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NEWS & VIEWS |
Taipei,
Monday, October 13, 2008
19:11 (GMT+8)
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Compal sees strong revenues growth in September 2h 2min ago Compal Electronics has announced consolidated revenues of NT$46.25 billion (US$1.43 billion) for September, increases of 32.23% on month and 10% on year, thanks to shipments of Dell's E series notebooks. Read more |
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Clevo saw large on-year performance increase in September, says paper Newswatch - 7h 49min ago Second-tier notebook maker Clevo has announced revenues of NT$1.76 billion (US$54.31 million) for September 2008, a slight increase of 0.6% on month but a large increase of 43.78% on year, according to a Chinese-language Apple Daily report. Read more |
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PCB maker HannStar Board maintaining high utilization rates despite expanding capacity; September sales reach NT$2.1 billion Oct 9, 16:21 Although the peak season effect for the notebook market was not as good as expected this year, notebook PCB maker HannStar Board reported record consolidated sales of NT$2.12 billion (US$65.21 million) in September, up 7.6% on month, thanks to strong demand for low-cost notebooks. Although its customers are optimistic about notebook demand for the fourth quarter, HannStar Board holds a conservative view since its fourth-quarter order visibility is unclear. Read more |
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Notebooks shipping with Intel Echo Peak WiMAX Oct 9, 15:09 Sprint's mobile WiMAX business unit, XOHM, recently launched its WiMAX service in Baltimore, and Intel has announced that it is now shipping its combined WiMAX/Wi-Fi module, formerly code-named "Echo Peak," as part of the Intel WiMAX/Wi-Fi Link 5050 Series that is an optional feature for Intel Centrino 2-based notebooks. Read more |
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Taiwan notebook Quanta revenues flat, while Wistron and Inventec see stronger September revenues Oct 9, 13:06 While first-tier notebook maker Quanta Computer saw its notebook shipments, including netbooks, increase 6.5% to 3.3 million units in September from 3.1 million units in August, the company's consolidated revenues in September increased only a slight increase of 0.3% on month to NT$61.53 billion (US$1.9 billion). Compared to September 2007, the company's revenues dropped 22.63% last month. Read more |
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Acer surpasses HP and Dell over worldwide notebook shipment in September Oct 9, 01:15 Acer has shipped 3.4-3.6 million notebooks (including netbooks) in September this year, beating both Hewlett-Packard (HP) and Dell, according to industry sources. Read more |
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Asustek increases notebook shipments goal for 2008; sets sights on Dell and Lenovo Oct 8, 16:30 Asustek Computer expects to ship 50,000 units of its recently launched Eee PC S101 this month which will contribute around US$35 million toward company revenues. The notebook maker also expects the model's shipments will continue to increase with launches set in both Europe and Japan later in the month, according to company sources. Read more |
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Asustek officially launches Eee PC S101 and N10 notebooks Oct 7, 15:30 Asustek Computer has officially launched the high-end Eee PC S101 and N10 notebook series. The S101 and N10 both feature a 10.2-inch panel and are powered by Intel Atom processors. Read more |
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HP to focus on 13-inch class 16:9 aspect ratio notebooks in 2009, say sources Oct 7, 14:30 Hewlett-Packard (HP) plans to push sales of 13-inch class (13.0-13.9-inch) notebooks with 16:9 aspect ratio panels before the end of this year, making 13-inch models mainstream items for 2009, according to sources with Taiwan ODM notebook makers. Read more |
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IT LCD panel prices stable in 1H October; price drops persist in TV segment, DisplaySearch says Oct 6, 14:32 Latest DisplaySearch figures for large-size LCD panel prices show that prices for IT applications will remain stable in the first half of October, while prices for TV applications will continue to fall, with an average decline of US$10 for the period. Read more |
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Radiant September sales driven by LED BLUs for notebooks Oct 6, 11:48 Backlight unit (BLU) maker Radiant Opto-Electronics has reported strong consolidated revenues for September at NT$3.38 billion (US$104.54 million), up 3.34% on year due to strong demand for LED applications for notebooks. Read more |
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Taiwan market: Dell launches Latitude E-series notebooks for enterprise market Oct 3, 17:07 Dell has launched a series of Latitude E notebooks in Taiwan targeting the enterprise market. Read more |
