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NEWS & VIEWS |
Taipei,
Monday, November 23, 2009
03:12 (GMT+8)
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Apple tablet PC reportedly delayed until 2H10, with OLED model now included Newswatch - Nov 19, 12:34 Apple reportedly plans to postpone the launch of its tablet PC from an original March launch schedule to the second half of 2010, as the vendor has decided to switch some components and plans to launch a model using a 9.7-inch OLED panel from LG Display, according to sources from component makers. Read more |
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Taiwan market: Apple launches MacBook, iMacs and Magic Mouse Nov 18, 16:48 Apple has launched its latest MacBook, and 21.5-inch and 27-inch iMac made by Quanta Computer in Taiwan. Read more |
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GaAs foundry AWSC to see 50% revenue growth in 2010 Nov 13, 16:11 Advanced Wireless Semiconductor Company (AWSC) has seen order visibility extend to the first half of 2010, and the company estimates revenues next year will grow 50% from 2009, according to market sources. AWSC's major customer Skyworks is expected to increase orders to AWSC in 2010 as it has become the power amplifier (PA) supplier for Apple's new-generation iPhone. Read more |
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Elan expects touchscreen IC shipments to grow significantly in 4Q09 Nov 13, 12:40 Elan Microelectronics expects to ship 500,000-600,000 touchscreen ICs used in handsets in the fourth quarter, about three times the volume it shipped in the third quarter. However, the company estimates its fourth-quarter revenues will drop 8-16% to NT$1.1-1.2 billion (US$34.02-37.11 million) due to lower demand in the microcontroller unit (MCU) market. Read more |
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Worldwide smartphone market continues to grow despite economic malaise, says IDC Nov 9, 15:04 The worldwide smartphone market continued to weather the economic recession and reached a new record for shipments during a single quarter. According to IDC, vendors shipped a total of 43.3 million units during the third quarter of 2009, up 4.2% from the 41.5 million units shipped in third-quarter 2008, and up 3.2% from shipments of 41.9 million units in second-quarter 2009. Read more |
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C-Tech said to have obtained battery pack orders for use in HP, Apple products Oct 29, 17:15 Taiwan-based battery pack maker C-Tech United has landed orders from battery cell players LG Chem and Samsung SDI for battery packs that will eventually be used in notebook products from Hewlett-Packard (HP), industry sources indicated. C-Tech provides those South Korean partners with packaging services. Read more |
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OmniVision warns customers to prepare for limited CIS supply Oct 27, 16:02 OmniVision Technologies has notified clients to expect upcoming limited supply of CMOS image sensors (CIS) due to strong iPhone 3GS demand for the end-year holiday season, according to market sources. Tight supply is not expected to ease until late November 2009, the sources pointed out. Read more |
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Taiwan-based passive component suppliers to see 4Q09 revenue drops narrow pushed by iPhone sales Oct 23, 15:26 Yageo, Cyntec, Polytronics Technology, Mag.Layers Scientific-Technics, Thinking Electronic and TXC are expected to see narrower revenue declines or flat revenues in the fourth quarter of 2009 thanks to the popularity of Apple's iPhone, according to market watchers. Read more |
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Macronix revenues hit 9-year high in September Oct 8, 12:21 NOR flash memory maker Macronix International Company (MXIC) has posted revenues of NT$3.35 billion (US$104.04 million) for September 2009, the company's highest level since December 2000. Revenues totaled NT$8.28 billion in the third quarter, up 43.4% sequentially beating the company's guidance. Read more |
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Foxconn said to be tapped to make Apple tablet PC, shipments expected to begin in 1Q10 Oct 7, 17:07 Foxconn Electronics (Hon Hai Precision Industry) will be the manufacturing partner for an upcoming tablet PC device from Apple, according to market sources. The device is expected to hit the market in the first quarter of 2010, with initial shipments from Foxconn being in the 300,000-400,000 range, the sources said. Read more |
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Apple and Windows computers living together under one roof, says NPD Oct 6, 17:10 Approximately 12% of all the US computer owning households own an Apple computer, up from 9% in 2008, according to NPD Group's 2009 Household Penetration Study. While Apple ownership is growing, those households are decidedly in favor of mixed system environments. Of those 12%, nearly 85% also own a Windows-based PC. Read more |
