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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
05:07 (GMT+8)
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Wistron lowers 4Q09 notebook shipment forecast Nov 6, 16:38 Wistron has lowered its projected on-quarter notebook shipment growth for the fourth quarter of 2009 from 10% originally to 5%, resulting in projected shipments of 7.2-7.3 million units for the quarter and 25.5 million units for the whole year, lower than its original target of 26 million units, according to industry sources. Read more |
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PC demand did not grow significantly after Windows 7 launch, say PC vendors Nov 6, 15:15 Demand for PCs and hardware did not turn strong after the launch of Windows 7 in late October and is unlikely to do so in 2009 due to most Windows Vista users not needing to replace their PCs in order to upgrade to Windows 7, while some users are waiting for Microsoft to release Windows 7's first service pack, according to sources at PC vendors. Read more |
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ECS expects to ship 7-8 million own-brand motherboards in 2009; 20% growth in 2010 Nov 5, 16:42 First-tier motherboard maker Elitegroup Computer System (ECS) expects its own-brand motherboard shipments for 2009 to remain flat at 7-8 million units and will see growth of 20% to 8.4-9.6 million units in 2010 as the company will expand its mid-range and high-end product lines, according to David Chien, vice president of ECS' channel business. Read more |
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Notebook makers expected to see growth in October shipments, except Inventec Nov 5, 14:48 First-tier notebook makers are estimated to have achieved close to 10% on-month shipment growth in October 2009, except Inventec which saw a slight drop. Read more |
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Cando, Pixcir provide touchscreen solution for Acer notebook Nov 3, 15:35 Taiwan-based color filter (CF) maker Cando and China-based TFT-LCD driver IC and capacitive touch controller supplier Pixcir Microelectronics are providing touch panels and touch ICs for a 15.6-inch Acer touchscreen notebook, according to market sources. Read more |
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ECS reportedly looking for talent to help depleted notebook team Nov 2, 16:43 Although Elitegroup Computer Systems (ECS) has seen an exodus of talent from its notebook division, the company has responded by aggressively seeking out R&D talent from Taiwan-based second-tier notebook players including First International Computer (FIC), Clevo and Foxconn Electronics (Hon Hai Precision Industry), as well as executives from Compal Electronics, according to industry sources. Read more |
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Compal notebook shipments to grow more than 20% in 2010, says chairman Oct 30, 17:08 Compal Electronics has forecast that its notebook shipments in 2010 will grow more than 20% on year, to about 44 million units, from its expected shipments of 36.5 million units for 2009. The company also expects to see a sequential shipment increase of 10% in the fourth quarter of 2009, though shipments will drop about 10% sequentially in the first quarter of 2010, according to company president Ray Chen. Read more |
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Asustek aims to increase revenues by about 30% in 2010 Oct 30, 16:57 Asustek Computer expects that its 2010 revenues will have a chance to approach NT$300 billion (US$9.23 billion), which would represent on-year growth of about 30%. The company is also aiming to rake in profits of NT$18-20 billion in 2010 as it goes about improving its organizational structure, according to company CEO and president Jerry Shen. Read more |
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All AUO large-size panels to be LED-backlit by 2015, says chairman Oct 30, 16:06 AU Optronics (AUO) vice chairman HB Chen has indicated that the company's large-size panels will all be LED-backlit by 2015. In 2011, all AUO notebook panels will be LED-backlit, and 40% of its LCD TV and monitor panels will come with LED backlighting, said Chen at FPD International 2009 in Yokohama, Japan. Read more |
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Acer expects BRIC to boost its PC shipments in 2010 Oct 29, 17:10 Acer CEO Gianfranco Lanci has said that strong demand from Brazil, Russia, India and China (BRIC) markets will be major contributors to the company's PC shipment growth in 2010. Read more |
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Compal and Wistron both see double-digit growth in 3Q09 revenues Oct 29, 12:18 Compal Electronics and Wistron have both reported growth in their third quarter revenues with Compal seeing sequential growth of 41.8% and Wistron 15.1%. Read more |
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Acer to target shipments of 40 million notebooks in 2010, says chairman Oct 29, 11:15 Acer looks set to comfortably achieve its notebook shipments goal of more than 30 million units for 2009, and is looking to mark two major milestones in 2010, shipping more than 40 million units, and becoming the number one vendor, according to chairman JT Wang. Read more |
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Inventec confident of meeting 2009 notebook shipments target Oct 28, 17:09 Inventec recently said it is confident it will reach its shipments goal of 21 million notebooks in 2009 despite an anticipated drop in fourth-quarter shipments, according to company vice president of finance Alexander Hsu. Read more |
