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NEWS & VIEWS |
Taipei,
Wednesday, July 9, 2008 11:26 (GMT+8)
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Handset component players recovering from low season, June revenues improve Mobile phone and PDA | Jul 8, 01:10 | | Taiwan handset components makers' June revenues rebounded, and players are optimistic regarding revenue growth in the second half of the year, said market sources. Read more | |  |
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 |  |  |  | Mitac to launch its first GPS-enabled 3G handset in 4Q Mobile phone and PDA | Jul 8, 14:07 Taiwan PND vendor Mitac International plans to launch its first GPS-enabled 3G handset in the fourth quarter of this year, according to company sources,... Read more |  | South Korea-based KTF reportedly interested in investing in Vibo Telecom Telecom service | Jul 8, 14:03 Korea Telecom Freetel (KTF), the second largest mobile telecom carrier in South Korea, on July 7 had its representatives talk with Vibo Telecom, an operator... Read more | HTC June revenues meet market expectations, to begin selling CDMA Diamond in Canada in 3Q Mobile phone and PDA | Jul 8, 12:15 High Tech Computer (HTC) posted revenues of NT$11.84 billion (US$389.5 million) in June, up 8.2% on month and up 21.1% on year, according to a company... Read more |  | Synnex June consolidated revenues up on month, year Mobile phone and PDA | Jul 8, 11:23 Synnex Technology International, the largest 3C (computer, communication, consumer electronics) channel distributor in Taiwan, on July 7 reported consolidated... Read more |
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Compal Communications and Arima Communications have mixed shipment performance in 1H08 Mobile phone and PDA | Jul 7, 14:06 | | The two leading Taiwan ODM handset makers, Compal Communications and Arima Communications, had mixed shipment performances in the second quarter of this year, according to information provided by sources at the companies. Read more | |  |
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China annual telecom network-equipment procurement to top US$12 billion in next three years, says Nortel executive Telecom service | Jul 4, 17:10 | | With the launch of integration processes by the major five telecom operators in China, the annual procurement of telecom network-equipment by China telecom operators is expected to increase to US$12-12.5 billion on average in the next three years compared to the current average of US$10 billion, according to Jackson Wu, president of Nortel Greater China. Read more | |  |
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NCC rejects Fitel WiMAX spin-off application Telecom service | Jul 4, 16:11 | | Taiwan's National Communications Commission (NCC) on July 3 rejected an application by First International Telecom (Fitel) to spin off its WiMAX business to form a new company. Read more | |  |
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Tecom wins CHT second ROADM equipment contract Telecom service | Jul 2, 12:26 | | Chunghwa Telecom (CHT) announced on July 1 that Taiwan-based Tecom has won a bid for the supply of a batch of ROADM (reconfigurable optical add/drop multiplexing) equipment. Read more | |  |
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HTC teams up with SK Telecom to tap South Korea smartphone market Mobile phone and PDA | Jul 2, 11:27 | | High Tech Computer (HTC) on July 1 launched its HTC Touch Dual smartphone in South Korea in cooperation with SK Telecom. Read more | |  |
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Keypad maker Silitech to land more orders for metal handset cases in 2008 Mobile phone and PDA | Jul 1, 14:59 | | Handset keypad maker Silitech Technology recently revealed that its metal cases for handsets have been verified by a number of clients, and the company expects to land more orders for metal handset cases in 2008. Read more | |  |
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Chi Mei Communication Systems sees earnings improve sharply in 2007 Mobile phone and PDA | Jun 30, 11:13 | | Chi Mei Communication Systems (CMCS), an affiliate of Hong Kong-listed Foxconn International Holdings (FIH), saw its net earnings improve sharply to NT$618 million (US$20.3 million) in 2007, reversing from a net loss of NT$26 million recorded in 2006, according to the company. Read more | |  |
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Crackdown on China's white-box handset market said to be affecting LED packaging company Harvatek's sales Mobile phone and PDA | Jun 27, 01:00 | | A government crackdown on white-box handset shipments in China has affected LED shipments from Taiwan-based LED packaging company Harvatek since the beginning of this year, with the effect becoming increasingly worse, according to industry sources. Read more | |  |
