Memoright will showcase its latest ruggedized, extended temperature SSD solution, GTR II, as well as a range of SSDs for industrial PCs, business servers and storage systems at DSEi to be held in London from September 13-16 at Booth S10-263.Memoright's self-developed circuit design and close-examination manufacturing process for the GTR II provides high performance and 100% constant speed, the company claimed. GTR II supports SATA II and is available in 32GB, 64GB, 128GB and 256GB capacities.Memoright GTR II supports Secure Erase & Destroy functions and satisfies all military standards under "MIL-STD-810F", which is the standard test method approved for use by all Departments and Agencies of the US Department of Defense (DoD), the company claimed.The Memoright GTR II also features Memoright's proprietary and unique "In-Drive UPS", which ensures 100% data integrity at all times. This avoids abnormal bad blocks and prolongs the useful life of SSDs.As one of a few SSD suppliers that are capable of providing customized services for ruggedized SSD solutions, Memoright is proud of being able to participate at DSEi to share its latest technology development and product roadmap with thousands of engineers and R&D specialists that are visiting DSEi, Memoright president Alex Kuo stated.Memoright's ruggedized SSD solutions have made inroads into the specialized application segment in an array of industries including military, industrial control system, aviation, business server and storage system with major clients spreading across North America, Europe and Asia Pacific. Optimizing its in-house developed SSD controller chips and integrated firmware development capability, Memoright offers customized services that meet the stringent demand for the establishment of reliable and efficient systems.
The SEMI International Standards Committee has approved the formation of a Taiwan 3DS-IC Standards Committee, which will work closely with the North American 3DS-IC Standards Committee to develop the standards urgently needed to make low-cost, high-volume manufacturing a reality. The committee will be led by Yi-Shao Lai, Advanced Semiconductor Engineering (ASE) Group; Wendy Chen, King Yuan Electronics Company (KYEC); and Tzu-Kun Ku, Taiwan Industrial Technology Research Institute (ITRI).As Ku explains, "SEMI Standards are manufacturing needs-oriented through the whole 3DS-IC industry supply chain, and based on its well-established semiconductor production experience, Taiwan is eager to actively contribute to SEMI 3DS-IC standardization." Several Taiwan-based TSV, bonding and thinning, testing, inspection and metrology, and equipment and materials companies will be contributing, with initial efforts expected to focus on testing and middle-end processes.The Test Task Force will be led by Sam Ku of KYEC, Roger Hwang of ASE, and Alex Shu of ITRI. This group will work on defining a common testing standard and methodologies for probe tests at different manufacturing stages on heterogeneous chip stacks, passive interposers, or the complexity module to enable the high yield and reliable final systems. The Middle-End Process Task Force will be led by Arthur Chen of CMPUG and Jerry Yang of SEMATECH, along with staff from ASE and ITRI, and examine 3DS-IC middle-end processes involving shared activities between wafer foundries and OSATs, including embedded via protrusion and viaed wafer thinning, and define outgoing and incoming inspection items and metrologies for intermediate viaed wafers, in-process ESD criteria, in-process inspection items and metrologies in viaed wafer thinning process.Several SEMI Taiwan members are already active in the North American 3DS-IC Committee, so communication and collaboration between the two regions has a strong head start. Yi-shao Lai of ASE, who will chair the new Taiwan Committee in addition to leading the North American Inspection & Metrology Task Force, describes his motivation, "SEMI has a strong reputation for successful standardization, which is why the Taiwan 3DS-IC industry has selected the global SEMI Standards platform to develop consensus on materials, equipment, and other manufacturing areas where standards are needed to drive down cost."
