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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
09:09 (GMT+8)
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Subject: Systems > Portable |
Taiwan market: Microsoft ties up with Senao to promote Windows 7 and Windows Mobile OS Nov 20, 17:06 Microsoft will team up with Taiwan-based Senao International, an IT and telecom retain chain, to promote its newly released Windows 7 and Windows Mobile operating systems, according to the companies. Read more |
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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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Taiwan market: Netbook sales through carriers decline in October 2009 Nov 20, 16:27 Sales of netbooks bundled with 3G services in the Taiwan market dropped to 12,000-13,000 units in October from the monthly 15,000-16,000 units in July and August, according to market sources. The ratio of netbooks sold via bundles compared to retail sales declined to 40% in October, compared to around 50% in July and August. Read more |
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Pegatron lands large-volume smartbook orders Nov 20, 15:40 Pegatron Technology has received a large volume of orders for smartbooks from a number of clients, which are likely to launch in cooperation with telecom carriers in the first quarter of 2010, according to company general manager of business unit one, Jeremy Shu. Read more |
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Taiwan market: HP launches Blu-ray equipped high-end notebook Nov 19, 17:03 Hewlett-Packard (HP) on November 18 launched a Blu-ray equipped high-end gaming notebook, the Pavilion dv8, manufactured by Quanta Computer in the Taiwan market priced NT$72,900 (US$2,269). Read more |
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China-based touch controller supplier Pixcir expands cooperation with Taiwan-based touch panel suppliers Nov 19, 16:07 China-based TFT-LCD driver IC and capacitive touch controller supplier Pixcir Microelectronics has recently expanded its cooperation with Taiwan-based touch panel suppliers including Cando and Sintek Photronic, and completed testing for 5- to 17.3-inch touchscreen modules, according to market sources. Read more |
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Asustek announces 15.6-inch 3D notebook with price at NT$50,000 in Taiwan Nov 19, 16:05 Asustek Computer has announced a 15.6-inch 3D notebook, the G51J 3D, featuring Nvidia's 3D Vision solution priced about NT$50,000 (US$1,556), high than Acer's 15.6-inch 3D notebook's NT$37,900 (US$1,180) in Taiwan. However, Asustek's 3D solution will give consumers better image quality, according to industry sources. Read more |
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Apple tablet PC reportedly delayed until 2H10, with OLED model now included Newswatch - Nov 19, 12:34 Apple reportedly plans to postpone the launch of its tablet PC from an original March launch schedule to the second half of 2010, as the vendor has decided to switch some components and plans to launch a model using a 9.7-inch OLED panel from LG Display, according to sources from component makers. Read more |
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Share buy-up from ASE will not affect USI operation, says USI Nov 18, 16:51 A Universal Scientific Industrial (USI) spokesperson has commented on Advanced Semiconductor Engineering's (ASE's) announcement to buy up shares in USI, saying that the company had no knowledge of ASE's action before the announcement. 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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Hynix and Seti grab CIS orders for HP entry-level notebooks Nov 18, 13:34 Hynix Semiconductor and Seti have recently snatched CMOS image sensor (CIS) orders for most of Hewlett-Packard's (HP's) low-priced notebooks from OmniVision, by offering lower prices, according to industry sources. OmniVision has also adopted a flexible pricing strategy, hoping to take back the lost orders, the sources added. Read more |
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ASE to buy up shares in USI, targeting SiP applications Nov 18, 11:12 Advanced Semiconductor Engineering (ASE) is seeking to acquire all of the outstanding shares of Universal Scientific Industrial (USI) for NT$21 (US$0.65) per share, with the total cost estimated at NT$18.9 billion, according to the company. 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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AMD VP visits Taiwan to seek more support from motherboard makers Nov 17, 14:28 AMD senior vice president and general manager for Products Group Rick Bergman arrived in Taiwan on November 16 to talk about AMD's latest roadmap with Taiwan PC, motherboard and graphics card makers, as well as seeking more support from them for equal competition with Intel as Intel has agreed to abide by a set of business practice provisions, according to sources from motherboard makers. Read more |
