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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009 09:01 (GMT+8)
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Subject: Systems > Desktop, server |
US market: Windows 7 sales surpass Vista launch, says NPD Nov 6, 17:00 Initial sales (made between October 18-24, 2009 and including Windows 7 pre-sales) of Microsoft's Windows 7 boxed software surpassed those of Vista's first few days on the US market, according to NPD Group. 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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AMD readies 2 desktop platforms for May 2010 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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AMD updates CPU schedules 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 makers. Read more |
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Advantech partners with XJ Group for China smart grids market Nov 2, 11:30 Taiwan-based industrial PC (IPC) maker Advantech has become a partner of XJ Group, a supplier of power generation, transmission and distribution equipment in China, for tapping China's smart grids market, according to Advantech. Read more |
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Taiwan-based ICP Electronics to move production lines to China 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 Shanghai, China, and will move all production lines at its Taiwan headquarters to the subsidiary by the end of 2009, according to the company. Read more |
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IPC maker Advantech looks to 20% revenue growth in 2010 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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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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Synnex reports strong revenues and profits for 3Q09 Oct 30, 10:08 Taiwan-based electronics products distributor Synnex Technology International has posted record consolidated revenues and pre-tax profit for the third quarter, at NT$64.398 billion (US$1.96 billion) and NT$1.896 billion respectively. Read more |
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Asustek announces profits for 3Q09 Oct 27, 15:30 Asustek Computer has posted revenues of NT$67.06 billion (US$2.06 billion) for the third quarter of 2009 with net profits of NT$6.5 billion, higher than the NT$4 billion profits expected by the market. Read more |
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Taiwan market: Asustek debuts Nvidia Tesla workstation Oct 27, 12:42 Asustek Computer on October 26 unveiled a workstation (ESC1000) in Taiwan developed in cooperation with Nvidia and Taiwan's National Chiao Tung University (NCTU). The system is designed for use in scientific studies, with government and research organizations targeted as customers. 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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USI posts net profits of over NT$600 million in 3Q09 Oct 26, 17:16 Universal Scientific Industrial (USI) has posted net profits of NT$605 million (US$18.67 million), or an EPS of NT$0.56, for the third quarter of 2009. However, the company expects its revenues to stay flat in the fourth quarter, after having recorded 16% sequential growth in the third quarter. Read more |
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Taiwan export orders hit 11-month high in September Oct 26, 10:49 Taiwan received export orders worth US$30.837 billion in September 2009, the highest since November 2008. The value represents a 9.01% sequential increase but a 3% on-year decrease, according to statistics released by the Ministry of Economic Affairs (MOEA) on October 23. Read more |
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China chip sales to rebound in 2010, says iSuppli Oct 26, 10:23 Following a decline in 2009, the China semiconductor market is expected to rebound vigorously in 2010 as exports of electronic products recover from the global economic crisis, according to iSuppli. Read more |
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Taiwan market: Acer launches Aspire 1420P tablet PC Oct 23, 17:09 Acer has launched its 11.6-inch Aspire 1420P tablet PC in the Taiwan market at a suggested price of below NT$25,000 (US$772). The Aspire 1420P comes with a convertible design and is powered by an Intel SU2300 processor and runs on Windows 7. The tablet PC is made by Quanta Computer. 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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Molex and Foxconn announce litigation settlement Oct 23, 14:10 Molex and Foxconn Electronics (Hon Hai Precision Industry) have announced the settlement of the litigation between them, pending in the United States District Court for the Northern District of Illinois, that included a dispute regarding the scope of a DisplayPort Standard license agreement. Read more |
