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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
11:24 (GMT+8)
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Acer and Asustek hold over 50% of EMEA netbook market in 3Q09, followed by Samsung, says Canalys Nov 20, 17:04 Acer and Asustek Computer continued to lead in the EMEA netbook market in the third quarter of 2009, taking up 32.4% and 19.6% shares, respectively, but Samsung Electronics rose quickly with a 12% share to take third place, according to figures from research firm Canalys. Read more |
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China market: 58.24 million digital cable TV users at end of 3Q09 Nov 20, 10:07 There were 58.24 million subscribers of digital cable TV service in China as of the end of the third quarter of 2009, growing by 46.6% on year, according to China-based consulting company Analysys International. Read more |
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PV inverter market shines bright in 3Q09, says IMS Research Nov 19, 16:57 The PV inverter market staged a strong recovery in the third quarter of 2009 with shipments reaching record levels and the outlook for the market is becoming increasingly positive, according to IMS Research. Read more |
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Global TV shipments reach 54.9 million in 3Q09, says DisplaySearch Nov 19, 16:13 Global TV shipments increased 1% on year for the first time since the third quarter of 2008 to 54.9 million units in the third quarter of 2009, according to DisplaySearch. Read more |
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China market: 3Q09 on-line advertising value tops 4.1 billion yuan Nov 19, 16:00 Providers of on-line advertising services in the China market generated total revenues of 4.159 billion yuan (US$609 million) during the third quarter of 2009, according to China-based consulting company Analysys International. Read more |
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China market: Over 39 million handsets sold in 3Q09 Nov 19, 15:58 There were 39.07 million handsets (not including gray-market) sold in the China market during the third quarter of 2009, increasing by 18.1% on quarter and 11.7% on year, according to China-based consulting company Analysys International. Read more |
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US market: Samsung retakes leadership in LCD TV market in 3Q09, says iSuppli Nov 17, 12:08 Samsung Electronics in the third quarter of 2009 retook the top ranking in the US LCD TV market from chief competitor Vizio, according to iSuppli. Read more |
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AAT expects revenues to drop over 20% sequentially in 4Q09 Nov 12, 15:36 IC design house Advanced Analog Technology (AAT) expects its revenues to decline over 20% sequentially to NT$200-240 million (US$6.17-7.40 million) in the fourth quarter due to slow demand from the flat panel sector. The company has posted revenues of NT$80.55 million for October, in line with expectations. Read more |
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Ralink revenues hit high in October Nov 12, 14:23 WLAN chipmaker Ralink Technology saw its revenues hit a record high of NT$551 million (US$17 million) in October and expects revenues to climb to NT$570-590 million in November. Read more |
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ChipMOS expects 4Q09 revenues to stay flat or drop slightly on quarter Nov 12, 12:17 Packaging and testing house ChipMOS Technologies has said revenues for the fourth quarter of 2009 may remain flat or drop by single-digits compared to the third quarter. Demand for LCD driver IC services looks weaker during the quarter, though services for DRAM and mixed-signal ICs stay strong, 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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BLU makers report mixed results for October Nov 10, 16:15 Backlight unit (BLU) and projector maker Coretronic saw its October consolidated revenues increase 5% sequentially and 28% on year to NT$8.36 billion (US$258.54 million). Read more |
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US LCD digital signage shipments up 41% sequentially in 3Q09, says DisplaySearch Nov 10, 14:35 US LCD digital signage shipments increased 41% sequentially and 19% on year in the third quarter of 2009, according to DisplaySearch. September sell-through was up 49% from shipments in August, and was the largest sell-through month on record for LCD commercial-use displays. Read more |
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PCB maker Tripod Technology expects revenues to go down in November, December Nov 10, 13:58 PCB maker Tripod Technology is seeing orders for PCBs used in TFT-LCD panels, notebooks and hard disk drives decrease while PCBs used in DRAM modules and handsets remain in strong demand. The company expects its consolidated revenues to fall in November and December 2009 compared with October. Read more |
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Worldwide smartphone market continues to grow despite economic malaise, says IDC Nov 9, 15:04 The worldwide smartphone market continued to weather the economic recession and reached a new record for shipments during a single quarter. According to IDC, vendors shipped a total of 43.3 million units during the third quarter of 2009, up 4.2% from the 41.5 million units shipped in third-quarter 2008, and up 3.2% from shipments of 41.9 million units in second-quarter 2009. Read more |
