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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
05:05 (GMT+8)
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Subject: Systems > Portable |
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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Wistron lowers 4Q09 notebook shipment forecast 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 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 because the device has not yet passed wireless regulation testing, according to the company. 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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ECS expects to ship 7-8 million own-brand motherboards in 2009; 20% growth in 2010 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 and will see growth of 20% to 8.4-9.6 million units in 2010 as the company will expand its mid-range and high-end product lines, according to David Chien, vice president of ECS' channel business. Read more |
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Notebook makers expected to see growth in October shipments, except Inventec 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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IC designer GMT positive about 1Q10, says president 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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Acer chairman calls for cross-strait cooperation on WiMAX, e-book readers Nov 4, 16:14 Acer chairman JT Wang, who also serves as chairman of the Taipei Computer Association (TCA), has invited China-based players to attend Computex 2010 and hopes participation could further expand Taiwan players' cooperation with China players over WiMAX products and e-book readers. Read more |
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Cando, Pixcir provide touchscreen solution for Acer notebook 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 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 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 of NT$4.22. Read more |
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Intel to hold a summit in Taiwan for small brand vendors Oct 30, 17:12 Intel plans to hold a summit (LOEM Summit) in Taiwan from November 4-5 for small brand vendors. Small channel players that have their own brands in local markets throughout the world are expected to attend the show. Second-tier and third-tier brand vendors from China and Taiwan will also attend. Read more |
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Compal notebook shipments to grow more than 20% in 2010, says chairman Oct 30, 17:08 Compal Electronics has forecast that its notebook shipments in 2010 will grow more than 20% on year, to about 44 million units, from its expected shipments of 36.5 million units for 2009. The company also expects to see a sequential shipment increase of 10% in the fourth quarter of 2009, though shipments will drop about 10% sequentially in the first quarter of 2010, according to company president Ray Chen. Read more |
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Asustek aims to increase revenues by about 30% in 2010 Oct 30, 16:57 Asustek Computer expects that its 2010 revenues will have a chance to approach NT$300 billion (US$9.23 billion), which would represent on-year growth of about 30%. The company is also aiming to rake in profits of NT$18-20 billion in 2010 as it goes about improving its organizational structure, according to company CEO and president Jerry Shen. 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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PC vendors not expected to be very successfull in short term in smartphone market, says Gartner Oct 29, 17:11 Personal computer (PC) vendors are eyeing the booming smartphone market to offset a slump in computer sales, according to Gartner. Worldwide smartphone sales will grow by 29% on year to reach 180 million units in 2009, overtaking notebooks in total unit terms. Read more |
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Acer expects BRIC to boost its PC shipments in 2010 Oct 29, 17:10 Acer CEO Gianfranco Lanci has said that strong demand from Brazil, Russia, India and China (BRIC) markets will be major contributors to the company's PC shipment growth in 2010. Read more |
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Wistron board approves various investments, including acquisition of rollable display specialist Polymer Vision Oct 29, 17:08 Wistron announced on October 28 that its board of directors has officially approved the company's 12 million euro (US$17.76 million) investment made to acquire Holland-based e-paper maker Polymer Vision. The board also approved Wistron investments in two chassis ventures in China, upgrades at its LCD product manufacturing facilities and an electronic waste recycling company. Read more |
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Compal and Wistron both see double-digit growth in 3Q09 revenues 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 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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Inventec confident of meeting 2009 notebook shipments target Oct 28, 17:09 Inventec recently said it is confident it will reach its shipments goal of 21 million notebooks in 2009 despite an anticipated drop in fourth-quarter shipments, according to company vice president of finance Alexander Hsu. Read more |
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Ultra mobile device shipments to hit 385 million in 2014, says ABI Research Oct 27, 16:56 ABI Research expects the ultra mobile device (UMD) market – ultra mobile PCs (UMPCs), netbooks, MIDs and mobile consumer electronics devices – to reach 385 million units shipped in 2014. The diversity of form factors and device types will likely continue as vendors look to meet the unique preferences of particular markets. 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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MSI developing Tegra-based e-book reader, still no plans for Gigabyte Oct 27, 12:19 Micro-Star International (MSI) chairman Joseph Hsu revealed that the company is currently in development of an Nvidia Tegra-based e-book reader, but since the device still has some problems are waiting to be fixed, the company will wait until the first half of 2010 to announce further details. 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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Asustek aims to ship more than 16 million notebooks and netbooks combined in 2010 Oct 26, 17:15 Asustek Computer expects its notebook shipments (including netbook)s will increase from 12 million units in 2009 to over 16 million units in 2010, and global notebook shipments will rise from 140 million units in 2009 to 180-190 million units in 2010, according to company president and CEO Jerry Shen. Read more |