Micro-Star International (MSI) has launched two new gaming notebooks, the GT780DX and GT683DX featuring the Intel Core i7 processors and Nvidia discrete graphics chips.Both gaming notebooks feature Intel's second-generation Core i7-2630QM quad-core processor with Nvidia's high-end GeForce GTX 570M discrete graphics card, and are both equipped with gaming keyboards made by SteelSeries.The two systems support DDR3 memory up to 16GB, while the adoption of RAID 0 settings for the notebooks' hard drives help double their storage capacity, while accelerating read-write speeds by 70%, MSI claimed.The MSI GT780DX sports a 17.3-inch Full HD screen and comes with Cinema Pro technology for a crisper picture and richer colors, while the GT683DX features a 15.6-inch panel. Both devices are equipped with an 720p webcam.Both machines also use MSI's exclusive Turbo Drive Engine (TDE) and Cooler Boost technologies. MSI gaming notebooks specifications Items GT683DX GT780DX Processor Intel Core i7-2630QM Processor (6M Cache, 2.00GHz) Operating System Genuine Windows 7 Ultimate Genuine Windows 7 Professional Genuine Windows 7 Home Premium Memory DDR3 1066/1333 MHz up to 16GB Display 15.6-inch Full HD (1920×1080) 17.3-inch Full HD (1920×1080) or HD+ (1600×900) LED backlight Graphics Nvidia GeForce GTX 570M with 1.5GB GDDR5 memory Video Output 1x HDMI, 1x VGA Hard Disk Drive 750GB SATA 7200rpm + Intel 120GB SSD 500GB SATA 7200rpm + Intel 120GB SSD 750GB (4K sector) x2 750GB SATA 7200rpm x2 500GB SATA 7200/5400rpm x2 320GB SATA 5400rpm x2 Optical Disk Drive Blu-ray / DVD Super Multi Interfaces 2x USB 3.0, 2x USB 2.0, 1x eSATA, SD(XC/HC)/MMC/MS(PRO)/xD card reader 2x USB 3.0, 3x USB 2.0, 1x eSATA, SD(XC/HC)/MMC/MS(PRO)/xD card reader Sound 2.1ch speakers, Sound by Dynaudio, THX TruStudio Pro Communication 802.11 b/g/n WLAN, Bluetooth 3.0+HS, 1x Gigabit LAN Dimensions (W×D×H, mm) 395 × 267 × 55 428 × 288 × 55 Weight 3.5Kg (w/Battery) 3.9Kg (w/ Battery) Source: Company, compiled by Digitimes, September 2011MSI GT780DX gaming notebookPhoto: CompanyMSI GT683DX gaming notebookPhoto: Company
23th August 2011, Taipei, Taiwan - GlacialLight, a division of the experienced technology manufacturer GlacialTech Inc., today expanded its Capella Series of LED products with the new GL-DL08 LED Downlight. This high-performance 8-inch 18 Watt LED downlight is an all-in-one bulb and fixture for ease of installation. Just wire the GL-DL08 into an 8-inch hole in a ceiling, and fill indoor spaces with 120 degrees of light of up to 1200 lumens. This high-brightness lighting solution's slim, sleek, and fashionable circular design make it perfect for use in malls, supermarkets, showrooms, offices, hallways and all other indoor applications. With a CRI of up to 75, it is also a perfect choice for residential lighting. These LED downlights accept a wide range of power sources, from AC 100V up to 240V. Users can choose from models with color temperatures of 3000K, 4000K, or 6000K, which provide 830, 950, and 1200 lumens of light respectively. With lifespan rated at a long 30,000 hours, GlacialLight's Capella Series Downlights outlast the competition and bring years of functional, high-quality, well-designed light to users. They are a fashionable choice for commercial and residential lighting applications. As well as the currently available 8-inch and 6-inch diameter LED Downlights available in the Capella Series, GlacialLight plans to offer 4-inch and 10-inch sizes in future. With environmental protection in mind, GlacialLight has designed the Capella Series GL-DL08 LED Downlight to be RoHS compliant. Furthermore, these downlights contain no hazardous chemicals, such as mercury, and do not emit harmful UV or IR rays, making them more eco-friendly than traditional lighting fixtures. In addition, power conversion efficiency is greater than 80%, helping to reduce energy costs. GlacialLight is very excited to be bringing consumers the all new Capella GL-DL08 LED Downlight Series. LED Capella Series, GLDL08 Features- Indoor use- High power efficiency > 80%- High luminous efficiency LEDs- No UV or IR radiation- Cool light minimizes rise in ambient temperature- Energy saving and environmentally friendly- Slim, compact and fashionable design- CE and FCC certifications Excellent LED lighting products you can trust Design of LED lighting products is based on three core technologies, including: electrical design (LED drivers), mechanical design (cooling devices), and optical design (lamp holders). These roles are performed respectively by GlacialPower, GlacialTech, and GlacialLight in the GlacialTech family. With the three core technologies in hand, GlacialTech has integrated all the resources required for exceptional designs. The company manufactures excellent LED lighting products which you can trust. 18 Watt GLDL08 LED Downlight is a new high performance LED downlight for commercial or residential usePhoto: Company
