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NEWS & VIEWS |
Taipei,
Monday, September 8, 2008
01:41 (GMT+8)
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AUO to expand LCM operations in China and Europe Sep 5, 10:47 AU Optronics (AUO) is expanding its LCD module (LCM) manufacturing operations by setting up a new subsidiary in China and converting its maintenance center in the Czech Republic, with both facilities being geared up for its LCM business. Read more |
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OmniVision may be looking to regain China CMOS image sensor market share Sep 5, 10:44 Following OmniVision's announced plan to grow its wafer starts amounts, industry watchers explained the move as being the company's strategy to regain its CMOS image sensor market share that may have been eroded by competitors from China. Read more |
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Capacitor issues causing high maintenance rate among LCD TVs made in China, say sources Sep 2, 12:24 Sources at passive component distributors indicated that a relatively high ratio of maintenance is being required for LCD TVs that are made in China. A look at the components inside the TVs show that problematic aluminum electrolytic capacitors installed on the controller board may be the major reason, they explained. Read more |
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Amtran and LGD to set up joint venture in China for LCM and LCD TV assembly Sep 1, 11:26 Amtran Technology has announced that it has signed an agreement with LG Display (LGD) to jointly set up a plant in China for the production of LCD modules (LCMs) and the assembly of LCD TVs. Read more |
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China supports nearly 1.71 million IPTV users at end of 2Q Aug 29, 10:03 There were 1.708 million subscribers of IPTV (Internet Protocol TV) service in the China market at the end of the second quarter of 2008, growing by 396,000 or 30.2% on quarter and by 132.1% on year, according to China-based consulting company Analysys International. Read more |
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China market: number of IM accounts rises to 426 million at end of 2Q Aug 29, 09:51 In the instant messenger (IM) service market in China, the number of active accounts increased to 426 million as of the end of the second quarter of 2008, rising by 7.6% on quarter and 13.4% on year, according to China-based consulting company Analysys International. Read more |
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China handset vendors make strong inroads into emerging markets Aug 28, 12:44 Two China-based handset vendors - TCL and Konka - have made more inroads into the global handset market, especially in emerging markets, according to data released by the companies. Read more |
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China's mobile phone user base increases to 608.38 million in July Aug 28, 11:58 There were 608.38 million subscribers of mobile communication services in China as of the end of July 2008, growing by 1.27% on month and by 19.63% on year, according to statistics published by China's Ministry of Industry and Information Technology (MIIT, renamed from Ministry of Information Industry) on its Chinese-language web site on August 26. Read more |
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China market: Aigo, Fuzhou Rockchip cooperate to promote CMMB mobile DTV standard Aug 27, 13:04 Aigo, a leading own-brand vendor of MP3 players and MP4 players in China, and Fuzhou Rockchip Electronics, a China-based developer/producer of multimedia chipsets used in consumer electronics, have formed a strategic alliance to specifically promote CMMB (China Mobile Multimedia Broadcasting), one of China's self-developed mobile TV standards, according to MP3 player industry sources in Taiwan. Read more |
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ECS buys up motherboard plant in China recently ordered to halt production Aug 22, 01:15 First-tier motherboard maker Elitegroup Computer System (ECS) has announced that it will acquire the motherboard manufacturing plant that was ordered by the China government to halt production due to tax issues. Read more |
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Commentary: Are China's next-generation LCD fabs really coming? Aug 20, 12:42 There have been talk coming out of China about Shanghai-based SVA Group planning to build its 6G LCD panel plant. But while the panel market is being hit by a price slump, as well as worries about serious over-supply emerging next year when major makers ramp up their next-generation productions, one cannot help but wonder how soon SVA will kick off construction of its 6G plant, if it ever materializes at all. Read more |
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Taiwan IC distributors worry about bad debt from China Aug 18, 16:47 Some Taiwan IC distributors pointed out that payments from some China-based customers are frequently delayed, and that they need to re-evaluates or limit customer credit lines to avoid losses from fraud or bankruptcy. Read more |
