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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
08:08 (GMT+8)
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Taiwan digital camera makers may share 60% of 2009 global shipments, paper says Newswatch - Dec 3, 11:37 Taiwan-based ODM/OEM makers of digital cameras are expected to ship 70 million units in 2009, possibly accounting for 60% of the global total, according to the Chinese-language newspaper Economic Daily News (EDN). Read more |
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Economic crisis spurs mobile device shipment contraction in 2009, iSuppli says Dec 3, 09:57 The once almost unstoppable growth in mobile device shipments and revenues is coming to a screeching halt as wireless subscribers around the globe extend the life cycles of their existing devices in response to difficult economic conditions, according to iSuppli. Read more |
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Taiwan market: Chimei expects to reach LCD TV shipment goal this year Dec 1, 17:15 Despite the global economic downturn, Taiwan LCD TV brand Chimei shipped has 115,000 units of LCD TVs so far this year to the Taiwan market, up 25% on year, with the company expecting to reach its shipment goal of 130,000 units for the local market this year, according to Liang-Bin Cheng, vice president of Chimei's brand development division. Read more |
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JP Morgan expects global PC shipments to drop 5% in 2009, says paper Newswatch - Dec 1, 15:27 JP Morgan has lowered its global PC shipment growth forecast for 2009 to a 5% decline, with the first three quarters next year all seeing negative growth, according to the Chinese-language Commercial Times citing a report from the investment bank. Read more |
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Goldman Sachs trims 4Q08 notebook shipment growth to 1%, says paper Newswatch - Nov 28, 15:42 A latest report from Goldman Sachs has reduced its forecast on quarterly notebook shipment growth in the fourth quarter of 2008 from 6% to only 1%, while shipments in the first quarter of 2009 will drop 18% sequentially, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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Motherboard shipments to drop 15% on quarter in 4Q08, says paper Newswatch - Nov 26, 15:38 Motherboard shipments in the fourth quarter this year are expected to drop 15% on quarter, and performance next year will be worse than in 2001, when the demand hit rock bottom, according to a Chinese-language Economic Daily News (EDN) report citing figures from Goldman Sachs. Read more |
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Gigabyte discusses performance in 2008; to launch 3.5G netbooks next year Nov 26, 13:58 Although Gigabyte Technology recently reduced its annual motherboard shipments goal from 20 million to 19 million units, shipments from the company's branded segment will still reach 16.5 million units, an increase of around 18% compared to 14 million last year, according Richard Ma, vice president of the company. Read more |
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MSI expects notebook shipments to reach three million this year Nov 20, 01:05 Micro-Star International (MSI) originally expected its notebook shipments to only reach two million units in 2008. But the company has revised its figures and is now expecting shipments to reach three million, according to chairman Joseph Hsu. Read more |
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Quanta, Compal and Wistron expect on-month notebook shipments drop in November, says paper Newswatch - Nov 18, 15:34 Quanta expects notebook shipments in November to fall between the 3.3 million units shipped in September and four million units of October thanks to Apple's new MacBook and stable consumer notebook shipments, according to a Chinese-language Apply Daily report. Read more |
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Sunrex and Chicony expect keyboard shipments in 4Q08 to hold level, says paper Newswatch - Nov 12, 16:05 Taiwan-based notebook keyboard supplier Sunrex Technology expects its keyboard shipment sin the fourth quarter this year to maintain at 13-14 million units, the same level as in the third quarter. 15-18% of shipments will be for netbooks, according a Chinese-language Apply Daily report. Read more |
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Notebook makers Quanta and Compal expected to cut OEM quotes Nov 7, 01:15 Netbooks will continue to ruffle the traditional notebook OEM market in 2009 with Quanta Computer and Compal Electronics both expected to reduce manufacturing quotes by double-digit US dollar amounts for each notebook next year which will affect gross margins of Taiwan's notebook OEMs, according to industry sources. Read more |
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AUO October sales down over 20%; losses expected in 4Q08 Nov 7, 01:05 AU Optronics (AUO) has reported consolidated sales in October at NT$27.26 billion (US$831.27 million), down 20.6% sequentially and down 48.7% on year, the lowest for the past 19 months. Due to falling panel prices and the reduction of AUO's utilization rate, market watchers estimate AUO's fourth-quarter sales will fall below NT$100 billion for the first time in six quarters. Read more |
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Passive component maker Cyntec reports record October sales thanks to strong shipments of power chokes Nov 6, 15:33 Passive component maker Cyntec has reported record sales in October thanks to strong shipments of power chokes, despite that October is traditionally a weak month for the segment. Read more |
