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News tagged Commentary
  • Last update: Monday 15 December 2014 [242 news items]

Commentary: Dependence on China solar firms may turn Taiwan supply chain into OEM factories

May 28, 11:01

The huge duties slapped onto China-made solar cells by the US Department of Commerce have been causing different effects in different economies.

solar cell

Commentary: Solar trade war between US and China looming

May 18, 14:39

In 2011, several US-based solar firms such as Solyndra, SepctraWatt, Evergreen Solar, and Energy Conversion Devices filed for bankruptcies. While the fundamental problem may be due...

Sunteceh

Commentary: Zero export tariff on China-made solar wafers likely to push down global wafer prices

May 11, 11:26

China-based solar firms have been demanding the government cut export tariffs on solar wafers to zero and allow polysilicon to be exported to international markets. This is likely...

solar cell

Commentary: Cooperation with traditional energy firms to help spur solar demand

May 10, 10:43

The governments in Europe have been cutting down incentives for solar PV systems. Emerging solar markets such as the US and China have also been cutting solar incentives. This means...

solar modules

Commentary: A Micron-Elpida merger would improve DRAM industry health

May 8, 12:13

Micron Technology reportedly has reached the final stage of talks on the purchase of Elpida Memory. The possible merger of Micron and Elpida will help to restore a healthier supply-demand...

Micron set to acquire Elpida

Commentary: The battle cry in the global LCD TV market

May 4, 16:37

The LCD TV market was hit by low demand in 2011. Due to Thanksgiving holidays in North America, the market finally saw the light at the end of the tunnel near end of 2011.

Samsung smart TV

Commentary: China solar firms fight back for survival

May 4, 10:49

China-based solar firms who have been suffering have been accusing international firms of dumping polysilicon into China's domestic market.

solar material

Commentary: Long-term solar material supply contracts increase losses during industry downturns

May 3, 14:47

Long-term solar material supply contracts seem to stabilize the financial performance of solar firms during good times, but increase the magnitude of losses during down times.

polysilicon

Commentary: Grid parity in India may happen sooner than expected

Apr 27, 13:54

India has been seen as one of the markets with most potential for the solar industry as demand in Europe weakens. A recent article from The Economist, "Solar Power In...

solar panels

Commentary: US protectionism on domestic solar industry may backfire

Apr 23, 16:14

The US government has been taking up anti-dumping and anti-tariff investigations against China-based solar firms. According to LA Times, the US government recently announced the import...

Commentary: Nokia could make mistake again in feature phone segment

Apr 20, 15:51

Nokia has announced weaker than expected results for the first quarter of 2012, citing "greater than expected competitive challenges," as CEO Stephen Elop has indicated...

Commentary: Taiwan has little interest in installing PV systems on its own land

Apr 20, 12:12

The Taiwan government recently announced a plan to increase electricity prices in May 2012. Compared to a country like Germany with average electricity price of NT$8/kWh, Taiwan's...

Gintech solar cell

Commentary: The paradox of a globalized solar supply chain

Apr 19, 15:00

Like any market in the world, the global solar market lives and breathes globalization. But unlike some markets in the world, the global solar market depends heavily on government...

solar panel

Commentary: AUO halting new fab plans puts government policy in dilemma

Apr 19, 01:00

Taiwan's National Science Council (NSC), which has overseen the establishment of major science industry parks in Taiwan over the past years, has been pushed into a political storm...

Commentary: HTC appoints new CFO, but challenges remain

Apr 17, 15:29

HTC has reshuffled its management team again by appointing former Goldman Sachs Group partner Chia-Lin Chang as its chief financial officer, which is part of the company's strategy...

Commentary: Taiwan at crossroads of polysilicon production

Apr 16, 15:17

The solar industry in Taiwan has not been able to achieve self-sufficiency for polysilicon materials. In the past when polysilicon was experiencing undersupply, Taiwan-based solar...