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Dell outsourcing Mini 3 smartphones to Foxconn, and MIDs to Qisda, says paper Newswatch - Nov 17, 12:03 Dell is outsourcing the production of its Mini 3 smartphones to the Foxconn Electronics (Hon Hai Precision Industry) Group and also plans to outsource the production of its MID products to Qisda, according to a Chinese-language Commercial Times report. Read more |
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Asustek considering acquisition to achieve goal of becoming top-3 notebook vendor, in talks with Toshiba, says paper Newswatch - Nov 16, 15:56 Asustek Computer is considering plans to aid its goal of ranking as the global top-three notebook vendor in 2011 through acquisitions; Toshiba's notebook business has been identified as one of the company's possible targets, according to a Chinese-language Commercial Times report citing Jonney Shih, the company chairman. Read more |
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Wistron expects to land more than 90% of 3D notebook orders in 2010, says paper Newswatch - Nov 16, 13:58 Wistron expects to manufacture more than 90% of the global 3D notebooks in 2010, according to a Chinese-language Apply Daily report citing Brian Chong, chief of product planning in Wistron as saying. Read more |
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Taiwan market: Netbooks account for more than 40% of total notebook sales in 1-3Q09 Nov 16, 12:42 Taiwan's netbook sales in the first three quarters of 2009 accounted for more than 40% of total notebook sales. As a result local PC vendors' 2009 revenues and profits are expected to see an impact, according to sources from channel vendors. Read more |
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Intel to launch four Arrandale CPUs for mainstream notebooks in January 2010 Nov 13, 17:09 Intel plans to launch four 32nm dual-core Arrandale CPUs (Calpella platform), the Core i5-520M, Core i5-430M, Core i3-350M and Core i3-330M, in the first half of January 2010 for the mainstream notebook segment, according to sources from notebook players. Read more |
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Asustek to launch a 17.3-inch 3D notebook in 1Q10 Nov 13, 17:01 Asustek Computer plans to launch a 17.3-inch 3D notebook (G72GX) in the first quarter of 2010 that features the Intel Core i7 CPU, Nvidia GeForce GTM 160M GPU, 4GB of memory and two 320GB hard drives. 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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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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MSI, ECS, Gigabyte see October revenues drop on month Nov 12, 17:10 While Asustek Computer reported on on-month increase in revenues in October, other first-tier motherboard makers Micro-Star International (MSI), Elitegroup Computer Systems (ECS) and Gigabyte Technology all saw their revenues drop on month in October. Read more |
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Foxconn launches series of investments in China Stockwatch - Nov 12, 16:59 Foxconn Electronics (Hon Hai Precision Industry) has announced a series of investments in China with the total amount reaching US$393 million, according to company posts on the Taiwan Stock Exchange (TSE). 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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Intel to launch three Arrandale CPUs for ultra-thin notebooks in 1H10 Nov 12, 15:08 Intel plans to launch three 32nm dual-core Arrandale CPUs (Calpella platform), the Core i7-640UM (1.2GHz), Core i7-620UM (1.06GHz) and Core i5-520UM (1.06GHz) with price in thousand-unit tray quantities of US$305, US$278 and US$241, respectively, in the first half of 2010 for ultra-thin notebooks, and will launch more CPUs for the market in the third quarter of 2010, according to sources from notebook players. Read more |
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AMD reveals future platform lineups Nov 12, 14:32 AMD has announced new details on its platform roadmap at the 2009 Financial Analyst Day, where senior executives, including president and Chief Executive Officer Dirk Meyer, discussed AMD's strategy for sustained success and growth in 2010 and beyond. Read more |
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Wistron developing handheld device using flexible e-paper Nov 12, 12:08 Wistron is currently developing a 5- to 6-inch handheld device that will adopt a flexible e-paper display from the recently acquired Polymer Vision, according to Brian Chong, chief of product planning in Wistron. Read more |
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CPT to supply panel for Asustek 3D notebooks Nov 11, 16:35 Chunghwa Picture Tubes (CPT) is expected to supply the panel for Asustek Computer's reported 15.6-inch 3D notebook, which will be launched before the end of 2009, according to industry sources. Read more |
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Taiwan market: Fujitsu launches new tablet PC and ultra-thin notebooks Nov 11, 15:46 Japan-based PC vendor Fujitsu has launched the 12.1-inch LifeBook T4310 tablet PC priced at NT$52,800 (US$1,625) in Taiwan along with the 11.6-inch LifeBook P3110 and 12.1-inch LifeBook P8110 ultra-thin notebooks priced at NT$29,800 and NT$48,800, respectively. Read more |
