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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008 08:31 (GMT+8)
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Korean vendors trim handset shipment goal for 2009, says report Newswatch - Dec 2, 15:31 Due to the global economic downturn, Korean handset vendors Samsung and LG Electronics (LGE) are reportedly trimming their global handset shipment goal for 2009, and while some market watchers expect Taiwan small- to medium-size LCD panel makers to experience related shipment drops, Giantplus Technology believes its shipments will not suffer, according to Chinese-language Apple Daily report. Read more |
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Taiwan market: Samsung launches 13.6-megapixel digital camera M310W Dec 2, 10:01 Samsung Electronics is exhibiting its new high-end digital camera model, M310W, at the IT Month fair taking place in Taipei for sale in the Taiwan market at a recommended retail price of NT$9,390 (US$282), according to Samsung Electronics Taiwan. Read more |
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Taiwan market: price-cut competition for BD devices at IT Month fair Dec 1, 16:35 At the annual IT Month fair taking place in Taipei from November 29 to December 7, 2008, Taiwan-based maker Forworld Electronics offers a self-produced Blu-ray Disc (BD) player and a self-produced BD-ROM drive for bundled sale at a low price of NT$12,000 (US$360), while Samsung Electronics has lowered the retail price for its BD player, BD-P1500, by 25.1% from NT$19,900 to NT$14,900. Read more |
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LCD monitor shipments from SIs and vendors down in October, says WitsView Nov 27, 11:03 Most of the top 10 LCD monitor system integrators (SIs) saw shipments decline in October, except Innolux Display, Samsung Electronics, LG Electronics (LGE) and Wistron, and total monthly shipments declined 3.6%, according to WitsView. The shipment performance of the top-10 vendors in October was also worse than expected, down 1.4% on month. Read more |
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China market: Retail chain Gome signs 1 billion yuan LCD TV deal with Sharp, says paper Newswatch - Nov 26, 12:07 China consumer electronics retailer Gome Electrical Appliances has claimed that the company has signed a 1 billion yuan (US$146.5 million) LCD TV supply contract with Sharp, according to a Chinese-language cnYes.com report. Read more |
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Global TV shipments up 6% on year in 3Q, says DisplaySearch Nov 25, 10:04 Global TV shipments remained strong in the third quarter after a surge in shipment growth during the second quarter this year. The third-quarter shipments were up 11% sequentially and 6% on year to more than 53 million units worldwide. This strong growth came from shipments made to retailers prior to the significant weakening of demand that materialized at the end of the quarter, which will almost certainly impact the growth in the fourth quarter. Read more |
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Alpha Imaging to get boost from imaging processor orders for Samsung handsets Nov 25, 01:05 MediaTek affiliate Alpha Imaging Technology (AIT) has successfully entered the supply chain for Samsung and will provide image signal processor (ISP) solutions for Samsung's 5-megapixel high-end cameraphones, and the relationship with Samsung should help boost the company's revenues for the second half of this year by 20-30%, compared with the NT$430 million (US$12.8 million) in sales the company reported in the first half of the year, according to market sources. Read more |
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Taiwan market: Samsung, LG handset shares hit record in October Nov 21, 15:43 In Taiwan's handset market, Samsung Electronics and LG Electronics occupied 20.3% and 7.6% respectively of the total shipment volume in October 2008, the highest ever monthly figures for the companies, according to market sources. Read more |
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Samsung claims best PC performance with its new 256GB SSD Nov 21, 13:28 Samsung Electronics has announced that it has begun mass producing 256GB solid state drives (SSDs) for use in notebooks and desktop PCs. With the addition of the high-speed 256GB drive, Samsung now offers SSDs in 8GB, 16GB, and 32GB for low-density designs and 64GB, 128GB and 256GB alternatives for the higher densities. Read more |
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Samsung visit to Taiwan sparks widespread comments Nov 21, 01:05 JK Kim, vice president of Digital Media Business at Samsung Electronics, came to visit AU Optronics (AUO), Chi Mei Optoelectronics (CMO) and Chunghwa Picture Tubes (CPT) this week sparking speculation that Samsung is looking to cut either TV panel orders or prices, according to market sources. Read more |
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LG Display stays on top in large-size LCD unit shipments in October, says Displaybank Nov 20, 11:47 LG Display (LGD), which climbed to the top in terms of unit shipments to the large-size LCD panel segment in September 2008, was the only one of the top-four makers to show an increase in shipment volume in October, during which it maintained its lead with a 25.5% market share, according to Displaybank. Read more |