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Google and OHA urged to set up Android certification testing center in Taiwan Mobile phone and PDA | Jun 26, 16:22
 The Department of Industrial Technology (DOIT) under Taiwan's Ministry of Economic Affairs (MOEA) will urge Google and the Open Handset Alliance (OHA) to set up a certification testing center in Taiwan in order to accelerate the development of Android-based handsets, according to Wen-jen Ho, director of Multimedia Technologies Laboratory (MTL) of the government-backed Institute for Information Industry (III). Read more |
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WLAN making more inroads in the handset market Mobile phone and PDA | Jun 26, 11:07 | | According to new a research report from the analyst firm Berg Insight, WLAN will become the next prevalent connectivity technology in mass-market mobile handsets. The number of handsets with integrated WLAN is forecasted to grow from 27 million in 2007 at a compound annual growth rate (CAGR) of 71.5% to 400 million in 2012, corresponding to an attach rate of 25%. WLAN will primarily be used for high-speed Internet access in home or office networks and file transfer of for instance photos and media libraries. Mobile operators no longer consider WLAN a threat against data revenues, said André Malm, telecom analyst, Berg Insight. As flat-rate plans for data access become the norm, encouraging subscribers to use a local Internet connection actually makes much sense as a way to prevent data overload in mobile networks, Malm explained. Read more | |  |
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Handset inventory digestion complete in China, says WPG Mobile phone and PDA | Jun 26, 01:15 | | In light of inventory digestion and re-stocking by customers, WPG Holdings has said handset chip shipments to China should resume to the first-quarter's levels in the third quarter. Annual handset chip shipments are expected to grow by about 20% on year in 2008, according to company executives during a June 25 shareholders meeting. Read more | |  |
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Commentary: Will WiMAX mark a milestone for 90-year-old Tatung? Telecom service | Jun 25, 16:45 | | Tatung InfoComm, a WiMAX licensee for the southern region of Taiwan, is a subsidiary of Tatung Company, which celebrates its 90-year anniversary in 2008. Will the WiMAX license likely serve as a milestone for the 90-year-old firm to venture into a brand new business – the broadband wireless telecom service? Read more | |  |
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WPG details handset design trends in China Mobile phone and PDA | Jun 25, 15:26 | | As the largest IC distributor for MediaTek's handset chips in China, WPG Holdings' marketing vice president Chuen-Jie Lin believes that multimedia-rich handsets will be the mainstream through 2009, and growing demand for embedded USB ports, mobile TV and dual-power supplies will become key design trends in the future. Read more | |  |
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 |  |  |  | HTC to make Shadow II UMA handset for T-Mobile USA Mobile phone and PDA | Jun 25, 12:22 High Tech Computer (HTC) will be the contractor for T-Mobile USA's forthcoming UMA (unlicensed mobile access)-enabled smartphone, the Shadow II, making... Read more |  | Taiwan market: APBT 3G user base surpasses 1.5 million mark Mobile phone and PDA | Jun 25, 11:55 Asia Pacific Broadband Telecom (APBT), a fixed-line/3G mobile telecommunication operator, announced that it its subscribers of 3G mobile communications... Read more | Chunghwa Telecom planning cut in cumulative capital surplus by NT$80-120 billion Telecom service | Jun 25, 11:06 Chunghwa Telecom (CHT) is planning to gradually decrease its cumulative legally required capital surplus – standing at NT$200.6 billion (US$6.59... Read more |  | New Apple iPhone carries US$173 BOM, iSuppli estimates Mobile phone and PDA | Jun 25, 09:32 Apple's second-generation iPhone is expected to carry an initial hardware Bill Of Materials (BOM) and manufacturing cost of US$173, according to a preliminary... Read more |
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Huawei aims to ship 70 million terminal end telecom products in 2008 Mobile phone and PDA | Jun 20, 15:01 | | China-based Huawei Technologies expects its shipments of terminal end telecom products, including mobile broadband devices, handsets, routers, wireless gateways and ADSL products, to top 70 million units valued at US$4.1 billion in 2008 compared to 40 million units shipped in 2007 with a value of US$2.6 billion, the company said at the recently concluded CommunicAsia 2008 trade show in Singapore. Read more | |  |
