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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
05:29 (GMT+8)
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Aluminum capacitor prices will remain stable, says Nichidenbo Nov 6, 16:34 Nichidenbo, a distributor of Nippon Chemi-con in Taiwan, has said ASPs of aluminum capacitors will remain stable and are not likely to increase temporarily due to appreciation of the Japanese yen. NDB saw October 2009 revenues decline 12.9% sequentially to NT$176 million (US$5.41 million). Read more |
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Epson expects 1080p projectors to become mainstream for home market in 2010 Nov 5, 15:09 Epson Taiwan expects 1080p front projector shipments worldwide will surpass those of 720p models in 2010 and become the mainstream product for the home-use market due to falling prices. Read more |
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Price gap between large-size LED- and CCFL-backlit panels to further narrow in 1Q10 Nov 5, 11:56 The price gap between LED- and CCFL-backlit large-size LCD panels will continue to narrow in 2010, with the difference in the 40-inch segment reducing to 29.8% in the first quarter of 2010 from 35.8% in the third quarter of 2009, according to industry sources. Read more |
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LCD monitor panel overstock diminishing Nov 4, 14:24 An overstock of LCD monitor panels is easing, as makers have decreased output for the segment, according to industry sources. Panel makers expect the upcoming holiday shopping lasting till the Lunar New Year holiday in early 2010 will help further digest monitor panel inventory. Read more |
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DRAM contract prices to rise by double-digits in November, says Nanya Nov 4, 11:06 Contract quotes for DRAM chips may continue to grow by a double-digit percentage in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai said he does not see a downward correction in the short term, as demand from PC OEMs remains strong. Read more |
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November LCD panel price decline to be buffered, says WitsView Nov 2, 15:46 November panel prices will still be on a downward trend though the decline will not be too steep, according to WitsView. This is mainly because sales performance during China's National Day holiday were in line with market expectations, which helped clear inventory in the channels. Read more |
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DRAM spot pricing continues going up on tightening supply concerns, says inSpectrum Oct 30, 17:11 Amid concerns about tightening DDR2 supply, DRAM spot pricing continued going up this week (October 26-30). NAND flash pricing, on the other hand, continued trending downward on weakened demand, according to inSpectrum. Read more |
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Acer ready to join price competition, says chairman Oct 30, 16:01 Acer is ready to step into fierce competition in the global notebook market as rival Hewlett-Packard (HP) has kicked off price competition in some designated markets, including offering sub-US$300 models in North America, according to chairman JT Wang. Read more |
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UMC snatches 65nm chip orders from TSMC customers, says paper Newswatch - Oct 27, 12:16 United Microelectronics Corporation (UMC) recently offered foundry quotes of around US$4,500 per wafer for 65nm process, 10% lower than those from Taiwan Semiconductor Manufacturing Company (TSMC), the Chinese-language newspaper Economic Daily News (EDN) cited unnamed equipment suppliers as reporting on October 26. The lower prices have allowed UMC to snatch 65nm chip orders from TSMC's major clients Qualcomm, Broadcom and MediaTek, the paper said. Read more |
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Consumers want bigger and better image TVs, says NPD Oct 26, 17:07 Screen size and a better picture are the two most important things for prospective TV buyers, according to NPD. Read more |
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DRAM spot price stable; NAND flash weakens, says inSpectrum Oct 23, 17:10 DRAM spot prices were mostly stagnant this week (October 19-23) as buyers became hesitant upon seeing a stronger-than-expected pricing trend. NAND flash spot pricing continued posting a mild drop because of cheaper quotes for Intel chips, according to inSpectrum. Read more |
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AT&T lawsuit raises concerns among panel makers that more will follow Oct 22, 16:27 Panel makers in Taiwan have expressed their concern about AT&T's lawsuit against global small-size panel makers for antitrust violations. If AT&T wins the case, other companies are likely to follow suit with further litigation, the panel makers said. Read more |