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Compal factory busy producing Nokia netbooks, new Booklet 3G may be launched in 2010, says paper Newswatch - Oct 26, 17:09 Nokia is reportedly seeing strong market demand for its Booklet 3G mini-notebook, with Compal Electronics, the manufacturing partner, working overtime to satisfy demand, according to a Chinese-language Economic Daily News (EDN) report. The report added that market rumors are circulating that Nokia will take advantage of its current netbook momentum by releasing a new version in 2010. 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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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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Asustek to hire more workers Oct 22, 17:10 With high tech companies beginning to report their third quarter results, it appears that the global economy is warming slightly from its previously gloomy conditions, and recent stirrings within Asustek Computer indicate that the local PC giant is also partaking in the positive market momentum, which in turn, can mean more jobs for Taiwan locals. 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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Acer launches 3D notebook in US market Oct 22, 16:47 Acer America has announced its Aspire 5738DG notebook with 3D viewing technology that features advanced display capabilities, a high-definition graphics engine, an Intel Core 2 Duo processor and Dolby surround sound. Read more |
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Taiwan market: ViewSonic announces six ultra-thin notebooks Oct 22, 12:25 ViewSonic has unveiled six Intel-based ultra-thin notebooks – two 12.1-inch ViewBook 120 notebooks, a 13.3-inch ViewBook 130, a 14.1-inch ViewBook 140 and two 13.3-inch enterprise-based ViewBook Pro notebooks. They will all come equipped with the Windows 7 operating system. Read more |
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Gateway debuts three new EC series notebooks Oct 22, 11:49 Gateway has debuted three new EC series notebooks, two in the 15.6-inch mainstream segment and one in the 11.6-inch ultra-portable segment. All the models deliver up to eight hours of battery life. Read more |
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Acer Android netbook arrives during lull in netbook market Oct 21, 17:10 The recent launch of Acer's much awaited netbook featuring dual-boot Android and Windows operating systems is coming amid a short-term slowdown in the netbook market. OEMs are taking a conservative approach to orders in the final quarter of 2009 due to the upcoming launch of Intel's Pine Trail platform which is expected at the turn of year. 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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China market: STB provider Coship steps into 3G handset market, to enter netbook segment in 2010 Oct 20, 14:16 China-based set-top box (STB) provider Shenzhen Coship Electronics has stepped into the production of 3G CDMA handsets and also plans to enter the netbook segment in 2010, according to market sources. Read more |
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ATSC announces approval of mobile DTV standard Oct 19, 23:20 The Advanced Television Systems Committee (ATSC) recently announced the approval of the A/153 ATSC Mobile DTV Standard. 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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Asustek to launch new 8.9-inch touchscreen netbook; to delay 10-inch model Oct 19, 15:57 Asustek Computer is expected to launch an 8.9-inch touchscreen netbook Eee PC T91MT around the timeframe of the Microsoft Windows 7 launch, according to sources in the channel. The company also plans to launch the 10-inch Eee PC T10 series netbooks in December, but that will depend on how sales of the Eee PC T91MT go. The December schedule may shift either forward or back, based on sales results of the Eee PC T91MT. Read more |
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Asustek Android smartphone to make appearance in 4Q09, investment in solar may be in company's future Oct 19, 15:36 During a recent get together with local Taiwan media, Asustek Computer chairman Jonney Shih and company president and CEO Jerry Shen discussed opportunities in the green energy market, the status of the notebook and netbook market and the launch schedule of the company's Android smartphone. While most of their comments were general statements about the market, Shih did say that the company's Android smartphone will be unveiled this year. Read more |
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Sales slowdown prompts re-evaluation among PND players, says iSuppli Oct 19, 12:09 Portable navigation devices (PNDs) now have entered a period of slowing growth, spurring companies throughout the supply chain to re-evaluate their business models, according to iSuppli. 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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Netbook shipments of Taiwan-based vendors from 2007-2009 Oct 17, 15:16 Netbooks are low-cost notebooks with screen sizes below 10-inch mainly designed for Internet usage. Devices adopt either a solid state drive (SSD) or traditional hard drive and typically offer operating system choices between Linux or Microsoft Windows. Read more |
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Notebook shipments of Taiwan players from 2006-2010 Oct 17, 15:09 Taiwan makers produced over 90% of the notebooks worldwide in 2008. The top-five notebook makers – Quanta Computer, Compal Electronics, Wistron, Inventec and Asustek Computer – contributed 88% of the shipments from Taiwan. 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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Google to launch Chinese-language mobile voice search service Oct 16, 15:51 Google will launch a Chinese-language version of mobile voice research service for handset users a few weeks later, with China, Taiwan and Hong Kong to be target markets, according to the company's engineering vice president Vic Gundotra at an October 15 press conference in Beijing, China. 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 notebooks – 1Q 2009 (May 20) |
Taiwan shipped 27.4 million notebook and netbook PCs in the first quarter of 2009, down 19.6% sequentially but up 1.3% from the same period one year earlier. |
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Table of contents Full report |
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Taiwan notebooks – 4Q 2008 (Mar 10) |
Taiwan shipped 34.04 million notebook PCs in the fourth quarter of 2008, down 3.6% sequentially but up 17.4% from the same period one year earlier. |
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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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Read more |
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Overview of Taiwan's notebook industry (Jun 27) |
Although Computex Taipei 2006 will feature notebook offerings from major Taiwan vendors including Acer, Asustek Computer and BenQ, few Taiwan companies that actually make notebooks will be attending the show, and a first time visitor might be fooled into thinking that Taiwan's notebook industry is on the decline. |
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