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SPIL and OSE microSD card packaging to run at full capacity on Samsung orders Sep 28, 16:39 Siliconware Precision Industries (SPIL) and Orient Semiconductor Electronics (OSE) recently landed more outsourcing orders for packaging microSD card modules from Samsung Electronics, which has seen its in-house capacity fall short due to strong demand from Apple, according to industry sources. The orders will boost the two Taiwan IC backend suppliers' production for microSD cards to full capacity at the end of 2009. Read more |
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Strong orders to keep FIH handset production running during long October holiday, say IC distributors Sep 28, 12:26 Foxconn International Holdings (FIH) will continue its production in China during the long National Day holiday in October, and therefore IC distributors have been rushing to fulfill FIH's handset components orders before China's customs offices close for the holiday, according to sources with Taiwan's IC distributors. The company did not confirm the sources' claims. Read more |
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Samsung gains in handset applications processor chips courtesy of iPhone, says iSuppli Sep 21, 15:52 Samsung Electronics in the second quarter expanded its share of the global market for standalone applications processor chips used in handsets due to rising sales of Apple's iPhone, according to iSuppli. Read more |
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Strong DRAM spot pricing sustained, says inSpectrum Sep 18, 17:01 Similar to last week, brisk sales in the memory spot markets have continued from September 14-18, resulting in stable pricing for both DRAM and NAND flash, according to inSpectrum. Read more |
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Kingston reportedly secures NAND flash supply from Intel Newswatch - Sep 18, 12:08 Kingston Technology has reserved 70% of Intel's total NAND flash capacity to ensure sufficient supply of the memory chips, according to industry sources. The US-based memory module maker also sources NAND flash chips from Toshiba. Read more |
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Genius Electronic is sole supplier of lens kits for iPod nano, says report Newswatch - Sep 15, 11:37 Taiwan-based optical lens maker Genius Electronic Optical is the only ODM supplier of optical lens kits for use in the built-in camera of the new iPod nano version unveiled by Apple on September 9, with monthly shipments likely to exceed one million kits, the Chinese-language newspaper Commercial Times (CT) quoted company chairman Tony Chen as saying. Read more |
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Apple demand causing serious NAND flash shortage in Taiwan Sep 14, 12:05 With major NAND flash chip producers allocating more supplies for Apple, Taiwan-based memory module houses have seen a serious shortage of the memory chips, according to industry sources. Read more |
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Apple expected to extend exclusive wireless deal with AT&T, says iSuppli Sep 14, 11:22 Apple will extend its exclusive iPhone service deal with AT&T, while this may not be the boon for AT&T that it appears to be, according to iSuppli. Read more |
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Foxlink revenues to hit year-high in September amid shipments to Apple, says paper Newswatch - Sep 9, 14:50 Taiwan-based connector maker Foxlink is expected to see its revenues to hit a new high for 2009 in September due to shipments of new products to Apple, according to a Chinese-language Economic Daily News (EDN) report. Apple is expected to unveil new iPod products on September 9 and Foxlink will be a main supplier of related parts and components for the new iPods, the paper quoted market sources as indicating. Read more |
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Smartphones to account for 17% of handset market in 2009, says TSR Sep 2, 10:49 Global smartphone shipments in 2009 will reach 183.6 million units, accounting for 17% of the total mobile handset markets, according to Techno Systems Research (TSR). While overall handset shipments will be down by 10% in 2009, smartphone shipments will be up 20% on year. By 2013, smartphones will account for 27.9% of the mobile handset market. Read more |
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AMD announces new six-core server processor Sep 1, 16:20 AMD has announced the immediate availability of the new six-core AMD Opteron EE processor at 40W ACP. Read more |
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OmniVision becomes sole CIS supplier of new Apple iPod Aug 27, 16:03 OmniVision has secured CMOS image sensor (CIS) orders for upcoming Apple iPods, according to market sources. Read more |
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Sonix may enter supply chains of Apple and Sony Aug 24, 14:17 IC designer Sonix Technology is likely to enter the supply chains of Apple and Sony by the end of 2009 with its notebook webcam chips, according to sources at the company. Read more |
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Taiwan market: Handset sales up 10% sequentially in July 2009 Aug 21, 15:05 Sales of handsets in the Taiwan market grew by 10% sequentially in July from 536,700 shipped in June, but were down 3.3% compared to a year earlier, according to data compiled by retail channels in Taiwan. Read more |
