Output value for the global IC foundry industry is forecast to reach US$54.8 billion in 2015, up 12% from US$49 billion in 2014, according to Digitimes Research.
Google is planning to push 2-in-1 devices in 2015, according Digitimes Research's inquiries within the upstream supply chain. Google's 2-in-1 Chromebook designed by Quanta Computer is expected to be completed by the end of the first quarter.
Taiwan-based ODMs shipped 21.90 million LCD monitors in the fourth quarter of 2014, decreasing 1.2% sequentially and 10.5% on year, according to Digitimes Research.
Taiwan-based TFT-LCD panel makers shipped 356.472 million small- to medium-size panels in the fourth quarter of 2014, growing 8.1% on quarter but dipping 3.3% on year, according to Digitimes Research.
Korea-based vendors who have adopted a one-stop business model for their LCD TV business have recently placed some strategic orders with outside ODMs for 2015...
Taiwan-based brand vendors and ODMs will ship a total of 18.05 million handsets in the first quarter of 2015, down 29.4% on quarter but up 11.2% on year, according to Digitimes Research.
Global demand for LCD TV panels in terms of total area in 2015 is estimated at 126.107 million square meters, increasing on year by 11.2%, according to Digitimes Research.
Notebook shipments (excluding detachable models) by the top-five vendors as well as top-three ODMs suffered a sequential decline of 25% and 19%, respectively, in January due to a high level of inventory at channels which resulted mainly from excess shipments of consumer models by Hewlett-Packard (HP) and Lenovo in the November-December period, according to Digitimes Research.
The fourth quarter of 2014 is typically the busy season for touch panel makers. In China alone, makers experienced 9.8%, 7.1% and 2.5% sequential increases in the handset, tablet and notebook segments but will see declines of 17.9%, 24.8% and 13.4% respectively heading into the first quarter of 2015 as the industry enters the slow season, according to Digitimes Research.
Taiwan makers' LCD TV shipments reached 10.86 million in the fourth quarter of 2014, the first time they broke the 10 million mark since the first quarter of 2012, according to Digitimes Research.