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DRAM contract prices continuing rally through 4Q09; shortage expected in 2010, says Nanya VP Oct 22, 11:25 Contract quotes for DRAM chips will continue to rise in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai also foresees a shortage of memory chips in 2010, as PC replacement demand will outpace capacity expansion. Read more |
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LCD panel prices continue to drop as expected in 2H October, says DisplaySearch Oct 21, 16:41 LCD panel prices for all major applications continue to drop in the second half of October as expected, as clients are cautiously managing their inventory levels, according to latest DisplaySearch pricing data. Read more |
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China market: Cap on LCD TV price in government subsidy program may be lifted, reports say Newswatch - Oct 21, 15:20 China's Ministry of Finance has proposed plans to cancel the current price limits on LCD TVs and other electronics products from suppliers bidding to take part in the country's rural area stimulus program, according to Chinese-language reports on sina.com.cn. Read more |
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Taiwan market: AMD launches Radeon HD 5770/5750 Oct 20, 16:56 Following the launch of DirectX 11-supporting Radeon HD 5870/5850 GPUs at the end of September 2009 in the Taiwan market, AMD has now launched the Radeon HD 5770/5750. Read more |
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Sony to launch ultra low-price LCD TV models Oct 20, 16:27 Sony will start a fresh price war in the LCD TV market by launching ultra low-price B series LCD TV models in early 2010, according to market sources. Read more |
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Major China PV module makers lower 1Q10 quotes to 1.2-1.3 euro/watt Oct 20, 11:31 Major China-based photovoltaic (PV) module makers have lowered their quotes for first-quarter 2010 by about 13-14% to 1.2-1.3 euro/watt from the present 1.4-1.5 euro/watt for their clients in Europe, according to industry sources in Taiwan. Read more |
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China market: Local LCD monitor vendors start price war to clear inventory Oct 20, 10:44 Local LCD monitor vendors in China have started a price war to clear their high inventory, dropping the prices of 19-inch models to as low as 799 yuan (US$117.04), according to market sources. Read more |
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Poly-Si spot price remains at US$60/kg Oct 19, 10:26 International spot market price for polycrystalline silicon (poly-Si) remains stable at US$60/kg, defying previous expectations that it would drop below US$60 in October, according to industry sources. Read more |
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DRAM suppliers hike prices, says inSpectrum Oct 16, 16:40 The strong price upside for DRAM in the spot market continued in this week (October 12-16), following price hikes by some vendors and module makers, according to inSpectrum. But NAND flash spot pricing weakened. Read more |
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Subsidy cuts in Germany to push Asia as major production base for PV products Oct 15, 11:58 Asia is likely to become a major production base of photovoltaic (PV) products following the German government's comments that it plans to reduce subsidies for PV system installation projects as early as 2010, according to industry sources in Taiwan. Read more |
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China-based solar-grade wafer suppliers looking to hike spot prices in November, say Taiwan makers Oct 14, 10:48 Some China-based makers of solar-grade crystalline silicon wafers, in view of rebounding global demand for photovoltaic (PV) products, plan to raise their quotes in the spot market in November, according to industry sources in Taiwan. Read more |
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Taiwan DRAM makers stepping up output to cash in on DDR2 price hikes Oct 13, 14:37 As 1Gb DDR2 prices have been rising toward US$2.50, Taiwan-based DRAM makers have immediately hiked their production in an attempt to turn their operations profitable, according to industry sources in Taiwan. Inotera Memories, Powerchip Semiconductor Corporation (PSC) and ProMOS Technologies have scaled up DDR2 production significantly at 300mm (12-inch) fabs, seeking to start generating monthly profits. Read more |
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Bullish outlook further drives DRAM spot pricing, says inSpectrum Oct 9, 17:10 Backed by a broad consensus that DDR2 supply is in short supply, the recent holidays in China have further sent traders sourcing more chips to prepare for potential post-holiday rise in demand, resulting in a sustained rally in average selling price (ASP), according to inSpectrum. Read more |