Acer has announced its first Ultrabook at the IFA consumer electronics show in Berlin. Acer claims the Aspire S3 integrates the best features of notebook and mobile devices.Acer Green Instant On technology provides instant-resume functionality and ensures battery longevity, while Acer Instant Connect delivers faster Internet access. The Aspire S3 is encased in a thin, light metal design that is sturdy and aerodynamic. It will be available in select regions from September.For easy-to-carry convenience, the Aspire S3 measures 1.3cm and weighs less than 1.4kg. It is also equipped with a full-size Acer FineTip chiclet keyboard, designed for comfortable use and maximum productivity. All-day usability is assured by a super-lightweight, high-density battery that delivers up to seven hours of running time. The design of the Aspire S3 features a strong and lightweight aluminum/magnesium alloy chassis, and a lid with a fingerprint-free metal finish, the company highlighted.The 13.3-inch ultra-thin HD LED display adopts an open cell design to conserve materials by using the lid and bezel to form an aluminum frame for the screen. This creates a super-slim yet protective profile and reduces the energy required during manufacture as compared to conventional panel designs.The Aspire S3 features a vent-free bottom so the notebook rests comfortably on the user's lap. Warm components are placed away from the palmrest and touchpad area, so users will not feel any heat discomfort, Acer said. A new airflow design also dissipates warm air from the rear of the notebook, preventing air from blowing towards the user's hands. Finally, the fan motor is optimized to enhance efficiency and lower power consumption to help increase system battery life.The Aspire S3 features the latest second-generation Intel Core i3/i5/i7 processors for full computing and digital creation capability, and a choice of 240GB SSD or 320/500GB HDD with embedded SSD for ultra-fast access and media and data storage.Standard HDMI output is also included for connecting the Aspire S3 to popular HD peripheral devices. Furthermore, users can share data or download photos from their digital cameras using the 2-in-1 card reader that supports SD Card and MMC formats.On-the-go users can keep in touch with friends and colleagues with video conferences thanks to the integrated Acer Crystal Eye 1.3-megapixel camera and microphone. In addition to Wi-Fi, wireless is enhanced by the addition of latest-generation Bluetooth 4.0+HSR technology with lower power consumption.Acer Aspire S3 UltrabookPhoto: Company
Sony has announced the market launch of its first two Sony Tablet devices – the Android-powered Sony Tablet S and Sony Tablet P in the US.Available for pre-sale and on shelves in a month, the Sony Tablet S device is optimized for rich media entertainment on its 9.4-inch touchscreen display. With an Nvidia Tegra 2 mobile processor, the Sony Tablet S device lets consumers enjoy the Web as well as content and applications on its high-resolution screen. Weighing in at about 1.33lbs, its unique asymmetric design allows for hours of comfortable use and built-in Wi-Fi compatibility means Internet connectivity virtually anywhere there is a hotspot, said Sony.Available later in the year, the Sony Tablet P device is ideal for mobile communication and entertainment. With its folding design, two 5.5-inch displays and weighing about 0.83lbs, it can easily fit into a pocket, purse or backpack. It features the Nvidia Tegra 2 mobile processor and is both Wi-Fi compatible and 4G capable exclusively on AT&T's mobile broadband network, offering users access to digital content including videos, games, and e-mail, while on the go, nearly anytime, said Sony.Both devices run on Android, Android 3.1 on Sony Tablet S devices and Sony Tablet P devices will be equipped with Android 3.2 by the time they ship. Both models feature front and rear facing cameras that allow for video recording and capturing still images. The devices also support micro USB and SD cards.Unlike other tablet devices, The Sony Tablet S has an ergonomic, asymmetric design, which allows it to be easily held or carried for long periods of time, said Sony. The unique form factor shifts the device's weight closer to the consumer's palm, making it feel lighter and more comfortable while reading an e-book or watching a video, Sony claimed. The screen is sloped when placed on a flat surface, enhancing visibility and making typing more comfortable. Placing a Sony Tablet S device onto a specialized charging cradle (sold separately) converts the device into a digital photo frame, a digital clock that displays customizable information.Software taking advantage of the design of the Sony Tablet P device allows its dual screens to be used for different functions simultaneously such as playing video on one screen while using the other as a controller or reading e-mail on one screen while using the other as a virtual keyboard. The displays can also be combined to form a single large screen for Internet browsing and more. By holding the device vertically, you can also read e-books much in the same manner you would a physical book.Both Sony Tablet devices are equipped with Sony's TruBlack displays which reduce reflection and glare from sunlight or fluorescent light for high-contrast visibility both indoors and out.A range of optional accessories includes a cradle, AC adapter, LCD screen protector, carrying case and USB adaptor cable for Sony Tablet S devices, and a rechargeable battery pack, AC adapter, LCD screen protector, carrying case and detachable panels for Sony Tablet P devices. A Bluetooth keyboard is also available for both models.The Sony Tablet S device is available in both 16GB and 32GB versions and will be sold at Sony Stores including online and other authorized retailers in the US for about US$499 and US$599, respectively.Sony Tablet S1 tablet PCPhoto: Company