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Kodak says Samsung and LG cameraphones infringe its digital camera patents Nov 18, 11:29 Eastman Kodak announced that it has filed complaints against Samsung Electronics, LG Electronics and other related entities for infringement of Kodak patents. The Kodak actions specifically allege that Samsung and LG camera phones infringe Kodak digital camera patents. The patents in question cover technology related to image capture, compression and data storage and a method for previewing motion images. Read more |
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Spansion sues Samsung over flash patents Nov 18, 11:21 Spansion has announced that it is filing two separate patent infringement complaints against Samsung Electronics with the International Trade Commission (ITC) and in the US District Court in Delaware. The complaint in the US District Court in Delaware also seeks an injunction and treble damages for patent violations relating to Samsung flash memory, that Spansion estimates has accounted for more than US$30 billion in Samsung's global revenues since 2003. Read more |
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LCD panel market to recover in 2H09, says DisplaySearch Nov 14, 11:58 According to DisplaySearch, the LCD panel market will start to recover in the second half of 2009, as history of the panel industry indicates that oversupply in panel market usually will not last for more than three quarters. Read more |
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North America 3Q08 TV shipments up 12% on year, says DisplaySearch Nov 12, 10:50 As the US economy slid deeper into turmoil at the end of the third quarter this year, preliminary shipment indications from DisplaySearch's report show that North America TV shipments from manufacturers to retailers grew 6% on quarterly basis and almost 12% on year to more than 10 million units. Read more |
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Taiwan market: Samsung launches i8510 handset for high-end segment Nov 11, 16:34 Samsung Electronics on November 10 launched its Symbian S60 3.2-based Innov8 i8510 in the Taiwan market with a suggested retail price of NT$28,800 (US$878). Read more |
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MEMS supply growing faster than demand, driving down prices Nov 11, 01:10 MEMS prices in 2009 are expected to continue to fall because supply exceeds demand, according to market sources. Read more |
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CPT and Giantplus see sharp falls in small- to medium-size LCD panel sales in October Nov 10, 14:54 With overall shipments to the consumer electronics segment having peaked in the third quarter, and demand from China's white box handset market starting to decrease, Chunghwa Picture Tubes (CPT) and Giantplus Technology saw sharp declines in their small- to medium-size LCD panel businesses in October. Read more |
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Samsung takes top spot in US mobile handset market for first time Nov 7, 17:08 According to the latest research from Strategy Analytics, mobile handset shipments in the United States defied the economic gloom and grew 6% annually, to reach 47 million units during the third quarter of 2008. Read more |
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3D display market to grow quickly through 2015, says Displaybank Nov 7, 15:46 The 3D display market is forecasted to grow to US$15.8 billion market in 2015 from US$140 million in 2008, with a compound annual growth rate (CAGR) 95% for the period, according to Displaybank. Read more |
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Top-five handset vendors sourcing more LCD panels from Taiwan Nov 6, 12:00 The global top-five handset vendors are sourcing more LCD panels from Taiwan makers, breaking Japanese suppliers' dominance in the segment, according to industry sources. Read more |
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LGE to cooperate with Taiwan companies for Windows Mobile smartphones Nov 5, 16:39 LG Electronics (LGE) has announced a strategic alliance with Microsoft and is expected to introduce Windows Mobile handsets in the future. Read more |
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Freescale and Samsung announce collaboration on LED display technology Nov 5, 12:00 Freescale Semiconductor and Samsung Electronics announced their collaboration to address the burgeoning market for energy-saving and environmentally friendly light-emitting diodes (LEDs). Read more |
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Small- to medium-size displays market heading toward slow down, says DisplaySearch Nov 5, 11:42 Suppliers of small- to medium-size displays (under 10 inches in diagonal) will face a much less cheerier holiday season than last year. According to the latest forecast from DisplaySearch, small- to medium-size display shipments will be down 2.2% on year in the fourth quarter of 2008. Read more |