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Fitel begins to purchase WiMAX USB dongles Telecom service | Jun 20, 14:52 | | First International Telecom (Fitel), a WiMAX licensee for the northern region of Taiwan, has placed orders for 5,000 WiMAX USB dongles from three Taiwan-based companies – D-Link, Quanta Microsystems and Asustek Computer – in preparation for its WiMAX service rollout, according to company president Charlie Wu. Read more | |  |
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3G iPhone component suppliers to see expanded revenues in 3Q08, says paper Mobile phone and PDA - Newswatch | Jun 19, 14:36 | | Taiwan-based component suppliers of Apple's 3G iPhones are expected to see their revenues strengthen substantially starting the third quarter of this year due to sales of the new iPhones, according to a Chinese-language Commercial Times report. Read more | |  |
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Zyxel expected to land WiMAX CPE orders from Pakistan Mobilink Telecom service | Jun 18, 12:24 | | Zyxel Communications is likely to land orders for WiMAX CPE (customer premise equipment) products from Pakistan service operator Mobilink at the ongoing CommunicAsia 2008 expo in Singapore, according to industrial sources participating in the event. Read more | |  |
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Garmin outsources Nuvifone to Asustek, say sources Mobile phone and PDA | Jun 18, 01:10 | | Asustek Computer will be the manufacturer of Garmin International's first handset series, the Nuvifone, which is expected to hit the market in the US in the fourth quarter, according to industry sources. Read more | |  |
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HTC Diamond to adopt TFT LCD panels and touch solutions from TPO and Young Fast, respectively Mobile phone and PDA | Jun 17, 10:38 | | High Tech Computer (HTC) will source TFT LCD panels and touch solutions for its Diamond-series handsets from TPO Displays and Young Fast Optoelectronics, respectively, according to industry sources. Read more | |  |
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Samsung debuts Omnia SGH-i900 handset, not worried about competition from iPhone Mobile phone and PDA | Jun 17, 01:15
 Samsung Electronics, at a June 16 global press conference in Singapore, unveiled the new Omnia SGH-i900 handset. While Apple's iPhone has invigorated segments of the handset market, Samsung is confident the Omnia SGH-i900 will be able to compete due to Samsung's design and technological capabilities, according to company mobile communications marketing vice president, Younghee Lee. Read more |
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Notes and corrections |
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Titles of KYEC executives have been amended in a June 23 article. |
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Asustek China Desktop, server display Display components handset IC design IC manufacturing Intel LCD LCD panel LED Memory Mobile phone and PDA Mobo, chipset Monitor, TV Networking notebook panel Passive, PCB, other IC components Portable revenues sales Software, Internet Solar Storage, peripherals Taiwan Taiwan market Telecom service WiMAX |
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Fixed wireless player plans more UK WiMAX (Jul 8) - Network World The UK's largest fixed wireless access provider, is moving its network to WiMAX, and the EC has announced a decision that should increase the availability of WiMAX spectrum in Europe.
On-Communications, which offers fixed wireless services designed to compete with business-quality leased lines, already operates in London, Sheffield, Manchester, Leeds and Oxford, and will be using equipment from Airspan for a major rollout of "hundreds" of WiMAX base stations. New installations will use Airspan's MicroMax products...
 | Worldwide WiMAX subscriber base closing in on 2 million (Jul 7) - Cellular News The global BWA/WiMAX subscriber base increased by 260,246 in the first quarter of 2008, reaching a total of 1,988,246 subscribers according to figures from Maravedis. ˇ§Even with an increase of more than 19% in WiMAX subscribers in the first quarter of 2008, operators are still waiting for the tipping point that will lead to acceleration of WiMAX adoption and deployments,ˇ¨ said Adlane Fellah, CEO and founder of Maravedis.