Global Lighting Technologies (GLT) Inc., the specialist in LED-based edge-lit illumination, held an initial public offering of shares of its common stock on the Taiwan Stock Exchange (TWSE) on July 28, 2011 (symbol: GLT). The initial public offering totaled 15.35 million shares at an initial price of NT$50 (US$1.767). The IPO was presided over by GLT's Chairman, Mang-Shiang Lee, General Manager C.L. Wang, and Vice President Johnny Tsai. GLT posted revenues of NT$3.08 billion (US$106.94 million) with net profits of NT$256 million or an EPS of NT$2.39 for 2010, according to the company.Headquartered in Chung-Li, Taiwan, GLT was established in 2000 by combining the manufacturing assets of Shanghai Shinny Electronic Technology Corporation Ltd. and Suzhou Shinny Plastics Co. Ltd. with the Solid State Research and Development arm of Lumitex, Inc., an American lighting technology company based in the Cleveland, Ohio area. GLT's U.S. R&D, engineering and sales force worked out of suburban Cleveland, eventually settling in Brecksville, OH, to develop LED-based edge lighting technology for the latest generation of flat panel displays, according to Vice President and General Manager, David DeAgazio.GLT now offers the world's most efficient LED-based edge lighting technology as well as advanced light extraction technologies and improved manufacturing processes to provide the slimmest, most efficient and cost-effective light guides used in LED backlight units (BLUs) for flat panel displays, LED illuminated keyboards and indoor lighting products as well as solutions for a wide range of general illumination applications. With four manufacturing facilities in the Far East, GLT is poised to deliver a superior illumination solution at a lower cost with faster turnaround.GLT's clients in the device-end market include Sony, Samsung Electronics, Hitachi, and Toshiba. In 2010, GLT teamed up with notebook ODM Wistron to develop large-size LED light guide plates. The GLT-Wistron team will build five production lines for light guide plates at a plant in Guangzhou, China before the end of 2011 with a monthly capacity of 700,000-800,000 units of 40-inch equivalent light guide plates. Including production capacity in Taiwan, GLT will be able to roll out 1.2 million light guide plates in 40-inch equivalents a month by year-end 2011. GLT has also demonstrated the capability of making light guide plates for use in LCD TVs of over 55-inches diameter, and has set up three production lines with total monthly capacity of 400,000 light guide plates for large-size LCD TVs at its factory in northern Taiwan. In addition, GLT is establishing five more production lines at its factory in Zhongshan in southern China in August, with completion scheduled for fourth quarter 2011.Beating the drum for Global Lighting Technologies' initial public offering are, from left to right: Mark Wei, Chairman of KGI Securities; C.L. Wang, General Manager of GLT; Mang-Shiang Lee, Chairman of GLT; and Dr. Chi Schive, Chairman of the TWSE.Photo: Company
The IR OSLON SFH 4715S of OSRAM Opto Semiconductors is today's smallest infrared LED with more than one Watt optical power. The device measures only 3.75 x 3.75 mm² and therefore facilitates very compact illumination units for CMOS and CCD cameras. OSRAM's nanostack chip technology and a temperature stable OSLON Black Series package paved the way for the record-breaking high performance device.The infrared OSLON typically provides 1070 mW optical power at 1 A operating current, and it features a typical thermal resistance of only 6.5 K/W. A lens with +-45° emission angle is integrated in the device. Due to this adapted outcoupling lens the IR OSLON delivers 15 percent more output power than components without lens. With a wavelength of 850 nm, the IR OSLON is particularly well matched with the sensitivity of CMOS and CCD camera sensors. The small package allows compact arrangements which enable a very high power density. Especially 3D cameras benefit from the improved power since the IR-LED can be modulated up to very high operating currents of 5 A in the range of 10 MHz.To achieve the record-breaking ratio of device size to power, OSRAM Opto Semiconductors combines its nanostack chip technology with the temperature stable OSLON Black Series package. The highly efficient stack chips have two p-n junctions connected in series and generate nearly twice the optical power of conventional emitters. The OSLON Black Series package is based on a metal lead frame, and its thermal expansion matches exactly the thermal behavior of circuit boards. Thus a good cycle stability is achieved, even at heavily fluctuating temperatures as they may, for instance, occur outdoors. In other respects, too, the IR OSLON complies with the highest quality standards, as for example with the automotive standard AEC-Q101. Together, the latest chip technology and the excellent package properties ensure an operating lifetime of up to 50,000 hours.Extensive product portfolio for illuminationThe IR OSLON is fully compatible with its counterpart for the visible spectral range. Manufacturers of street lighting