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MSI and Gigabyte expect strong notebook shipment growth in 2010 Oct 27, 12:10 Micro-Star International (MSI) and Gigabyte Technology recently revealed that their notebook shipments picked up in the second half of the year and both companies are optimistic about notebook shipments for 2010. Read more |
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CMO expects further profit growth in 4Q09 Oct 27, 12:05 Having swung back to profits in the third quarter 2009, Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO) expects a further improvement in profitability in the fourth quarter as overall material costs are expected to drop 2-3%, according to company president Jyh-chau Wang. Read more |
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Corning expects worldwide LCD glass market to grow 15% in 2010 Oct 27, 10:37 Corning has reported that display business revenues rose slightly sequentially to US$679 million in the third quarter, as sales were impacted by an earthquake that affected production at the company's LCD facility in Shizuoka, Japan in August. But the company said LCD glass demand will remain strong in the fourth quarter and the worldwide market will grow 15% in 2010. Read more |
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Asustek aims to ship more than 16 million notebooks and netbooks combined in 2010 Oct 26, 17:15 Asustek Computer expects its notebook shipments (including netbook)s will increase from 12 million units in 2009 to over 16 million units in 2010, and global notebook shipments will rise from 140 million units in 2009 to 180-190 million units in 2010, according to company president and CEO Jerry Shen. Read more |
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Camera chassis maker AVY Prevision enters notebook chassis business, says paper Newswatch - Oct 26, 17:03 AVY Precision Technology, a Taiwan-based maker of aluminum alloy casings for digital cameras, recently entered the notebook segment and the company has already landed orders for its metallic chassis from several US-based notebook vendors, according to a Chinese-language Apply Daily report. Read more |
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Sonix developing 32-bit multimedia MCU Oct 26, 16:44 Consumer IC design house Sonix Technology has recently licensed ARM's IP for 32-bit microcontroller units (MCU), and expects to roll out new ARM-based products in the second half of 2010, according to the company. Sonix' upcoming 32-bit MCU will target multimedia-enhanced devices. Read more |
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Flextronics aims to become first-tier notebook maker Oct 23, 17:02 Flextronics International aims to become one of the top three notebook makers worldwide, according to Sean Burke, president of Flextronics Computing and Peter Chu, general manager of Flextronics' global notebook sales department. Read more |
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AUO to start production at second 8.5G plant in 2H10, says president Oct 23, 16:52 AU Optronics (AUO) plans to start production at its second 8.5G plant in the second half of 2010, as the company anticipates demand growth for large-size LCD panels next year, according to company president and CEO, LJ Chen. Read more |
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Notebook IC designers expect 10-15% revenue decline in 4Q09 Oct 23, 15:00 Ene Technology, Integrated Technology Express (ITE) and Global Mixed-mode Technology (GMT) all estimate their revenues in the fourth quarter of 2009 to see a 10-15% sequential decline as the baseline set by their third-quarter revenues was high and order momentum for notebook related ICs is slowing down despite vendors introducing new products for the launch of Windows 7. Read more |
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Asustek to hire more workers Oct 22, 17:10 With high tech companies beginning to report their third quarter results, it appears that the global economy is warming slightly from its previously gloomy conditions, and recent stirrings within Asustek Computer indicate that the local PC giant is also partaking in the positive market momentum, which in turn, can mean more jobs for Taiwan locals. Read more |
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Acer launches 3D notebook in US market Oct 22, 16:47 Acer America has announced its Aspire 5738DG notebook with 3D viewing technology that features advanced display capabilities, a high-definition graphics engine, an Intel Core 2 Duo processor and Dolby surround sound. Read more |
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Taiwan market: ViewSonic announces six ultra-thin notebooks Oct 22, 12:25 ViewSonic has unveiled six Intel-based ultra-thin notebooks – two 12.1-inch ViewBook 120 notebooks, a 13.3-inch ViewBook 130, a 14.1-inch ViewBook 140 and two 13.3-inch enterprise-based ViewBook Pro notebooks. They will all come equipped with the Windows 7 operating system. Read more |
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Gateway debuts three new EC series notebooks Oct 22, 11:49 Gateway has debuted three new EC series notebooks, two in the 15.6-inch mainstream segment and one in the 11.6-inch ultra-portable segment. All the models deliver up to eight hours of battery life. Read more |
