Taipei, Saturday, April 18, 2015 19:57 (GMT+8)
light rain shower
Taipei
24°C
Digitimes Research: Toshiba, Sony see semiconductor revenues grow; Renesas struggles to make profits
Ricky Tu, DIGITIMES Research, Taipei [Monday 25 March 2013]

Due to rising prices of NAND flash in the third quarter of 2012, Japan-based semiconductor firm Toshiba has reported fourth-quarter 2012 revenues of its semiconductor business unit grew by 10.5% on quarter, reaching JPY231.6 billion (US$2.4 billion). The firm has seen revenue growth for two consecutive quarters. Toshiba also reported fourth-quarter operating profits of JPY20 billion, showing an on-quarter growth compared to JPY12 billion in the third quarter.

Japan's second largest semiconductor firm Renesas Electronics saw fourth-quarter semiconductor revenues decrease by 13.7% on quarter because revenues from its three major product lines, MCUs, analog and power devices, and SoC solutions all showed sequential decreases compared to the third quarter. Renesas reported fourth-quarter revenues of only JPY177.2 billion and the overall net operating loss grew to JPY7.9 billion from JPY5.7 billion in the third quarter.

Sony, the third largest semiconductor firm in Japan, divides its semiconductor business into in-house use and outside sales. The fourth-quarter revenues from outside sales reached JPY90 billion, representing a sequential increase of 19%. The firm has reported revenue growth for two consecutive quarters and continues to stay in profit.

Renesas is likely to report net loss for the third consecutive year in the 2012 Japan fiscal year (from April 2012 to March 2013), Digitimes Research believes. The firm focuses on small volume production of diversified MCUs to suit the specific need of each customer, and hence the profitability is relatively small compared to other semiconductor products such as NAND flash that can be massively produced.

Toshiba is expected to continue being the largest semiconductor firm in Japan. The firm plans to begin the volume production of NAND flash using the 15-18nm technology in 2013 and develop 3D NAND flash technologies. Sony will focus on expanding the capacity of CMOS image sensors.

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 17, 11:23

Taiwan-based makers saw their large-size TFT LCD panel shipments increase on year in fourth-quarter 2014, driven largely by demand for TV applications. But they are facing growing competition from China-based and Korea-based makers who are ramping up new production...

Taiwan LCD TVs – 4Q 2014

TAIWAN DISPLAY SYSTEM | Feb 17, 11:07

Taiwan's LCD TV makers saw significant increases in shipments in the fourth quarter of 2014 thanks to strong seasonal demand, as well as Foxconn's shipments to Mexico to fulfill government procurement orders.

Taiwan small- to mid-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 16, 15:11

Major Taiwan-based suppliers of small- to medium-size LCD panels changed their production strategies in fourth-quarter 2014 as the industry entered the slow season amid sluggish demand for smartphone applications and rising competition from China-based rivals...

2015 China IC design market forecast
2015 global tablet demand forecast
2015 global notebook demand forecast
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.