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NEWS & VIEWS |
Taipei,
Wednesday, October 8, 2008
19:35 (GMT+8)
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Asustek increases notebook shipments goal for 2008; sets sights on Dell and Lenovo Systems | Oct 8, 16:30 | | Asustek Computer expects to ship 50,000 units of its recently launched Eee PC S101 this month which will contribute around US$35 million toward company revenues. The notebook maker also expects the model's shipments will continue to increase with launches set in both Europe and Japan later in the month, according to company sources. Read more | | |
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Corning to delay construction at Taichung facility, cuts 2009 capex Displays | Oct 8, 11:28 | | Noting what he called current economic turbulence, Corning vice chairman and CFO James B Flaws indicated that the LCD glass maker is widening its estimates on the lower-end for 2009 worldwide LCD glass market growth. The company is now forecasting growth of 15-25%, down from a previous growth estimate of 20-25%. This would equate to the LCD glass market growing from about 2.25 billion square feet this year to 2.65-2.9 billion square feet next year, an increase of at least 400 million square feet, Flaws pointed out. Read more | | |
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Transcend and A-Data revenues up slightly in September despite weak chip prices Bits + chips | Oct 8, 12:22 | | Two Taiwan leading memory module makers - Transcend Information and A-Data Technology - saw their net sales increase slightly in September despite weak prices for DRAM and NAND flash chips, according to data provided by the companies. Read more | | |
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| | | | HannStar September sales up over 10% Displays | Oct 8, 15:19 LCD panel maker HannStar Display has announced that its net sales for September increased 10.4% sequentially to NT$5.3 billion (US$163.2 million). Read more | | Epistar files LED patent infringement lawsuit against Huga Displays | Oct 8, 15:05 Taiwan-based LED chipmaker Epistar has filed a patent infringement lawsuit against competitor Huga Optotech, seeking NT$200 million (US$6.16 million). Read more | Taiwan LCD panel makers bearing brunt of market slowdown Displays | Oct 8, 12:37 While Corning vice chairman and chief financial officer James B Flaws recently stated that the LCD glass maker's third-quarter glass volume shipments... Read more | | EPD used in space mission may help open China market for PVI Displays | Oct 8, 12:36 Taiwan-based Prime View International (PVI) is seeing more interest in the China market for its electrophoretic displays (EPDs) after China's recent... Read more | Coretronic September sales up 7% on strong projector and BLU shipments Displays | Oct 8, 12:21 Coretronic, a maker of backlight units (BLUs) and DLP projectors, has reported a 7% sequential rise in its September consolidated sales at NT$7.06 billion... Read more | | CMO sales up 6% in September Displays | Oct 8, 01:05 Chi Mei Optoelectronics (CMO) has announced that consolidated revenues for its TFT LCD business increased 6% sequentially in September to NT$30.2 billion... Read more | Green Energy Technology unveils thin-film solar modules Bits + chips | Oct 8, 14:15 Taiwan solar wafer maker Green Energy Technology (GET) has extended its production to a-Si thin-film solar modules and is showcasing an 8.5G 2.6×2.2m... Read more | | APM seeking MEMS foundry cooperation opportunities with Dalsa and Micralyne Bits + chips | Oct 8, 14:02 Taiwan-based MEMS foundry Asia Pacific Microsystems (APM) has sent representatives to Canada-based MEMS foundry service companies – Dalsa Semiconductor... Read more | Himax 3Q sales meet expectations due to product line adjustment Bits + chips | Oct 8, 12:36 Himax Technologies announced revenues for the third quarter of NT$230.1 million, a 6.8% decline sequentially, in line with guidance provided earlier... Read more | | E-Ton Solar unveils new monocrystalline solar cells with 18.17% conversion rate Bits + chips | Oct 8, 12:35 E-Ton Solar Tech, a Taiwan-based producer of mono- and poly- crystalline silicon solar cells, at an October 7 institutional investor conference exhibited... Read more | MediaTek gearing up for WiMAX and WCDMA markets Bits + chips | Oct 8, 12:33 MediaTek is exhibiting its WiMAX and WCDMA (W&W) chips at the 2008 Taipei International Electronics Show (Taitronics), with the WiMAX chips perhaps... Read more | | Taiwan companies assessing offer to set up handset joint venture in South Africa Telecom | Oct 8, 01:20 Sunplus Technology, Inventec Appliances, Pegatron, and other Taiwan-based companies are assessing an offer from South African investors to set up a joint... Read more |