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Top-20 chip suppliers 3Q09 revenues up 19% sequentially, says IC Insights Nov 9, 11:35 Global top-20 semiconductor companies, in total, registered a sales growth of 19% sequentially in the third quarter of 2009, according to IC Insights. This followed an on-quarter 19% increase in the second quarter. Read more |
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LCD component suppliers hit seasonal revenue lull Nov 6, 17:10 Taiwan-based CCFL maker Wellypower Optronics and color filter (CF) maker Sintek Photronic saw their October revenues drop 9.15% and 1.99%, respectively, in October 2009 due to seasonality. 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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Epistar, Formosa, Everlight report net profit for 3Q09 Nov 5, 15:32 Taiwan-based LED chipmakers Epistar, Formosa Epitaxy (FOREPI) and LED packaging house Everlight Electronics have reported net profits for the third quarter of 2009 at NT$606.93 million (US$18.65 million), NT$74.97 million and NT$566.6 million, respectively. Read more |
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Price gap between large-size LED- and CCFL-backlit panels to further narrow in 1Q10 Nov 5, 11:56 The price gap between LED- and CCFL-backlit large-size LCD panels will continue to narrow in 2010, with the difference in the 40-inch segment reducing to 29.8% in the first quarter of 2010 from 35.8% in the third quarter of 2009, according to industry sources. Read more |
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D-Link swings to profits in 3Q09, says CFO 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 losses recorded in the first half of the year, according to company CFO AP Chen. Read more |
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China market: 3Q09 search engine revenues total about 2 billion yuan, says Analysys Nov 5, 10:19 Online search engines in the China market generated total revenues of 2.003 billion yuan (US$293 million) in the third quarter of 2009, increasing 10.7% sequentially and 36.8% on year, according to China-based consulting company Analysys International. Read more |
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Faraday, Global Unichip differ on 4Q09 outlook Nov 4, 14:58 Faraday Technology expects fourth-quarter revenues to drop by 10% due to weaker demand for ASICs, while Global Unichip has said its revenues in the fourth quarter will increase slightly on quarter. Read more |
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Samsung and Micron expand in 3Q09 NAND flash market, says DRAMeXchange Nov 4, 13:57 Only Samsung Electronics and Micron Technology among the world's major NAND flash producers saw their market shares increase on quarter in the third quarter of 2009, according to a recent DRAMeXchange report. Samsung retained its top-spot position with a 38.5% share, while Micron moved up to number three and managed to expand its share to 9.4%. Read more |
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Specialty IC foundry VIS conservative about 4Q09 Nov 4, 12:17 Analog/mixed-signal and logic IC specialist Vanguard International Semiconductor (VIS) has estimated wafer shipments to decrease by around 30% sequentially in the fourth quarter on a 50% utilization rate. The foundry saw third-quarter revenues grow 27% on quarter to NT$4.34 billion (US$133 million), and shipments increase 25% to 284,000 wafers, according to the company. Read more |
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3Q09 chip growth sets stage for 22% surge in 2010, says Future Horizons Nov 4, 12:12 Chip sales hit US$24.0 billion in September, heralding a 20% quarterly increase on third-quarter 2009, according to Future Horizons. The UK-based research firm has raised its forecast for the 2009 chip market to a 10% drop versus an earlier estimate of minus 14%. Read more |
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Broadband market expands despite economic downturn, says iSuppli Nov 3, 16:55 Defying weak economic conditions, the global broadband business is continuing to expand in 2009, with both equipment revenues and subscribers rising in the third quarter, according to iSuppli. Read more |
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WPG reports high 3Q09 profits; expects 10-20% revenue decline in 4Q09 Nov 3, 16:29 IC distributor WPG Holdings has reported net profits of NT$1.3 billion (US$39.8 million) and net EPS of NT$1.46 for the third quarter on consolidated revenues of NT$59.08 billion, up 25.4% sequentially. Both revenues and profits were company records. Read more |
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CPT loss narrows in 3Q09 Nov 3, 15:55 Chunghwa Picture Tubes (CPT) has announced consolidated net loss of NT$4.82 billion (US$148.11 million) for the third quarter of 2009, improved from net loss of NT$9.8 billion for the second quarter. Read more |
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Taiwan-based solder material maker Shenmao sees high net profits in 3Q09 Nov 3, 14:30 Taiwan-based solder material maker Shenmao Technology posted record net profits of NT$148 million (US$4.5 million) in the third quarter of 2009 mainly due to orders for BGA spheres and solder paste from new clients as well as the introduction photovoltaic ribbons, according to the company. January-September net profits were NT$331 million, equivalent to net EPS of NT$3.74, Shenmao indicated. Read more |