or CCTV systems who combine visible and infrared LEDs can use their experience with OSLON Black Series LEDs and apply existing designs and board layouts.With the IR OSLON, OSRAM Opto Semiconductors expands its position in the field of infrared illumination and complements its range of products with an additional power class. The new device particularly addresses the security industry. Possible applications range from spotlights for IR cameras and CCTV systems via machine vision solutions to number plate recognition. For Dr. Joerg Heerlein, Marketing Manager for infrared devices with OSRAM Opto Semiconductors, the IR OSLON hallmarks the beginning of a new product family: "As our next move we plan a 940 nm version. The longer wavelength reduces the so-called red glow effect: since humans perceive intensive infrared light as a faint red glow, this IR OSLON is especially tailored for light sources which should not be seen by people."The infrared OSLON of OSRAM Opto Semiconductors is the smallest IR LED in the 1-Watt class. It affords extremely small illumination units for cam.Photo: Company
ASPEED Technology Inc., a fabless semiconductor company that specializes in SoC (system on chip) design, announced today that it received funding from Intel Capital, Intel's global investment organization. The funding will be used to expand ASPEED's research and development team and extend the company's marketing program for cloud computing solutions.ASPEED's research and development of remote server management ICs enables a richer server system feature set, including the addition of an IPMI-complaint baseboard management controller (BMC) and iKVM functions. According to Gartner, the market for cloud computing will expand rapidly in the coming years, with cloud-computing server shipments forecast to grow at a compound annual growth rate (CAGR) of 29.4% from 2011 to 2014. ASPEED hopes to capitalize on this growing demand for cloud computing to expand its business in the coming years."We are very pleased that our advanced IC design capability for cloud-computing server management was recognized by world-class investor Intel Capital. Over the past five years, cloud computing has become one of the most important IT trends, and we believe the potential of this technology is just beginning to be explored. Innovation is the wellspring of ASPEED's growth, and lies at the heart of all aspects of our business, from strategic planning, marketing and management," said Chris Lin, president of ASPEED Technology."Over the last six years, ASPEED has grown to become a leading provider of cutting-edge SoC system solutions for remote server management. With ASPEED's rich experience in server BMC implementation, the company's products enable sophisticated multimedia and management applications over the network," said Keith Larson, vice president of Intel Capital. "Driven by growing demand for cloud computing services and technology, ASPEED is well positioned for future growth."
A presentation prepared for Taiwan's Ministry of Economic Affairs (MOEA) had been made available for publication. The presentation provides an overview of Taiwan's key ICT industries and the dynamics influencing future development.For readers interested in accessing the original presentation, a link is provided at the end of the article.- In the mid-1980s, Taiwan started to manufacture IBM compatible PCs and gained economies of scale through volume production and stronger worldwide competitiveness in the mid-1990s.- In 2000, leveraging the advantage of production scale, Taiwan integrated electronic components, foundry services to form a complete EMS supply chain and make the region the leading industry provider servicing the world.- In 2008 during the economic crisis, Taiwan enhanced the capability of manufacturing and pushed the IT applications through the efforts of increasing foreign investments, technology and supply chain upgrade.- With the strong success of the Apple and Google platform, Taiwan is facing the new era of multi-platform infrastructure. The new industrial shift is going to bring great changes in the Taiwan ICT industry.- According to Digitimes, there are 735 IT companies listed on the Taiwan Stock Exchange.- These companies generated US$424.6 billion in revenue in 2010. This represented growth of 35.7%.- The majority of ICT manufacturing sales was from PC and handset sectors. This sector generated US$229.1 billion in revenue in 2010.- The display sector, including LCD panel, was the next biggest portion. It provided revenues of US$54.9 billion.- The semiconductor sector covering foundry, packaging and testing and IC design contributed US$52.8 billion.- Other contributors, including networking, components and distribution also played an important role to help Taiwan makers expand their markets worldwide.- The listed companies on the Taiwan Stock Exchange (TSE) need to disclose the operation and finance information to public to help investors to trace the performance of each companies.- Analyzing the information from the TSE, there are at least 10 listed companies forecasted to more than US$5 billion in revenues in 2011.- Foxconn Group is the biggest, with 2011 first half revenues were NT$1,187 billion (around US$41.2 billion), representing 27.8% on year growth.