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To increase notebook BLU penetration rates, LCD panel makers to allow thicker BLUs Displays | Oct 7, 01:10 | | In response to demand for energy saving and environmental protection, LCD panel makers continues to introduce LED-backlight notebook panels, and in order to increase the penetration rates, the makers are loosening the specifications for LED backlight units (BLUs) for notebooks, according to market sources. Read more | | |
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UMC to complete installation of MEMS production equipment in October Bits + chips | Oct 7, 17:02 | | United Microelectronics Corporation (UMC) is expected to complete its first-phase installation of MEMS production equipment in October, two months ahead of market expectations, according to sources close to UMC. Read more | | |
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Despite a bearish market, some Taiwan IC design houses seeing share price gains amid consolidation speculation Bits + chips | Oct 7, 16:10 | | While the Taiwan stock market continues to perform badly, Taiwan IC design companies Advanced Analog Technology (AAT), Alcor Micro and Anpec Electronics are showing a rebound in their share price, as market speculation indicates that each of the companies could be a target of a a merger soon. Read more | | |
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LCD driver IC front and back-end companies report 3Q08 sales decline due to panel output reductions Bits + chips | Oct 7, 17:00 | | Driver IC maker Novatek Microelectronics has reported decline in third-quarter sales due to reductions in output a panel makers. Chipbond Technology also failed to meet third-quarter expectations. Read more | | |
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| | | | Tecom shipping WiMAX remote radio head components to Samsung Systems | Oct 7, 16:40 Telecom equipment maker Tecom has begun to ship remote radio heads for use in WiMAX base stations to Samsung Electronics, with shipments to continue... Read more | | Asustek officially launches Eee PC S101 and N10 notebooks Systems | Oct 7, 15:30 Asustek Computer has officially launched the high-end Eee PC S101 and N10 notebook series. The S101 and N10 both feature a 10.2-inch panel and are powered... Read more | HP to focus on 13-inch class 16:9 aspect ratio notebooks in 2009, say sources Systems | Oct 7, 14:30 Hewlett-Packard (HP) plans to push sales of 13-inch class (13.0-13.9-inch) notebooks with 16:9 aspect ratio panels before the end of this year, making... Read more | | Asia Optical, Kinko see record consolidated revenues in September Systems | Oct 7, 11:44 Asia Optical and Kinko Optical, two Taiwan-based makers of optical lens assembly units, reported consolidated revenues of NT$3.65 billion and NT$402... Read more | AUO 3Q large-size panel shipments down 5.2% sequentially Displays | Oct 7, 16:34 AU Optronics (AUO) announced September 2008 consolidated and unconsolidated revenues of NT$34.56 billion and NT$34.54 billion, respectively. The company... Read more | | Qisda sees sequential growth in September revenues Displays | Oct 7, 14:47 Qisda posted September consolidated revenues of NT$9.63 billion (US$297 million), up 14.6% from NT$8.4 billion in August, but a drop of 11.3% on year;... Read more | Wah Hong consolidated revenues up in both September and 3Q Displays | Oct 7, 01:05 Taiwan-based LCD optical film maker Wah Hong Industrial posted consolidated September revenues of NT$616.7 million (US$19 million), up 17.26% sequentially... Read more | | Winbond September sales down 40% on year Bits + chips | Oct 7, 16:00 Winbond Electronics reported September revenues of NT$1.677 billion, a decrease of approximately 9.25% compared with NT$1.848 billion in the previous... Read more | Passive component suppliers Cyntec and