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NEWS & VIEWS |
Taipei,
Wednesday, July 9, 2008
12:17 (GMT+8)
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There are now [8] new stories posted on our member site. Please sign in to read real-time news updates. |
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First-tier notebook makers expect sequential shipments boost of 15-20% in 3Q08 Systems | Jul 8, 16:43 | | First-tier notebook makers including Quanta Computer, Compal Electronics and Wistron all expect notebook shipments in the third quarter to see a sequential increase of 15-20%, according to the companies. Read more | | |
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MediaTek 2Q sales in line with guidance, but sales outlook still unclear |
Bits + chips | Jul 8, 11:39 | | Despite MediaTek having its second-quarter sales in line with guidance, industry players have expressed concern about a flat sales outlook for the third quarter. Read more | | |
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Panel prices tumble down in July, but makers expect a turnaround in September Displays | Jul 8, 11:06 | | The sharp drop in large-size panel quotes for July have signaled a slow start for the LCD panel high season, but that has not prevented suppliers from believing that prices will begin to stabilize in August and go up in September when demand picks up, according to industry sources. Read more | | |
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| | | | LCD panel maker AUO reports revenues down 17.2% in June Displays | Jul 8, 16:10 AU Optronics Corporation (AUO) announced June consolidated revenue of NT$36,7 billion (US$1.21 billion), a 17.2% sequential decrease, and 5.7% decrease... Read more | | Low price Atom standard platform to have limited impact on IPC makers Mobos | Jul 8, 15:02 Recent market reports that Intel's Atom standard platform has dropped below US$100 have prompted speculation that the new platform could have a possible... Read more | Nvidia to possibly abandon VIA for Intel Atom Mobos | Jul 8, 14:28 Although VIA Technologies and Nvidia entered into an alliance to cooperate in the low-cost PC and MID markets earlier in the year, according to recent... Read more | | HTC June revenues meet market expectations, to begin selling CDMA Diamond in Canada in 3Q Telecom | 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 | IC distributor Zenitron secures LCD panel distribution rights Displays | Jul 8, 12:12 Eyeing the business potential from the small- and medium-size LCD panel market, IC distributor Zenitron has secured distribution rights from panel makers... Read more | | DRAM module makers expect demand to recover Bits + chips | Jul 8, 11:13 Major DRAM module makers A-Data Technology and Transcend Information, though seeing their June sales dampened by weak memory pricing, both anticipate... Read more | June revenues down for CMO and HannStar, LCD panel prices to continue falling in July Displays | Jul 8, 01:15 Chi Mei Optoelectronic (CMO) posted June consolidated revenues of NT$29 billion (US$954 million), down 14.7% sequentially, and its revenues for the second... Read more | | Handset component players recovering from low season, June revenues improve Telecom | 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... Read more | Lackluster small- to medium-size panel demand affects June revenues for makers Displays | Jul 8, 01:05 Demand for small- to medium-size LCD panels dropped rapidly in the second quarter and the drop was reflected in revenues for small- to medium-size panel... Read more | | CMC and Ritek gain back share from China competitors in Latin America Systems | Jul 8, 01:00 CMC Magnetics, Ritek and Prodisc Technology, leading Taiwan-based makers of blank optical discs, have won OEM orders from the retail channel in Latin... Read more |
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Systems | Synnex June consolidated revenues up on month, year Jul 8, 11:23 | | | | Taiwan digital camera makers Altek, Ability Enterprise differ in June revenue performance Jul 8, 11:08 | | |
| The launch of Centrino 2 to boost Taiwan supply chain, says paper Newswatch | Jul 8, 14:51 | | | | |
Displays | CCFL maker Wellypower June revenues up 12% on year Jul 8, 14:42 | | | | SVA may revise next-generation LCD plant project to 7.5G, paper says Newswatch | Jul 8, 12:08 | | | | |
