Taipei, Wednesday, July 27, 2016 23:43 (GMT+8)
thunderstorms
Taipei
32°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.

Realtime news
  • Analog Devices, Linear to merge

    Bits + chips | 2h 8min ago

  • UMC looks to 2-3% shipment growth in 3Q16

    Bits + chips | 2h 9min ago

  • BlackBerry launches new Android smartphone

    Mobile + telecom - Newswatch | 2h 10min ago

  • SPIL reports NT$0.90 EPS for 2Q16

    Bits + chips | 2h 11min ago

  • Pegatron automates factory in Shanghai, says chairman

    IT + CE | 2h 12min ago

  • Nanya 2Q16 profits fall

    Bits + chips | 2h 15min ago

  • Connector maker Sinbon reports earnings for 2Q16

    IT + CE - Newswatch | 2h 17min ago

  • Digitimes Research: Taiwan ships nearly 8.5 million LCD TVs in 2Q16

    Displays | 2h 17min ago

  • Digitimes Research: Over 4,000 models of LTE-enabled devices launched as of February 2016

    Mobile + telecom | 2h 19min ago

  • Innolux turns to focus on shipping whole-set products to increase profits

    Before Going to Press | 1h 43min ago

  • Sharp reportedly sees improving profitability

    Before Going to Press | 1h 44min ago

  • Xiaomi announces new Mi Book Air notebooks

    Before Going to Press | 2h 32min ago

  • Connector maker Sinbon reports earnings for 2Q16

    Before Going to Press | 2h 33min ago

  • Taiwan sets aside budget of NT$107.85 billion for development of science and technology in 2017

    Before Going to Press | 2h 33min ago

  • China reaches total PV installation capacity of 22GWp in 1H16, says NEA

    Before Going to Press | 2h 34min ago

  • MLS large production capacity to complement Osram brand reputation, says MLS president

    Before Going to Press | 2h 34min ago

  • LeEco to acquire Vizio

    Before Going to Press | 2h 35min ago

  • BlackBerry launches new Android smartphone

    Before Going to Press | 2h 36min ago

  • Vizio acquisition expected to push LeTV-Foxconn partnership

    Before Going to Press | 2h 37min ago

Pause
 | 
View more

Taiwan server shipment forecast and industry analysis, 2016

RESEARCH EXTRAS | Apr 1, 15:47

Strong demand from the cloud computing market helped Taiwan's server shipments grow 12.5% on year to break 10 million units in 2015, accounting for 90.7% of worldwide shipments and the percentage is expected to grow to 91.1% in 2016. This Digitimes Research Special...

China smartphone touch-panel industry 2016 forecast

CHINA SMARTPHONE | Feb 6, 17:23

In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key...

Global tablet market – 1Q 2016

GLOBAL TABLET | Jun 1, 14:09

There were an estimated 44.89 million tablets shipped globally during the first quarter of 2016, falling 31.3% on quarter and 12.1% on year.

China smartphone AP shipments – 1Q 2016

CHINA SMARTPHONE AP | May 27, 16:04

First-quarter 2016 smartphone AP shipments in China were slow with a sequential decrease of 16.9%.

Taiwan handsets – 1Q 2016

TAIWAN MOBILE DEVICE | May 26, 16:04

Taiwan's handset brand vendors and ODMs both saw sharp declines in their shipments in the first quarter of 2016. The brand vendors' shipments will improve in the second quarter due to launches of new models, but the ODM shipments will drop further.

IFSEC
Intel strategies in the mobile device market
Analysis of China revised domestic semiconductor industry goals
  • 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.