Polytronics report record sales in September Bits + chips | Oct 7, 12:13 Due to the peak season effect, passive component makers Cyntec and Polytronics Technology both reported record sales in September; Yageo and Walsin Technology... Read more | | MediaTek September sales up 4% sequentially Bits + chips - Stockwatch | Oct 7, 11:53 MediaTek has reported consolidated net sales for September of NT$9.85 billion (US$304 million) an increase of 4.19% from the NT$9.45 billion reported... Read more | 3Q sales growth for packaging and testing companies, but sales should decline in 4Q Bits + chips | Oct 7, 11:22 Taiwan packaging and testing companies performed better than expectation in general during the third quarter, but fourth-quarter sales are expected to... Read more | | Sitronix expects to see higher sales and margins in 3Q Bits + chips | Oct 7, 01:15 LCD driver IC design house Sitronix Technology expects to have NT$600 million (US$18.56 million) in sales for September and NT$1.8 billion for the third-quarter... Read more | Etron September sales and shipments up sequentially Bits + chips | Oct 7, 01:00 Etron Technology announced that its net sales for September 2008 were NT$700 million (US$22 million), up 6.8% from NT$656 million (US$21 million) for... Read more | | HTC September sales up 30% on year Telecom - Stockwatch | Oct 7, 01:20 HTC Corporation has reported September revenues of NT$13.7 billion, up 30% from the same period last year. For the third quarter of 2008, the company's... Read more |
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Systems | Taiwan market: Canon to launch EOS 50D DSRL camera Oct 7, 15:33 | | | | | Taiwan market: Gamania to launch South Korea-developed online game Theos Oct 7, 14:55 | | | | | Synnex Technology hits record consolidated revenues in September Oct 7, 14:12 | | | | |
Displays | School of hard knocks: Education display shipments to increase over next five years, but revenue to decline, says iSuppli Oct 7, 16:24 | | | | | Wellypower LED shipments increase in 3Q, but sales down 17% Oct 7, 14:45 | | | | |
Bits + chips | Neo Solar secures second contract from Italy-based Solarday Oct 7, 16:26 | | | | | MEMS sector expected to average 17% annual growth over next 5 years, says Yole Oct 7, 12:06 | | | | |
Telecom | Nokia Comes with Music must come with operator support too, says Ovum Oct 7, 17:01 | | | | | Intel likely to make equity investment in WiMAX licensee Vmax, says paper Newswatch | Oct 7, 12:11 | | | |
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CPT halts expansion as LCD down cycle expected to last through 2009 Displays | Oct 6, 11:47 | | Chunghwa Picture Tubes (CPT) has halted its expansion projects as the LCD panel market is expected to have a tough year in 2009, according to company chairman WS Lin. Read more | | |
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Macronix and APM to cooperate for MEMS microphone market Bits + chips | Oct 6, 11:54 | | Macronix International Company (MXIC) and Asia Pacific Microsystems (APM) are said to be cooperating on making an entrance in the MEMS microphone market. According to market sources, Macronix will be responsible for front-end CMOS production while APM will take over backend processes. Read more | | |
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Compal Communications 2008 handset shipment goal unattainable Telecom | Oct 6, 15:07 | | Compal Communications will be unable to attain its goal to ship 48 million handsets in 2008 even though the company has projected handset shipments will grow 30% sequentially in the fourth quarter of this year. Read more | | |
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| | | | Radiant September sales driven by LED BLUs for notebooks Displays | Oct 6, 11:48 Backlight unit (BLU) maker Radiant Opto-Electronics has reported strong consolidated revenues for September at NT$3.38 billion (US$104.54 million), up... Read more | | Elpida completes 65nm DRAM shrink Bits + chips | Oct 6, 17:05 Japan-based DRAM maker Elpida Memory has announced today that it has developed a shrunken version of its 1Gb DDR2 SDRAM that delivers 20% more chips... Read more | TPCA Show 2008 to begin on October 22 Bits + chips | Oct 6, 16:46 The Taiwan Printed Circuit Association's (TPCA's) annual event (TPCA Show 2008) is to be held between October 22-24. 