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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
11:10 (GMT+8)
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Taiwan market: Chimei tops LCD TV vendor ranking in October 2009 Nov 20, 17:10 Chimei shipped 15,000 LCD TVs in October 2009, remaining the top vendor in the Taiwan LCD TV market, according to market sources. Chimei expects to ship over 150,000 units in 2009, up about 30% on year, the sources noted. Read more |
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Taiwan monitor shipments to decline in 4Q09 Nov 20, 17:09 Shipments of Taiwan monitors may see a sequential decrease in the fourth quarter of 2009 mainly due to a high baseline set in the third quarter thanks to government procurement projects which boosted shipment volumes, according to industry sources. Read more |
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Blu-ray Disc gaining popularity in consumer segment Nov 20, 10:37 Global demand for Blu-ray Disc (BD) players and movie discs is expected to steadily increase as average retail prices for players will drop from US$193 currently to US$77 in 2012 while blank media will drop from US$5 to US$1.50, according to Taiwan-based makers at a BD forum held in Taipei on November 19. Read more |
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PVI board approves E-ink acquisition; to sign new syndicated loan Nov 19, 17:11 Electrophoretic display (EPD) maker Prime View International (PVI) has announced the company's board of directors on November 18 approved procedures for the acquisition of E-Ink. PVI chairman Scott Liu noted that the acquisition is expected to complete by the end of 2009. Read more |
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China will need 6-8 8G plants to fulfill panel demand in the future Nov 19, 17:06 Market watchers expect China will require six to eight 8G or above LCD panel production lines to fulfill its demand in the future. China's LCD TV panel demand in 2009 is estimated at around 27 million units, and is forecast to rise to 38 million units in 2010 and 45 million units in 2012, market sources added. Read more |
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Solder material maker Shenmao expects revenues in 2010 to grow 20% on year Nov 19, 16:41 Taiwan-based solder material maker Shenmao Technology expects its revenues in 2010 to grow 20% and reach a record high compared to 2009. Read more |
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Taiwan IC production value to shrink 8% in 2009, says TSIA Nov 18, 13:32 Taiwan's IC production value is estimated to reach NT$1.2238 trillion (US$38.43 billion) in 2009, down 8.1% on year, according to the Taiwan Semiconductor Industry Association (TSIA). Overall IC production grew 23.2% sequentially to NT$368.8 billion in the third quarter, with the manufacturing (including foundry) sector up 25.6%. Read more |
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PC price cuts for 2009 year-end holiday season may not be as deep as in 2008 Nov 17, 16:38 PC price reductions during the year-end holidays in 2009 may not range as high as in the previous year, according to sources at notebook vendors. Read more |
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ECS revenues down in first three quarters of 2009, but profits still up Nov 17, 14:52 Motherboard maker Elitegroup Computer Systems (ECS) saw consolidated revenues of NT$55.41 billion (US$1.69 billion) for the first three quarters of 2009, a drop of 18.8% on year; however, its net profits of NT$964 million were up by 101.3% from NT$479 million, according to the company. Read more |
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Solar panel glut peaks in mid-2009, says iSuppli Nov 16, 16:55 Although the global solar panel market remains in an acute state of oversupply, the inventory glut plaguing the industry has begun to abate somewhat due to surprisingly strong demand from Germany, according to iSuppli. Read more |
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Connector maker Simula expects further growth for notebook solutions in 2010 Nov 13, 16:28 Taiwan-based connector maker Simula Technology expects the ratio of its revenues generated by related notebook solutions will increase to 30-40% in 2010 compared to 20-30% in 2009, thanks to continued growth of the global notebook market, according to the company. Read more |
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Femtocell shipments much lower than expected in 2009, says ABI Research Nov 13, 16:22 ABI Research has scaled down its estimation of femtocell shipments to only about 350,000 in 2009, compared to shipments of 790,000 that it forecast in April. Read more |
