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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
09:31 (GMT+8)
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Subject: Bits + chips > Passive, PCB, other IC components |
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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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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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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IC distributor Yosun to set up more offices in China Nov 19, 15:57 Taiwan-based IC distributor Yosun Industrial plans to invest an additional NT$120 million (US$3.73 million) to set up more branch offices in second- and third-class cities in China and expects revenues generated from the China market to increase at least 50% in 2010. Read more |
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Chip resistor substrate ASP will remain stable Nov 18, 16:54 Chip resistor substrate ASPs will not see large fluctuations as demand remains high, according to market sources. Alumina substrate supplier Leatec Fine Ceramics has resumed all of its capacity in Taiwan and China to meet the strong demand, said the company. Read more |
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Yageo releases RE precision thick film resistors targeting consumer electronics applications Nov 18, 16:24 Yageo has announced new RE precision thick film resistors designed for precision apparatus. Featuring precision tolerance and ultra-low temperature coefficient, Yageo's new RE series come in four sizes targeting applications in measuring instruments, industrial controls, medical treatment, broadband communication and consumer electronics with competitive prices. Read more |
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Taiwan-based passive device makers Polytronics, Thinking Electronic see prospects for new products Nov 18, 14:26 Passive device maker Polytronics Technology has received verification from clients on its new LED heat dissipation plate product line and expects to see demand from Taiwan- and South Korea-based panel makers, according to the company. Thinking Electronic Industrial, another passive device maker, also said it has obtained orders for its new variable resistors used in 3G base stations, from China, Ireland and other markets. Read more |
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Innolux-CMO merger to benefit Novatek Newswatch - Nov 17, 17:10 The merger of Innolux Display and Chi Mei Optoelectronics (CMO) is expected to help Taiwan-based large-size LCD driver IC design house Novatek Microelectronics land more orders from the new company, according to market sources. Read more |
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Taiwan font solution provider Arphic joins MIPS Alliance Program Nov 17, 12:11 MIPS Technologies has announced that Taiwan-based Arphic Technology has joined the MIPS Alliance Program to provide professional font support for a variety of digital devices, including handsets, netbooks, e-book readers, display panels, digital TVs (DTVs) and set-top boxes (STBs). A large number of MIPS's licensees already use Arphic's embedded font technology to reduce development time and bring competitive products to market faster. Read more |
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Pixart, MediaTek and UMC cooperate for MEMS g-sensors Nov 17, 12:00 Taiwan-based CMOS image sensor designer Pixart Imaging and handset IC design house MediaTek will work with United Microelectronics Corporation (UMC) to promote sales of MEMS accelerometers (g-sensors) to China-based handset IC designers and handset vendors, according to market sources. 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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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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Optoelectronics PCB maker TPT to see strong 1Q10 Nov 11, 14:07 Taiwan PCB Techvest (TPT) estimates revenues for the first quarter of 2010 to remain flat sequentially, bucking seasonal trends, according to the company. TPT saw October 2009 revenues slide 5.6% sequentially to NT$1.14 billion (US$35 million), in line with Taiwan panel makers' revenues performance in October. 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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Major IC distributors see revenues drop in October Nov 11, 12:01 WPG Holdings has reported consolidated revenues of NT$17.57 billion (US$543 million) for October 2009, down around 5% sequentially, while rivals Yosun and WT Microelectronics saw consolidated revenues decrease 12% and 18%, respectively, mainly because customers had stocked up ahead in September for the national holiday in China. 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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Protective component makers optimistic about future outlook despite revenue decline in October 2009 Nov 10, 14:52 Taiwan-based protective component makers Thinking Electronic and Polytronics Technology both saw revenues decline by more than 10% in October 2009. However, they are optimistic about outlook in fourth-quarter 2009 and beyond into 2010. 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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HannStar Board posts weaker-than-expected October revenues Nov 9, 15:58 Notebook PCB maker HannStar Board has posted consolidated revenues of NT$1.93 billion (US$59.71 million) for October, down 7.92% on month and down 4.22% on year. Read more |