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Clevo expects notebook shipments in 2009 to grow 15-20% on year, says paper Newswatch - Nov 5, 16:41 Second-tier notebook maker Clevo has already shipped 1.14 million notebooks in the first three quarters of this year and is optimistic that its fourth quarter shipment will maintain at 120,000 units. The company also predicts notebook shipments in 2009 will grow 10-15% on year, according to a Chinese language Apply Daily report. Read more |
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PCB maker HannStar Board shortens lead times amid declining sales in 4Q Nov 5, 11:40 Due to weak order volumes for notebook PCBs, fourth-quarter lead times of HannStar Board have decreased from four weeks to three weeks. The company said sales for the fourth quarter may decline from the third quarter. Read more |
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PVI sees strong EPD shipment growth in 3Q Nov 5, 11:33 Despite its net losses – mostly incurred from the recognition of Hydis Technology – in the third quarter, Prime View International (PVI) has reported strong growth in its electrophoretic display (EPD) shipments. 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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Rush orders may boost prices for some LCD panel segments in 1Q09, says CPT VP Oct 31, 12:28 Rush orders may boost the prices for some LCD panel segments in the first half of 2009 although such short-term demand will not be enough to return panel makers' production to full capacity, according to Chunghwa Picture Tubes (CPT) vice president Brian Lee. Read more |
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TomTom lowers PND shipment target for 2008 Oct 30, 15:57 TomTom has adjusted its PND shipments outlook for 2008 to 12-13 million units from its previous projection of 14-15 million units as demand for navigation solutions has grown at a slower pace than expected, according to the company. Read more |
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Second-tier LCD panel makers repond to weak market: CPT cuts managers' pays and 2008 shipment goals; HannStar to freeze 2009 capex Oct 29, 12:15 Chunghwa Picture Tubes (CPT) has cut salaries for ranking executives and lowered its large-size LCD panel shipment goal for the entire 2008, while HannStar Display will cut back production for the period, as the display industry braces for the impact of global economic woes. Read more |
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Taiwan market: x86 server shipments up, but revenues down in 2Q08, says IDC Oct 28, 14:34 Although x86 server shipments to Taiwan in the second quarter of 2008 increased compared to the first quarter, revenues have dropped, according to sources at server vendors citing data from IDC. Read more |
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Orise to see 8% shipment decline in 4Q08 because of weak demand for small-size LCD driver ICs Oct 27, 16:31 Institutional investors expect Orise Technology's shipments of small-size LCD driver ICs to decline 8% sequentially in the fourth quarter due to weak season effects. Read more |
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CMO braces for further shipment and ASP drops for large-size LCD panels in 4Q08 Oct 27, 15:21 Chi Mei Optoelectronics (CMO) expects shipments of TV and IT applications to decline 15% and 10-15% sequentially in the fourth quarter respectively, with their respective average selling prices (ASPs) dropping 11-12% and 5-10%, according to company president Jau-Yang Ho. Read more |
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Catcher denies analyst view that losing Apple orders will hurt in 2009 Oct 24, 16:05 Magnesium-alloy case maker Catcher Technology has responded to comments made by market watchers that the company's outlook next year shows limited potential due to the loss of orders from Apple. Catcher said the reports are pure speculation adding that orders are showing positive growth. However, the company declined to support its statements saying it cannot discuss details of its relationships with clients. Read more |
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MSI netbook shipments to fall between 600,000-700,000 units this year Oct 23, 01:15 Enjoying a positive response from the channel, Micro-Star International's (MSI's) 10-inch Wind netbook will have a chance to reach annual shipments between 600,000-700,000 units this year, higher than the original prediction of 500,000 units made earlier, according to notebook industry sources. 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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Asustek claims to be the largest PC vendor in Russia, Acer and Gigabyte disagree Oct 21, 15:58 Asustek Computer recently declared that is it the largest notebook and motherboard vendor in Russia in terms of shipments. But the claim has been disputed by Acer who insists that, actually, it is the largest notebook vendor in the market, while Gigabyte Technology responded in saying that there is little between it and Asustek in the motherboard segment. Read more |
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Sony retains Fiscal 2008 global LCD TV shipment goal of 17 million units Oct 16, 11:33 Despite the global financial crisis leading panel makers to cut their output during the peak season this year, Sony has retained its 2008 fiscal year (April 2008 to March 2009) global LCD TV shipment goal of 17 million units, according to Toshinari Sengoku, general manager of Sony's flat TV business division. Read more |