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GaAs foundry AWSC to see 50% revenue growth in 2010 Nov 13, 16:11 Advanced Wireless Semiconductor Company (AWSC) has seen order visibility extend to the first half of 2010, and the company estimates revenues next year will grow 50% from 2009, according to market sources. AWSC's major customer Skyworks is expected to increase orders to AWSC in 2010 as it has become the power amplifier (PA) supplier for Apple's new-generation iPhone. Read more |
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Notebook HDI board shipments expected to drop in 4Q09 due to weak sales of ultra-thin models Nov 13, 12:38 PCB suppliers expect their fourth-quarter shipments of HDI boards used in ultra-thin notebooks to drop sequentially because sales of ultra-thin notebooks have been weaker than expected, with worldwide shipments of ultra-thin notebooks estimated at six million units in 2009, according to industry sources. Read more |
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Taiwan market: Acer unveils 3D notebook in Taiwan Nov 12, 16:20 Acer on November 11 unveiled its 15.6-inch Aspire 5738DG 3D notebook and the company has already prepared 3,000 units to sell at the IT Month consumer trade show in Taiwan. The show will run from November 28 to January 1, 2010. Read more |
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Network equipment maker Netronix expanding e-book reader production lines Nov 12, 14:53 Taiwan-based network equipment maker Netronix will begin to expand its production lines for e-book readers at the end of 2009 instead of the first quarter of 2010 as originally planned due to increasing demand, according to the company. Read more |
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China market: TV vendors starting price war for LED TVs Nov 12, 12:02 Domestic and international vendors in China are cutting prices for LED-backlit LCD TVs to stimulate sales, with Hisense offering the deepest cuts, according to reports from China. Read more |
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Taiwan LCD equipment self-sufficiency estimated at 60% in 2009 Newswatch - Nov 11, 17:08 Taiwan's self-sufficiency for flat panel display (FPD) equipment is estimated to reach 60% in 2009, and is poised to grow over the next five years, according to the Industrial Development Bureau (IDB) of the Ministry of Economic Affairs (MOEA). Taiwan is forecast to achieve 83% self-sufficiency in 2015. Read more |
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PCB maker Dynamic 4Q09 revenues to drop 10% sequentially Nov 11, 14:10 PCB maker Dynamic Electronics expects revenues for the fourth quarter of 2009 to slide 10% sequentially, as demand from the notebook and TFT LCD sectors has slowed down on seasonality, according to the company. Read more |
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Global PC processor shipments jump 23% sequentially in 3Q09, says IDC Nov 10, 16:57 Worldwide PC processor shipments in the third quarter of 2009 rose substantially by an all-time record level for a single quarter, according to data from IDC. PC processor unit shipments in the third quarter rose 23% compared to the second quarter, approximately double the typical growth in unit shipments for the period. In terms of revenues, the PC processor market grew more than 14% on quarter to US$7.4 billion, said IDC. Read more |
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Silitech reports high revenues for October Newswatch - Nov 10, 10:53 Taiwan-based handset keypad maker Silitech Technology saw its consolidated revenues hit a record high of NT$1.153 billion (US$35.6 million) in October 2009, up 2% sequentially and 14% on year, according to the company. Read more |
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Taiwan market: Chimei aims at NT$5 billion in revenues for 2010 Nov 9, 16:41 Chimei aims to challenge NT$5 billion (US$154.68 million) for revenues in Taiwan in 2010 as the company plans to launch large-size LCD TVs with features including white LED backlighting, 240Hz refresh rate and DLNA wireless, and LCD monitors with features including LED backlighting and 3D display in Taiwan. Read more |
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HTC looks to over 23% sequential growth in revenues in 4Q09 Newswatch - Nov 9, 16:15 HTC (High Tech Computer) expects its revenues to top NT$40-42 billion (US$1.23-1.29 billion) in the fourth quarter of 2009, up from NT$34 billion in the third quarter, the company said in a recent conference call. Read more |
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Asia Optical sees revenues high in October 2009 Nov 9, 10:19 Taiwan-based lens kit and digital camera maker Asia Optical has reported consolidated revenues of NT$2.95 billion (US$90.8 million) for October 2009, the highest monthly level so far for the year. Read more |
