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 | | | Taiwan motherboard industry overview - Jul 2008 | |  Full story (news subscription required)
Last update: 9 Jul 2008
| | Taiwan’s motherboard industry remains dominated by four main players – Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Elitegroup Computer Systems (ECS) – who hold the majority share of own-brand and channel market shipments. | | Table of contents
Introduction to key players Table 1: Key segments of Taiwan motherboard makers Motherboard shipments performance and market share 2007 Chart 1: Top-4 motherboard makers total shipments, 2001-2007 (million units) Chart 2: Top-4 motherboard markers market share by shipments, 2007 Chart 3: Top-4 motherboard markers market share by shipments, 2006 Table 2: Top-4 motherboard makers shipments, 2001-2007 (million units) Monthly motherboard shipments trends in 2007 Chart 4: Top-4 motherboard makers total monthly shipments, 2004-2007 (million units) Monthly shipments by maker, 2007 Asustek Computer Table 3: Asustek motherboard shipments by month, 2006-2007 (million units) Gigabyte Technology Table 4: Gigabyte motherboard shipments by month, 2006-2007 (million units) Elitegroup Computer Systems Table 5: ECS motherboard shipments by month, 2006-2007 (million units) Micro-Star International Table 6: MSI motherboard shipments by month, 2006-2007 (million units) Chart 5: Top-4 makers monthly motherboard shipments, 2007 (million units) Annual revenues performance, 2007 Table 7: Top-4 motherboard makers annual non-consolidated revenues, 2001-2007 (NT$ million) Company overviews, 2007 review and 2008 forecast Asustek Computer Chart 6: Asustek non-consolidated revenues, 2001-2007 (NT$ million) Elitegroup Computer Systems (ECS) Chart 7: ECS non-consolidated revenues, 2001-2007 (NT$ million) Micro-Star International (MSI) Chart 7: MSI non-consolidated revenues, 2001-2007 (NT$ million) Gigabyte Technology Chart 9: Gigabyte non-consolidated revenues, 2001-2007 (NT$ million) Other motherboard vendors ASRock Shuttle Chart 10: Shuttle non-consolidated revenues, 2001-2007 (NT$ million) Biostar Microtech International Chart 11: Biostar non-consolidated revenues, 2001-2007 (NT$ million) VIA Technologies Chart 12: VIA non-consolidated revenues, 2001-2007 (NT$ million) Foxconn Electronics (Hon Hai Precision Industry) Chart 13: Foxconn non-consolidated revenues, 2001-2007 (NT$ million) | Back to top | | | Taiwan notebook industry overview - Jul 2008 | | Full story (news subscription required)
Last update: 9 Jul 2008 | | The worldwide notebook market saw total shipments of 101.28 million units in 2007, an increase of 36% compared to the previous year. | | Table of contents
Overview 2007 Chart 1: Taiwan and worldwide notebook shipments, 2005-2009 (k units) Chart 2: Taiwan notebook shipment share by maker tier, 2003-2007 Table 1: Taiwan notebook players consolidated revenues in 2007 (NT$ billion) Table 2: Selected Taiwan notebook makers, 2007 shipments and 2008 forecast (million units) Taiwan customers Table 3: Taiwan ODM notebook shipments by customer, 2006-2007 Chart 3: Taiwan ODM notebook shipment share by customer, 2006-2007 Worldwide market Table 4: Top-3 notebook vendors global and regional shipments, 2006-2007 (million units) Platforms Chart 4: Notebook shipments by CPU, 2004-2007 Major events during 2007-2008 Acer acquires Gateway Low-cost PCs Desktop replacement trend | Back to top | | | Taiwan handset industry overview - Jul 2008 | | Full story (news subscription required)
Last update: 9 Jul 2008 | | The use of handsets continues to grow around the world, both in mature and emerging markets, as the communication devices become ever more ingrained in people's everyday lives. Global handset shipments topped 1.166 billion units in 2007, according to DIGITIMES Research, with Taiwan-based handset makers accounting for 9.3% of the market by shipping 108 million units. | | Table of contents
