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News tagged Commentary
  • Last update: Wednesday 10 September 2014 [227 news items]

Commentary: Tier-two LCD driver IC houses to face shortages in 3Q13

Jun 24, 10:30

China's smartphone market continues to boom and demand for related components from domestic brands has been strong in the first half of 2013. Demand for small-size panels above 5-inch...

Commentary: Foxconn faces more labor problems

Jun 21, 14:07

To show the importance of labor rights, Apple became the first IT company to join the Fair Labor Association (FLA) in 2012 and through the association, Apple began inspections of...

Commentary: China telecom market dominated by local firms

Jun 21, 14:02

In the past 2-3 years, Taiwan-based telecom firms have been seeking business opportunities in the growing wireless hotspot and broadband network market in China. However, only a small...

Commentary: Samsung deepens cooperation with Microsoft, paving way to notebook market

Jun 10, 15:49

South Korea-based Samsung Electronics supplies key components such as panels to Microsoft while developing new notebooks using Microsoft's operating systems. Samsung can use discounts...

Commentary: Rising LED light bulb demand will not ease oversupply

Jun 10, 14:50

Pricing is an important factor in the commercialization of LED lighting. To stimulate demand, LED light bulb firms have been introducing low-price products.

Commentary: EU telecom equipment probe against China is unnecessary

May 28, 10:28

The telecom industry believes that by the end of 2013, China will likely issue 4G licenses to telecom carriers, and hence many equipment firms have been eager to gain share of the...

Commentary: High-end LED lighting in demand

May 20, 12:31

Apart from gradually replacing traditional lighting, LED lighting is targeting the high-end market with more value-added products. In addition, commercialization of OLED lighting...

Commentary: Price competition over 7-inch tablets erodes profits

Apr 29, 14:29

Tier-one tablet makers have been engaging in price competition in the 7-inch tablet market which has eroded profits, according to sources from distribution channels.

Commentary: Foxconn can focus on solar end market applications

Apr 22, 16:19

Terry Guo, chairman of Foxconn Electronics (Hon Hai Precision Industry), has mentioned that the firm wants to produce different kinds of solar products. Market observers believe Foxconn...

Commentary: Sanan financial report scandal stirs subsidy controversy

Apr 15, 11:34

China-based LED industry leader Sanan Optoelectronics has been accused of falsifying financial reports, according to China-based media. This has sparked a debate concerning what critics...

Commentary: TSMC holds key to future of Taiwan solar industry

Apr 2, 14:52

Morris Chang, chairman and CEO of Taiwan Semiconductor Manufacturing Company (TSMC), noted in August 2012 that the firm had changed its position in relation to investments in solar...

Morris Chang, chairman and CEO of TSMC

Commentary: Labor shortages, rising wages in China push notebook component firms toward automation

Apr 1, 11:10

China continues to increase minimum wages but labor shortages along the coast continue sending the notebook supply chain moving inward to central China. The lack of labor is notebook...

Commentary: Foxconn does not need Sharp Mexico plant

Mar 22, 16:29

According to Japan-based media, Sharp originally wanted to sell its LCD TV plant in Mexico to Taiwan-based Foxconn Electronics (Hon Hai Precision Industry), and the negotiation was...

Commentary: Taiwan cloud industrial parks to face reality check

Mar 20, 15:23

In the fourth quarter of 2012, Taiwan's government began announcing projects regarding government cloud services. In January 2013, the governments of Taipei and New Taipei City both...

Commentary: Samsung investment in Sharp one of many similar investments likely to come

Mar 18, 15:03

Samsung Electronics' recent investment in Sharp shows that Samsung is looking to bump up its competitive edge in the TV market amid increasing demand for large-size LCD TVs, most...

Samsung

Commentary: The rise and the possible fall of Suntech

Mar 15, 14:40

Suntech Power Holdings, a China-based solar module giant, said on March 11, 2013, that it has signed a forbearance agreement with the holders of more than 60% of the firm's 3% convertible...

Commentary: Foxconn relies heavily on Apple

Mar 13, 14:41

Foxconn Electronics (Hon Hai Precision Industry) reported February consolidated revenues of NT$235.06 billion, showing an on-month decrease close to 25% and an on-year decrease of...

Commentary: Nuclear dispute creates opportunity for LED lighting firms

Mar 12, 14:02

Whether Taiwan needs another nuclear power plant has been under heated debate. As more people question the safety of a new nuclear power plant that is being constructed, LED firms...

Commentary: Entering the entry-level tablet competition a must for ODMs

Mar 1, 10:32

Although some upstream supply chain players do not think notebook ODMs should join the entry-level tablet competition because of profitability concerns, it seems a neccessary step...

Commentary: Does Taiwan need another nuclear power plant?

Feb 26, 11:52

Taiwan is building its fourth nuclear power plant. The main island of Taiwan is only 36,193 square kilometers and already houses three nuclear power plants - two of them in New Taipei...

Commentary: Solar cells are the most likely casualties in trade war

Feb 26, 11:36

The effect of the US anti-dumping and anti-subsidy investigation against China-made solar cells has been questioned especially when China-based solar firms are now able to buy solar...

Commentary: How willing are panel makers to invest in IGZO technology?