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China gray handset shipments to reach 145 million units in 2009, says iSuppli Nov 6, 16:45 China's gray-market handset shipments in 2009 are set to grow to 145 million units, or nearly 13% the size of the legitimate global handset business, according to iSuppli. The gray market has become too big and too lucrative for the mobile handset supply chain to ignore anymore. Read more |
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Chip sales forecast brighter in 2009, says SIA Nov 6, 15:40 The Semiconductor Industry Association (SIA) has revised upward its estimate of global semiconductor sales for 2009 to a 11.6% decline, resetting its previous projection of negative 21.3%. The industry group also gave more positive growth estimates for 2010 and 2011. Read more |
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A-Data revenues hit 31-month high in October 2009 Nov 6, 15:00 A-Data Technology has reported revenues of NT$4.365 billion (US$134.21 million) for October 2009, the highest since March 2007. The figures showed revenue growth of 6.9% on month and 96.8% on year, which the memory module house attributed to increased demand from the PC sector and continued strong demand for handset-use microSD cards. Read more |
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Himax posts nearly 10% revenue growth in 3Q09; expects 15-19% decline in 4Q09 Nov 5, 17:08 Himax Technologies has posted net revenues of US$203.1 million for the third quarter of 2009, representing a 11.7% decrease from US$230.1 million for the third quarter of 2008 and a 9.8% increase from US$184.9 million for the second quarter of 2009. Gross margin was 20.4% for the third quarter of 2009, down 410 basis points on year and down 40 basis points sequentially. The company expects revenues to decline by 15%-19% sequentially due to seasonality. Read more |
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Elpida swings to operating profit in Jul-Sep 2009 Nov 5, 17:04 Elpida Memory has announced net sales for the second quarter of its fiscal 2009 (ended September 30, 2009) rose 32.1% sequentially to 95.9 billion yen (US$1.06 billion), with operating income returning to the black. The Japan-based memory producer generated an operating profit of 800 million yen in the July-September quarter, compared to losses of 42.3 billion yen in the prior quarter and a loss of 24.5 billion yen a year ago. 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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LGE expects 20% growth in handset shipments in 2010, says executive Nov 5, 12:12 LG Electronics (LGE) expects its handset shipments to increase 20% in 2010, a growth as strong as that in 2009, according to Skott Ahn, president and CEO of LG Electronics Mobile Communications. Read more |
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MEMS chip business struggles with growing pains, says IC Insights Nov 4, 12:06 Annual sales of MEMS-based sensor and actuator devices are expected to nearly double in four years, reaching US$7.3 billion in 2013, according to IC Insights. However, it is erroneous to portray the burgeoning MEMS segment as a utopian market opportunity, the research firm pointed out. Read more |
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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). Read more |
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Taiwan LED chipmakers expanding capacity on strong backlight demand Nov 3, 12:26 The total blue LED chip capacity of Taiwan-based LED chipmakers Epistar, Formosa Epitaxy, Tekcore, Arima Optoelectronics, Genesis Photonics and Huga Optotech is expected to increase by 25% to five billion chips per month in 2010 to meet increasing demand for LEDs used in large-size panel backlighting and general lighting applications, according to market sources. Read more |
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Solar wafer maker SAS expects October revenues to hit all-time high Nov 3, 12:19 Taiwan-based solar wafer maker Sino-American Silicon Products (SAS) expects to hit record revenues in October due to booming sales, according to company president Doris Hsu. SAS has fully utilized its production capacity for both solar-grade and semiconductor-grade wafers, as well as for patterned sapphire substrates for LEDs, Hsu added. Read more |
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Projector chips supply to remain tight through end of 2009 Nov 3, 11:59 Front projector vendors are seeing chip shortage, especially for DLP chips from Texas Instruments (TI), amid surging demand since the second quarter of 2009, and they expect the shortage to last until the end of 2009, according to industry players. Read more |