 | WI-LAN lawsuit list grows (Jul 4) - Canada.com Wi-LAN Inc., the Canadian technology licensing company, has added LG, the Korean electronics giant, to a growing list of big industry players that it is taking to court. LG joins Motorola, Research in Motion and UTStarCom to the group of wireless handset makers that Wi-LAN believes are infringing its wireless patents.
 | LG expected to beat Motorola in 2Q handset shipments (Jul 6) - The Korea Times Thanks to good performances of high-end touch screen phones in the key North American and European markets, LG Electronics is widely expected to beat Motorola to become the world's No. 3 phone maker in the second quarter. According to industry estimates including market research firm Strategy Analytics, the South Korean company will sell a maximum of 29 million phones in the April-June period, while Motorola of the United States is forecast to sell some 28 million.
 | Nokia and InterDigital drop UK patent suits (Jul 2) - Network World In two separate cases, the companies accused each other of falsely claiming to hold patents that were essential to the UMTS (Universal Mobile Telecommunications System) 3G (Third-Generation) standard. Vendors who make equipment that complies with the standard must pay licensing fees to the developers who contribute patents to it.
 | High 3G price spoils ISPs' WiMAX dreams in India (Jul 3) - Economic Times ...Sources say that the DoT wants the WiMax launch be initially restricted to only three players who will operate this service in the 2.5 GHz frequency band where one of the slots is reserved for state-owned BSNL/MTNL.
This contradicts the recommendations of telecom regulator TRAI which had suggested that wireless broadband be rolled out in 3.3-3.4 GHz and 3.4-3.6 Ghz frequencies and up to 13 players be allocated spectrum to offer WiMax services....
 | China's Huawei to deploy commercial WiMAX network in Pakistan (Jul 2) - Forbes China's Huawei Technologies said it has been selected by Mobilink, the largest GSM operator in Pakistan and a subsidiary of Orascom Telecom, to deploy a commercial WiMAX 16e network. In a statement, Huawei said the network will cover central business districts and hot spots in Islamabad, Karachi, Sialkot, Lahore, Faisalabad and Rawalpindi.
 | France Telecom withdraws takeover offer for TeliaSonera (Jun 30) - Bloomberg | ST-NXP Wireless to enter market in 3Q (Jun 26) - Company release Created from the mobile and wireless businesses of STMicroelectronics and NXP, which together generated $3 billion USD in revenue in 2007, the new company will begin operations in a strong position to meet customer needs in 2G, 2.5G, 3G, multimedia, connectivity and all future wireless technologies. ST-NXP Wireless is expected to enter the market in number three position once full closure of the joint venture takes place, as scheduled, in the third quarter of 2008.
 | Comcast goes for WiMax femtocells (Jun 26) - Light Reading Comcast has revealed its intention to pursue WiMax femtocells as a key to its wireless strategy. Dave Williams, senior VP for wireless and technology at the cable giant said that part of the new Clearwire deal calls for 5MHz of spectrum across the US to be set aside solely for WiMax femtocells.
ˇ¨It was hard won, but thatˇ¦s in the deal,ˇ¨ said Williams, who joined Comcast earlier this year after most recently serving as chief technology o
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ICT Report: Taiwan handsets – 1Q 2008 (Jun 19) |
Taiwan's handset sector saw shipments drop 14.3% sequentially in the first quarter of 2008 because of seasonality and decreased orders from clients who were transitioning between old and new models. Compared to the same period last year, orders from Motorola declined. |
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Table of contents Full report
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Taiwan handset overview (Jun 18) |
Global handset shipments topped 977 million units in 2006, according to Digitimes Research, with Taiwan-based handset makers accounting for 14% of the market on shipments of 137 million units. |
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Handset vendor descriptions (Jun 18) |
The leading handheld device manufacturers in Taiwan come from many areas of the IT industry, ranging from companies focused solely on handsets and PDAs, such as High Tech Computer (HTC) and Compal Communications, to Taiwan’s largest privately held manufacturer Foxconn Electronics (the registered trade name of Hon Hai Precision Industry), which is currently ranked as the largest EMS provider worldwide. |
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