- Companies such as Quanta computer, Wistron, HTC, TSMC, AUO, WPG, Asustek are all forecast to have US$5 billion in revenues.- It is expected that 15 companies will have US$10 billion in revenues this year.- Meanwhile, Taiwan will face industry re-structuring and supply chain evolution.- From the current positive Taiwan economy situation, Taiwan yearly economy growth rate will be over 5% with US$400.3 billion in foreign exchange reserves.- NB manufacturing is still the number one segment. The supply chain has recently migrated manufacturing to Chongqing, Sichuan Province recently.- Taiwan makers control core value of capital, engineering research and global integration at their Taiwan headquarters.- Facing the serious competition of Apple, Google and Microsoft platforms, Taiwan has already become involved in these markets.- Co-petition among Taiwan component vendors is the norm.- Cross-border co-petition, especially with developments in Japan, Korea vendors is getting more attractive for Taiwan makers.- Emerging market development such as China, India, Russia and the Brazil markets are currently the major focus of Taiwan makers.- These are the 4 major challenges of global ICT industry.- The economic crisis in 2008 and Japan earthquake in 2011 all highlight the instability of market demands.- The ICT industry faces oversupply and market concentration issues, while suffering from decreasing profits.- The LCD panel industry is a good example, the market had consolidated greatly over the past 10 years and now Korea and Taiwan makers dominate the market, though they mostly suffer from negative profits.- Emerging markets will gain more and more attraction, as opposed to the US, Europe and Japan markets. Current global growth is being driven by demand in emerging markets.- The rise of China market is another key focus for Taiwan ICT industry.- Emerging "BRIC" PC markets, especially China, already occupy 40% of the global PC market.- The China market still has issues of government interference.- Taiwan has the best geographic, cultural and technology advantages to be the best partner for global enterprises entering China. - The new opening of Foxconn's Brazil factory is a good example of establishing a good position for entering emerging markets.- Brazil is one of the highest taxed countries in the world, double the rate of Mexico. Brazil tax income contributed 36.1% to the country's GDP in 2002. The Brazil government favored Foxconn with tax breaks.- With the market continuing drifting and global LCD TV brands starting to reduce their shipment forecast in 2011, Taiwan LCD TV makers have reduced their global shipment forecast to 54.88 million sets and overall global shipments will shrink to 211 million sets.- Europe and the US market will have zero growth starting from 2012. Japan will also have to worry about the negative growth after the earthquake. Global brands, seeing these previous negative impacts, started targeting emerging markets in 2010. Considering the price sensitiveness of emerging markets, Taiwan will benefit from more OEM/ODM orders from major brands.- According to Digitimes, Taiwan's global market share will grow to 27.1% in 2012 and 28.2% in 2013, up from 26% in 2011.- LED backlight TVs hitting the mainstream is the major goal of all global TV brands.- The LED TV penetration rate has been limited over the past few quarters.- By the end of 2011, according to Digitimes, LED TVs will have a penetration rate surpassing 50%.- Because Taiwan LED manufacturers will receive strong orders from Japanese brands, it is a great opportunity for Taiwan backlight module makers to have big growth.- Taiwan will have 17.2 million TV shipments in 4Q, 2011. The Y/Y growth will reach 41.3%.- Global TV brands are selecting OEM/ODM orders to Taiwan makers. Some of them even sold manufacturing facilities or factories to Taiwan makers.- SONY and Toshiba have released 70% of their orders to Taiwan makers.- Sony sold a factory to Foxconn. The current major manufacturing partner of Toshiba is Compal Electronics.- Taiwan TV makers will be granted key components purchase rights, such as flat panel purchasing, in the near future.- The entire Taiwan TV supply chain will take this opportunity to have tight integration and engage in close technology cooperation with international brands.- In addition to NBs and flat panel TVs, handsets will gather more attention from the Taiwan ICT industry.- In 2011, 100 million handsets will be shipped from Taiwan (excluding EMS handset makers).- There will be 19 million smartphone shipment in 4Q, 2011. The Y/Y growth rate is 66%.- The worldwide share of Taiwan handset shipments will be 65%.- Local software developers, especially digital maps, on-line games, etc. will have a great chance to corporate with Taiwan smartphone makers.- Besides Taiwan hardware developers, another potential winner to grasp this opportunity will be IC design vendors.- Taiwan IC design houses will take advantage of technology investments and sales strategies to win business.- The most attractive product in 2011 is the tablet PC.- Apple and other international brands gave the most EMS orders to Taiwan makers.- This year, 61.2 million tablets will be shipped. Taiwan makers will have an 86% share.- The biggest EMS orders are coming from Foxconn for the iPad2. The major iPad2 manufacturing bases are in Shenzhen and Chengdu, China.