, and expects shipments to grow by 10 times in 2010, according to the company. Read more |
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CyberLink may not benefit from Windows 7 launch, says chairman Oct 29, 15:33 Taiwan-based CyberLink, whose sales chiefly come from bundling its multimedia software solutions with new PCs, may not benefit from the launch of Windows 7 because upgrade to the new operating system does not necessarily require users to replace their PCs, according to company chairman Jau Huang. Read more |
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Digital photo frame market to decline in 2009 and 2010, says IDC Oct 29, 15:08 Global digital photo frames shipments grew 6.3% on year to 9.1 million units in 2008, with the US being the dominant region of nearly 5.9 million units, according to IDC. The global market is expected to decline by about 10% in 2009 with shipments falling to 8.2 million units while the US market will decline by 11%. Single digit growth is forecast to resume in 2011 and continue to improve throughout the rest of the forecast period, resulting in a 2008-2013 CAGR of 0.4%. Read more |
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CPT reportedly planning management shuffle Oct 29, 12:03 Chunghwa Picture Tubes (CPT) reportedly is thinking of reorganizing its executive team due to serious losses in 2009 and is expected to make an announcement shortly, according to industry sources. Read more |
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SPIL says 2010 capex to double Oct 29, 11:57 Siliconware Precision Industries (SPIL) has set its capex budget for 2010 at NT$10 billion (US$307.7 million), doubling from NT$5.3 billion allocated for 2009, according to company chairman Bough Lin. With a capex of NT$3.5 billion for the fourth quarter, the packaging and testing house has revised upward its 2009 capex from the original budget of NT$4 billion. Read more |
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China to produce 30,000 tonnes of poly-Si in 2009, says report Oct 29, 11:29 China-based makers will produce an estimated total of 30,000 metric tons of polycrystalline silicon (poly-Si) in 2009, lower than the domestic demand, China-based website http://www.chinamining.org/ quoted Lei Ting, vice president of Suntech Power, as saying. Read more |
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Acer to target shipments of 40 million notebooks in 2010, says chairman Oct 29, 11:15 Acer looks set to comfortably achieve its notebook shipments goal of more than 30 million units for 2009, and is looking to mark two major milestones in 2010, shipping more than 40 million units, and becoming the number one vendor, according to chairman JT Wang. Read more |
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Inventec confident of meeting 2009 notebook shipments target Oct 28, 17:09 Inventec recently said it is confident it will reach its shipments goal of 21 million notebooks in 2009 despite an anticipated drop in fourth-quarter shipments, according to company vice president of finance Alexander Hsu. Read more |
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Battery maker Simplo aims to triple annual revenues in next 5-6 years Oct 28, 17:04 Taiwan-based notebook battery maker Simplo Technology aims to increase its annual revenues to NT$100 billion (US$3.1 billion) in five to six years, nearly three times the estimated NT$34.2 billion it will report for 2009, according to the company. Read more |
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Winbond posts narrower 3Q09 loss, ups 2009 capex Oct 28, 14:50 Winbond Electronics has announced net sales for the third quarter of 2009 totaled NT$5.69 billion (US$175 million), up 36% from the previous quarter's NT$4.2 billion. Net losses for the quarter narrowed to NT$983 million, compared to a loss of NT$2.75 billion in the second quarter. Read more |
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Arcadyan posts profit for first three quarters Oct 28, 14:29 Network equipment maker Arcadyan Technology has posted net profits of NT$442 million (US$13.6 million), or NT$4.12 per share, for the first three quarters of 2009, according to company data. Read more |
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PTI raises 2009 capex; chairman bullish on 2010 memory market Oct 28, 14:22 Memory packaging and testing house Powertech Technology (PTI) has raised its capex for 2009 to NT$7 billion (US$216 million) on optimism about the recent market rebound, according to company chairman DK Tsai. PTI in July increased its 2009 capex from NT$3 billion to NT$5 billion. Read more |
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Taiwan market: Vmax, FET and Vee Telecom to start WiMAX services by year-end 2009 Oct 27, 16:11 Taiwan-based WiMAX operators Vmax Telecom, Far EasTone Telecommunications (FET) and Vee Telecom Multimedia will begin commercial operations of their WiMAX services by the end of 2009, while Global Mobile plans to start operations in the beginning of 2010, according to the companies. Read more |
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AUO exhibits ultra wide, 3D, OLED display technologies at FPD International 2009 Oct 27, 14:41 AU Optronics (AUO) has announced that its new display technologies, including 3D, in-cell touch panel, and e-paper, will be exhibited at FPD International 2009, held in Yokohama Japan, from October 28-30, 2009. The exhibition highlights include a 20-inch e-paper module, a 6-inch flexible e-paper, 65-inch 4K2K (4,000x2,000 resolution) 2D/3D mixed mode display, 58-inch HD ultra wide 2.35:1 display, AMVA5 16,000:1 high static contrast ratio and 65-inch QFHD ultra thin 7.9mm LED panel with high dynamic contrast. Read more |
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Delta revenues for first three quarters decrease, but profit increases Oct 27, 14:09 Delta Electronics has announced that consolidated revenues for the first three quarters of totaled NT$89.13 billion (US$2.75 billion), down 19.5% from NT$110.73 billion in 2008. Read more |
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CMO to ramp 8.5G production in 2Q10 Oct 27, 14:04 Chi Mei Optoelectronics (CMO) plans to start volume production at its 8.5G plant with 8,000 substrates per month in the second quarter of 2010, and ramp up to its designed monthly capacity of 24,000 substrates in the fourth quarter of 2010, according to company president Wang Jyh-chau. Read more |
