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NEWS & VIEWS |
Taipei,
Saturday, November 7, 2009
21:48 (GMT+8)
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Wistron lowers 4Q09 notebook shipment forecast Portable | 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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| | | | Asustek delays Eee Keyboard launch Portable | Nov 6, 15:33 Asustek Computer has delayed the launch of its Eee Keyboard, which the company originally said would be launched in the US and Europe in October of 2009... Read more | | PC demand did not grow significantly after Windows 7 launch, say PC vendors Portable | 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... Read more | Lite-On IT aiming for top-3 slim-type ODD ranking Storage, peripherals | Nov 6, 15:48 Lite-On IT has extended production to slim-type ODDs and become the fifth largest maker worldwide with a market share of 15% currently, according to... Read more | | Lens kit maker Largan sees high revenues for October Storage, peripherals | Nov 6, 11:52 Taiwan-based optical lens kit maker Largan Precision has reported unaudited consolidated revenues of NT$913.2 million (US$28 million) for October, hitting... Read more |
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Notebook makers expected to see growth in October shipments, except Inventec Portable | 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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| | | | ECS expects to ship 7-8 million own-brand motherboards in 2009; 20% growth in 2010 Portable | 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... Read more | | D-Link swings to profits in 3Q09, says CFO Networking | Nov 5, 11:45 Network equipment maker D-Link has posted net profits of NT$260 million (US$7.98 million) for the third quarter 2009 erasing the over NT$110 million... Read more | Natural user interface is future of PC industry, says Microsoft CEO Steve Ballmer Software, Internet | Nov 5, 16:41 While the PC industry has seen many improvements and developments in innovation over the past 20 years, the focus of development over the next 20 years... Read more | | Taiwan government, Chunghwa Telecom and Microsoft sign MOU on cloud computing Software, Internet | Nov 5, 15:29 Taiwan's Ministry of Economic Affairs (MOEA) and Chunghwa Telecom (CHT) each signed a memorandum of understanding (MOU) with Microsoft on November 4... Read more |
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IC designer GMT positive about 1Q10, says president Portable | Nov 4, 16:46 | | Analog IC design house Global Mixed-mode Technology (GMT) expects revenues to decline 15% sequentially to NT$1.08 billion (US$33.13 million) in fourth-quarter 2009 before climbing in first-quarter 2010, company president Jin-chuan Wu has said at an investors conference. Read more | | |
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AMD readies 2 desktop platforms for May 2010 Desktop, server | Nov 4, 16:52 | | AMD plans to announce a new high-end desktop platform (Leo) and mainstream platform (Dorado) in May of 2010, according to sources at motherboard makers. Read more | | |
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Cando, Pixcir provide touchscreen solution for Acer notebook Portable | 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 Portable | 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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| | | | Quanta posts 3Q09 profit Portable | Nov 2, 16:13 Quanta Computer has posted revenues of NT$49.17 billion (US$1.51 billion) for the third quarter of 2009 with a net profit of NT$15.39 billion and EPS... Read more | | AMD updates CPU schedules Desktop, server | Nov 2, 16:41 AMD has updated schedule to phase out several Phenom II X4 900 series CPUs, while launch a new model in 2010, according to sources at motherboard make... Read more | Taiwan-based ICP Electronics to move production lines to China Desktop, server | Nov 2, 10:34 Taiwan-based industrial PC (IPC) maker ICP Electronics has completed expansion of production capacity at Armorlink SH Corporation, its subsidiary in... Read more | | Taiwan market: Google to enhance online adverting service for export-oriented SMBs Software, Internet | Nov 2, 11:08 Google has cooperated with the Taiwan External Trade Development Council to provide keyword-search advertising to globally exposed Taiwan-based SMBs... Read more |
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Acer ready to join price competition, says chairman Portable | 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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IPC maker Advantech looks to 20% revenue growth in 2010 Desktop, server | Oct 30, 16:17 | | Taiwan-based industrial PC (IPC) maker Advantech expects its 2010 consolidated revenues to grow 20% on year for a 20% share of the global IPC market, according to chairman KC Liu speaking at a global partner conference in Suzhou, eastern China, on October 29. Read more | | |
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| | | | Synnex reports strong revenues and profits for 3Q09 Portable | Oct 30, 10:08 Taiwan-based electronics products distributor Synnex Technology International has posted record consolidated revenues and pre-tax profit for the third... Read more | | Ericsson to launch HSDPA+ mobile broadband modules in 2010 Storage, peripherals | Oct 30, 14:26 Ericsson will launch HSDPA+ mobile broadband modules with download speeds of up to 21Mbps in 2010, with plans to also roll out LTE modules in 2011-2012,... Read more | Altek aims at 25% on-quarter growth in 4Q09 revenues Storage, peripherals | Oct 30, 12:13 Taiwan-based digital camera maker Altek, due to additional orders from existing clients, expects consolidated revenues for the forth quarter of 2009... Read more | | Zyxel and MTI suffer losses in 1Q-3Q09 Networking | Oct 30, 14:48 Taiwan based network equipment makers Zyxel Communications and Microelectronics Technology (MTI) have both suffered losses for the first three quarters... Read more |