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Hinge maker Jarllytec benefiting from Samsung notebook shipments, says paper Newswatch - Oct 3, 15:55 Taiwan-based notebook hinge maker Jarllytec has became the major supplier of Samsung Electronics this year, supplying components for 80-90% of the notebooks shipped by Samsung in September this year, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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Taiwan market: HP launches six new enterprise notebooks Oct 2, 15:39 Hewlett-Packard (HP) has launched six new enterprise EliteBook notebooks featuring Magnesium-aluminum alloy chassis and longer battery runtime. Read more |
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Kenmos notebook-use LED BLU shipments to pick up in 4Q08 Oct 1, 01:30 Kenmos Technology expects LED backlight unit (BLU) shipments for notebooks to hit a record in the fourth quarter, after slumping for the past few quarters, as the replacement of cold cathode fluorescent lamps (CCFLs) is accelerating, according to industry sources. Read more |
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Taiwan notebooks – 2Q 2008 Sep 30, 18:12
Introduction Read more |
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Toshiba to offer new 1.8-inch HDDs for use in notebooks in December Sep 30, 16:39 Toshiba's subsidiary Toshiba Digital Media Network (Toshiba DMN) will begin shipments of its new 1.8-inch MKxx29GSG series HDDs to notebook makers and notebook peripheral distributors in December 2008, according to Toshiba DMN Taiwan. Read more |
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Asustek notebook shipments growth to be reflected in outsourcing volumes to outside makers in 2009, says paper Newswatch - Sep 30, 15:59 Expecting notebook shipments to grow 50% alongside an Eee PC shipments increase of 60% on year in 2009, Asustek Computer has decided to outsource the extra shipments to outside makers, while keeping its outsourcing volume to subsidiary Pegatron Technology the same as in 2008, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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HannStar Board aggressively targeting low-cost notebook market Sep 30, 12:27 For sales of PCBs for notebooks in the third quarter, HannStar Board is expected to see 20-30% sequential growth with its aggressive market share capture while Gold Circuit Electronics (GCE) may see a 5% decline due to the limitations of its cost structure, according the market sources. Read more |
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Notebook related IC houses worries about weak demand in 4Q Sep 30, 11:54 With the back-to-school peak season not meeting expectations, IC design houses focusing on the PC segment including Global Mixed-mode Technology (GMT), Ene Technology and Integrated Technology Express (ITE) are pessimistic about the market moving into the fourth quarter. Read more |
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Singatron expects increasing gross margin in 3Q08 Sep 29, 11:53 Benefiting from peak season effects, dropping material prices, and a recovery in currency exchange rates, Taiwan-based connector maker Singatron expects a rebound in its gross margin for the third quarter this year. Read more |
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Acer chairman discusses performance in 2008 Sep 29, 11:48 Acer shipped 13.9 million PCs in the first half of 2008, of which, desktop PCs accounted for around 3.8 million units and notebooks 9.7 million units, according to data from IDC. Read more |
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Radiant sees strong demand for notebook-use LED BLUs, paper says Newswatch - Sep 29, 11:02 Order visibility for backlight units (BLUs) is getting shorter and shorter, barely reaching beyond one month's time. The only segment seeing continued strong demand is the notebook-use LED BLU segment, according Radiant Opto-Electronics chairman Wang Pen-jan, as cited by the Chinese-language Economic Daily News (EDN). Read more |
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Notebook LED backlighting to see 30-40% penetration next year Sep 29, 10:40 LED backlight applications will have a 30-40% penetration in the notebook market next year, according to market watchers. Read more |
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Taiwan market: PC shipments increase 5% sequentially in 2Q08, says IDC Sep 26, 16:25 PC shipments (including notebooks and desktops) to Taiwan in the second quarter of this year reached 587,200 units, an increase of 5% on quarter, but holding level on year, according to a recent IDC report. Read more |
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Gigabyte will not cut motherboard prices, says company VP Sep 26, 16:11 Gigabyte Technology will not follow recent moves by rival Asustek Computer to cut its motherboard prices, according to Richard Ma, vice president of Gigabyte. Read more |