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Taiwan memory module makers brace for NAND flash shortage Oct 9, 12:23 Taiwan-based memory module houses are moving to diversify their NAND flash suppliers to minimize procurement risk, according to industry sources. NAND flash supply has reportedly become tighter as major chip producers Samsung Electronics, Toshiba, Micron and Hynix Semiconductor favor demand for Apple devices. Read more |
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All major LCD segments see panel prices drop in 1H October, says DisplaySearch Oct 9, 10:05 Panel prices for LCD TVs as well as other applications have started to drop in the first half of October 2009, as clients have become cautious about their inventory levels, according to latest pricing data from DisplaySearch. Read more |
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Heads of AUO and Innolux optimistic about 4Q09 LCD panel demand Oct 8, 14:39 The chairmen of AU Optronics (AUO) and Innolux Display are optimistic about LCD panel demand in the fourth quarter of 2009, and have said they do not expect to feel much impact from declining panel prices. Read more |
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CHT to sell own-brand Android phones by the end of 2009 Oct 7, 14:26 Chunghwa Telecom (CHT) will introduce an own-brand Android-powered smartphone by the end of 2009 targeting the entry-level segment with a suggested price tag of below NT$10,000 (US$311), according to market sources. Read more |
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Large-size driver IC ASP likely to fall in 4Q09 Oct 6, 11:47 Weaker demand on seasonality is likely to push down the average selling price (ASP) of large-size LCD driver ICs in the fourth quarter of 2009, according to market watchers. Suppliers Novatek Microelectronics and Himax Technologies may discontinue their revenue growth in October, after hitting the year's highs in September. Read more |
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Taiwan market: Acer, Asustek and MSI cut prices on ultra-thin notebooks Oct 5, 17:11 Taiwan-based notebook vendors Acer, Asustek Computer and Micro-Star International (MSI) have recently cut their ultra-thin notebook prices in the Taiwan retail channel to reduce their inventory levels in preparation for the upcoming dual-core Intel ultra-thin notebook platform upgrade, according market sources. Read more |
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Increased material pricing will not affect Taiwan chip resistor makers in the short term Oct 5, 16:07 The price of alumina substrates, a raw material of chip resistors, may rise by 10% in fourth-quarter 2009, according to market sources, however, Taiwan-based chip resistor makers have said impact should be limited since they still have sufficient inventories. Read more |
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LCD panel prices to continue to fall in October, says paper Newswatch - Oct 5, 13:55 Price drops for LCD panels are expected to accelerate in October as panel shipments for varied segments hit their peaks at the end of September, or early in October, the Chinese-language Commercial Times quoted data from WitsView as indicating. Read more |
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DRAM and NAND flash spot pricing remains strong, says inSpectrum Oct 2, 16:02 Spot pricing for both DRAM and NAND flash remained strong this week (September 28-October 2). Only minimal changes were observed late in the week after the National Day holidays began in China, according to inSpectrum. Read more |
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MLCC supply to remain tight in 4Q09 Oct 2, 15:30 Tight supply of high-capacitance multi-layer ceramic-chip capacitors (MLCCs) will not ease in the fourth quarter, which is expected to help stabilize prices as well as makers' profits, according to market sources. Read more |
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UMG silicon of nearly 7N available at US$45/kg, say Taiwan makers Oct 2, 12:01 International producers exhibited their upgraded metallurgical-grade (UMG) silicon of nearly 7N (99.99999%) in silicon purity with asking prices of about US$45/kg at the 2009 (24th) European Photovoltaic Solar Energy Conference and Exhibition (EU PVSEC) taking place in Hamburg, Germany, during September 21-25, according to Taiwan-based PV product makers attending the event. Read more |
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Taiwan market: NCC conditionally approves Chunghwa Telecom 20M/2M FTTx pricing Oct 1, 14:32 Taiwan's National Communications Commission (NCC) on September 30 approved rates proposed by Chunghwa Telecom (CHT) for its 20Mbps (20M/2M) FTTx Internet-access service, but asked CHT to not limit monthly download volumes. Read more |
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Notebook component supply returning normal Oct 1, 13:52 Notebook component supplies, including optical drives, have recently started to return to normal and price increases should not be seen in the fourth quarter of 2009, according to sources at notebook makers. Read more |