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Solar cell makers Motech and E-Ton expect strong 4Q09 Nov 3, 11:19 Taiwan-based Motech Industries and E-Ton Solar Tech both expect strong solar cell shipments in the fourth quarter of 2009. They shipped 235MWp and 139MWp respectively during January-September and expect shipments to reach 360MWp and 200MWp respectively for 2009, according to the companies at their investors conferences on November 2. 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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Coretronic 3Q09 net profit reaches almost NT$900 million Oct 30, 16:53 Backlight unit (BLU) and projector maker Coretronic has announced third-quarter consolidated revenues of NT$21.05 billion (US$647.14 million) with an operating income of NT$463 million. Net profit was reported at NT$899 million, with an EPS of NT$1.18. Read more |
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ASE 3Q profits up 44% on year; ups 2009 capex Oct 30, 16:47 Advanced Semiconductor Engineering (ASE) has announced net income of NT$3.19 billion (US$98 million) on revenues of NT$25.2 billion for the third quarter of 2009. The figures showed an on-year drop of 2% in revenues, but a 44% rise in profits. Read more |
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HannStar Board reiterates NT$20 billion revenues and 65 million unit shipments targets for 2009 Oct 30, 16:39 PCB maker HannStar Board expects revenues will continue to grow in October and November, and it aims to see consolidated revenues of NT$20 billion (US$614.16 million) in 2009. HannStar Board shipped 48 million notebook PCBs in the first three quarters of 2009, and yearly shipments are expected to reach its goal of 65 million units, said the company. Read more |
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Sunplus subsidiary HT mMobile to launch 3G handset chips by year-end Oct 30, 16:05 HT mMobile, a subsidiary of Sunplus Technology, will launch 3G handset chips by the end of 2009, according to company chairman Huang Chou-Chye. HT mMobile has formed strategic alliances with a component distributor, a China-based white-box handset maker, and small- to medium-size panel supplier Giantplus Technology, Huang noted. Read more |
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Taiwan Mobile aiming for net NT$4.67 per share in 2009 Oct 30, 15:32 Taiwan telco Taiwan Mobile (TWM) has released its third-quarter financial report saying it aims to see a net (EPS) of NT$4.67 for the whole year of 2009. Read more |
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MediaTek to volume produce WiMAX chips by year-end 2009 Oct 29, 16:25 MediaTek plans to begin volume producing three WiMAX controller chips at the end of 2009, and expects shipments to grow by 10 times in 2010, according to the company. Read more |
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CyberLink may not benefit from Windows 7 launch, says chairman 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 7 because upgrade to the new operating system does not necessarily require users to replace their PCs, according to company chairman Jau Huang. Read more |
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Digital photo frame market to decline in 2009 and 2010, says IDC Oct 29, 15:08 Global digital photo frames shipments grew 6.3% on year to 9.1 million units in 2008, with the US being the dominant region of nearly 5.9 million units, according to IDC. The global market is expected to decline by about 10% in 2009 with shipments falling to 8.2 million units while the US market will decline by 11%. Single digit growth is forecast to resume in 2011 and continue to improve throughout the rest of the forecast period, resulting in a 2008-2013 CAGR of 0.4%. Read more |
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CPT reportedly planning management shuffle Oct 29, 12:03 Chunghwa Picture Tubes (CPT) reportedly is thinking of reorganizing its executive team due to serious losses in 2009 and is expected to make an announcement shortly, according to industry sources. Read more |
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SPIL says 2010 capex to double Oct 29, 11:57 Siliconware Precision Industries (SPIL) has set its capex budget for 2010 at NT$10 billion (US$307.7 million), doubling from NT$5.3 billion allocated for 2009, according to company chairman Bough Lin. With a capex of NT$3.5 billion for the fourth quarter, the packaging and testing house has revised upward its 2009 capex from the original budget of NT$4 billion. Read more |
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China to produce 30,000 tonnes of poly-Si in 2009, says report Oct 29, 11:29 China-based makers will produce an estimated total of 30,000 metric tons of polycrystalline silicon (poly-Si) in 2009, lower than the domestic demand, China-based website http://www.chinamining.org/ quoted Lei Ting, vice president of Suntech Power, as saying. 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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| 426 news tagged 2009 (1/9) | |
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