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Chip sales reflect improving market conditions in 3Q09, says SIA Nov 3, 12:31 Worldwide sales of semiconductors in the quarter ended September 30, 2009 were US$61.9 billion, an increase of 19.7% from the prior quarter when sales were US$51.7 billion, according to the Semiconductor Industry Association (SIA). Third-quarter sales were 10.1% lower than the US$68.9 billion reported for the like period of 2008. Read more |
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Inductor makers to see stable demand from notebook, handset clients in 4Q09 Nov 3, 12:02 Taiwan-based inductor makers, including Cyntec and Mag.Layers Scientific-Technics, are optimistic about fourth-quarter outlook with stable demand from the notebook and handset sectors. Market watchers expect revenues and profits of both companies in the fourth quarter to stay flat sequentially. 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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Handset market turns corner in 3Q09; more gains expected in 4Q09, says IDC Nov 3, 10:22 The worldwide handset market saw mild sequential growth in third-quarter 2009, according to IDC. On-year growth remained negative, but improved from the first half of 2009. Handset shipments totaled 287.1 million units worldwide in the third quarter, down 6% from a year earlier, but up 5.6% from the second quarter. Read more |
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PVI turns profitable in 3Q09; sets share exchange ratio for E-ink acquisition Nov 2, 16:26 Electrophoretic display (EPD) maker Prime View International (PVI) has posted net profit of NT$56.85 million (US$1.75 million) for the third quarter of 2009, according to data from the Taiwan Stock Exchange (TSE). 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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DRAM module makers post outstanding 3Q09 profits Nov 2, 15:59 Taiwan memory module makers A-data Technology, Transcend Information and Power Quotient International (PQI) all saw significant profit growth in the third quarter of 2009. Read more |
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Innolux swings to profit in 3Q09 Nov 2, 15:31 Taiwan-based LCD panel and system maker Innolux Display turned profitable in the third quarter of 2009 with a net profit of NT$1.08 billion (US$33.19 million). Read more |
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Taiwan DRAM makers see losses narrow in 3Q09; expected to break even in 4Q09 Nov 2, 15:00 Taiwan-based DRAM makers saw losses narrow in third-quarter 2009 with combined losses at Powerchip Semiconductor Corporation (PSC), ProMOS Technologies, Nanya Technology and Inotera Memories totaling NT$17.5 billion (US$537.57 million). The companies are expected to reach breakeven in the fourth quarter as DRAM pricing grows stronger, according to market watchers. Read more |
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HannStar Display swings to profits in 3Q09 Oct 30, 17:10 HannStar Display saw net profits of NT$491 million (US$15.11 million) in the third quarter and expects utilization rate to remain high in the fourth quarter. 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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Macronix net profits more than double in 3Q09 Oct 30, 15:51 Mask ROM and NOR flash maker Macronix International Company (MXIC) saw its net profits increase 131% sequentially to NT$2.27 billion (US$69.63 million) in third-quarter 2009, according to the company. The earnings translated into an EPS of NT$0.7 for the quarter. Read more |
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Unity Opto, Harvatek report net profit for 3Q09 Oct 30, 15:46 LED packaging houses Unity Opto Technology and Harvatek have reported net profits of NT$328.85 million (US$10.12 million) and NT$102.58 million, respectively, for the third quarter of 2009. Read more |
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Silicon Motion 3Q09 sales up 14% sequentially with narrower loss Oct 30, 15:22 Silicon Motion Technology, a fabless design house specializing in low-power IC solutions for consumer electronics devices, has announced net sales for the third quarter of 2009 increased 14% on quarter to US$23.1 million. GAAP net loss for the quarter decreased to US$4.7 million or US$0.16 per diluted ADS, compared to a loss of US$6.2 million or US$0.22 per diluted ADS in the second quarter. Read more |
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Zyxel and MTI suffer losses in 1Q-3Q09 Oct 30, 14:48 Taiwan based network equipment makers Zyxel Communications and Microelectronics Technology (MTI) have both suffered losses for the first three quarters of 2009, according to data released by the companies. Read more |
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Solar players SAS and E-Ton see profits in 3Q09 Oct 30, 14:47 Taiwan-based solar-grade crystalline silicon wafer maker Sino-American Silicon Products (SAS) and crystalline silicon solar cell maker E-Ton Solar Tech have published their financial reports for the third quarter of 2009, posting a net EPS of NT$0.19 (US$0.006) and NT$2.59 respectively. Read more |
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Altek aims at 25% on-quarter growth in 4Q09 revenues 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 will rise 25% sequentially to NT$10 billion (US$309 million), according to company president Alex Hsia. 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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