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BenQ aims to boost front projector shipments in Greater China Aug 15, 15:54 BenQ, the number three front projector vendor in Taiwan, aims to double its share in the Greater China market in the third quarter to 9.6%. The company is also planning to introduce new products to achieve its goal of 2,300 units in the local Taiwan market Taiwan. Read more |
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China halts production at ECS-invested motherboard plant amid tax issues Aug 14, 12:41 A China motherboard manufacturing facility used for producing motherboards for first-tier motherboard maker Elitegroup Computer System (ECS) was ordered by the China government to halt operations due to tax issues, according to sources in the motherboard industry. Read more |
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KCUC July revenues jump 27% on handset demand in China Aug 14, 12:25 Due to growing demand for white-box handset in China, Taiwan IC distributor Kuen Chaang Uppertech (KCUC) saw its July revenues jump 27% sequentially. Read more |
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China TD-SCDMA subscriber volumes falling short of expectations Aug 14, 11:52 The number of TD-SCDMA subscribers in China is expected to reach 2.31 million by the end of 2008, falling substantially short of the optimistic projection of 20-50 million subscribers by market sources in China, according to the latest estimation by China-based market research firm CCID Consulting. Read more |
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China market: 2Q08 SaaS sales valued at 3.044 billion Aug 14, 11:33 SaaS (software as a service) providers in the China market generated a total sales value of 3.044 billion (US$438 million) during the second quarter of 2008, rising by 32% on year, according to China-based consulting company Analysys International. Read more |
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China handset production to top 605 million units in 2008, says CCID Aug 14, 11:29 The production volumes of handsets in China are expected to top 605 million units in 2008 compared to the 550 million units produced in 2007, according to data released from China-based CCID Consulting. Read more |
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Smartphone sales in China up 32% on year in 1H 2008, says CCID Aug 13, 11:32 Unit sales of smartphones in the China market grew 32% on year to 15 million units in the first half of 2008, according to data released from China-based CCID Consulting. Read more |
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China market: 2Q08 online gaming services valued at 4.43 billion yuan Aug 12, 12:38 Operators of online gaming services in the China market generated total revenue of 4.43 billion yuan (US$637 million) during the second quarter of 2008, rising by 11.2% on quarter and 65.9% on year, according to China-based consulting company Analysys International. Read more |
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Elpida to establish DRAM JV in China Aug 7, 10:49 Elpida Memory and China's Suzhou Venture Group (SVG) announced that they have agreed to establish a joint venture (JV) company by the end of 2008 to produce DRAM at a 12-inch wafer fab in Suzhou, China. Elpida plans to hold 39% of the shares that will be issued by the new joint venture company, with the remaining 61% to be held by SVG and the potential third-party investor(s). Read more |
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MediaTek July revenues expected to grow close to 20% on rebound in China handset market Aug 6, 17:09 Handset industry players expect MediaTek's consolidated sales in July to reach NT$8 billion (US$259.38 million), which would represent a monthly increase of about 18% from the NT$6.8 billion in consolidated sales the company reported in June. The sources added that July's sales may have a chance to surpass the company's monthly record of NT$8.33 billion reported in April in 2008. Sales in August will remain flat from July's level as well, the sources forecast. Read more |
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China market: 2Q on-line advertising valued at 2.808 billion yuan Aug 5, 13:32 Providers of on-line advertising services in the China market generated total revenues estimated at 2.808 billion yuan (US$404 million) during the second quarter of 2008, according to China-based consulting company Analysys International. Read more |
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ASE preparing Shanghai unit IPO Aug 1, 01:00 Advanced Semiconductor Engineering (ASE) has announced it is preparing to hold an initial public offering (IPO) for its Shanghai operation at the China A-share market. Industry players expect the IPO to take place by end of 2008 at the earliest. Read more |
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ICP Electronics sees delay in China capacity expansion Jul 31, 16:51 Taiwan-based IPC maker ICP Electronics has suffered a delay in expanding the production capacity of Armorlink SH, its manufacturing subsidiary in Shanghai, China, and has therefore downward adjusted the originally planned scale of expansion, according to the company. Read more |
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Demand for locally-designed ICs heats up in China, says iSuppli Jul 31, 12:27 Although China's semiconductor purchasing boom is cooling down, the nation's demand for locally designed chips is heating up, with domestic consumption expected to rise by more than 60% from 2007 to 2012, according to iSuppli. Read more |