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Taiwan-based quartz component makers see revenues increase in October Newswatch - Nov 9, 12:02 Taiwan-based quartz component suppliers TXC and Tai-Saw Technology reported growth in October revenues, while makers of other passive components mostly saw revenues decline. TXC's October consolidated revenues hit a record at NT$789 million (US$24.37 million), and Tai-Saw saw its revenues increase 9.3% sequentially to NT$150 million. Read more |
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Aluminum capacitor prices will remain stable, says Nichidenbo Nov 6, 16:34 Nichidenbo, a distributor of Nippon Chemi-con in Taiwan, has said ASPs of aluminum capacitors will remain stable and are not likely to increase temporarily due to appreciation of the Japanese yen. NDB saw October 2009 revenues decline 12.9% sequentially to NT$176 million (US$5.41 million). 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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Spirox strengthens cooperation with Tektronix Nov 6, 15:05 Taiwan-based high-tech equipment and service solutions provider Spirox has expanded its cooperation with Tektronix by adding more of Tektronix' products such as oscilloscopes to its product offerings, and expects revenues generated to account for more than 10% of its total revenues in 2010, according to the company. Read more |
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China-based BOE and Taiwan equipment suppliers sign letter of intent for 8.5G LCD fab Nov 6, 12:41 The Taiwan Optoelectronic and Semiconductors Equipment Association (TOSEA) and China-based panel maker BOE Technology signed a letter of intent (LOI) on November 5 in Taipei that will see BOE give priority to equipment sourced from Taiwan for its 8.5G LCD plant. Read more |
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Yageo October 2009 revenues drop 7% Nov 6, 11:43 Passive component maker Yageo has reported October revenues of NT$1.86 billion (US$57.26 million), reaching a 5% on-year growth and representing the second high in 2009. Read more |
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Taiwan equipment makers post mixed 1Q-3Q09 earnings Nov 4, 14:26 Taiwan-based Usun Technology has reported on-year profit growth of 89% for the first three quarters of 2009, whereas fellow equipment maker Csun Manufacturing saw a 54% decline. Both Gallant Precision Machining (GPM) and Kenmec Mechanical Engineering swung to losses in the nine-month period, compared to profits a year ago. 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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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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NPC likely to receive FC substrate backend orders from Intel after NGK stops its supply Nov 3, 16:15 IC substrate supplier Nan Ya Printed Circuit Board (NPC) may see weaker order volumes in the short term because its Japan-based strategic partner NGK Spark Plugs has announced that it will stop supplying flip-chip (FC) substrates to Intel at the end of March 2010, according to market watchers. However, NPC is expected to grab backend orders from Intel in the future, the sources added. 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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Ichia October revenues fall short of expectation, says paper Newswatch - Nov 3, 13:54 Handset keypad and flexible PCB maker Ichia Technologies saw October revenues fall short of market expectations due to slower-than-expected keypad orders from clients in Korea, according to a Chinese-language Commercial Times report. 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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Cyntec to delist from TSE in March 2010; become wholly owned subsidiary of Delta Electronics Nov 2, 16:52 Passive component maker Cyntec has announced that it will become a 100%-owned subsidiary of its parent company Delta Electronics, and will delist from the Taiwan Stock Exchange (TSE) market on March 31, 2010 at the earliest. 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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Belgium-based IMEC to set up R&D center in Taiwan Oct 29, 15:04 Belgium-based Interuniversity Microelectronics Center (IMEC) plans to set up a R&D center in Taiwan in 2010 with an aim to accelerate the development of the MEMS market in Taiwan, according to IMEC. Read more |
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Unimicron cautious about 4Q09 Oct 28, 16:00 PCB maker Unimicron Technology may see revenues for the fourth quarter dip slightly or remain similar to levels in the third, as orders, excluding those postponed earlier, are not as strong as expected, according to spokesperson Shen Tsai-Sheng. Read more |
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SMIC completes customer qualification of MEMS chip Oct 28, 13:58 Semiconductor Manufacturing International Corporation (SMIC) has announced the successful function qualification of a MEMS-based chip for Microstaq, a supplier of advanced silicon MEMS-based fluid control solutions. Read more |