Bits + chips | Chroma Ate anticipates it will sustain strong sales in 3Q Jul 8, 14:48 | | | | Solargiga expected to benefit from Toyota solar-powered hybrid car Jul 8, 14:10 | | | | Visual Photonics Epitaxy preps volume production of high-efficiency concentrator solar cell Newswatch | Jul 8, 11:15 | | | | |
Telecom | Mitac to launch its first GPS-enabled 3G handset in 4Q Jul 8, 14:07 | | | | South Korea-based KTF reportedly interested in investing in Vibo Telecom Jul 8, 14:03 | | | | Mobile capex more than US$131 billion and rising despite turbulent economy Jul 8, 10:03 | | | |
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CPT president expects panel industry to be weaker than usual in 2H 2008 Displays | Jul 7, 11:35 | | The LCD panel industry is likely to see weaker-than-usual demand in the second half of 2008 during the high season because of rising oil prices, the prolonged impact of the subprime issues, and the global economic slowdown, according to Chuang-Yi Chiu, president of Chunghwa Picture Tubes (CPT). Read more | | |
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Synnex Technology to add investment of up to US$23 million in China Systems | Jul 7, 10:54 | | IT distributor Synnex Technology on July 4 announced it will make additional investment of up to US$23 million in Synnex Investment (China), its subsidiary in China, through its BVI-based subsidiary Synnex Global. Read more | | |
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| | | | Fulltech secures funds for fiber glass yarn expansion Bits + chips | Jul 7, 17:06 After securing funding of NT$4.6 billion (US$151.3 million), Fulltech Fiber Glass has begun construction of a second fiber glass yarn plant with production... Read more | | SAS US subsidiary said to have broken even earlier than expected Bits + chips | Jul 7, 17:02 Sources at Sino-American Silicon Products (SAS) indicated that the company's US-based subsidiary Globitech will see its monthly profits break even earlier-than-expected,... Read more | Air Semiconductor touts low-power GPS solution Bits + chips | Jul 7, 16:26 While digital camera makers are eying GPS as a feature that can help differentiate their next-generation products, power consumption will be an issue... Read more | | Share price for LED driver IC design houses subject to downward pressure Bits + chips | Jul 7, 15:55 Some Taiwan LED driver IC design houses have seen their share price weaken recently because of concerns about a possible oversupply in the second half... Read more | Celxpert expects revenues to grow 20% sequentially in 3Q08 Systems | Jul 7, 15:13 Taiwan-based notebook battery pack maker Celxpert Energy expects revenues to grow 20% sequentially in the third quarter of this year thanks in part to... Read more | | Taiwan thin-film solar module makers secure new orders Bits + chips | Jul 7, 14:12 During a recent photovoltaic (PV) show in Germany, Auria Solar and Green Energy Technology secured thin-film solar module orders that exceed their available... Read more | Compal Communications and Arima Communications have mixed shipment performance in 1H08 Telecom | 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... Read more | | BLU maker Radiant sees June revenues drop 10% Displays | Jul 7, 11:51 Backlight unit (BLU) maker Radiant Opto-Electronics has reported a 10% sequential drop in consolidated revenues for June to NT$2.97 billion (US$97.75... Read more | SiS sees increasing sales in 1H08 Mobos | Jul 7, 11:22 Silicon Integrated System (SiS) has announced revenues of NT$528 million (US$17.37 million) for June 2008, a slight boost on month, but an increase of... Read more | | Taiwan lens kit maker Largan sees seven-month high in June revenues Systems | Jul 7, 10:46 Largan Precision, a Taiwan-based maker of optical lens kits, on July 4 reported consolidated revenues of NT$640.6 million (US$21 million) for June 2008,... Read more |
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Systems | China market: More people online buy women's clothing than PCs, says survey Jul 7, 16:43 | | | | Taiwan market: CHT adjusts down 2008 MOD user base target Jul 7, 16:10 | | | | Accton June revenues highest for the year Newswatch | Jul 7, 15:43 | | | | Quanta leading notebook makers in vertical integration, says paper Newswatch | Jul 7, 15:42 | | | | |
Mobos | IGS arcade machine revenues hit NT$150 million in June Jul 7, 10:50 | | |