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Taiwan likely to allow 12-inch fab investment in China in September Jul 30, 12:13 Taiwan semiconductor players that wish to establish 12-inch wafer fab in China are expected to hear good news in September. Taiwan president Ma Ying-Jeou reasserted that the relaxation of restriction on China investment does no harm to Taiwan industries, and the relaxation is likely to take place in September. Read more |
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Makers to support China's CMMB mobile TV standard on Intel MID/UMPC platform Jul 29, 15:38 Intel will support the development of China's mobile TV standard CMMB (China mobile multimedia broadcasting) by supporting MID (mobile Internet device) and UMPC (ultra mobile PC) platform products supporting CMMB technology, according to sources in the Taiwan handset industry. Read more |
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Foxconn to invest additional US$200 million in China for capacity ramp Newswatch - Jul 29, 14:13 The board of Foxconn Electronics (Hon Hai Precision Industry) has decided to invest an additional US$200 million in China to ramp up its output of connectors, PC chassis and pressing parts, handset components and calculators, the Chinese-language Commercial Times quoted sources at the company as saying. Read more |
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China mobile handset user base grows to 600.76 million in June Jul 29, 11:42 There were 600.76 million subscribers for mobile communication services in China as of the end of June 2008, representing growth of 1.46% on month and 19.76% on year, according to statistics published by China's Ministry of Industry and Information Technology (MIIT, renamed from Ministry of Information Industry). Read more |
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NPC to relocate wirebond capacity to China Jul 29, 11:38 Having already identified flip-chip (FC) substrates as a key sales driver in 2008, Nan Ya Printed Circuit Board (NPC) plans to relocate its low-margin production to China in order to focus on high-margin goods, such as FC substrates, in Taiwan, according to the company. Read more |
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Polysilicon players eye Inner Mongolia as a potential production center Jul 25, 15:35 Thanks to relatively low electricity costs, Huhehaote, Inner Mongolia, is being regarded as a city that may be ideal for polysilicon and solar wafer production, as evidenced by the number of photovoltaic (PV) industry players locating their production in the region. Read more |
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AUO will not build 10G line in China Jul 25, 12:26 AU Optronics (AUO) will not build its 10G plant in China although the Taiwan government is considering allowing the island's LCD panel makers to set up front-end production lines in China, according to AUO president LJ Chen. Read more |
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Post Olympic blues unlikely to hit China's PC industry, says Gartner Jul 24, 14:52 Because of China's massive economy, the Olympic games are expected to have limited impact on China's PC market, according to Gartner. Analysts said a post Olympics slowdown is unlikely as PC penetration is still low in many small cities and towns, so there are many opportunities to drive PC shipments in the country. Read more |
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Small- to medium-size panel market recovering in China, but suppliers cautious about growth momentum Jul 24, 10:33 Demand for small- to medium-size panels in China is showing signs of a recovery, but suppliers remain cautious about whether the growth momentum will last, according to industry sources. Read more |
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Taiwan IT industry sees stricter pre-Olympics customs checks Jul 24, 01:00 Sources at PC distributors indicate that the China government has enacted stricter customs checks prior to the 2008 Beijing Olympic Games, resulting in longer transportation times for shipped IT products and components in the region, especially in Northern and central China. But for other IT products such as LCD panels and components, makers say they have seen no impact at all. Read more |
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Optimism in China for rebound in handset demand in 3Q Jul 23, 12:27 While sluggish demand in the global handset market has led handset vendors to adjust their sales goals for the second half of this year, market watchers in China believe handset demand in the local China market will pick up in late July, and chipset makers can expect increased orders in August and September. Read more |
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China market: Volume of web game users to grow to 25.5 million in 2011 Jul 23, 10:24 Web games (also called browser games) will be increasingly popular in the China market, with the number of users projected to steadily increase to 25.5 million in 2011, according to China-based consulting company Analysys International. Read more |