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Notebook related IC designers see 20% decline in October; expect rebound in December Nov 11, 15:37 Notebook related IC design houses saw sequential revenue declines of around 20% in October 2009 due to fewer working days. However, they expect revenues to rebound slightly in December and may see sequential growth in the first quarter of 2010. Read more |
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Foxconn sees second highest revenues in October Nov 11, 15:18 Foxconn Electronics (Hon Hai Precision Industry) has reported unconsolidated revenues of NT$162.13 billion (US$4.99 billion) for October 2009, up 8.49% on month and the second highest monthly figure on record, only lower than the NT$169.38 billion from the same month a year ago. The company's January-October unconsolidated revenues of NT$1.14 trillion dropped by 6.24% on year. Read more |
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China retailer Suning to help Taiwan vendors tap China market, to make US$350 million procurement from Asustek Nov 11, 14:18 Suning Appliance, the largest IT and consumer electronics retail chain in China, will help Taiwan-based own-brand vendors market their products in the China market and plans to partner with Taiwan retail operators to tap markets outside China and Taiwan, according to company chairman Zhang Jin-dong speaking in Taipei recently. In addition, Suning signed a two-year US$350 million procurement contract with Asustek Computer. 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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LED backlighting, 16:9 ratio remain mainstream technologies for notebook panels in 2010 Nov 11, 11:10 LED-backlighting and 16:9 aspect ratio will remain as the mainstream technologies for notebook panels in 2010 with some models featuring touchscreen and 3D functions, according to market sources. Read more |
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Synnex October revenues decline sequentially Nov 11, 10:37 Synnex Technology International, a Taiwan-based distributor of IT and consumer electronics products, has reported unaudited consolidated revenues of NT$17.07 billion (US$525 million) for October, dropping 26.7% sequentially but rising 11.3% on year. Read more |
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Asustek and Pegatron see increase in October 2009 revenues Nov 10, 15:35 First-tier motherboard maker Asustek Computer has registered sales of NT$28.66 billion (US$882 million) for October 2009, up 22% on month and 18.16% on year, but combined sales from January to October 2009 still dropped 17.83% compared to a year ago, according to the company. Read more |
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Taiwan market: Acer, Asustek, Lenovo, MSI lower prices to clean inventories Nov 10, 14:41 Taiwan-based PC vendors Acer and Asustek Computer and China-based Lenovo have lowered retail prices for their ultra-thin notebooks and netbooks in the Taiwan market, while Taiwan-based Micro-Star International (MSI) has also lowered its all-in-one PC prices, in a bid to clear out inventories by the end of 2009 in preparation of Intel's upcoming dual-core Arrandale CPUs and Calpella notebook platform and Pine Trail-M netbook platform, according to players in the retail channel. Read more |
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First-tier notebook makers see sequential growth in October, except Inventec Nov 10, 13:57 First-tier notebook maker Quanta Computer shipped 3.9 million notebooks to bring in record consolidated revenues of NT$86.02 billion (US$2.65 million) in October 2009, while Compal Electronics had record shipments of 4.4-4.5 million notebooks and generated monthly record consolidated revenues of NT$74.95 billion, according to the companies. Read more |
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Acer taps former HP executive in China to strengthen channel sales Nov 9, 16:49 Acer has appointed Zhang Jeonghung (translated from Chinese), former VP of the image and printing business unit of Hewlett-Packard (HP) Greater China, to serve as executive VP of marketing at Acer China, according to industry sources. Read more |
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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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2009 2010 3Q09 Acer Asustek China Desktop, server Mobile phone and PDA Mobo, chipset netbook Networking notebook Portable revenues shipments Software, Internet Storage, peripherals Taiwan Taiwan market Telecom service |
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Taiwan notebooks – 3Q 2009 (Nov 18) |
Taiwan shipped 41.4 million notebook PCs in the third quarter of 2009, up 26.1% sequentially and 17.4% from the same period one year earlier. |
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 Table of contents Full report
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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 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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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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