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Acer Android netbook arrives during lull in netbook market Oct 21, 17:10 The recent launch of Acer's much awaited netbook featuring dual-boot Android and Windows operating systems is coming amid a short-term slowdown in the netbook market. OEMs are taking a conservative approach to orders in the final quarter of 2009 due to the upcoming launch of Intel's Pine Trail platform which is expected at the turn of year. Read more |
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Asustek Android smartphone to make appearance in 4Q09, investment in solar may be in company's future Oct 19, 15:36 During a recent get together with local Taiwan media, Asustek Computer chairman Jonney Shih and company president and CEO Jerry Shen discussed opportunities in the green energy market, the status of the notebook and netbook market and the launch schedule of the company's Android smartphone. While most of their comments were general statements about the market, Shih did say that the company's Android smartphone will be unveiled this year. Read more |
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Ene to ship over 10 million notebook keyboard sensors in 2009 Newswatch - Oct 19, 14:40 Taiwan-based IC design house Ene Technology is expected to ship more than 10 million notebook keyboard sensors in 2009, up about nine times from the volume in 2008, according to industry sources. Read more |
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Notebook shipments of Taiwan players from 2006-2010 Oct 17, 15:09 Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers – Quanta Computer, Compal Electronics, Wistron, Inventec and Asustek Computer – contributed 88% of the shipments from Taiwan. Read more |
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Ralink, Realtek land more WLAN chip orders from first-tier notebook vendors Oct 16, 12:40 Ralink Technology has received WLAN chip orders for Hewlett-Packard (HP) ultra-thin notebooks and netbooks, while Realtek Semiconductor has secured orders from Asustek Computer and Acer, according to market sources. Both companies will begin shipments in 2010 and are expected to see substantial revenue and profit growth next year, the sources added. Read more |
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AMD Congo platform notebooks to be launched in early November 2009 timeframe Oct 15, 17:15 AMD partners plan to launch Congo platform ultra-thin notebooks at the end of October or beginning of November, after postponing the launch from the end of July as originally planned due to demand for ultra-thin notebooks was not being as strong as expected, according to sources at notebook players. Read more |
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Acer CEO expects company to top notebook market by 2011 Oct 15, 17:11 Acer CEO Gianfranco Lanci has forecast that the company's PC shipments will surpass 30 million units in 2009 and break 40 million in 2010. Lanci pointed out Acer had 5% on-year consolidated revenues growth in the third quarter and compared that to Acer's competitors, which mostly saw an on-year drop in the quarter. Lanci believes Acer will soon surpass Dell in terms of PC sales and narrow its gap for notebook sales with Hewlett-Packard (HP). Read more |
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MLCC shipments remain stable on demand for notebook products Newswatch - Oct 15, 16:57 Taiwan-based passive component makers are likely to see revenues hold level in October 2009 on stable multi-layer ceramic-chip capacitor (MLCC) orders for notebook related products, according to industry sources. Revenues are expected to grow in the first quarter of 2010. Read more |
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Taiwan market: Toshiba launches two ultra-thin notebooks made by Quanta Oct 15, 16:45 Toshiba has announced two new Intel-based ultra-thin notebooks targeted for the Taiwan market – the 11.6-inch Portege T110 and 13.3-inch T130. Both models are manufactured by Quanta Computer and will appear in the channel after the launch of the Microsoft Windows 7 operating system. Read more |
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Taiwan market: Sony unveils Vaio X notebook Oct 14, 17:10 Sony has debuted two Vaio X series slim notebooks that are 1.39cm thick and weigh 745g, for launch in the Taiwan market. The X115 is priced at NT$39,800 (US$1,230) and features a 64GB SSD, while the X118 is NT$49,800 and had a 128GB SSD, according to Sony Taiwan. Read more |
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Shipments from top-four Taiwan notebook makers expected to increase 10% in 4Q09 Oct 14, 16:52 Notebook shipments from Taiwan's top-four notebook makers are expected to increase by about 10% sequentially in the fourth quarter due to it being the traditional peak season, as well as being the launch period for the upcoming Microsoft Windows 7 operating system, according to market watchers. Read more |
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Taiwan-based connector maker Cvilux expected to see 30% revenue growth in 2010 Oct 14, 16:45 LCD-connector maker Cvilux is expected to generate 10% sequential growth in its fourth quarter revenues and 30% on-year growth for its annual revenues in 2010 mainly through its notebook and LED TV applications, according to market watchers. Read more |