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Top LCD TV vendors set conservative shipment goals for 2009 Nov 5, 01:10 Sources with LCD panel makers have revealed LCD TV shipment goals of top vendors for next year, with Samsung Electronics setting the highest target at 28-29 million units. Read more |
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FPD International 2008: Samsung SDI captures attention with AMOLED technology Nov 4, 12:10 At the recently concluded FPD International 2008 in Japan, one of the more interesting exhibitors was Samsung SDI, which was showcasing several new panel technologies at the show. Read more |
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Worldwide front projector shipments grow 15% on-year in 3Q08, says Pacific Media Nov 3, 12:25 Worldwide front projector shipments topped 1.6 million units in the third quarter of 2008, according to Pacific Media Associates (PMA), representing 15.2% growth over the third quarter of 2007, and the second consecutive quarter with better than 15% on-year growth. Read more |
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Commentary: Samsung's planned production of monitor panel at 8G fab to leave minor competitors struggling more Nov 3, 11:51 Samsung Electronics' plan to roll out LCD monitor panels from its 8G fab is promising more threats to the survival of minor players who are already coming strong pressure from competitors' production of monitor applications at advanced lines. Read more |
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PTI chairman: Memory industry may not recover until 2Q09 Oct 31, 17:05 Powertech Technology (PTI) chairman, DK Tsai, has forecast that memory industry will continue to decline for at least two more quarters. Competition in the industry is expected to play out country to country rather than between companies, Tsai added. Read more |
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Large-size LCD panel shipments down 1% sequentially in 3Q08, says DisplaySearch Oct 31, 12:14 Weak demand and inventory adjustments by TV makers reduced large-size TFT LCD panel shipments to 116 million units in the third quarter of 2008, down 1% sequentially, according to DisplaySearch. Read more |
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Samsung to build 11G LCD fab as early as 2010 Oct 30, 12:28 Samsung Electronics will continue to invest in next generation LCD panel plants, with the prospects of starting to build an 11G fab as early as 2010-2011, according Won-Kie Chang, executive vice president of the company. Read more |
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TFT LCD equipment spending to hit record in 2008, then drop 21% in 2009, DisplaySearch says Oct 30, 11:16 DisplaySearch expects 2008 spending on TFT LCD manufacturing equipment to reach historic highs. However, rapidly dropping panel prices, low fab utilization and continued concerns about the world-wide economy will cause previously planned fab expansions to be delayed, considerably pushing down forecast 2009 spending by 21% to US$10.6 billion. Read more |
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Global LCD panel revenues grow 2% in September, says DisplaySearch Oct 29, 14:40 Worldwide LCD panel shipment revenues grew 2% to US$6.5 billion in September, with the gap between the top-two players, Samsung Electronics and LG Display, narrowing, according to DisplaySearch. Read more |
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J Touch sales driven by Samsung touch panel orders Oct 29, 01:15 Taiwan-based touch panel supplier J Touch, having swung back to profits in the third quarter, will see its October revenues hit a monthly record of NT$300 million (US$8.97 million), thanks to shipments to Samsung Electronics for use in smartphones, according to industry sources. Read more |
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Taiwan market: Samsung handset shipments to top 1.3 million units by year-end Oct 28, 15:17 Samsung Electronics' handset shipments in the Taiwan market almost reached one million units through the end of September of this year, and the company expects its shipments in the local market to top 1.3 million units by year-end, according to Jae Hyun Ryu, director, mobile communications unit, Samsung Taiwan. Read more |
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Taiwan market: Samsung delays entry into local digital photo frame market Oct 27, 16:32 Samsung Electronics decided to delay the introduction of its digital photo frame to the Taiwan market as planned, according to Samsung Taiwan. Read more |
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Samsung LCD sales flat in 3Q08; profit margin dives Oct 24, 11:55 Samsung Electronics has reported that its LCD panel sales for the third quarter climbed just 2% sequentially to 4.81 trillion won (US$3.43 billion), with operating profit margins for the segment going down to 8% in the period compared to 21% in the second quarter. Read more |
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Large-size LCD panel shipments fall 4.9% in 3Q, says WitsView Oct 23, 11:45 Global aggregated large-size LCD panel shipments in the third quarter reached 105.3 million units, a sequential decrease of 4.9% and a mere 3.4% on-year growth. Thanks to preparations for China's National Day holidays and year-end sales promotions, TV panel shipments were up monthly during the third quarter. For the third quarter, they reached a new record high of 26.7 million units, up 12.7% sequentially. Read more |