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Taiwan market: LCD monitor shipments may fall 35% in 2008 Oct 15, 12:29 Affected by the economic downturn, Taiwan LCD monitor shipments have declined this year. ViewSonic indicated that overall LCD monitor shipments in the first three quarters in Taiwan were about 800,000 units and the company estimates that total shipments for the market this year should only reach 1.1 million units, down from previous estimates of 1.2-1.4 million units. Read more |
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Taiwan keyboard makers Chicony hits record revenues and profits in 3Q, Sunrex sees record shipment volume Oct 15, 11:50 PC component suppliers Chicony Electronics and Sunrex Technology had booming shipments of notebook PC keyboards in the third quarter of 2008, with Chicony generating record quarterly consolidated sales of NT$14.994 billion and net profits of NT$990 million, while Sunrex had record quarterly shipments of 13.80 million keyboards, according to the two companies. Read more |
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PC shipments up 15% on year in 3Q, says Gartner Oct 15, 10:39 Worldwide PC shipments reached 80.6 million units in the third quarter of 2008, a 15% increase from the third quarter last year, according to preliminary results by Gartner. Read more |
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J Touch expects 50-60% touch panel shipment growth in 4Q Oct 14, 12:01 Touch panel supplier J Touch expects its shipments to grow 50-60% sequentially in the fourth quarter because of steady growth in orders for its high-price frameless Touch Lens line and its capacitive touch panels, according to a company filing with the Taiwan Stock Exchange (TSE). Read more |
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Clevo saw large on-year performance increase in September, says paper Newswatch - Oct 13, 11:22 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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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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Wellypower LED shipments increase in 3Q, but sales down 17% Oct 7, 14:45 Wellypower LED shipments in the third quarter reached 50 million units, as the market for white-box handset recovered. Shipments were up from 20 million units shipped in the second quarter, according to market sources. Read more |
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Compal Communications 2008 handset shipment goal unattainable Oct 6, 15:07 Compal Communications will be unable to attain its goal to ship 48 million handsets in 2008 even though the company has projected handset shipments will grow 30% sequentially in the fourth quarter of this year. Read more |
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Asustek shipped 700,000 Eee PCs in September this year, says paper Newswatch - Oct 6, 12:10 Asustek Computer shipped around 700,000 Eee PCs in September this year, a new monthly high for the company. Total shipments for the third quarter reached around 1.7 million units, and since October and November are traditionally peak months, the company expects fourth-quarter shipments will maintain at a similar level, according to a Chinese-language Commercial Times report. Read more |
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Dell continued to gain ground in 2Q08 PC market, says iSuppli Oct 3, 16:20 PC demand continues to defy economic and financial woes with worldwide unit shipments growing by 14.5% in the second quarter of 2008, compared to the same period a year earlier, to reach 70.2 million units. There were no changes among the top-five PC OEM rankings compared to the first quarter, according to iSuppli. 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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Asustek accounts for 80% of P45-based motherboards shipments, claim company sources Oct 3, 14:56 Asustek's P45-based motherboards occupy an 80% share of worldwide shipments, according to sources at the company. Read more |
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Handset driver IC shipments stable in 3Q08; 4Q outlook unknown Sep 26, 17:09 Handset makers are preparing to launch more models for the second half of the year than in the first half, thanks to recovering demand, but the outlook for shipment volumes is still unclear, according to driver IC supplier Orise Technology. 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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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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Niching Industrial to see sales growth in 3Q08 on strong memory module board shipments, but decline expected in 4Q Sep 24, 01:00 Hung-Gi Chang, general manager of semiconductor distributor Niching Industrial, has stated company sales in July and August were over NT$100 million (US$3.13 million), benefiting from strong shipment volumes of memory module boards, despite that demand in the third quarter this year has not been as high as in the past The company expects fourth-quarter sales to decline 10% since shipments are slowing down in September and semiconductor makers are reducing output. 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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LCD panel prices to remain stable until October Sep 19, 01:10 September panel shipments for TV and IT applications are expected to increase from levels in August, and unit prices will begin to stabilize from late September and remain steady until October due to peak season effects, according to market watchers. 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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