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Quanta invests in US-based Tilera, Japan-based chassis maker in China Oct 14, 16:38 Quanta Computer on October 12 announced the investment of US$10 million in Tilera Corporation, a US-based multicore processors company for general purpose computing in cloud, wireless, networking and digital multimedia applications. The company also invested US$7.89 million in Kenseisha Shanghai PMP, a maker of PC chassis and components established in eastern China by Japan-based Kenseisha, taking a 43.83% stake. Read more |
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Korea panel makers still dominate notebook panel market in 3Q09, says Digitimes Research Oct 14, 16:05 Taiwan LCD panel makers only accounted for 38.48% of the total notebook panel shipments in the third quarter, while Korean makers Samsung Electronics and LG Display dominated the market with about 60% share, according to Digitimes Research. Read more |
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PCB makers HannStar Board and GCE upbeat about 4Q09 Oct 14, 15:09 PCB makers HannStar Board and Gold Circuit Electronics (GCE) have estimated better fourth-quarter 2009 results compared to the previous quarter thanks to strong demand for notebook PCBs. HannStar said its utilization rate for the quarter will grow to 98-100%, while GCE expects its fourth-quarter utilization rate to reach 80-90%. Read more |
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Acer eyes 30 million notebook shipments for 2009 Oct 13, 17:11 Acer has reported consolidated revenues of NT$167 billion (US$5.19 billion) and net profits of NT$3.45 billion (US$107.14 million) for the third quarter of 2009, both records for the company. Acer posted 40% on-quarter growth and 5% on-year growth for its third quarter revenues and expects to see 10% sequential growth in the fourth quarter. Read more |
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Acer recall is production issue, not ultra-thin notebook issue, say sources Oct 13, 15:08 In light of the recent Acer recall for certain ultra-thin notebook models, Taiwan notebook makers have been pointing out that the recall is a is a production issue involving specific Acer models and is not a market-wide issue, or even an Acer-wide issue, according to sources in Taiwan. Read more |
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3Q09 sales up on year for rugged notebook maker Mitac Technology Oct 12, 17:05 Rugged notebook specialist Mitac Technology Corporation (MTC) has posted consolidated revenues of NT$5.01 billion (US$156.07 million) for the third quarter, up 17.2% sequentially and 13.9% on year. For the first three quarters of 2009, the company's revenues amounted to NT$12.85 billion, an increase of 7.4% from the same period one year earlier. Read more |
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Compal sees both revenues and shipments increase in September Oct 12, 12:55 First-tier notebook maker Compal Electronics has posted consolidated revenues of NT$67.35 billion (US$2.09 billion) and notebook shipments of 4.15 million units for September of 2009 with both figures being new historical highs for the company. Read more |
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Gigabyte September revenues up on year, but mobo shipments will drop in 4Q09 Oct 9, 17:20 Gigabyte Technology has reported revenues of NT$4.7 billion (US$146.42 million) for September, up 17.9% on month and 4% on year, bringing its revenues for the first nine months of 2009 to NT$35.58 billion, down 2.77% on year. The company's third-quarter revenues grew 45.3% sequentially to NT$13.47 billion. Read more |
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As netbook shipments grow, notebook revenues decline, says DisplaySearch Oct 9, 17:15 The value of the total notebook PC market was US$26.4 billion in the second quarter of 2009, up 10% on quarter, but down 5% on year, according to DisplaySearch. Read more |
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Forecasts on Inventec 2010 notebook shipments vary Oct 9, 17:14 Some market watchers in Taiwan have revised upward their notebook shipment forecast for Inventec for 2010 to 28-30 million units, from 24-26 million units projected previously, as they claim the company has managed to win back Hewlett-Packard's (HP's) 2010 orders for mainstream business and consumer models. The notebook maker is expected to reach shipments of 22 million units this year, according to the market watchers, meaning growth could be as strong as 36% in 2010. Read more |
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Quanta and Wistron September revenues up more than 15% sequentially Oct 9, 17:12 Quanta Computer saw its monthly revenues grow 21.2% sequentially to a year-high of NT$72.81 billion (US$2.27 billion) in September on shipments of 3.6 million notebooks, whereas rival maker Wistron saw its revenues increase 16.7% sequentially to NT$52.51 billion on shipments of 2.4 million notebooks, according to data from the companies. Read more |
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Tripod reports high September 2009 revenues due to strong demand from optoelectronics and notebook segments Oct 9, 16:55 PCB maker Tripod Technology has reported record consolidated revenues of NT$3.33 billion (US$103.59 million) for September 2009, up 6% on month and up 12% on year, driven by demand for optoelectronics and notebook PCBs. The company has begun receiving orders for November and expects revenues in October to remain level at over NT$3 billion. Read more |
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