Introduction Handset industry, 2007 review Shipments from Taiwan makers Chart 1: Taiwan handset shipments trend and global market share, 2005-2010 (million units) Chart 2: Taiwan handset shipments, 4Q06-1Q08 (k units) Table 1: Top-5 Taiwan-based handset makers, 4Q06-1Q08 ODM and OBM Table 2: Taiwan handset makers’ business models and client types Emerging markets Smartphones Outlook for Taiwan handset makers, 2008 News and major events, 2007-2008 Shipments in 1Q08 not affected by economic slump Table 3: Top-5 mobile-handset brand rankings by shipments, 1Q08 (k units) HTC Apple iPhone Chart 3: iPhone time usage breakdown for US consumers OpenMoko/Dash Google Android Motorola Qualcomm-Broadcom IP battle Nokia buys Navteq The push of TD-SCDMA LiMo Foundation Acer buys E-Ten | Back to top | | | Taiwan optical disc drive overview - Jul 2007 | | Full story (news subscription required)
Last update: 14 Aug 2007 | | The year 2006 saw further consolidation in Taiwan’s optical disc drive (ODD) industry, as the biggest player, Lite-On IT, took over the ODD manufacturing business of its closest competitor, BenQ. It was also the second year in a row that the Taiwan ODD sector had seen shipments drop with 2006 being even worse than 2005 with a shipment decrease of almost 20% against a worldwide growth of 5%. | | Table of contents
ODD Introduction Chart 1: Taiwan and worldwide ODD shipments, 2004-2009 (k units) Product types Chart 2: Taiwan ODD shipments by technology, 2004-2006 Chart 3: Taiwan ODD shipments by slim and H/H, 2004-2006 Business model and maker tier Chart 4: Taiwan ODD shipments by business model, 2004-2006 Chart 5: Shipments by maker tier, 1Q06-2Q07 Pricing Chart 6: Worldwide ODD makers’ market share, 2006 PC market and Vista Table 1: Worldwide PC shipments, 2007 (million units) Table 2: Worldwide PC shipment growth (percentage growth in unit shipments) 20x DVD burners Blue laser 2007 outlook Maker profiles Optical discs Veeza Profitability Blue laser Diversification Table 3: New products from second-tier Taiwan-based optical disc makers | Back to top | | | Taiwan digital camera overview - Jun 2007 | | Full story (news subscription required)
Last update: 16 Jul 2007 | | Taiwan-based digital camera makers maintained a mild growth in 2006. The top-4 Taiwan-based makers, Foxconn (into which Premier Technology merged), Altek, Ability Enterprise and Asia Optical, together accounted for almost 90% of digital camera shipments from Taiwan-based manufacturers. | | Table of contents
Introduction 2006: A changing year for Taiwan’s digital camera makers Chart 1: Taiwan and global digital camera shipments 2004-2009 (k units) Major manufacturers put pressure on second-tier makers Table 1: Top Taiwan digital camera maker shipments (million units) 2007 shipments and segmentation Chart 2: Digital-camera shipments, 2Q05-1Q07 (k units) CCD sensors continue to account for a major portion of Taiwan output Chart 3: Quarterly shipments of CCD and CMOS digital cameras from Taiwan-based makers (k units) Resolution growth Chart 4: Overall digital camera shipments from Taiwan broken down by resolution Chart 5: CCD-based digital camera shipments from Taiwan broken down by resolution Chart 6: CMOS-based digital camera shipments from Taiwan broken down by resolution Taiwan DSLR development is still a long way away Taiwan lens suppliers Table 2: Revenues of Taiwan-based lens makers, 2006 (NT$m) Taiwan backend IC makers Taiwan digital camera players Chart 7: Taiwan CCD-based shipments by major makers, 4Q05-1Q07 Table 3: Annual company revenues for Taiwan-based digital camera manufacturers (NT$m) Digital camera company introductions Foxconn (acquired Premier Image Technology) Altek Asia Optical Ability Enterprise Minton Chicony Aiptek International Tekom Technologies DXG Technology | Back to top | | | Large-size LCD panel overview - Jun 2007 | | Full story (news subscription required)
Last update: 6 Jul 2007 | | Global large-size LCD panel market revenues are expected to increase at a compound annual growth rate (CAGR) of 12.5% to US$96.2 billion by 2011, up from US$53.5 billion in 2006, driven by major growth in the TV market, according to iSuppli in May 2007. | | Table of contents