| Motherboard makers to focus sales activities in China during July and September, says paper Newswatch | Jul 7, 12:20 | | | | |
Displays | LED penetration to reach 8% of LCD TV market by 2011, says Displaybank Jul 7, 10:39 | | |
| AUO LCM plant in China to almost triple production value this year, reports paper Newswatch | Jul 7, 14:18 | | | | |
Bits + chips | Neo Solar Power sales soar in 1H08; capacity trails behind demand Newswatch | Jul 7, 11:40 | | | |
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IC packaging and testing industry heads for single-digit growth in 3Q08 Bits + chips | Jul 4, 15:06 | | Peak-season effects for the IC packaging and testing industry in third quarter 2008 will not be strong as expected, and will push down projected on-year growth for the quarter to a single-digit range, according to market sources. Read more | | |
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Nvidia contract makers in Taiwan low-key over defective chip reports Bits + chips | Jul 4, 14:20 | | Nvidia's Taiwan-based graphics chip contract makers are being low-key after the US chip designer informed investors on July 3 that will take a charge of US$150-$200 million related to expenses stemming from issues discovered with die/packaging materials used in previous generation notebook products. Read more | | |
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DRAM bit growth limited in 3Q Bits + chips | Jul 4, 14:10 | | The bit growth of the global DRAM industry will be limited in the third quarter of this year as most DRAM makers around the globe have postponed either construction of new plants or other capacity expansion projects, according to sources at Taiwan DRAM makers. Read more | | |
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| | | | Commentary: How will PDPs fit into Samsung Electronics' TV strategy? Displays | Jul 4, 16:55 While it makes business sense for Samsung Electronics to take over Samsung SDI's PDP business as the companies look to streamline their manufacturing,... Read more | | NCC rejects Fitel WiMAX spin-off application Telecom | 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... Read more | Gartner updates 1Q server market growth down to 2.5% Systems | Jul 4, 15:46 Worldwide server revenues in the first quarter of 2008 increased 2.5% over the same quarter last year, according to updated statistics by Gartner. In... Read more | | Lite-On takes up a 20% stake in wireless antenna maker Telecom | Jul 4, 15:31 Lite-On Technology has taken up a 19.9% stake in wireless antenna maker Auden Technology for NT$179 million (US$5.89 million), or NT$22 per share, through... Read more | ECS changes chairperson Mobos - Stockwatch | Jul 4, 12:21 On July 3, Kuo Lin Wen-Yen was replaced as chairman and president of Elitegroup Computer System (ECS) by Ni Shun-Yi, who was special personal assistant... Read more | | PC vendors pessimistic about MIDs Systems | Jul 4, 12:03 Although Intel is aggressively pushing MIDs (Mobile Internet Devices) and its Centrino Atom platform, PC vendors still feel pessimistic about the market's... Read more | TSMC 2Q guidance remains on track Bits + chips - Stockwatch | Jul 4, 12:02 Due to recent market information and rumors leading to diverging views of Taiwan Semiconductor Manufacturing's (TSMC) business outlook, TSMC has clarified... Read more | | Mobile WiMAX to be technology for developing countries Systems | Jul 4, 11:43 Mobile WiMAX may not succeed in mature mobile broadband markets, but it will have a future in BRIC (Brazil, Russia, India, and China) countries, especially... Read more | Foxconn rumored to be targeting Inventec for acquisition, says paper Systems - Newswatch | Jul 4, 11:13 Foxconn Electronics (Hon Hai Precision industry) is targeting Inventec for an acquisition according to market rumors, the Chinese-language Commercial... Read more | | PixArt responds to rumors of lost Nintendo orders Bits + chips | Jul 4, 01:15 PixArt Imaging has responded to market rumors that it has lost component orders for Nintendo's Wiimote controllers saying shipments to Nintendo are still... Read more | Pioneer obtains OEM orders for BD Combo drives from HP, say Taiwan makers Systems | Jul 4, 01:10 Pioneer has landed OEM orders for Blu-ray Disc (BD) Combo drives from Hewlett-Packard (HP) with shipments to begin in July 2008, according to industry... Read more | | IPC industry feels no pressure from Atom shortages Mobos | Jul 4, 01:05 Although Intel's Atom processor shortage has had a large impact toward notebook vendors' low-cost notebook (netbook) shipments, IPC (industrial PC) makers,... Read more |