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Motorola steps up cooperation with China-based handset makers, say sources Oct 27, 11:39 Motorola has stepped up its cooperation with China-based handset makers, instead of Taiwan makers, for the production of entry-level and mid-range handsets using chipset solutions mostly from Taiwan-based MediaTek and China-based Spreadtrum Communications, according to industry sources in Taiwan. Read more |
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Corning expects worldwide LCD glass market to grow 15% in 2010 Oct 27, 10:37 Corning has reported that display business revenues rose slightly sequentially to US$679 million in the third quarter, as sales were impacted by an earthquake that affected production at the company's LCD facility in Shizuoka, Japan in August. But the company said LCD glass demand will remain strong in the fourth quarter and the worldwide market will grow 15% in 2010. Read more |
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PVI expected to ship up to 3 million EPDs in 2009 Oct 26, 16:24 Electrophoretic display (EPD) maker Prime View International (PVI) is expected to ship 2.5-3 million EPDs in 2009, accounting for about 90% of the global e-book reader market, according to market sources. Read more |
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AUO PV modules to debut at Solar Power International 2009 Oct 26, 15:17 AU Optronics (AUO) will participate in Solar Power International 2009, scheduled to be held from Oct. 27 to Oct. 29 at the Anaheim Convention Center in California, US. The US market is regarded as a rapidly growing market for the solar PV (photovoltaics) industry, and AUO actively joins the exhibition by demonstrating its unique operating model and mono-crystalline and multi-crystalline PV modules with high module efficiency, the company said. Read more |
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CMO 3Q09 profit tops NT$5 billion Oct 26, 15:09 Chi Mei Optoelectronics (CMO) has announced that its combined TFT-LCD net sales for the third quarter of 2009 amounted to NT$89.44 billion (US$2.76 billion), a 27.3% increase over the NT$70.27 billion for the second quarter. Read more |
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AUO aims to ship over 100MWp of PV modules in 2010, says president Oct 23, 14:50 AU Optronics (AUO) has begun production of crystalline silicon photovoltaic (PV) modules, with shipments estimated at 15-20MWp (megawatt-peak) in 2009 and over 100MWp in 2010, according to company president & CEO LJ Chen. Read more |
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China LCD TV shipments grow 120% during National Day holidays, says AUO VP Oct 23, 14:31 China's LCD TV shipments during the National Day holidays in October are estimated to reach 2.6 million units, a significant growth of 120% compared to the same period of 2008, according to AU Optronics (AUO) executive VP of global business unit Paul Peng. Read more |
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Taiwan market: Ericsson to showcase mobile broadband devices at Broadband Taiwan 2009 Oct 23, 13:51 Ericsson will showcase a variety of terminal end mobile broadband devices co-developed with international IT players as well as Taiwan makers at the upcoming Broadband Taiwan 2009 trade fair. Read more |
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Wintek 3Q09 loss narrows Oct 22, 15:28 Taiwan-based Wintek saw its third-quarter loss narrow significantly, with market sources saying the small- to medium-size LCD panel maker stands a chance of swinging to profitability in the fourth quarter because of strong seasonal demand. Read more |
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LCD equipment supplier Mirle says order visibility extended into 2Q10 Oct 22, 15:10 Flat-panel display (FPD) equipment specialist Mirle Automation has secured orders worth NT$2.8 billion (US$86.8 million), and seen its order visibility extend to the second quarter of 2010, according to the company. Of the order backlog, orders worth NT$1.6 billion are from the display industry. Read more |
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Taiwan WiMAX equipment suppliers to hold talks with potential clients at Broadband Taiwan 2009 Oct 22, 12:19 A number of telecom carriers from India, Russia, Brazil, Bangladesh and other areas are to visit the Broadband Taiwan 2009 trade fair in Taipei from October 26-28. Representatives of the carriers will also hold business talks with Taiwan WiMAX equipment and CPE suppliers, according to the show organizers. Read more |
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Nanya and Inotera 2010 capex to rise Oct 22, 10:41 Nanya Technology and Inotera Memories plan to increase their capex for 2010 to accelerate their process advancement, according to the companies. Both Taiwan-based DRAM makers have reported significantly narrower losses for the third quarter of 2009. Read more |
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CHT to procure 1.8 million handsets in 2009, 2-2.1 million in 2010 Oct 21, 11:31 Chunghwa Telecom (CHT) has estimated that its total purchases of handsets in 2009 will reach 1.8 million units, of which 270,000 units, or 15%, will be smartphones, according to the company. Read more |
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North American chip equipment orders return to on-year growth track in September 2009, says SEMI Oct 21, 10:18 September 2009 appears the first time since May 2007 that on-year bookings have risen and is in-line with the gradually improving capital spending outlook for the remainder of this year and into 2010, according to Dan Tracy, senior director of industry research and statistics at SEMI. Read more |
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Global flat panel display industry to recover in 2010, says DisplaySearch Oct 20, 17:06 Global flat panel display revenues for 2009 will be US$87.6 billion, down 15% on year, according to DisplaySearch. The major reason for the decline is erosion in large-size TFT-LCD panel prices compared to 2008, despite the fact that the TFT-LCD market started to recover in the second quarter of 2009. Despite the gloomy forecast results for 2009, the market is expected to recover in 2010 with a 5% compound annual growth rate (CAGR) and revenues of US$93.3 billion. Read more |
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| 402 news tagged 2009 (1/9) | |
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