Introduction to global TFT LCD market Revenues on the rise through 2011 TV rising faster Chart 1: Global large-size panel shipments by application, 2006-2010 (m units) Panel price and supply/demand trends A tough start, 1H06 Strategies reconsidered, 2H06 Chart 2: TV panel ASP trend, 2006 (US$) Chart 3: Monitor panel price trend, 2006 (US$) Chart 4: Price trend for 15.4"W WXGA notebook panels, 2006 (US$) Stabilizing prices despite a slow season, 1Q07 TFT LCD generation Table 1: Taiwan panel makers, 3G to 4.5 LCD plants Table 2: TFT LCD generation vs. panel cutting, 4G and more mature (mm/inch) Table 3: TFT LCD generation vs. panel cutting, 5G and more advanced (mm/inch) Global TFT LCD fabs Table 4: Global TFT LCD fabs* (mm/k substrates) New next-generation TFT LCD plants, 2007 First-tier still expanding Capex on the decline Table 5: First-tier global TFT LCD makers, capex plans in 2006 and 2007 (US$b) Second-tier getting cautious Table 6: Capacity increase from new lines, 1Q06-4Q07 (k substrates) Taiwan TFT LCD industry Industry players Table 7: Taiwan TFT LCD plants (mm/k substrates) Table 8: Taiwan TFT LCD makers, panel line-up Table 9: Taiwan TFT LCD panel makers, panel launch plans, 2007 Industry watch, 2006 HannStar sells 3G plant to Wintek More concentration after AUO/QDI merger Innolux boosts position in small- to medium-size panel market with Jemitek acquisition Taiwan TFT LCD industry capex plans Capex review 2006 Capex outlook, 2007 Table 10: Taiwan major large-size panel makers, capex plans, 2002-2007 (NT$b) Taiwan TFT LCD sales and shipments Sales and shipments, 2006 Chart 5: Taiwan large-size panel makers, monthly consolidated sales (NT$m) Chart 6: Taiwan large-size panel makers, monthly shipments (k units) | Back to top | | | Taiwan panel makers - Jun 2007 | | Full story (news subscription required)
Last update: 6 Jul 2007 | | As of June 2007, the major Taiwan-based large-size TFT LCD makers are AU Optronics (AUO), Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT) and HannStar Display. Innolux Display is different from the key players since it is using a multiple-focus strategy (from panel production to monitor products), while Prime View International (PVI) tends to focus on niche markets. | | Table of contents
AU Optronics (AUO) Table 1: AUO milestone Table 2: AUO and QDI, TFT LCD plant line-up with new names Vertical integration Table 3: AUO, component deployment Patent deployment Capex plan, 2007 Table 4: AUO, TFT LCD plants line-up and capacity expansion plan through 2007 Chart 1: AUO, sales breakdown by application, 2006 Table 5: AUO, LCD TV panel line-up Shareholders and affiliated companies Table 6: AUO, investments in affiliates* Chi Mei Optoelectronics (CMO) Table 7: CMO product line-up Still focusing on TVs Table 8: CMO, panel shipment breakdown by application, 2004-2007 (m units)* Patent deployment Capex plan, 2007 Table 9: CMO, TFT LCD plants line-up and capacity expansion plan through 2007 Table 10: CMO, LCD TV panel line-up Shareholders and affiliated companies Table 11: CMO, investments in affiliates* Chunghwa Picture Tubes (CPT) Table 12: CPT, global operations Merger possibilities Capex plan, 2007 In no hurry for next-generation capacity expansion Table 13: CPT, TFT LCD and CF plant line-up and capacity expansion plan through 2007 (k substrates) TV panel production Chart 2: CPT, shipment breakdown by application, 2006 Table 14: CPT, LCD TV panel line-up Shareholders and affiliated companies Table 15: CPT, investments in affiliates* HannStar Display Table 16: HannStar milestone Betting on monitor panels Capex, 2007 Next-generation capacity expansion, or not Table 17: HannStar, TFT LCD plant line-up (k substrates) LCD monitor and TV Table 18: HANNspree, large-size LCD TV line-up Shareholders and affiliated companies Table 19: HannStar, investments in affiliates* Innolux Display Table 20: Innolux Display, TFT LCD plants (k substrates) A fundamentally different panel player Next-generation capacity expansion Small- to medium-size panels Niche market LCD monitor TV assembly Table 21: Innolux, sales breakdown, 2007 Table 22: Innolux, shipments breakdown, 2007 (m units) Table 23: Innolux, investments in affiliates* Prime View International (PVI) An early start LCM strategy Purchase of Philips’ e-paper business Number of e-paper clients increases Pushing e-paper production Table 24: PVI, investments in affiliates* | Back to top | | | Taiwan handset overview - Jun 2007 | | Full story (news subscription required)
Last update: 25 Jun 2007 | | 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. | | Table of contents
