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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
11:20 (GMT+8)
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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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IC distributor Supreme enjoying outstanding performance in 4Q09 Nov 20, 17:00 Supreme Electronics has estimated its consolidated revenues will top NT$3 billion (US$92.68 million) in November and hit a 2009 year-high in the fourth quarter driven by demand for memory products. The company expects a bright outlook for memory products in the first quarter of 2010. Read more |
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Chipbond likely to miss revenue guidance for 4Q09, say watchers Nov 20, 16:38 LCD driver IC packaging and testing house Chipbond Technology may see fourth-quarter 2009 revenues decline by up to 30% sequentially, as customers' inventory levels are still high, according to market watchers. Gross margin for the quarter will accordingly slide to 14-16% for the quarter, compared to 23.5% in the third quarter. Read more |
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Inductor makers to see flat revenues in November; slight drop in 4Q09 Nov 20, 16:19 Taiwan-based inductor makers Chilisin Electronics, King Core Electronics and Mag.Layers Scientific-Technics are expected to see revenues stay flat in November and drop 1-2% sequentially in the fourth quarter of 2009, according to market sources. Chilisin and King Core are optimistic about the 2010 outlook as they roll out new product lines. Read more |
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KYEC sees 4Q09 sales grow on quarter; aborts plans to spin off memory testing unit Nov 20, 15:03 King Yuan Electronics Company (KYEC) has estimated revenues to grow by up to 5% sequentially in the fourth quarter of 2009, while maintaining a 60-65% utilization rate. The IC testing firm attributed the slight growth to a continued pickup in demand for graphics chips and niche memory. Read more |
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Taiwan market: Apple launches MacBook, iMacs and Magic Mouse Nov 18, 16:48 Apple has launched its latest MacBook, and 21.5-inch and 27-inch iMac made by Quanta Computer in Taiwan. Read more |
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ALi revenues expected to grow 5-10% in 4Q09 Nov 18, 15:11 Consumer IC design house ALi is likely to see fourth-quarter revenues increase 5-10% sequentially to NT$1.5-1.6 billion (US$46.69-49.81 million) buoyed by demand for set-top box (STB) ICs from China and Europe, according to market watchers. Read more |
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MediaTek and Spreadtrum raise wafer starts at foundries for 4Q09 Nov 18, 14:31 MediaTek has placed more wafer starts at Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) for the fourth quarter of 2009, buoyed by demand for white-box handsets, according to industry sources in China. Total orders from the fabless customer for the quarter are likely to increase 15% sequentially. Read more |
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MTI looks to double-digit revenue growth in 4Q09, says CEO Nov 18, 11:41 Taiwan-based network equipment maker Microelectronics Technology (MTI) expects its revenues to grow by a double-digit rate sequentially in the fourth quarter of 2009 buoyed by increasing shipments of low noise block (LNB) devices and remote radio heads (RRHs) for CDMA networks, according to CEO and president Allen Yen. Read more |
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MediaTek to see December revenues return to NT$10 billion, say sources Nov 16, 12:17 MediaTek's revenues are expected to return to NT$10 billion (US$310.85 million) in December, generating revenues of NT$29-30 billion in the fourth quarter, as order volume has been recovering, according to industry sources. However, the company has reiterated that its previous forecast, saying its fourth-quarter revenues will drop 13-19% to NT$27.8-29.8 billion. Read more |
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Elan expects touchscreen IC shipments to grow significantly in 4Q09 Nov 13, 12:40 Elan Microelectronics expects to ship 500,000-600,000 touchscreen ICs used in handsets in the fourth quarter, about three times the volume it shipped in the third quarter. However, the company estimates its fourth-quarter revenues will drop 8-16% to NT$1.1-1.2 billion (US$34.02-37.11 million) due to lower demand in the microcontroller unit (MCU) market. Read more |
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Memory IC backend firm Walton positive about 4Q09 Nov 13, 12:13 Walton Advanced Engineering has revised its fourth-quarter revenue guidance to sequential growth, compared to flat revenues that it initially estimated. The memory IC packaging and testing house also forecast revenues for the first quarter of 2010 to hold level, and average monthly revenues next year to top NT$550 million (US$17 million). Read more |
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Solar wafer maker Danen expects all-time high revenues for 4Q09 Nov 12, 16:26 Taiwan-based solar ingot and wafer supplier Danen Technology saw record revenues of NT$133 million (US$4.1 million) in October and expects its fourth-quarter revenues to also reach an all-time high, according to company president James Fang. 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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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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LTCC device maker ACX expects revenues to hit record high in 4Q09 Nov 11, 14:06 Advanced Ceramic X (ACX), a Taiwan-based manufacturer of multilayer ceramic devices and LTCC (low-temperature co-fired ceramic) modules for wireless communications, expects its revenues to hit a new high in the fourth quarter of 2009 after reaching a record high of NT$298 million (US$9.23 million) in the third quarter, according to company president CH Chien. Read more |