- Other major EMS vendors are Quanta, Inventec, Pegatron and Compal (in order of shipment volume).- New tablet players such as Amazon and Barnes & Noble will also release orders to Taiwan OEM/ODM makers in the 2nd half of 2011.- Content-based tablet players will focus on low-priced product priced lower than US$300 to penetrate the market.- Amazon and B&N will develop the Europe and US market as a first priority. For the China market, players will cooperate with Taiwan Channel vendors.- Taiwan NB and DSC product lines are facing the problems of market saturation.- Handset, flat panel TV and smartphones are currently Taiwan's top 3 competitive products.- Taiwan tablet and e-reader product lines are keeping pace with world trends.- Considering strong demand of baseband+Wi-Fi chipset used for smartphones and tablets, it shows why the merger between MediaTek and Ralink is so important. This also reflects the truth that companies that can only provide baseband or Wi-Fi chipsets are suffering to win new orders. So this kind of future merger deal will continue to grow.- With Intel's acquisition of Infineon wireless solution business in the second half of 2010 and new LTE chipset solution demonstration at MWC 2011, it highlights the strong intention of Intel to focus on mobile communications chipset solutions, especially targeting tablet solutions. With strong CPU and Wi-Fi technology, plus Infineon's baseband, RF technology, Intel will start to release multi-chip solutions as its first step. Single chip solutions will be essential for entering the mobile market in the near future.- In 2011, Broadcom merged with Percello, a Femtocell chip maker. Broadcom, with its strong Wi-Fi and baseband technology background has also shown its intention to compete in the mobile market and Femtocell will play an important role of the 4th generation mobile communication technology, allowing Broadcom to take a lead in this segment.- Qualcomm dominates the 3G chipset market. Its merger of Atheros provides a dramatic improvement in its Wi-Fi technology, and Qualcomm boldly raised the stakes in challenging others to beat it out in the market.- Taiwan chipset vendors play an important role in the China white-box handset market.- Over 80% of related baseband chips are from Taiwan. The component distribution and logistics are all well managed through Taiwan IC distributors.- Besides handsets, Taiwan EMS and OEM/ODM makers are important for the local smartphone, tablet, and flat panel TV market.- Taiwan makers have the strength of turn-key solutions to expand their business opportunities in different emerging markets.- Taiwan makers represent the best partner for developing businesses for enterprises in emerging market through joint venture or other strategic cooperation.- The Taiwan electronics component industry has received a lot of attention worldwide.- Taiwan's foundry service is the leader in this industry worldwide. TSMC is already offering a global-leading 28nm semiconductor process node technology.- UMC has the same service quality to compete with other world class competitors.- Through 2011, Taiwan foundry companies account for a 30% market share for semiconductor materials and equipment.- More and more upstream vendors understand the value of Taiwan's semiconductor industry and are pushing more investments in Taiwan.- Related vendors include Cabot, ASML, Avantor, DuPont and ATMI. They have already setup either R&D centers or operation centers in Taiwan.- Taiwan DRAM makers face immense downsizing in the industry. Although they are encountering a tough market, Taiwan DRAM makers maintain an important role in the global market.- Korean maker Samsung currently accounts for 40% of the DRAM market. Hynix has a 25% share.- These Korean makers controlled 2/3 of the market, pushing Taiwan DRAM makers to better organize and make use of their combined manufacturing capacity.- PSC, Nanya, Inotera and Promos continue to discuss possible ways of cooperating with international DRAM makers.- Although facing severe competition in the mobile device market, Taiwan makers do not need to remove their past business models entirely. But they need to increase their mobile technology investments in order to improve their strength and win in the next step of competition.- With the continued improvement in sales, distribution channel and manufacturing scope, Asian markets will be the new business horizon for Taiwan vendors.- A big change in the supply chain is undergoing in Asia. New investment opportunities are booming.- International PC bands will continue using the Taiwan supply chain to find the best fit for components or technology for their core product concepts.- Major chipset suppliers such as Intel, Qualcomm, Broadcom, Marvell, MTK will continue to release orders to Taiwan foundry and packaging testing service companies.- Chipsets manufactured by Taiwan semiconductor service providers by IC design companies are sold through IC distributors WPG, Avnet, Arrow, etc. to major EMS companies to form the complete supply chain.- This global electronics supply chain can easily discover Taiwan vendors' roles and strength. Avnet, one of the largest global IC distributors, recently acquired two Taiwan distributors to reinforce its competitiveness in Asia.