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Compal and Wistron both see double-digit growth in 3Q09 revenues Portable | 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 Portable | 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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| | | | Lite-On Tech reports 3Q09 net profit up over 50% sequentially Storage, peripherals | Oct 29, 14:51 Lite-On Technology has reported third quarter 2009 consolidated revenues of NT$26.5 billion (US$812.97 million), up 17% sequentially. Net profits increased... Read more | | Asustek plans to establish joint venture with Garmin in 2010 Storage, peripherals | Oct 29, 11:33 Asustek Computer plans to establish a joint venture with Garmin in 2010, aiming to push sales of Garmin-Asus dual-brand smartphones, according to industry... Read more | Alcatel-Lucent likely to release GPON ONT orders to Taiwan makers, say sources Networking | Oct 29, 15:30 Alcatel-Lucent is in talks with a number of Taiwan-based network equipment makers for OEM production of GPON (gigabit passive optical networking) ONT... Read more | | CyberLink may not benefit from Windows 7 launch, says chairman Software, Internet | Oct 29, 15:33 Taiwan-based CyberLink, whose sales chiefly come from bundling its multimedia software solutions with new PCs, may not benefit from the launch of Windows... Read more |
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Portable | PC vendors not expected to be very successfull in short term in smartphone market, says Gartner Oct 29, 17:11 | | | | | Acer expects BRIC to boost its PC shipments in 2010 Oct 29, 17:10 | | | | | Wistron board approves various investments, including acquisition of rollable display specialist Polymer Vision Oct 29, 17:08 | | | | |
Storage, peripherals | C-Tech said to have obtained battery pack orders for use in HP, Apple products Oct 29, 17:15 | | | | | Sony purchasing value from Taiwan to increase in 2010 despite reduced orders to AUO, says company Oct 29, 11:22 | | | | |
Networking | Sercomm sees net profits double in 3Q09 Oct 29, 14:41 | | | |
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Ability Enterprise expects to ship over 20 million digital cameras in 2010 Storage, peripherals | Oct 28, 11:29 | | Taiwan-based digital camera maker Ability Enterprise is confident of attaining its 2009 shipment target of 15 million units and expects to ship more than 20 million units in 2010, according to the company. Read more | | |
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MediaTek declines to comment on reported India WiMAX orders Networking | Oct 28, 16:10 | | MediaTek, in a filing with the Taiwan Stock Exchange (TSE) on October 27, cited customer confidentiality as it declined to comment on a Chinese-language Commercial Times report that claims the IC designer has landed orders from India's state-run telecom operator Bharat Sanchar Nigam (BSNL) for WiMAX chips. Read more | | |
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Bangladesh WiMAX operator places CPE orders with Accton Networking | Oct 28, 12:16 | | Bangla Lion Communications, a WiMAX licensee in Bangladesh, has placed orders for 10,000 WiMAX CPE devices with Taiwan-based Accton Technology and is negotiating orders with Zyxel Communications, according to company chairman Abdul Manan. Read more | | |
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Notes and corrections |
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A November 2 report incorrectly stated Transcend Information reported net profits of NT$114 million for the third quarter of 2009. The correct figure is NT$1.14 billion. |
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2009 2010 3Q09 Acer China Desktop, server Mobile phone and PDA Mobo, chipset netbook Networking notebook PC Portable revenues shipments Software, Internet Storage, peripherals Taiwan Taiwan market Telecom service |
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Taiwan notebooks – 2Q 2009 (Sep 30) |
Taiwan shipped 32.8 million notebooks in the second quarter of 2009, up 18.8% sequentially and 12.8% from the same period one year earlier, as channel vendors replenished their PC inventory to meet recovering demand in the market. The growth came despite tight supply of notebook components such as panels, optical drives, hard drives and some related ICs. |
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 Table of contents Full report
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Taiwan notebook industry overview (Aug 25) |
Global notebook shipments grew 31.8% on year to 137 million units in 2008, of which, 91.4% were made by Taiwan makers, up from 89.5% in 2007. |
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Taiwan notebook industry overview (Jun 9) |
The worldwide notebook market saw total shipments of 101.28 million units in 2007, an increase of 36% compared to the previous year. |
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Taiwan optical disc drive overview (Jul 6) |
The year 2006 saw further consolidation in Taiwan’s optical disc drive (ODD) industry, as the biggest player, Lite-On IT, took over the ODD manufacturing business of its closest competitor, BenQ. It was also the second year in a row that the Taiwan ODD sector had seen shipments drop with 2006 being even worse than 2005 with a shipment decrease of almost 20% against a worldwide growth of 5%. |
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