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Taiwan jobless rate edges down in September Oct 22, 16:51 Taiwan's unemployment rate slid from the record high of 6.13% in August 2009 to 6.04% in September, ending a four-month streak of consecutive increases in the jobless rate, according to statistics published by the government's Directorate General of Budget, Accounting and Statistics (DGBAS). The jobless rate still remained high at 6.04%, compared to 4.27% a year ago. Read more |
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Taiwan market: HP unveils three all-in-one PCs Oct 22, 11:59 Hewlett-Packard (HP) on October 19 debuted three all-in-one PCs in the Taiwan market - the 18.5-inch Pavilion MS218 made by Quanta Computer; and the Pegatron Technology-made 20-inch Touchsmart 300 and 23-inch Touchsmart 600, with both models made by Pegatron featuring optical multi-touch screens, according to HP Taiwan. Read more |
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Synnex Technology to invest NT$5-6 billion to add logistics centers in China Oct 21, 15:33 Taiwan-based Synnex Technology International, a distributor of IT and consumer electronics products, will invest NT$5-6 billion (US$155-186 million) to build 20 logistics centers in China over the next three years, according to company president Evans Tu. Read more |
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Foxconn expected to benefit from Dell shuttering US plant Oct 20, 16:47 Taiwan-based Foxconn Electronics (Hon Hai Precision Industry) is expected to benefit from Dell closing its domestic US desktop PC assembly plant in Winston-Salem, North Carolina in 2010, according to industry sources. Read more |
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Foxconn distances itself from engineer accused of stealing Ford trade secrets Oct 19, 17:15 Foxconn Electronics (Hon Hai Precision Industry) has posted a filing with the Taiwan Stock Exchange (TSE) indicating that former employee Mike Yu, who is currently being charged with stealing trade secrets from US-based Ford Motor, did not do any work involved in the auto industry when he worked at Foxconn. Read more |
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Acer rated as most valuable Taiwan brand in 2009 Oct 19, 11:39 Acer has been given the highest appraised brand value, at US$1.241 billion, of Taiwan-based global brands in 2009, according to a top-20 list announced by the government-sponsored Taiwan External Trade Development Council (TAITRA) on October 16. Read more |
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PC shipments rise 2.3% as HP recaptures lead in US and Acer moves ahead of Dell worldwide, says IDC Oct 19, 11:23 Global PC shipments rose 2.3% on year in the third quarter of 2009, according to IDC. The increase was an important continuation of recovery from yearly declines of 6.8% in the first quarter and 2.4% in the second quarter of the year. Read more |
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Inventec to merge with server solution subsidiary IESC Oct 16, 17:11 Inventec has announced that it will merge with its wholly-owned subsidiary, Inventec Enterprise System Corporation (IESC), a server solution provider, in order to consolidate resources within the group and to improve operating efficiency. IESC will be absorbed into Inventec, effective November 30, 2009. Read more |
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China market: Clevo invests in retail outlet in Chongqing Oct 16, 16:40 China-based retail channel operator Buynow, which was set up by second-tier Taiwan notebook maker Clevo, will open its nineteenth store in China in March 2010. The store will be located in Chongqing and follows the company's recent opening of its store in Qingdao. Read more |
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Global PC shipments returned to growth in 3Q09, says Gartner Oct 16, 15:59 The PC industry performed better than expected as worldwide PC shipments totaled 80.9 million units in the third quarter of 2009, a 0.5% increase from the third quarter of 2008, according to Gartner. Gartner had expected PC shipments to decline 5.6% in the quarter. Read more |
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Inventec and TPV form joint venture to produce all-in-one PCs Oct 16, 15:48 Inventec has officially announced that it has partnered with LCD TV vendor TPV Technology to set up a joint venture for the development and production of all-in-one PCs. The joint venture will have a capital of NT$640 million (US$19.8 million), with TPV holding a 51% stake and Inventec the remaining 49%. However, the president of the joint venture will be assigned by Inventec. Read more |
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Flextronics to build new facility in Wuzhong, China Oct 16, 15:45 Singapore-based EMS giant Flextronics International has announced that it will expand its presence in China through the development of a new facility in Wuzhong, Jiangsu province. Read more |