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China handset-design houses finding it hard to survive Jul 22, 14:35 A number of handset-design companies in China have been forced to either suspend or trim down their operations due to slack business resulting from keen competition, according to industry sources. Read more |
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Taiwan IC distributors work with design houses to gain traction in the China white-box handset market Jul 22, 12:22 According to local government officials in China, there are about 7-8 million new handset users each month in China, and most of them are using white-box handsets. The white-box handset market in China had double-digit growth in each of the most recent 2-3 years, which has attracted many IC distributors to the market. Read more |
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Motech new solar-cell capacity in China already fully booked Jul 22, 12:14 While Motech Industries's is slated to soon begin volume production of solar cells at its Suzhou, China plant, industry sources have indicated that capacity is already fully booked, and the company has announced additional investments for China. Read more |
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Green Energy to partner with China-based polysilicon maker for solar ingot production Jul 21, 14:29 Green Energy has secured land in Inner Mongolia, China where it plans to construct a solar ingot plant with polysilicon to be supplied by a domestic player, according to industry sources. Read more |
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Taiwan government loosens restrictions on China investments Jul 18, 15:39 Taiwan's Executive Yuan (Cabinet) on July 17 eased restrictions on investment by Taiwan-based companies in China in a bid to allow local companies to utilize their capital more efficiently so as to improve their competitiveness, according to government officials. Read more |
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UMC-Taiwan government lawsuit over Hejian may be settled soon Jul 18, 15:36 Following the July 17 approval by the Executive Yuan of Taiwan to lift regulations on cross-strait investments, industry players, who mostly expect the Taiwan government to further relax investment limits for semiconductor production in China, also expect progress can be made on the pending lawsuit between United Microelectronics Corporation (UMC) and the MOEA over UMC's relationship with Hejian Technology. Read more |
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China white-box handset sales expected to grow in July, as government crackdown eases Jul 18, 15:05 According to comments made by IC distributors, sales of white-box handsets in China are expected to increase this month, as the government has been less restrictive than it was in the second quarter. Read more |
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If you can be number one in China you can be number one in the world: Q&A with Freescale senior VP Henri Richard Jul 18, 11:23 During the recent Freescale Technology Forum (FTF) in the US, company senior VP, chief sales and marketing officer Henri Richard noted that one of the great pleasures he has had since joining Freescale last year was to find a really good team in Asia. Asia is all about growth, he noted, and Freescale has been active over the past few months in adding new people in distribution management in Greater China to reinforce its team there. Read more |
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No consensus from IC distributors on 2H08 China market outlook Jul 17, 17:09 The Taiwan Stock Exchange (TSE) yesterday invited Taiwan IC distributors WT Microelectronics and WPG Holdings to share their respective outlooks regarding market demand in China for the second half of 2008. WT chairman and general manager Wen-Tsung Cheng, holds a conservative view, while Cliff Yuan, the spokesperson of WPG, has a more optimistic outlook. Read more |
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Taiwan government to draw investment from China before lifting bans to cross the strait Jul 17, 01:00 Instead of lifting bans to let Taiwan-based semiconductor and panel companies invest in China, the Taiwan government will first draw China-based companies to place investment in Taiwan. Read more |
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Commentary: Low price strategy limits growth potential of players in China's IC design industry, says president of Cadence Asia Jul 16, 11:25 Facing emerging competitors from China, IC design companies in Taiwan constantly enhance their products and operation to keep the advantageous position in the IC design field, according to Lung Chu, the president of Asia Pacific field operations, at EDA specialist Cadence. However, China-based IC design houses need to learn from their rivals in Taiwan, and one way to do that is to partner with them to help increase their share of the large China market. Read more |
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Handset chip demand from China white-box market growing strong Jul 16, 01:15 Demand for handset chips from China's white-box market has started to grow after remaining low for two quarters, according to Taiwan-based IC distributors WPG Holdings and KC Uppertech. Read more |
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