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Quartz component makers expect 10% revenue growth in 4Q09 Newswatch - Nov 10, 16:22 Taiwan-based quartz component makers expect their fourth-quarter 2009 revenues to remain at peak season levels, with a sequential increase of about 10%, mainly driven by orders from the handset and networking segments. Overall order visibility has extended to the end of December, according to the makers. 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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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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FPCB makers Career Technology and Flexium to see 4Q09 revenues drop Nov 10, 12:12 Taiwan-based flexible PCB (FPCB) maker Career Technology had October revenues of NT$614 million (US$19 million), up 7.2% on month, while Flexium Interconnect had consolidated sales of NT$367 million last month, up 1.6% sequentially. However, both companies expect their revenues to fall on month in November and again in December. Read more |
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LED companies post mixed October revenues Nov 10, 10:11 LED packaging house Ledtech Electronics and LED chipmaker Tekcore have both posted record revenues for October, while LED packaging house Unity Opto Technology saw a 4.77% sequential decline last month. 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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UMC October revenues down slightly Nov 9, 15:26 United Microelectronics Corporation (UMC) has announced revenues for October 2009 slid 2.49% sequentially to NT$9.297 billion (US$287 million), ending a 7-month streak of on-month revenue growth. Read more |
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MediaTek revenues drop 15% in October; expected to fall further in November Nov 9, 11:28 MediaTek has reported revenues of NT$9.64 billion (US$297.57 million) for October, down 15.33% on month. The IC designer's November revenues may continue to drop by within 10% as shipments for the end-year holiday season have completed, market sources said. Read more |
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US market: LCD TV shipments to reach 8 million in 4Q09, says iSuppli Nov 6, 16:53 US LCD TV shipments are expected to amount to eight million units in the fourth quarter of 2009, up 7.3% from 7.5 million during the same period in 2008, according to iSuppli. 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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Alumina substrate supplier Leatec expects 4Q09 revenues to grow Nov 6, 15:09 Leatec Fine Ceramics, a Taiwan-based alumina substrate supplier for chip resistor manufacturers, expects its fourth-quarter 2009 revenues to grow from NT$190 million (US$5.84 million) in the third as demand remains strong. Read more |
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IC design house Richtek may see slight revenue drop in 4Q09 Nov 6, 12:07 Richtek Technology has estimated fourth-quarter 2009 revenues may stay flat or drop slightly to NT$2.2-2.5 billion (US$67.64 million-76.87 million). The company said it is optimistic about its 2010 outlook and expects to see strong growth momentum in the LED driver IC segment. Read more |
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AUO sees on-month revenue drop in October on seasonality Nov 6, 11:48 AU Optronics (AUO) has announced consolidated revenues of NT$39.6 billion (US$1.22 billion) for October 2009, down by 3.4% sequentially from NT$40.98 billion but up 45.3% on year from NT$27.26 billion. Accumulated consolidated revenues from January to October totaled NT$284.07 billion, down 27.4% on year. 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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Ralink, Leadtrend and ALi to see revenues climb in October Nov 5, 16:48 Taiwan-based IC design houses, Ralink Technology, Leadtrend Technology and ALi, all expect increased revenues for October although some others may see revenues fall 15-20% sequentially in the fourth quarter due to off-season effects. Read more |
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Chipbond and IST 4Q09 revenues to drop 20% on quarter Nov 5, 16:23 Chipbond Technology and International Semiconductor Technology (IST) may see sequential revenue drops of almost 20% in the fourth quarter of 2009, in accordance with driver IC design houses' conservative outlooks for the quarter, according to market watchers. 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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HTC handset shipments and revenues to post sequential growth in 4Q09, says CEO Nov 5, 11:14 HTC's handset shipments and revenues will both grow sequentially in the fourth quarter of 2009 due to strong demand for its recently released Windows Mobile 6.5-based HTC HD2 smartphones, according to company CEO Peter Chou. 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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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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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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DRAM maker PSC revenues up 63% in October Nov 3, 16:35 Powerchip Semiconductor (PSC) has reported revenues of NT$4.239 billion (US$131 million) for October 2009, the highest since August 2008. The figure also showed a 63% growth from NT$2.603 billion a year ago, ending a 15-month streak of on-year revenue drops. 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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Taiwan makers expect mild drop in small- to medium-size LCD panel shipments in 4Q09 Nov 3, 16:03 Major LCD panel makers in Taiwan expect small- to medium-size panel shipments in the fourth quarter to remain flat or drop only 5-10% sequentially, according to company sources. 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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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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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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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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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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| 190 news tagged 4Q09 (1/4) | |
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