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Inventec starts up a new server R&D center in Taiwan Oct 15, 17:13 Inventec recently started up a new R&D center for server and industrial PC related products in Taoyuan, Taiwan. The company expects its annual revenues from the server business to double to NT$100 billion (US$3.09 billion) in 2012, up from the current NT$50 billion. Read more |
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Recovery starting for electronics industry, but damage will be felt for long time, says Gartner Oct 14, 17:02 The recovery is under way for the electronic equipment industry; however, much uncertainty continues to rest on the macroeconomic recovery and the effectiveness of government stimulus packages, especially when that stimulus runs out, according to Gartner. As a result, Gartner does not expect a sustainable recovery pattern until 2010, and associated semiconductor sales are not expected to regain 2007 peak levels until 2012. Read more |
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MSI unveils Windows 7 all-in-one PCs Oct 14, 16:41 Micro-Star International (MSI) has unveiled three all-in-one PCs that are ready to support Windows 7. The 21.5-inch Wind Top AE2220 will be launched later in October, followed by the 20-inch AE2020 and the 21.5-inch AE2220 Hi-Fi in November. 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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Pegatron reportedly preparing for listing on TSE Oct 12, 17:12 Pegatron Technology reportedly has quoted several security firms and is in preparation to be listed on Taiwan Stock Exchange (TSE), according to sources from security firms. Read more |
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Enterprise market driving SSD sales in 2009, says iSuppli Oct 9, 14:51 Although sales of solid-state drives (SSDs) for notebooks have suffered a major setback in 2009, the enterprise market is more than compensating for the lack of growth causing overall SSD market revenues to rise by a factor of seven for the year, according to iSuppli. Read more |
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Nvidia announces freeze in future Intel chipset development Oct 9, 12:25 Nvidia has announced that it officially plans stop developing chipsets for Intel CPUs moving forward, citing its ongoing licensing litigation with Intel as the main reason for the decision. Read more |
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Synnex Technology reports strong September sales Oct 9, 11:57 Synnex Technology International, the largest 3C (computer, communication, consumer electronics) distributor in Taiwan, has reported unaudited record monthly consolidated revenues of NT$23.29 billion (US$709 million) for September. Read more |
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USI sees September revenues up on month, down on year Oct 8, 16:41 Taiwan-based Universal Scientific Industrial (USI) has reported consolidated revenues of NT$5.13 billion (US$158 million) for September, an increase of 15% on month but a drop of 19% on year. A breakdown of the revenues shows that 27% came from USI's EMS division, 24% from its computers/peripherals and communication products, 18% from industrial/automotive products, and 7% from its network storage products. Read more |
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TPV reportedly to partner with Inventec for all-in-one PC development Oct 8, 15:45 TPV Technology reportedly will partner with Inventec to co-develop all-in-one PCs and the company has already landed related orders from players including Hewlett-Packard (HP), according to industry sources. Read more |
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Asustek and IBM settle patent infringement dispute through cross licensing agreement Oct 8, 01:00 Taiwan-based Asustek Computer and IBM have announced they have agreed on mutual licensing of their patents to enhance cooperation. Read more |
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Taiwan-based processor firm DMP Electronics launches US$100 netbook Oct 7, 17:13 Taiwan-based DMP Electronics has launched a US$100 netbook, the Edubook, that will be shipped to overseas markets in component form to be assembled by partners in other countries to save customs duties or meet import requirements. The netbook can be separated into about 10 different modules and components, and then be built up again in around 10 minutes using 30 steps. Read more |
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China procurement value in Taiwan short of expectations Oct 7, 14:14 While Taiwan-based enterprises have rested large hopes on procurements in Taiwan made by business groups from China, such procurements made so far in 2009 were worth US$7.2 billion in total, falling far short of expectations, according to industry sources in Taiwan. Read more |