357 exhibitors across 1,634 booths... Read more | | PTI to have record September sales with Kingston's strong orders; expects flat or increasing sales in 4Q Bits + chips | Oct 6, 15:23 Powertech Technology (PTI) has reported September sales of NT$2.7 billion (US$83.5 million), a company record, thanks to support from its largest shareholder... Read more | Second-tier memory vendors laying off workers to cut operating costs Bits + chips | Oct 6, 14:40 A number of Taiwan-based second-tier memory vendors have begun to lay off employees working at production lines and backup units as a means to reduce... Read more | | DRAM maker Powerchip sees revenues drop to 3-year low in September Bits + chips | Oct 6, 12:02 Powerchip Semiconductor Corporation (PSC) saw its revenues drop to a three-and-a-year low in September 2008 resulting from sliding DRAM prices and a... Read more | Taiwan IC design companies to see on-year sales growth in 4Q08 Bits + chips | Oct 6, 11:49 Taiwan IC design houses are expected to see on-year sales growth in the fourth quarter this year because of the low baseline set as a result of the collapse... Read more | | Nokia expects digital music to account for half of world's music market in 2010 Telecom | Oct 6, 16:20 The production value of digital music is likely to grow sharply, to account for half of the world's entire music market in 2010 if Nokia's recently launched... Read more |
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Systems | Murata uses robot to highlight sensor products Oct 6, 17:05 | | | | | Asustek shipped 700,000 Eee PCs in September this year, says paper Newswatch | Oct 6, 12:10 | | | | | Thermaltake expected to sees double-digit revenues growth in September, says paper Newswatch | Oct 6, 12:03 | | | | | Largan hits record consolidated revenues, Altek sees large growth on month in September Stockwatch | Oct 6, 11:08 | | | | |
Mobos | Albatron announces mini-ITX motherboard supporting AM2+ CPUs Oct 6, 16:50 | | | | |
Displays | IT LCD panel prices stable in 1H October; price drops persist in TV segment, DisplaySearch says Oct 6, 14:32 | | | | | Europe and Japan firms tie up on green-LED development Oct 6, 12:23 | | | | |
Bits + chips | Photovoltaics emerge as fastest growing GaAs market, says Strategy Analytics Oct 6, 12:16 | | | | | TSMC reaches settlement with UniRAM Technology Stockwatch | Oct 6, 11:43 | | | | | Credit crisis crunches DRAM suppliers, says iSuppli Oct 6, 11:06 | | | | | EMC to add investment in China-based FCCL maker Newswatch | Oct 6, 10:50 | | | |
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Asustek Display components DRAM handset Hot Systems IC design IC manufacturing LCD LCD panel LED Memory Mobile phone and PDA Mobo, chipset Monitor, TV netbook Networking notebook panel Passive, PCB, other IC components Portable revenues sales shipment Software, Internet Solar Storage, peripherals Taiwan Taiwan market Telecom service WiMAX |
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AMD to split into two operations (Oct 6) - New York Times AMD plans to announce Tuesday that it will split into two companies - one focused on designing microprocessors and the other on manufacturing them.
Two Abu Dhabi investment firms will inject at least US$6 billion into the two firms, mostly to finance a new chip factory that AMD planned to build near Albany, NY, and to upgrade one of the company's existing plants in Dresden, Germany.
| SKorea semiconductor exports fall (Oct 6) - AFP South Korea, the world's top memory chip producer, suffered a drop in semiconductor exports for a third straight month in September amid a market glut and a slow US economy, data showed Sunday.
Statistics at the Ministry of Knowledge Economy, disclosed by Yonhap news agency, showed semiconductor exports plunged 9.9% year-on-year to US2.96 billion in September, a consecutive fall since July.
| Taiwan goverment mulls setting up sovereign wealth fund (Oct 2) - Taipei Times Chiu's remarks came after Tuesday's meeting of an economic advisory task force, during which VP Vincent Siew broached the subject of a sovereign fund. But the council said that it was not the government's priority to create a sovereign wealth fund, because such funds are intended for investment abroad, while the government needs money to finance public works at home.
