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News tagged Commentary
  • Last update: Monday 20 October 2014 [231 news items]

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...

Commentary: Global 2013 PC DRAM market a three-horse race

Dec 27, 12:07

With Micron Technology's merger with Elpida Memory set to complete, and second-tier players looking to turn their focus away from the PC memory market, the number of commodity DRAM...

Commentary: Foxconn to continue to dominate tablet OEM business in 2013

Dec 17, 14:13

Demand for tablets is expected to grow. In 2012, total demand in the market was 120-130 units. Market observers believe in 2013, demand will expand to 180 units and in particular,...

Commentary: China anti-dumping tariff to stir domestic polysilicon price

Dec 17, 11:04

China reportedly will announce the preliminary anti-dumping verdict against US- and South Korea-based polysilicon firms in first-quarter 2013. This will affect the supply chain, which...

Commentary: Delta and NSP will benefit from solar merger

Dec 14, 11:43

The merger of Taiwan-based solar firms Neo Solar Power (NSP) and DelSolar (a subsidiary of Delta Electronics) has been seen as beneficial and a necessary trend for the industry, as...

Commentary: Sharp-Qualcomm cooperation unlikely to affect Taiwan-based firms

Dec 11, 15:27

The cooperation between Sharp and Qualcomm is likely to threaten Taiwan-based firms that have also been developing IGZO technology, but IGZO technology and MEMS panels are mainly...

Commentary: NSP, DelSolar merger unlikely to stir industry

Dec 7, 14:54

Some solar makers believe the merger between Neo Solar Power (NSP) and DelSolar, a subsidiary of Delta Electronics, will not affect the industry significantly. Nevertheless, this...

Commentary: Emerging solar market begins trade war

Nov 29, 14:15

A global solar trade war continues to loom as India joins the group of countries that have been conducting anti-dumping probes against firms in China. India, however, also aims to...

Commentary: Will Apple soften its stance against Samsung after reaching peace deal with HTC?

Nov 14, 10:59

The announcement of a comprehensive settlement of patent lawsuits between Apple and HTC comes as a surprise to the smartphone industry, given Apple's previous hostile attitude against...

Commentary: Economies of scale vs. larger burden in solar market

Nov 13, 16:08

Rumors that the three top Taiwan-based solar firms may consolidate into a few large-size firms has been circulating around in the industry. The industry has been questioning the benefits...

Commentary: Is it a blessing for Asustek to have Google backing?

Nov 7, 15:25

Asustek Computer has seen its brand image improve in the US and Japan recently thanks to the launch of dual-branded Nexus 7 in cooperation with Google. Asustek is proud of its product...

Commentary: Notebook ODMs face uncertainties in tablet market

Nov 6, 16:16

The rise of tablets and smartphones, plus the economic downturn in the US and Europe, have been causing PC brands such as HP, Dell and Acer to report unsatisfactory sales results...

tablet

Commentary: Taiwan solar supply chain faces marginalization threat

Nov 6, 14:56

Taiwan-based makers in the solar PV industry may not have merger plans currently, but they all agree that consolidation will be an inevitable step. According to sources from Taiwan's...

Commentary: Solar conductive paste makers build up entry barriers

Oct 29, 12:28

The solar industry has been in a market downturn but solar cell conductive paste makers continue to see better profits. Taiwan-based Giga Solar, a silver, silver aluminum, and aluminum...

Commentary: Short-term subsidization will not help LED industry in the long run

Oct 19, 15:32

Taiwan's Ministry of Economic Affairs (MOEA) recently announced plans to subsidize household LED light bulbs, but, there are no unified standards that measure the energy-saving qualities...

Commentary: The pros and cons of China firms investing in Taiwan LED industry

Oct 16, 16:21

Taiwan's government plans to raise the cap on China-based firms investing in Taiwan's LED industry. Some Taiwan-based LED firms welcome the opportunity to work with China-based peers...

Commentary: Non-FIT business model to pave way for grid parity

Oct 15, 11:14

The continuous feed-in-tariff (FIT) cuts by Europe's governments and increasing trade barriers have been pushing the solar market into suffocation. The price fall seems never ending...

Commentary: China government implements new strategies for expanding local panel industry

Oct 11, 12:00

China-based panel makers are catching up to Taiwan-based ones in terms of panel production capacity, and China's Ministry of Science and Technology recently announced that it will...

Commentary: The effects of TV subsidies in China

Oct 9, 12:11

Energy-saving subsidies that provide funding for consumer electronic products such as LCD TVs have proven efficacious in China in terms of getting consumers to become greener with...

Commentary: Challenges and strategies of China LED firms

Oct 2, 14:54

China's government has been providing subsidies to help its domestic LED industry. Some firms have been benefitting but others remain in limbo amid rapid product price falls.

Commentary: Island dispute delays multi-lateral FTA between China, Japan, and South Korea

Sep 28, 10:58

The recent island disputes between Japan and China, and Japan and South Korea are likely to delay the formation of a multi-lateral free trade agreement (FTA) between the three countries...