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Foxconn wins OEM orders for Asustek X-series notebooks Sep 26, 01:00 Asustek Computer will outsource the production of 15.4-inch X-series notebooks to Foxconn Electronics (Hon Hai Precision Industry), with shipments expected to start in January or February 2009, with initial volumes of 40,000-50,000 per month, according to Taiwan notebook component makers. Read more |
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The boundary between netbooks and notebooks may disappear in 2009 Sep 25, 15:07 As first-tier notebook vendors continue to push the specifications for netbook products set by Intel and Microsoft, notebook industry sources are afraid the boundary between netbooks and notebooks might disappear by 2009, with netbooks becoming part of vendors' notebook lines instead of a whole new market. Read more |
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Dell and HP to cut notebook R&D expenditure for 2009, say sources Sep 25, 14:36 The ongoing global economic slowdown has affected procurement plans of leading branded notebook vendors and the impact, to a greater extent, is forcing Dell and Hewlett-Packard (HP) to take steps to slash notebook R&D expenditure for 2009, according to sources at Taiwan IC channel distributors. Read more |
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Asustek expects to ship over six million notebooks and netbooks in Europe this year Sep 25, 01:00 Asustek Computer expects its annual notebook shipments including netbooks in Europe will surpass six million units this year and will boost the company's rank to third place. Annual revenues are also expected to surpass US$5 billion, a growth of around 30% on year, according to Eric Chen, General Manager of the European Sales and Marketing Group at Asustek. Read more |
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CMO is top LCD TV panel supplier for August, DisplaySearch says Sep 24, 11:41 Chi Mei Optoelectronics (CMO) beat Samsung Electronics to the top in terms of LCD TV panel shipments in August by shipping 2.2 million units, according to DisplaySearch. Read more |
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Notebook keyboard suppliers Chicony and Sunrex upbeat about 4Q08 Sep 24, 01:15 Notebook keyboard suppliers Chicony Electronics and Sunrex Technology remain upbeat about demand in the fourth quarter, saying orders have been strong, and sales will remain at high levels through November. Read more |
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HP, Dell and other IT vendors delay sending of RFQs for 2009, say sources Sep 23, 14:04 Taiwan IC channel operators are expected to receive RFQs (request for quotations) for related parts and components for 2009 from Hewlett-Packard (HP) and Dell in October, one month behind the usual schedule, according to sources at Taiwan IC distributors. Read more |
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Notebook vendors adjust Blu-ray notebook strategy amid changing economic realities Sep 23, 12:03 With the average selling price (ASP) of Blu-ray notebooks remaining at the high-end of the market, several notebook vendors have started to lower their proportion of Blu-ray models as global economic worries increase, according to sources at notebook vendors. Read more |
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Acer expects to achieve revenues of US$20 billion in 2008 Sep 22, 16:45 Acer expects strong performance in the third quarter this year, and has forecast a sequential revenues growth of 23-25%, while annual revenues in 2008 will be close to US$20 billion, according to Gianfranco Lanci, president of Acer, adding that the company will challenge revenues of NT$30 billion in 2011. Read more |
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Asustek to launch new notebooks and accessories Sep 22, 12:12 Asustek Computer is planning to launch N-series notebooks in October to replace its current F-series, according to the company. New accessories for its notebook products are also set to be released. Read more |
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HP remains top vendor with largest notebook shipment volume in 2Q08, says DisplaySearch Sep 18, 16:55 Hewlett Packard (HP) completed the second quarter of 2008 with a full two-year run as the world's leading supplier of notebook PCs, according to DisplaySearch. Dell remained number two. Read more |
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Asustek expects Eee PCs to help challenge top-five notebook vendor spot in Japan Sep 18, 01:05 With the company planning to cooperate with Japan-based telecommunications vendor NTT Docomo to bundle its Eee PCs this month, Asustek Computer is expecting to use its netbook to challenge the top-five notebook vendors in Japan in 2009, according to Asustek Japan. Read more |