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Smartphones defy slowdown, says Canalys Aug 20, 14:03 Smartphones continue to shine as one of the brightest spots of the technology industry, with shipments growing despite the global recession. Innovation in interfaces, design, applications and promotion continue to excite consumers, which, in contrast to the PC industry, is helping to keep average selling prices (ASPs) stable. The rise in data traffic seen by mobile network operators is finally generating a return on their investment in broadband capacity and will drive further infrastructure expenditure. Read more |
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China market: White-box handset makers gearing up launch of smartphones with 16GB NAND flash Aug 18, 10:02 China-based white-box handset manufacturers are gearing up the launch of smartphones integrating 16GB NAND flash memory in the third quarter of 2009 in the face of iPhone's possible expansion into the China market, according to sources at IC distributors. Some of the new white-box models offer iPhone-like features, the sources said. Read more |
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Taiwan handset makers to ship over 12 million smartphones in 3Q09, says paper Newswatch - Aug 17, 11:48 Shipments of smart cellular devices (smartphones and PDA phones) by Taiwan handset makers are expected to top 12.05 million units in the third quarter of 2009, up 29% from 9.34 million units shipped in the second quarter, according to a Chinese-language Economic Daily News (EDN) report citing data from the Taipei-based Market Intelligence & Consulting Institute (MIC). Read more |
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PC vendors set to compete in tablet PC market Aug 7, 10:26 PC vendors include Asustek Computer, Hewlett-Packard (HP), Dell and Micro-Star International (MSI) are all preparing to launch new tablet PCs as Apple is expected to release a 9.7-inch tablet PC as early as November 2009, according to industry sources. Read more |
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Commentary: HTC gets a wakeup call as it is forced to lower revenue guidance for 2009 Aug 6, 12:41 The price of HTC (High Tech Computer) shares dropped steeply for three consecutive trading sessions closing at NT$328 (US$10.03) on the Taiwan Stock Exchange (TSE) on August 5 after the company lowered its revenue guidance for 2009. Read more |
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NAND flash sales for smartphones to boom, says iSuppli Aug 6, 09:48 Global sales of NAND flash memory for use in smartphones are expected to rise by nearly six-fold from 2008 to 2013, as shipments of the high-end phones boom in the coming years, according to iSuppli. Read more |
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ECS, Foxconn, Pegatron competing for Lenovo all-in-one PC orders Jul 29, 16:07 Lenovo is set to release second-round ODM orders for all-in-one PCs, and Elitegroup Computer Systems (ECS), Foxconn Electronics and Pegatron Technology are all set to compete for orders, according to industry sources. Read more |
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Hynix 41nm NAND flash gains Apple validation, say sources Jul 28, 15:34 Hynix Semiconductor's 41nm NAND flash has passed the validation process for Apple's iPhone 3GS amid recent reports that Micron Technology has also become a NAND flash supplier for the popular smartphone, according to industry sources. Read more |
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Toshiba reportedly scaling up NAND flash production for Apple order Jul 27, 15:34 Toshiba is expected to ramp up its NAND flash production to over 90% of its capacity in August, according to sources at memory card makers. Despite the increases in output, the chipmaker has told downstream players that its supply to the spot market will be limited, prompting speculation that the Japan supplier is seeing strong demand from Apple, the sources indicated. Read more |
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Apple unlikely to change supplier over Foxconn engineer death, observers in Taiwan say Jul 24, 16:59 Apple is unlikely to change its supplier despite the death of an engineer at a Foxconn (Hon Hai Precision Inudstry) manufacturing base in China in connection with the loss of a device that is believed to be an iPhone prototype, industry sources in Taiwan have commented. Read more |
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Apple, Sony reportedly to shift notebook orders form Foxconn to Quanta in 2010 Jul 15, 15:41 Apple and Sony will reportedly shift some notebook OEM orders from Foxconn Electronics (Hon Hai Precision Industry) to Quanta Computer in 2010, according to sources at component makers. Read more |
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GaAs wafer supplier VPEC reports record revenues in June Jul 10, 16:30 Visual Photonics Epitaxy Company (VPEC) has reported record revenues of NT$177 million (US$5.35 million) for June 2009, up 25% on month mainly due to strong orders from TriQuint Semiconductor, the WCDMA power amplifier (PA) supplier for Apple's iPhone 3GS. Read more |
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Foxlink developing micro projectors for handsets, say sources Jul 6, 14:29 Taiwan-based Foxlink has stepped into the development of micro projectors, and the company is currently developing the products in cooperation with a handset client from Europe, according to sources with Taiwan handset makers. Read more |