Commentary: AUO moving forward

Sep 25, 11:12

A US district court concluded a price-fixing case against AU Optronics (AUO) on September 21 by imposing a US$500 million fining on the Taiwan-based LCD panel maker and sentencing...

Commentary: Falling TV and handset sales tangle Sharp in financial woes

Sep 17, 12:05

Japan-based Sharp is in deep financial trouble, lacking cash to pay back short-term loans. In addition, Sharp's business structure and the shrinking global economy mean it will be...

Commentary: Weakening competition allows Apple to play safe with iPhone 5

Sep 14, 13:52

Apple has finally launched the much-anticipated iPhone 5 with upgraded hardware and software specifications as compared to its predecessor, but not delivering any breakthroughs in...

Commentary: Global solar market losing energy

Sep 14, 11:15

Since the second quarter of 2011, the global solar market has been a ship trying to sail in a hurricane. Solar markets in Europe and the US have been building up trade barriers while...

Commentary: Taiwan economic revival program lacks substance

Sep 12, 14:49

Taiwan's Executive Yuan (Cabinet) has announced a five-point program aiming to invigorate its flagging economy. Prior to the announcement, all segments of society were expecting the...

Commentary: Solar PV system investments dwindle as firms hoard cash

Sep 5, 01:10

The solar PV system segment is one of the most profitable segments in the solar supply chain, especially for firms with stable cash flow. Nevertheless, some firms have not been able...

Commentary: Large-size polysilicon firms in China hope for return to market forces after anti-dumping probes

Aug 29, 15:07

The China government is currently running anti-dumping and anti-subsidy investigations against US- and South Korea-based polysilicon firms hoping for large-size domestic firms to...

Commentary: Looming trade war and increasing OEM orders to turn China domestic capacities obsolete

Aug 29, 11:50

The looming trade war has been pushing China-based solar firms to plan for short- and medium-term adjustments to domestic capacities. If demand from the domestic and emerging markets...

Commentary: Epistar expands capacity while facing price competition from China-based peer

Aug 15, 16:03

The LED chip market continues to experience oversupply problems. However, in first-half 2012, most tier-one LED firms in Taiwan were operating with full capacity, which has led to...

Commentary: No winners in solar trade war

Aug 9, 15:23

There are no winners in trade wars why typically see policies used as short-term prescriptions. Governments should consider creating fair competition allow the solar industry to shine...

Commentary: Solar firms should invest in R&D to escape from becoming OEM firms

Aug 9, 15:05

The messy conditions in the solar market have been causing invested firms to reconsider their strategies. Taiwan-based firms should adopt the model of their South Korea-based peers...

231 items [3/7]
Realtime news
  • Taiflex Scientific, ThinFlex net NT$3.42, NT$1.85 EPS for January-September

    Before Going to Press | 22min ago

  • Digitimes Research: Global LED supply in 2015 may be tight

    Before Going to Press | 1h 8min ago

  • Taiwan market: HTC maintains largest market share by sales volume in September

    Before Going to Press | 1h 10min ago

  • Supply chains still experiencing pressure to reduce panel pricing

    Before Going to Press | 1h 28min ago

  • Foxconn will not acquire TPK, says company

    Before Going to Press | 1h 32min ago

  • Taiwan makers still eyeing sales of Ultra HD TV panels, high-end IT displays

    Before Going to Press | 1h 51min ago

  • Himax Technologies sees booming orders for LCoS solutions

    Before Going to Press | 2h 6min ago

  • Innolux announces acquisition of assets from Hoya Microelectronics

    Before Going to Press | 2h 7min ago

  • Taiwan IC designers expect drops in 3Q14 gross margins

    Before Going to Press | 2h 14min ago

  • Taiwan makers 3-5 years ahead of China in LTPS technology, says AUO

    Before Going to Press | 2h 18min ago

  • Digitimes Research: Taiwan makers developing more technology for second-wave 802.11ac devices

    Before Going to Press | 2h 21min ago

  • Digitimes Research: OLED TV pricing to remain double Ultra HD TV pricing through 2016

    Before Going to Press | 2h 27min ago

  • Sony to launch 12-inch tablet in 1Q15, say Taiwan makers

    Before Going to Press | 2h 30min ago

  • Laibao reaches 80% yields on 5G line; OGS shipments reach 600,000 a month

    Before Going to Press | 2h 31min ago

  • Taiwan makers in China less interested in additional investment, says TEEMA

    Before Going to Press | 2h 37min ago

  • Intel Global Summit 2014 to focus on IoT, smart wearable devices, say Taiwan makers

    Before Going to Press | 2h 45min ago

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Analysis of China revised domestic semiconductor industry goals
The transition to 4k TV - UHD TV market forecast, 2014-2017

23-Oct-2014 markets closed

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Greater China touch panel shipment forecast through 2015
  • 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.