Commentary: Diversifying a must for DRAM firms

Apr 5, 14:31

Elpida Memory's bankruptcy filing reflects the fact that companies must diversify to cope with trends in the evolution of customer behavior and usage. The DRAM memory industry currently...

Falling PC demand encouraging DRAM makers to diversify

Commentary: One step closer to grid parity

Mar 9, 14:33

Germany has announced new feed-in-tariff (FIT) cuts that have larger magnitude than expected. The effects are likely to ripple across the supply chain. Digitimes met up with Davis...

solar panels

Commentary: China new LED lighting subsidy policies to focus on commercialization

Feb 23, 11:49

The subsidy program for upstream LED firms in China ended in 2011. There are many LED firms in China, but less than 20 of them have economies of scale and capacity of more than 20...

LED lighting

Commentary: Spin-off Samsung LCD unit may deter Taiwan makers in AMOLED segment

Feb 21, 14:58

Samsung Electronics has announced plans to spin off its money-losing LCD business to form a new company, Samsung Display, which is believed to focus more on the development of OLED...

Commentary: Solar supply chain in dire straits despite growing installations in 2011

Feb 16, 14:01

According to European Photovoltaic Industry Association, the global solar PV system installations reached 27.7GW in 2011, up by 70% compared to 16GW in 2010. However, the solar industry...

solar panel

Commentary: Chances of PV price increase to depend on extent of incentive cuts

Feb 13, 15:41

The oversupply in the solar market caused the prices to drop drastically in 2011. Solar firms have been hoping to revive the prices in 2012, but as various governments plan to make...

solar panels

Commentary: PV demand picking up, but Europe firms still struggling

Feb 10, 11:18

The solar market rebounded slightly before the Lunar New Year holidays. Many firms in the Greater China region experienced increasing capacity utilization rates due to urgent orders...

Commentary: Lack of distribution channels continues to hover over Taiwan solar industry

Feb 9, 15:50

The economy was harsh to the solar industry in 2011 as supply exceeds demand. In 2012, Taiwan-based solar cell firms still need to find a solution to prevent being marginalized.

solar panels

Lighting Japan 2012: Japan LED firms aim at various lighting applications

Feb 8, 12:02

At Lighting Japan 2012, Taiwan- and China-based firms focused on showcasing LED light bulbs while Japan-based firms displayed various LED lighting applications.

Cold white LED lightings

Commentary: Strong smartphone competition a blessing in disguise for feature phones

Feb 4, 10:45

The global market for feature phones has continued to dwindle recently, since most branded handset vendors have shifted their focuses to the development of smartphones on the back...

Commentary: Large-size TVs, big opportunities

Jan 19, 16:41

The LCD TV market went through severe price competition in 2011 with products such as 42-inch CCFL-backlit TVs costing only US$199/unit. Industry sources believe this price is close...

Commentary: A dance of numbers and policies for the solar market in 2012

Jan 12, 14:45

Germany surprised everyone with December solar installations reaching 3GW. This means the 2011 total installations in Germany market hit 7.5GW, surpassing 7.4GW in 2010 and becoming...

Commentary: Could automation solve labor issues for Foxconn?

Jan 10, 14:52

China has always given the impression of having a large and cheap labor force. But as the country's population structure and social values are starting to change, Foxconn Electronics...

Commentary: A recap of the solar market, 2004-2011

Dec 29, 15:42

Managing a business is like managing a battle. The many problems and challenges require the management to have good organization and coordination skills. Mostly importantly, the management...

solar module

Commentary: Market opportunities for direct-type LED TVs

Dec 28, 15:31

The penetration rate of LED TVs will likely reach 40% in 2011, a bit lower than 50% forecast in the beginning of the year. The market expects direct-type LED TVs will cause a new...

LCD TV

Commentary: Antitrust lawsuits dragging AUO to a watershed

Dec 9, 15:05

AU Optronics (AUO) has been taking a stand unlike other Taiwan-based rivals toward antitrust lawsuits lodged by related concerns including the US Department of Justice, the EU Commission...