Feb 22, 14:54

IGZO has energy-saving advantages in the display industry and is currently being developed mostly by Japan-based Sharp. While some other panel makers have started IGZO R&D, there...

Commentary: Google partnerships lifting Taiwan IC design industry

Feb 21, 13:59

While the overall prospects of the global technology industry for 2013 still look uncertain, promising first-quarter outlooks for a number of Taiwan-based first-tier IC design houses...

Commentary: Retina display for next iPad mini?

Feb 18, 14:54

Apple may introduce the new iPad mini with resolution of 2,048 by 1536, and that would increase the device's production cost by more than US$12/unit. If the prices and specifications...

Commentary: Debt problems persist in China solar industry

Feb 1, 14:16

The solar industry believes market conditions will improve in 2013 because firms now have a consensus to stop price competition. In addition, firms that dumped products and disrupted...

Commentary: Reconsideration on Taiwan-Japan industry alliance

Jan 31, 15:02

A Taiwan delegtation formed by government officials, researchers and industry players recently concluded a six-day visit in Japan, where they probed the possibilities of forming strategic...

Commentary: Taiwan central bank needs to adopt necessary measures to face global currency battle

Jan 30, 11:30

The Japan government recently started its quantitative easing (QE) policies putting pressure on other Asia currencies. Taiwan's premier Sean Chen has urged Taiwan's central bank to...

Commentary: Will Foxconn and Sharp tie the knot?

Jan 22, 16:11

Partnership talks between Foxconn Electronics (Hon Hai Precision Industry) and Sharp have been going on for 10 months. The pair reached a deal last March when Foxconn announced plans...

Commentary: LED consolidations in 2012 to show effects in 2013

Jan 17, 13:59

The Greater China LED industry went through consolidation in 2012 and many tier-two and tier-three firms exited the market due to continuous net losses. The effects of the consolidations...

Commentary: Europe solar market to see adjustments; Asia demand to rise in 2013

Jan 15, 15:45

The solar market saw many unexpected events in 2012. Solar makers believe in 2013, the Europe market will see adjustments such as Germany installations declining to government-planned...

Commentary: The LED lighting market boom

Jan 14, 16:15

In 2012, demand for TV-use LED backlight products was high, helping LED firms to maintain high to full capacity utilization rate. As many governments are beginning to ban the use...

Commentary: BLU demand expected to increase in 2013 due to LED TV and tablet sales

Jan 11, 10:52

Backlight unit (BLU) makers are forecast to see accelerated output value growth in 2013 due to an expected climb in the global LED TV penetration rate. In 2012, large-size LED TVs...

Commentary: Taiwan touch panel makers to see shipments to PC segment soar in 2013

Jan 2, 16:11

Due to continuing success for Apple's iPhone 5, which uses in-cell embedded touch panel technology that is largely from Japan-based makers, G/G shipments from Taiwan-based touch panel...

Commentary: Are Japan-Taiwan solar alliances possible?

Jan 2, 12:02

Japan-based Kaneka, a solar firm that produces N-type mono-crystalline solar cell using heterojunction with intrinsic thin layer (HIT) technology, has reportedly been discussing cooperation...

Commentary: Trade wars dominate global solar market in 2012

Dec 27, 14:14

For the global solar industry, 2012 has been about trade wars. The US and Europe both started anti-dumping and anti-subsidy investigations against the world's largest solar supply...

227 items [2/7]
Realtime news
  • Taiwan market: Asustek unveils G20 gaming desktop

    Before Going to Press | 10h 4min ago

  • WCG Ultra HD TV panel shipments to grow in 2015

    Before Going to Press | 10h 17min ago

  • STMicroelectronics sees increasing MEMS applications in wearable, IoT markets

    Before Going to Press | 10h 17min ago

  • TSMC to spend NT$718.74 billion purchasing equipment

    Before Going to Press | 10h 22min ago

  • Csun to see revenues up in 4Q14

    Before Going to Press | 10h 29min ago

  • Ichia to see revenues drop 10-15% sequentially in 3Q14

    Before Going to Press | 10h 30min ago

  • Lite-On Semi rolls out new full bridge rectifier diodes

    Before Going to Press | 10h 33min ago

  • PCB makers to see HDI board lines running at full capacity till year-end 2014

    Before Going to Press | 10h 34min ago

  • Pegatron component subsidiary Asuspower to acquire production equipment sets

    Before Going to Press | 10h 34min ago

  • Asustek aiming to achieve 15% on-year PC shipment growth; to push gaming notebooks for gross margins

    Before Going to Press | 10h 35min ago

  • Digitimes Research: Mobile DRAM bit growth rate to top 37.5% in 2H14

    Before Going to Press | 10h 36min ago

  • Korea vendors still hold prospects for OLED TVs

    Before Going to Press | 11h 45min ago

  • Supply chains see orders from Motorola Mobility until 4Q14

    Before Going to Press | 11h 50min ago

  • NCC approves Vibo Telecom merger with Taiwan Star Cellular

    Before Going to Press | Sep 17, 19:25

  • Foxconn donates 3 smart classrooms in Taiwan

    Before Going to Press | Sep 17, 19:23

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Analysis of China revised domestic semiconductor industry goals
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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.