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News tagged Commentary
  • Last update: Wednesday 15 February 2017 [303 news items]

Commentary: Qualcomm likely to be dethroned by MediaTek as the largest handset solution vendor

Jul 24, 15:37

With the planned release of LTE-enabled and 8-core SoCs in the fourth quarter of 2013, MediaTek will advance one-step further to beat venerable rival Qualcomm to become the world's...

Commentary: AMD should not overly rely on game consoles

Jul 24, 11:04

Although AMD CEO Rory Read is optimistic about the company's financial results in the third quarter and expects to turn profitable, the strategy of relying only on orders from the...

Commentary: NAND flash controller industry headed for consolidation

Jul 3, 14:40

With more NAND flash memory chips designed into embedded applications, such as eMMC devices and solid-state drives (SSD), memory controller IC firms incapable of providing technologies...

Commentary: Panel makers enjoy strong TV demand, but face concerns over falling monitor sales in 2013

Jul 1, 10:33

In first-half 2013, global panel makers saw shipments rise due to China's Labor Day holidays in May. Industry sources predicted sales growth of FPD TVs in China during the May Labor...

Commentary: Inventory management poses challenge for PCB makers amid demand fluctuations

Jun 26, 12:00

In predicting the market condition, most PCB firms believe demand to be strong in the second half of 2013. The industry has been experiencing weak demand in the first half of 2013...

Commentary: Taiwan to benefit from common LED lighting standards in Greater China

Jun 25, 15:36

A common set of standards for LED lighting firms in Greater China was announced recently and as the China government plans to expand the LED lighting market, this common set of standards...

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...

303 items [4/9]
Realtime news
  • Smartphones to remain largest AP application through 2020, says Digitimes Research

    Bits + chips | 1h 15min ago

  • Foxconn chairman pledges shares for loans

    IT + CE - Newswatch | 2h 12min ago

  • Taiwan attracts foreign direct investment of nearly US$367 million in January, says MOEA

    Bits + chips | 2h 13min ago

  • Taiwan January export order value down on month, up on year, says MOEA

    Bits + chips | 2h 15min ago

  • Taiwan attracts foreign direct investment of nearly US$367 million in January, says MOEA

    Before Going to Press | 2h 32min ago

  • Samsung Electronics accounts for 22.7% of Vietnam's export value in 2016

    Before Going to Press | 2h 32min ago

  • Taiwan January export order value down on month, up on year, says MOEA

    Before Going to Press | 2h 33min ago

  • Taiwan consumer IC specialists revenues to pick up in March

    Before Going to Press | 2h 33min ago

  • Lextar Electronics buys back 2.05% stake

    Before Going to Press | 2h 33min ago

  • Silicon wafer prices to rise from low point in 2016, says SAS

    Before Going to Press | 2h 35min ago

  • White-box smartphone vendors under increasing competitive pressure from China-based vendors

    Before Going to Press | 2h 36min ago

  • Japan lowers PV feed-in tariff rates for fiscal year 2017

    Before Going to Press | 2h 36min ago

  • Acer has not bought back own shares

    Before Going to Press | 2h 37min ago

  • Taiwan should promote smart cities initially in 7 cites, says Acer founder

    Before Going to Press | 2h 38min ago

  • Global IT demand estimated at US$2.4 trillion in 2017, says IDC

    Before Going to Press | 2h 39min ago

  • Taiwan solar cell makers hike prices

    Before Going to Press | 2h 40min ago

  • Chimei Materials Technology suffers net loss per share of NT$2.88 for 2016

    Before Going to Press | 2h 41min ago

  • China- and Taiwan-based chipmakers gearing up for next-gen memory technologies

    Before Going to Press | 2h 42min ago

  • TPK Holding to quit production of touch panels used in Apple Watch, say Taiwan makers

    Before Going to Press | 2h 43min ago

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Global notebook shipment forecast, 2017 and beyond
Trends and forecasts for the China FPD industry, 2014-2017

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Analysis of China revised domestic semiconductor industry goals
  • 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.

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    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

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