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Apple and Windows computers living together under one roof, says NPD Oct 6, 17:10 Approximately 12% of all the US computer owning households own an Apple computer, up from 9% in 2008, according to NPD Group's 2009 Household Penetration Study. While Apple ownership is growing, those households are decidedly in favor of mixed system environments. Of those 12%, nearly 85% also own a Windows-based PC. Read more |
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Taiwan Telematics Industry Alliance formed Oct 5, 16:41 The Ministry of Economic Affairs (MOEA) promoted Taiwan Telematics Industry Alliance (TTIA) was formally established on October 2. Read more |
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Green computing sector to reach almost US$224 billion in 2013, says NextGen Research Oct 2, 17:06 Computer and server vendors are working to make their products increasingly energy-efficient and environmentally benign, in order to tap into a market for green computing equipment that will grow from about US$47 billion in 2009 to US$223.7 billion in 2013, according to NextGen Research. Read more |
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Acer, Lenovo and Zotac launching more Ion-based products Oct 1, 16:19 PC and motherboard makers Acer, Lenovo and Zotac have recently launched Nvidia Ion-based products including motherboards and nettops. Read more |
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PC-related IC designers expected to enjoy high sales in September Sep 29, 12:01 Taiwan-based IC design house Realtek Semiconductor is expected to see its September revenues hit a record for the fourth consecutive month, while Richtek Technology, Global Mixed-mode Technology (GMT) and Leadtrend Technology will also have record revenues for the second time straight in September, due to growing PC and notebook demand, according to market sources. 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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Worldwide PC shipments on pace to decline 2% in 2009, says Gartner Sep 24, 16:31 The worst may be over for the PC industry, as worldwide PC shipments are on pace to reach 285 million units in 2009, a 2% decline from 2008 shipments of 291 million units, according to the latest forecast by Gartner. The new forecast is more optimistic than Gartner's June forecast, which anticipated a 6% decline in 2009. 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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Sun cutting up to 3,000 jobs as awaits Oracle deal (Oct 20) - AP (via Google) Sun Microsystems plans to eliminate up to 3,000 jobs, or 10% of its worldwide workforce, as it awaits a takeover by Oracle, a deal being held up by antitrust regulators in Europe. Sun said the job cuts will happen over 2010 and affect all of Sun's major regions, including North America, Europe, Asia and emerging markets.
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Taiwan digital cameras – 1Q 2008 (Jun 2) |
Taiwan's digital camera shipments dropped sharply in the first quarter due to inventory issues stemming from weak demand, as economy worries affected the US and Europe markets. Taiwan shipments totaled 9.9 million units, but a sequential shipment decline of 25% was 10 percentage points more than previously predicted by Digitimes Research. |
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Table of contents Full report
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Taiwan’s TFT-LCD component sector – 1Q 2005 (Aug 15) |
TFT-LCD panel prices started to decline in the second quarter of 2004. In the fourth quarter, quotes for 15- and 17-inch LCD panels were even lower than production costs. The prices for the panels’ key components – color filters, polarizers, and backlight modules – also dropped as a result. |
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Table of contents Full report (free sample) PDF version
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Taiwan’s optical disc drives – 1Q 2005 (Aug 15) |
The departure of several minor optical disc drive (ODD) players in Taiwan during the second half of 2004 has resulted in a significant decline in shipments. Taiwan’s ODD shipment for the first quarter of 2005 dropped to 25.23 million units, down 7.1% on year and 8.5% on quarter. |
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Table of contents Full report (free sample) PDF version
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Taiwan server industry overview (May 31) |
What are the first names people think of when servers are mentioned? IBM, Sun, HP and Dell are likely to top the list. However, the box which sits in the corner of the office, or the slick 1U, 2U, 4U and up rackmount server neatly stacked in a glass-encased, climate-controlled server room is only the final result of a long and complex OEM/ODM process. The server type that most people are familiar with is the standard Intel architecture server (SIAS), which is based on the x86 architecture and was first developed by Intel. This type of server is meant to run on standard off-the-shelf x86 type hardware and processors. |
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