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Quanta expected to ship over 3 million notebooks in June Jul 2, 14:36 Quanta Computer is expected to ship around 3.3 million notebooks in June, up 43% from 2.3 million units in May thanks to orders from Hewlett-Packard (HP), Lenovo and Apple, according to market watchers. Read more |
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Apple Mac Mini carries US$376.20 bill of materials, iSuppli says Jun 29, 16:01 Apple's latest Mac Mini desktop computer comes at a premium and bears higher component costs due to the Mac Mini's use of parts designed for mobile PCs, according to a dissection conducted by iSuppli. Read more |
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Quanta notebook shipments picking up Jun 26, 12:09 Notebook shipments from Quanta Computer in June 2009 are picking up momentum due to increasing orders from Apple, according to market sources in Taiwan. Read more |
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iPhone 3GS carries US$179 BOM, says iSuppli Jun 25, 11:02 With the new iPhone 3GS's Bill of Materials (BOM) and feature set nearly the same as the previous model in the iPhone line, you might think the product's component selection would be virtually unchanged. However, a dissection conducted by iSuppli reveals some interesting changes in the parts and suppliers. Read more |
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VPEC cuts into Apple supply chain Jun 24, 11:53 Visual Photonics Epitaxy (VPEC) will benefit from the popularity of Apple's iPhone 3GS as it is a major GaAs wafer supplier for TriQuint Semiconductor, which supplies WCDMA power amplifiers (PAs) for the new Apple device, according to industry sources. Read more |
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Quanta gains back Apple MacBook orders, says paper Newswatch - Jun 19, 17:02 Quanta Computer has recently gained back manufacturing orders for Apple's MacBook, according to a Chinese-language Commercial Times report citing component makers. Read more |
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Inventec Appliances to focus on specialty netbook segment Jun 17, 15:57 Inventec Appliances will focus on the specialty segment as it steps into the netbook market, according to company chairman Jackson Chang. Read more |
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Apple reportedly secures NAND flash supply for new iPhone 3G S Newswatch - Jun 10, 16:39 Apple has sourced sufficient NAND flash chips to avoid interrupting shipments of its new iPhone 3G S, according to industry sources. The just-announced iPhone is expected to positively affect the NAND flash market, which has undergone slow demand. Read more |
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Apple unveils iPhone 3G S, drops iPhone 3G price to US$99 Jun 9, 11:03 Apple has unveiled the iPhone 3G S, what the company calls the most powerful iPhone yet. New features include improved speed and performance – up to twice as fast as iPhone 3G – with longer battery life, a 3-megapixel autofocus camera, video recording and hands free voice control. iPhone 3G S also includes the new iPhone OS 3.0 mobile operating system with over 100 new features such as Cut, Copy and Paste, MMS, Spotlight Search, landscape keyboard and more. The device will come in 16GB and 32GB configurations. Read more |
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Nvidia's 5-year plan coming to fruition as GPU compute goes mainstream, Q&A with Ujesh Desai, vice president of product marketing Jun 2, 11:55 Nvidia built its name around satisfying PC gamers' desire for better graphics, higher resolutions, and higher frame rates, from one GPU generation to the next. But around five years ago the Santa Clara-based chipmaker started looking beyond just 3D performance to a future where GPUs could be used for more than just rendering graphics. Read more |
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HTC, Palm, Apple to push Taiwan smart cellular device shipments in 2Q09, says MIC Jun 1, 15:58 As telecom operators and distributors were aggressively trying to lower inventories and brand-name vendors continued to push back shipment schedules of new models, the overall performance of Taiwan smart cellular device (smartphones and PDA phones) makers in the first quarter of 2009 was not strong, with shipments reaching 6.72 million units, according to the Taipei-based Market Intelligence & Consulting Institute (MIC). Only the Apple iPhone 3G manufactured by Foxconn experienced strong shipments. Read more |
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Compeq responds to iPhone component supply report Stockwatch - May 26, 14:04 PCB maker Compeq Manufacturing filed an announcement on May 26 with the Taiwan Stock Exchange in response to a Chinese-language Commercial Times report claiming that Compeq is expected to see a 3% growth in handset PCB shipments in the second quarter, and that it has begun supplying components for the next-generation iPhone. Read more |
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| 109 news tagged Apple (1/3) | |
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