Council vice chairman San Gee said the most urgent task facing the country was to stimulate economic growth through domestic construction projects.
| Gartner: Wall Street woes won't take down tech (Oct 1) - Computerworld In the Gartner report, analysts Ken McGee and Mark McDonald cite government data, results of a survey of about 1,000 CIOs, and recent quarterly reports from top vendors to reaffirm an assessment made earlier this year that IT spending won't turn negative. Tech stocks have taken a beating on Wall Street but have recovered some this week.
| Taiwan stocks plunge on bailout failure (Sep 30) - International Herald Tribune Taiwanese shares fell sharply Tuesday after US lawmakers turned down President George Bush's request for US$700 billion to rescue the American financial system.
The weighted price index of the Taiwan Stock market dropped 210.35 points, or 3.55%, to close at 5,719.28. Earlier, it had fallen more than 6%. Before the market opened, Taiwanese vice premier Paul Chiu urged investors to have confidence in Taiwan's export-driven economy and its financial markets.
| Warren Buffet and Taiwan's Terry Gou likely to turn rivals (Sep 29) - eTaiwanNews Buffett, often mentioned in the past as the world's wealthiest man behind former Microsoft chairman Bill Gates, is reportedly looking to buy 10% of shares in China's BYD, a major electronics and auto-parts manufacturer.
| How low can these stocks go? (Sep 29) - Barron's Intel fell to a new 2 year low. Yahoo fell US$2.04, or 10.8%, to US$16.88. That's a new 5 year low. Dell fell US$1.59, or 9.4%, to US$15.41. That's a new 10 year low. Sun fell 89 cents, or 11.7%, to US$6.75. That's a new 13 year low. AMD fell 87 cents, or 16.9%, to US$4.29. That¡¦s a new 17 year low. Qimonda fell 48 cents, or 32.4%, to $1. That¡¦s a new all-time low, but it still could go lower; there are growing concerns that the memory chip maker is headed for nsolvency.
| Typhoon Jangmi wreaks havoc in Taiwan (Sep 29) - Taiwan News Typhoon Jangmi is expected to lash Taiwan with massive amounts of rain and strong winds for a second day today after leaving a trail of destruction behind.
| US tech exports slip (Sep 23) - Business Week Last year, US technology exports fell for the first time in five years amid lower demand from some of the biggest importers, according to the AeA, a tech industry trade group formerly called the American Electronics Assn.
| WTO sets up panel in EU high-tech imports dispute (Sep 23) - Reuters The United States, Japan and Taiwan say the EU, officially known at the WTO as the European Communities (EC), is violating a 1996 WTO deal to limit barriers on trade in high-tech goods such as satellite boxes, flat panel computer monitors and digital scanners and printers.
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FPD Report: Taiwan LCD TVs – 2Q 2008 (Sep 30) |
In the second quarter this year, downstream demand was not as strong as expected and a price war was introduced by Sony in the North America market, as the vendor looked to gain market share. Overall though, shipments from Taiwan makers matched earlier forecasts from Digitimes Research at just over 10% sequential growth. |
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 Table of contents Full report
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ICT Report: Taiwan notebooks – 2Q 2008 (Sep 30) |
Taiwan shipped 29.4 million notebook PCs in the second quarter of 2008, up 5.2% sequentially and 48.2% from the same period one year earlier, with the key growth driver being Netbook, which are now included in overall shipments. |
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Table of contents Full report |
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FPD Report: Taiwan LCD monitors – 2Q 2008 (Sep 30) |
Taiwan shipped 30.9 million LCD monitors in the second quarter of 2008, up 5.8% sequentially but down 3.3% from the same period one year earlier. |
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Table of contents Full report |
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Taiwan semiconductor equipment industry overview (Aug 12) |
Worries about a global economic downturn have taken a toll on a number of industries, with the semiconductor industry being no exception. Players in the semiconductor industry have cut their annual capital expenditure (capex) this year to cope with the weak demand, and SEMI projects that following 6% market growth in 2007, the semiconductor equipment market will decline 20% in 2008 with sales reaching US$34.12 billion. |
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Taiwan motherboard industry overview (Jun 9) |
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. |
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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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