Introduction Global handset industry, 2006 review Table 1: Global handset sales to end-users, 2006 (k units) Handset shipments from Taiwan-based manufacturers in 2006 Chart 1: Handset shipments from Taiwan-based makers, 1Q06-2Q07 (k units) Table 2: Top-5 Taiwan-based handset makers, 1Q06-2Q07 Table 3: Top-5 global vendors outsourcing strategy, 2006 Major events in the handset industry, 2006-2007 BenQ Mobile goes under Jabil merges with Taiwan Green Point HTC buys Dopod International Motorola on the rocks, unveils lineup for 2007 Anticipation for Apple’s iPhone Taiwan-based handset makers facing competition from EMS providers Table 4: Comparison of handset component capabilities of EMS providers Handset industry outlook for 2007-2009 Chart 2: Taiwan’s handset shipment trend and global market share, 2004-2009 (million units) Handset production in China Table 5: Production capacity of major handset makers in China (million units) Taiwan makers do own-brand handsets Table 6: Taiwan-based own-brand players | Back to top | | | Handset vendor descriptions - Jun 2007 | | Full story (news subscription required)
Last update: 16 Jul 2007 | | 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. | | Table of contents
Introduction Table 1: Net income of leading Taiwan-based handheld device manufacturers, 2004-2006 (NT$m) Table 2: Shipment forecast of major Taiwan-based handset companies, 1Q05-4Q07 (k, units) Table 3: Shipments of Taiwan-based handset makers (k units) Arima Communications Table 4: Arima milestones, 1999-2006 Asustek Computer Table 5: Asustek Computer milestones, 1990-2007 BenQ/ BenQ Mobile Table 6: BenQ milestones, 1984-2007 Chi Mei Communication Systems (CMCS) Table 7: CMCS milestones, 2001-2007 Compal Communications Table 8: Compal Communications milestones, 1999-2007 Dbtel Technology Table 9: Dbtel Technology milestones, 1979-2006 E-Ten Information Systems Table 10: E-Ten Information Systems milestones, 1985-2007 Foxconn Electronics/ FIH Table 11: Foxconn’s global network Table 12: Foxconn Electronics milestones, 1974-2007 Gigabyte Communications Table 13: Gigabyte Communications milestones, 2004-2007 High Tech Computer Table 14: HTC milestones, 1997-2007 Inventec Appliances Table 15: Inventec Appliances, milestones 2000-2007 Mitac International/Mio Technology Table 16: Mitac International milestones, 1982-2007 Quanta Computer Table 17: Quanta Computer milestones, 1988-2007 Wistron Table 18: Wistron Group Wistron NeWeb Table 19: WNC milestones, 1996-2006 AnexTEK Global Table 20: AnexTEK milestones, 1994-2006 | Back to top | | | Taiwan motherboard overview - Jun 2007 | | Full story (news subscription required)
Last update: 25 Jun 2007 | | Taiwan’s motherboard industry has gone through a process of concentration and refinement in the past few years. While in 2004-2005 the number of players in the industry totaled over 20 companies, this figure dropped significantly by 2006, with the market being dominated by four top makers Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Elitegroup Computer Systems (ECS). | | Table of contents
Introduction Shipments and revenues performance report for top-4 motherboard makers, 2006 Total shipments and market share, 2005-2006 Chart 1: Top-4 motherboard makers market share by shipments total, 2006 Chart 2: Top-4 motherboard makers market share by shipments total, 2005 On-year shipment growth, 2005-2006 Table 1: Motherboard shipments, top-4 makers, 2001-2006 (million units) Chart 3: Top-4 motherboard makers on-year shipments growth, 2002-2006 Motherboard monthly shipments trends in 2006 Chart 4: Monthly motherboard shipments total of top-4 makers, 2005 and 2006 Top-4 motherboard makers, monthly shipments, 2006 Asustek Computer Gigabyte Technology Elitegroup Computer Systems Micro-star International Chart 5: Monthly motherboard shipments of top-4 makers, 2006 Motherboard revenues and growth in 2006 Chart 6: Top-4 motherboard makers non-consolidated revenues, 2001-2006 Table 2: Non-consolidated revenues top-4 motherboard makers, 2001-2006 (NT$ million) Quarterly revenues performance Chart 7: Total non-consolidated revenues top-4 motherboard makers by quarter, 2005-2006 Chart 8: Non-consolidated revenues top-4 motherboard makers by quarter, 2006 Table 3: Quarterly non-consolidated revenues top-4 motherboard makers, 1Q05-4Q06 (NT$ million) | Back to top |
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