Commentary: Consolidation to get solar industry back on track

Dec 2, 10:56

The solar market has been experiencing large turbulences in 2011. No one is optimistic about the industry in the short run. However, the exit of unfit firms has become the main drive...

Solar cells

Commentary: HTC faced with more pressure on product competition than patent litigation

Nov 29, 17:08

While HTC has been facing a double whammy in patent infringement lawsuits and a dwindling of its product competitiveness, sources in the handset industry believe that the pressure...

Commentary: Taiwan solar industry needs government support

Oct 24, 15:56

After a wave of bankruptcies declared by US-based solar firms in third-quarter 2011, some Europe-based solar firms have also been reportedly facing difficulties obtaining funding...

242 items [5/7]
Realtime news
  • Taiwan market: LG launches 42- to 55-inch smart digital signage

    Displays | 1h 10min ago

  • Japan smartphone panel makers bring price pressure on China and Taiwan competitors

    Displays | 1h 19min ago

  • Taiwan market: FET expects 4G users to exceed 1 million by year end, says president

    Mobile + telecom | 1h 23min ago

  • Sony announces development of OLED display module for eyewear

    Displays | 1h 29min ago

  • Demand for 8-inch fab equipment rises

    Bits + chips | 1h 37min ago

  • Yingli expresses disappointment at US PV tariffs decisions

    Green energy | 1h 42min ago

  • Internet of Things stimulates MEMS market, says IHS

    Bits + chips | 1h 46min ago

  • Qualcomm, MediaTek to diversify foundry sources, say industry watchers

    Bits + chips | 1h 50min ago

  • NAND flash contract prices see modest drop in 1H December, says DRAMeXchange

    Bits + chips | Dec 18, 22:03

  • Global storage market to reach US$38 billion in 2014, says Western Digital

    IT + CE | Dec 18, 22:02

  • SMIC builds Qualcomm Snapdragon 410 chips using 28nm

    Bits + chips | Dec 18, 21:59

  • Globalfoundries and Cadence deliver first SoC enablement solution featuring ARM Cortex-A17 processor in 28nm-SLP process

    Bits + chips | Dec 18, 21:58

  • Taiwan science parks January-October total revenues up 3.61% on year, says MOST

    Bits + chips | Dec 18, 21:56

  • Unitech expands HDI-board capacity

    Bits + chips | Dec 18, 21:55

  • PV equipment book-to-bill ratio stays below parity in 3Q14, says SEMI

    Bits + chips | Dec 18, 21:40

  • Xiaomi smartphone finding it difficult to step out of China

    Before Going to Press | Dec 18, 21:29

  • Notebook orders from Russia decreasing, says Taiwan ODMs

    Before Going to Press | Dec 18, 21:28

  • ACES Electronics invests in NTGEC to tap China automotive connector market

    Before Going to Press | Dec 18, 21:27

  • SMIC builds Qualcomm Snapdragon 410 chips using 28nm

    Before Going to Press | Dec 18, 21:26

  • Some China PV module makers replace Taiwan-made solar cells with Southeast Asia-made models

    Before Going to Press | Dec 18, 21:26

  • LED light bulb prices fall in Europe, China markets

    Before Going to Press | Dec 18, 21:24

  • NAND flash contract prices see modest drop in 1H December, says DRAMeXchange

    Before Going to Press | Dec 18, 21:23

  • Global Ultra HD TV penetration to rise to 14.2%, says WitsView

    Before Going to Press | Dec 18, 21:23

  • PV equipment book-to-bill ratio stays below parity in 3Q14, says SEMI

    Before Going to Press | Dec 18, 21:22

  • Digitimes Research: Top-3 China based server vendors may ship 2 million units in 2015

    Before Going to Press | Dec 18, 21:21

  • US final anti-dumping, anti-subsidization taxation excludes solar-grade wafers

    Before Going to Press | Dec 18, 21:20

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