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Taiwan market: Samsung launches Q1 digital media player, aims at 15% market share in 4Q08 Oct 22, 16:04 Samsung Electronics recently unveiled the Q1 digital media player for immediate launch in the Taiwan market at a recommended retail price of NT$3,990 (US$122) for a 4GB model and NT$4,990 for an 8GB model. Read more |
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Taiwan market: LGE squeezes Motorola out of handset top-5 Oct 22, 14:32 According to retail channels, total handset shipment volumes in September in Taiwan were 610,000 units, and LG Electronics (LGE) surpassed Motorola to take fifth ranking in terms of sales. Read more |
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Monitor migration to 16:9 format posing challenge for China LCD makers Oct 21, 11:09 LCD panel makers in China are facing a tough challenge from the market's shift toward a 16:9 ratio format for monitors, according to industry sources. Read more |
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Falling handset vendor performance to pressure Taiwan OEMs Oct 20, 12:25 Fierce price competition in the global handset market has caused handset vendors such as Nokia and Sony Ericsson to see a drop in average selling prices (ASPs) and profits. Market watchers also expect Samsung Electronics, LG Electronics (LGE) and Motorola to report an decline in ASPs for the third quarter. Handset vendors are working to negotiate more favorable prices with their suppliers putting pressure on Taiwan-based handset OEMs. Read more |
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VA remains dominant wide view angle technology for LCD TV panels, but sees growing competition, says DisplaySearch Oct 17, 10:38 DisplaySearch has indicated that 70% of the LCD TV panels shipped in 2008 on an area basis will be of the vertical alignment (VA) type. The share for in-plane switching (IPS) panels will be 24%, and the TN+WVF (wide viewing film) share will be 6%. Read more |
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Confidence of first-tier LCD TV vendors not benefiting Taiwan panel makers Oct 17, 01:05 Following Sony's announcement that it will maintain its 2008 global LCD TV shipments goal of 17 million units, Samsung Electronics and Sharp also have reaffirmed their shipment targets of 20 million and 11 million units, respectively. However, Taiwan panel makers will not share the benefit since the vendors rely on in-house panels for most of their supply. Read more |
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Samsung enters the US notebook and netbook market Oct 16, 14:49 Samsung Electronics America has announced its entrance in the US notebook market with a product lineup including notebooks in four categories – premium thin and light, all purpose, business, and desktop replacement, and the netbook segment. Read more |
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South Korea handset vendors saw stable growth in 3Q08 Oct 15, 14:44 According to media reports from South Korea, global handset shipments in the third quarter held level at 311 million units, while South Korea-based leading handset vendors Samsung Electronics and LG Electronics saw stable business growth. Read more |
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Samsung goes with consumption over creation with netbook offering Oct 15, 12:49 While most of new notebooks introduced by Samsung Electronics America for the US market will target the higher-end of the market, Samsung's netbook offering (NC10) is very reasonably priced, with the 10.2-inch wide LCD NC10 having a suggested retail price of US$499. Read more |
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Commentary: Samsung production adjustment to help provide healthier supply situation in LCD market Oct 15, 11:59 News of Samsung Electronics adjusting production has come as more of a relief than surprise to the LCD panel industry. After all, the LCD giant cannot be immune to the downturn in the displays market. But its move has helped allay fears of an oversupply hitting the fourth quarter. Read more |
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NAND flash contract quotes stabilized in October Oct 13, 11:57 Contract quotes of 4Gb and 8Gb NAND flash chips for October have stabilized as Samsung has reportedly begun to reduce its supply to the spot market in preparation for orders from major customers, according to industry watchers in Taiwan. Read more |
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Taiwan market: Samsung launches first DSLR model, three digital cameras Oct 9, 13:24 Samsung Electronics on October 8 debuted its first DSLR (digital single-lens reflex) camera (GX-20) and three new digital camera models, NV100HD, NV9 and L201, for immediate launch in the Taiwan market, and aims to sell 100,000 digital cameras for a 10% market share in 2008, according to Samsung Electronics Taiwan. Read more |
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