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Topoint, Key Ware enter Japan drill bit supply chain Oct 27, 16:40 Taiwan-based drill bit maker Topoint Technology has entered the supply chain of Japan-based substrate maker Ibiden Electronics, while Key Ware Electronics has also received orders from CMK, Shinko Electronic Industrial and Eastern, according to the companies. Both makers expect revenues from the Japan market to double on year in 2010. Read more |
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Thinking Electronic to see 10 fold growth in automotive component shipments Newswatch - Oct 27, 16:19 Taiwan-based passive component maker Thinking Electronic Industrial's monthly shipments of automotive components used in heaters is expected to ramp to ten times its current level – about three million units – around the second quarter of 2010 mainly due to fast growing demand for automobiles in the China market, according to market sources. Read more |
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Delta revenues for first three quarters decrease, but profit increases Oct 27, 14:09 Delta Electronics has announced that consolidated revenues for the first three quarters of totaled NT$89.13 billion (US$2.75 billion), down 19.5% from NT$110.73 billion in 2008. Read more |
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Passive component maker Mag.Layers 3Q09 pre-tax profits up 82% on year Newswatch - Oct 26, 15:18 Taiwan-based Mag.Layers Scientific-Technics, which focuses on niche high-frequency telecommunication components for both the handset and notebook segments, has posted pre-tax profits of NT$124 million (US$3.8 million) for the third quarter of 2009. The figure presented a 63% growth from pre-tax profits of NT$76 million from the prior quarter, and a 82% jump on year. Read more |
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IC distributors WPG and Yosun see strong 3Q09 profits Newswatch - Oct 26, 14:57 WPG Holdings is expected to report a pre-tax EPS (earnings per share) of NT$1.50 (US$0.05) for the third quarter of 2009, similar to the NT$1.55 for the January-June period, according to market watchers. Meanwhile, rival Yosun Industrial has posted an EPS of NT$1.38 before tax for the third quarter, compared to NT$0.73 in the second. Read more |
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NPC expects strong revenues from FC CSP substrates in 2010 Oct 26, 10:22 Nan Ya Printed Circuit Board (NPC) may see its revenues from flip-chip chip scale packaging (FC CSP) substrates double in 2010 because of significant demand from the handset segment, according to the company. Read more |
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Iteq to expand CCL and FCCL capacity Oct 23, 16:23 Taiwan-based Iteq plans to expand the monthly capacity at its Guangzhou, China plant for flexible copper-clad laminates (FCCLs) from 30,000 square meters to 100,000 square meters in the third quarter of 2010. The company also said it will add 500,000 square feet to the company's total CCL monthly capacity in the fourth quarter of 2009, and another 400,000 square feet in fourth-quarter 2010. Read more |
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Taiwan-based passive component suppliers to see 4Q09 revenue drops narrow pushed by iPhone sales Oct 23, 15:26 Yageo, Cyntec, Polytronics Technology, Mag.Layers Scientific-Technics, Thinking Electronic and TXC are expected to see narrower revenue declines or flat revenues in the fourth quarter of 2009 thanks to the popularity of Apple's iPhone, according to market watchers. Read more |
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Zenitron sees USB 3.0, touch and green solutions as growth drivers in 2010 Oct 22, 16:38 Taiwan-based IC distributor Zenitron expects sales of touch panel solutions, energy-saving solutions and USB 3.0 devices to be its revenue growth drivers in 2010, according to CEO Jason Chen. The company's new multimedia product –a digital media processor from Realtek Semiconductor – is also expected to help push Zenitron's revenues next year, Chen added. Read more |
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HannStar Board kicks off construction of new plant in Jiangyin, China Oct 22, 16:24 Notebook PCB maker HannStar Board has kicked off construction of a new plant in Jiangyin, China to meet increasing demand from customers. Read more |
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LCD equipment supplier Mirle says order visibility extended into 2Q10 Oct 22, 15:10 Flat-panel display (FPD) equipment specialist Mirle Automation has secured orders worth NT$2.8 billion (US$86.8 million), and seen its order visibility extend to the second quarter of 2010, according to the company. Of the order backlog, orders worth NT$1.6 billion are from the display industry. Read more |
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Xilinx and ARM announce development collaboration Oct 21, 16:59 Xilinx and ARM have announced they are collaborating to enable ARM processor and interconnect technology on Xilinx FPGAs. Xilinx is adopting ARM Cortex processor IP, using performance-optimized ARM cell libraries and embedded memories for their future programmable platforms. In addition, ARM and Xilinx are working to define the next-generation ARM AMBA interconnect technology that is enhanced and optimized for FPGA architectures. Read more |
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