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PV module prices likely to fall to 1.2-1.4 euro/watt in 2010, say Taiwan makers Oct 1, 12:08 Estimations made by participants in the 2009 (24th) European Photovoltaic Solar Energy Conference and Exhibition (EU PVSEC) indicate that international PV module prices may keep falling to 1.2-1.4 euro/watt in 2010 if material and production costs continue to drop, according to Taiwan-based solar cell makers attending the event in Hamburg, Germany, during September 21-25 . Read more |
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DDR2 price rally may last no more than six months, says analyst Oct 1, 12:00 Prices of DDR2 chips will continue to enjoy a rally and probably surge over those quoted for DDR3 parts, but the honeymoon period is expected to last for six months at best before DDR3 becomes the mainstream, according to Morgan Stanley analyst Frank Wang. Read more |
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Taiwan PV association asking for higher feed-in tariffs Oct 1, 11:17 The Taiwan Photovoltaic Industry Association (TPVIA) has proposed higher feed-in tariffs for grid-connected PV power generation than the rates tentatively set by a government energy agency ahead of an upcoming public hearing on such prices. Read more |
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Major Europe PV module makers cut prices for 4Q09, say sources Sep 29, 11:25 Major makers of photovoltaic (PV) modules in Europe, due to decreased cost of polycrystalline silicon (poly-Si) and the upcoming slow season, have reduced their quotes from 2.1-2.2 euro/watt in the third quarter to 1.8-1.9 euro/watt for the fourth quarter of 2009, according to industry sources in Taiwan. Read more |
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Makers considering increasing graphics card prices, says paper Newswatch - Sep 28, 12:27 Graphics card makers are considering increasing graphics card prices due to shortage of GPUs from AMD and Nvidia, and increasing memory prices, according to a Chinese-language Apple Daily report. Read more |
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Taiwan market: All-in-one PC sales stagnant due to pricing Sep 28, 11:47 Sales of all-in-one PCs in the Taiwan market have reached only slightly above 1,000 units a month due to relatively high prices, according to sources in the channel. Read more |
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Yosun, Supreme to see low revenue growth but high profit gain in September due to DRAM, NAND flash shortage Sep 25, 17:10 Memory IC distributors Yosun Industrial and Supreme Electronics may see weaker-than-expected revenues in September due to DRAM and NAND flash shortage, but they may enjoy high profits thanks to price hike of memory products, according to market sources. Read more |
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Pixart expected to raise 3Q09 forecast due to Nintendo Wii price cut Newswatch - Sep 25, 16:58 Pixart Imaging, the sensor supplier for the Nintendo Wii, may raise its third-quarter financial forecast thanks to the recently announced price reduction of the games console, market sources have commented. Pixart's revenues are likely to surpass NT$400 million (US$12.34 million) in September and see an over 30% sequential growth in the third quarter, noted the sources. Read more |
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DRAM and NAND flash spot pricing gains momentum, says inSpectrum Sep 25, 16:52 Buoyed by strong pricing in the contract market, spot prices of mainstream DRAM and NAND flash chips enjoyed a big jump this week (September 21-25), according to inSpectrum. Read more |
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BenQ launches 5 LED-backlit monitors Sep 25, 16:05 BenQ has started shipping five LED-backlit LCD monitors with sizes ranging from 15.6- to 24-inch to the Taiwan market, and they will be shipped later to Japan, Australia and China, according to Danny Yao, general manager, BenQ Taiwan. Read more |
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DDR2 spot prices approaching US$2 faster than expected Sep 25, 14:03 Spot prices for 1G DDR2 chips are approaching US$2 faster than expected, as major Taiwan-based suppliers are experiencing issues ramping up their production, according to industry sources. Read more |
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China market: Major retail chains to drop LCD TV prices for holidays, reports say Sep 24, 14:48 China-based retail vendors including Gome and Suning Electronics have both said they will drop LCD TV prices significantly in time for the upcoming National Day holidays in October, according to Chinese-language reports on sina.com.cn. Read more |
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| 348 news tagged price (1/7) | |
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