- Before 2000, all NB manufacturing and logistics were completed in operation sites located in Taiwan.- With this labor intensive industry continuing to grow, the supply chain shifted to south and east China locations after 2000. In recent years, production facilities have even been moved to west or central China locations, such as Chengdu and Chongqing.- Some Taiwan EMS service providers established well managed assembly lines in Russia, Turkey, India and other emerging markets.- Thus, UPS and Fedex have become important logistics partners for Taiwan EMS service providers.- With the unique geographic position of Taiwan and the strength of EMS and semiconductor manufacturing services in Taiwan, the Taiwan Taoyuan airport is one of the busiest airports in Asia.- Shanghai Pudong Airport, with the intensive buildup of manufacturing facilities in the region in recent years, has become the biggest air cargo shipment airport in China.- It is surprising to see that the Taiwan Taoyuan airport has even higher air cargo shipment volumes than Beijing, Guangzhou and Shenzhen.- The strength of Taiwan's logistic power is mainly seen in upstream industries such as foundry, packing and testing, case and chassis, connector, PCB and other key component suppliers.- In downstream industries, Synnex and World Peace Group are the top 2 players.- Synnex covers distribution channels in China, Taiwan, India, Turkey, Malaysia, Thailand, Australia and Indonesia.- Synnex owns 100% of its China, Taiwan and Australia subsidiaries. The other countries feature joint venture agreements to have better efficiency for regional business development. Synnex is becoming one of the biggest Asia distributors of computers, consumer electronics and communications products.- WPG Holdings is a shared holding company that has merged leading Asia semiconductor distributors WPI, SAC, Rich Power, Pernas, AIT and YoSun.- Each subsidiary has its own independent sales, warehousing and logistics operations. But finance control is mainly handled by WPG Holdings' headquarters.- The company has 40 service centers in Asia and over 6000 employees including engineers and FAEs to support customers.- Facing severe competition for mobile devices, Acer chairman J.T. Wang took charge when formal CEO Gianfranco Lanci resigned in March 2011. Although Acer doesn't need to remove the past success business model, which is focus on sales channel development and outsource product technology development, it is still important for Acer to increase the efforts to develop a new tier of mobile devices and grab an advantageous business model for competing in the market.- Looking at major competitors, HP acquired Palm for quickly moving into the mobile device sector. Dell and Lenovo have increased their momentum to release mobile devices in the market. Acer is behind in this competition while its LCD TV and smartphone product lines also failed to gain market share. This is the major reason why the former CEO stepped down.- Replacing the CEO is a critical action for Acer. The main concern is how to restructure the sales force and support the new managing team to smoothly transfer the new product strategy to boost performance.- Taiwan is looking for a new business model to upgrade its role in the industry.- Cloud computing is one of the main focus- There are 4 major system makers in Taiwan- First, EMS services, including Foxconn, Quanta, Wistron and Compal, contributes 90% of worldwide NB shipments. They are looking at PC servers and storage system opportunities for engaging in the business of cloud computing.- Second, IC distribution channels, like Synnex and WPG holdings, are becoming the best partners for international enterprises to penetrate and develop in Asia markets.- Taiwan brands, like Acer, Asus and HTC, provide a strong product platform for international software developers to cooperate and build upon.- Taiwan system integrators, including industrial PC makers like Advantech, and system software solution providers, are aiming at foreign investments or international corporative projects.- Multinational companies (MNCs) used to have a business model to generate massive profit from patents and having a major portion of market share.- When MNCs migrate to Asia, the profit engine needed to add a manufacturing supply chain to better develop a production Ecosystem.- The value of products will be changed according to the value that manufacturing service providers can create, making the manufacturing supply chain a profit generator as well.- For MNCs, we suggest that a direct contact window be established and dedicated. The technology roadmap needs to be provided in a timely fashion and the company needs to be dedicated with its vision to compete in the market in order to form a clear cooperation model with Asia system makers.- To adopt special regional requirements, MNCs will need to co-develop technology with local system makers. The ability of localization and better usage of local engineering resource will be the keys to success.- The Taiwan government has setup several win-win funding projects to better assist the industry by offering MNCs lower tax rates or special funds.- The successful business model developed in Taiwan for MNCs can be duplicated in other Asia areas or countries.To download the original powerpoint presentation, click here.