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Aptina CMOS image sensor supply may not be able to meet demand from notebook makers Sep 17, 11:24 Due to strong demand for the iPhone 3G, CMOS image sensor supplier Aptina Imaging may not have sufficient products to support notebook makers. The company has asked its 8-inch fab in Italy to move up the production schedule to secure supply for notebook makers, according to market sources. Read more |
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Gemtek sales unaffected by weak demand for 11n notebook WLAN modules Sep 17, 01:15 Gemtek Technology has seen little affect from the weak demand for notebook-use 802.11n WLAN modules, as its sales this year have been driven by other networking products, such as IP STB (set-top box), IAD (integrated access device), and WiMAX applications, according to Kevin Yang, managing director of the company. Read more |
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HannStar Board expects weak growth for regular notebook PCBs amid strong netbook demand Sep 17, 01:05 HannStar Board expects its PCB shipments to the regular notebook segment to stay flat or have weak growth in the fourth quarter, as demand will have been squeezed by netbooks. Read more |
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Asustek reportedly releases PC orders to Foxconn and Flextronics, says paper Newswatch - Sep 16, 12:17 Asustek Computer recently outsourced notebook and desktop PC production to Foxconn Electronics (Hon Hai Precision Industry) and Flextronics, respectively, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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Quanta blames netbooks for revenue drop in August Sep 12, 01:00 First-tier notebook maker Quanta Computer has said netbook shipments were the main reason for its fall in revenues performance in August this year. Read more |
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Clevo scores a new revenues high in August, says paper Newswatch - Sep 11, 16:36 Taiwan-based second-tier notebook maker Clevo has announced its revenues in August scored a new historical high at NT$1.75 billion (US$54.52 million), increases of 6.49% on month and 35.56% on year. Accumulated revenues in the first eight months of 2008 reached NT$10.69 billion, an increase of 38.16% compared to the same period in the previous year, according to a Chinese language Economic Daily News (EDN) report. Read more |
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MSI and ECS announce on-month drop in revenues performance for August Sep 11, 16:33 Due to the failure of motherboard demand to pick up, as well as the fact notebook shipments did not surge as the company originally expected, Micro-Star International (MSI) only saw non-consolidated revenues of NT$7.93 billion (US$247.06 million) in August, drops of 5.7% on month and 9.43% on year. Total non-consolidated revenues in the first eight months of 2008 reached NT$62.85 billion, an increase of 12.72% compared to the same period in the previous year. Read more |
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LCD panel prices still sinking closer to the bottom in September, WitsView says Sep 11, 12:44 According to WitsView's panel price survey for September, the price pressure on the three main applications can still be felt. This stems from the weaker-than-usual end market demand during the traditional strong seasonality, as the global economy remains weighed by inflation and credit squeeze problems--resulting in weak consumer confidence and buying power. Read more |
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Fujitsu outsources notebook manufacturing to Inventec and FIC Sep 10, 15:15 Japan-based notebook vendor Fujitsu has outsourced its L-series entry-level consumer notebook orders to Inventec, while it has given First International Computer (FIC) netbook orders, according to sources at notebook component makers. Read more |
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First-tier notebook makers except Inventec see on-month revenues drop in August Sep 10, 15:12 All the first-tier notebook makers except Inventec have seen their revenues performance in August drop on month, however only Compal Electronics has lowered its notebook shipments goal for the year. Read more |
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Asustek, Pegatron and Gigabyte announce August results Sep 10, 14:17 First-tier motherboard maker Asustek Computer has announced consolidated revenues of NT$25.9 billion (US$812.56 million) in August, increases of 17% on month and 24% on year. The company's total consolidated revenues for the first eight months in 2008 were NT$169 billion, an increase of 27% on year. Read more |
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Compal cuts annual notebook shipments goal to 29 million units Sep 9, 16:33 Affected by the dropping worldwide economy, Ray Chen, president of Compal Electronics has said that due to weak demand in both Europe and the US, the company's annual notebook shipments goal for 2008 has been adjusted to 28-29 million units from the original 32 million units. Read more |
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