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Systems | Taiwan market: Server market sees on-year revenues drop in 1Q08, says IDC Jul 4, 15:44 | | | | Taiwan market: Garmin sells digital navigation maps of China Jul 4, 14:01 | | | | Taiwan market: EMI-defective digital photo frames 20-40% cheaper than normal Jul 4, 11:32 | | | | |
Displays | Neng Tyi to ship LED cooling module in 2H08 Jul 4, 14:55 | | | | Star World sees growth in June revenues Jul 4, 01:00 | | |
| Bright LED receives more LED street lamp orders Newswatch | Jul 4, 17:10 | | | | |
Telecom | China annual telecom network-equipment procurement to top US$12 billion in next three years, says Nortel executive Jul 4, 17:10 | | | | China market: Over 42 million GSM, CDMA handsets sold in 1Q08 Jul 4, 10:40 | | | |
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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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Taiwan MoEA to propose higher ceiling on investment in China by end-July (Jun 26) - XFN-ASIA (via Forbes) | US Fed happy to do nothing, interest rates remain unchanged (Jun 25) - Forbes While the rest of the world is gearing up to fight inflation, the US Federal Reserve seems sidelined by the puny American economy. The Federal Reserve kept its key federal funds rate at 2.0% after having lowered it at each of its last seven meetings, stretching back to September, when the rate was 5.25%. But easy money brings inflation, and with the rate so close to zero, the central bank has little scope to cut any further, regardless of slow economic growth.
| Taiwan may raise interest rate to 7-year high to cool inflation (Jun 26) - Bloomberg ..."We see further upward pressure on headline inflation that could be too much for the central bank's comfort," said Tony Phoo, an economist at Standard Chartered Bank in Taipei. "We now expect the CBC to hike 12.5 basis points to 3.625 percent in June and another 12.5 basis-point rise in September."
| China, Taiwan carriers reach direct flight deal: report (Jun 24) - CBS MarketWatch China Airlines and its Mandarin Airlines unit plan to launch, starting July 4, 29 direct weekend charter flights a month to Beijing, Shanghai, Guangzhou and Xiamen, according to the report, while China Southern said it will fly four round-trip flights a week to Taipei, the capital of Taiwan, from Guangzhou and Shanghai.
| Taiwan Economics Ministry to pblicize relaxations on investments in China in July (Jun 24) - CENS The Ministry of Economic Affairs (MOEA) is scheduled to announce relaxation of the existing restrictions on investments by local enterprises in China in July, including the exclusion of the acquisition of Chinese enterprises from the calculation of their Chinese investment value, said Yiin Chii-min, economics minister yesterday (June 23).
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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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FPD Report: Taiwan large-size LCD panels – 1Q 2008 (Jun 19) |
Shipments saw a slight sequential drop in the first quarter; but on an on-year basis, growth was still significant. The snowstorms and inventory issues in the retail channel in China did hit large-size panel suppliers during January and February. But strong shipments of monitor panels from AUO Optronics (AUO) and Chi Mei Optoelectronics (CMO) in March managed to send overall fist-quarter shipments to the monitor segment up 2.4% sequentially. |
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Table of contents Full report |
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Taiwan optical disc drive overview (Jul 6) |
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%. |
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Taiwan digital camera overview (Jun 26) |
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. |
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Large-size LCD panel overview (Jun 20) |
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. |
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