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News tagged Commentary
  • Last update: Monday 18 August 2014 [224 news items]

Commentary: Entry-level and mid-range devices to further dominate in 2H14

Aug 18, 15:34

Going into the second half of 2014, vendors will continue to focus on mobile devices, most notably smartphones and tablets but instead will aim at expanding their entry-level and...

Commentary: Microsoft moves to eliminate Nokia

Jul 28, 09:57

In addition to initiating a massive lay-off, Microsoft also plans to discontinue Nokia's Asha-, Series 40- and X-series handset products as well as to rename the Lumia-series - moves...

Commentary: TSMC should support MediaTek to counter Samsung-Qualcomm alliance

Jul 21, 10:18

Taiwan Semiconductor Manufacturing Company (TSMC) should support MediaTek with its technology and production capacity to counter the alliance between Samsung Electronics and Qualcomm...

Commentary: Panel makers need to be more active in developing products

Jul 4, 14:34

Panel makers need to take a more active role in developing technology and products that applications can be based around and not the other way around. Sharp's Free Form Display is...

Commentary: Why Foxconn wants to secure a stake in Sharp

Jun 25, 15:00

Recently, Foxconn Electronics chairman Terry Gou expressed his distress over an agreement that would give the company roughly a 10% stake in Japan-based panel maker Sharp. The agreement,...

Commentary: Where do Taiwan makers fall as China makers aggressively develop new panel technologies?

Jun 4, 20:31

As China makers continue to develop and invest in new technologies as well as expand production capacity, many market observers are concerned about the future of Taiwan makers as...

Commentary: Innovations needed to keep panel industry moving forward

Apr 23, 15:47

Creating new demand through innovations and unique solutions will be crucial to the panel industry in upcoming years as the primary panel markets, including handsets, notebooks and...

Commentary: AUO may retake spot as number three panel maker globally in 2014

Apr 18, 15:27

AU Optronics (AUO) is expected to reach NT$400 billion (US$13.25 billion) in revenues during 2014 while Innolux is expected to reach NT$380 billion, according to market observers.

Commentary: Taiwan handset vendors, ODMs advised to optimize rising supply chain in China

Apr 2, 16:36

Taiwan-based handset vendors and ODMs are advised to optimize the advantages of the handset supply chain in China to sharpen their competiveness and to avoid of being marginalized...

Commentary: Is it likely for Qualcomm to produce 28nm chips at SMIC?

Mar 13, 15:56

Recent reports from China have cited Qualcomm president Derek Aberle as disclosing that it plans to produce 28nm chips at China-based Semiconductor Manufacturing International Corporation...

Commentary: Is COS a genuine home-grown platform or a copycat?

Feb 6, 11:10

China has unveiled a home-grown operating system, the China Operating System (COS), for use in smartphones, tablets, set-top boxes (STBs) and other types of smart devices, claiming...

Commentary: Is time ripe for Lenovo to acquire IBM x86 server business?

Jan 27, 12:29

Lenovo has signed a definitive agreement with IBM for the acquisition of IBM's x86 server hardware and maintenance business for US$2.3 billion. It is an important step for Lenovo...

Commentary: HP smartphone comeback efforts not promising

Jan 13, 15:48

Hewlett-Packard (HP) is planning a comeback to the smartphone market, but it is generally believed that chance is lower for HP to make its renewal efforts a success.

Commentary: Taiwan panel makers face challenges as China and Korea panel makers expand production

Nov 25, 14:30

Panel makers in China and Korea are expanding production at rates that may put Taiwan's panel industry in the doldrums if actions are not taken.

Commentary: Taiwan government needs to further help the local panel industry

Nov 22, 15:25

The panel industry in Taiwan is facing challenges. As of 2014, AU Optronics (AUO) and Innolux are expected to pay back roughly NT$100 billion (US$3.38 billion) in debts and it is...

Commentary: TV vendors look to new strategies to stay afloat

Nov 22, 14:40

LCD TV prices are expected to drop during the year-end holiday period, with 32-inch units expected to drop to US$100 and 60-inch units to around US$600.

Commentary: Is HTC co-governance a cure or curse?

Oct 28, 10:42

HTC has revamped its management model under which its chairperson Cher Wang and CEO Peter Chou will co-govern the company, instead of the previous policy of allowing the CEO to handle...

Commentary: Taiwan panel makers aim to tackle 3 major areas in 2014

Oct 24, 21:57

Taiwan panel makers aim to tackle three major areas more in 2014, including smartphone, tablet and smart TV panels.

Commentary: Would strong 3Q13 earnings ensure smooth sailing for Samsung?

Oct 14, 15:24

Samsung Electronics has just announced that its estimated profits for the third quarter of 2013 will reach KRW10.1 trillion (US$9.38 billion). Would that ensure smooth sailing for...

Commentary: The possibility and feasibility of an Acer-Asustek merger

Oct 7, 15:57

Rumors about the possibility of a merger between Asustek Computer and Acer have been circulating in Taiwan's IT indsutry for a while. However, a merger of the two vendors may provide...

Commentary: Suppliers need to prepare for Dell strategy change

Sep 27, 15:25

As Dell is expected to become privatized, Taiwan's upstream component suppliers may need to start preparing for the US vendor's business reorganization.

Commentary: China taking center stage in IT world

Sep 16, 10:55

China-based smartphone and tablet makers' influence in the IT market has been growing rapidly and according to Digitimes Research's latest figures, among the 950 million smartphones...

Commentary: Samsung to upstage Apple by releasing Galaxy Gear, but is it profitable?

Aug 27, 16:03

Samsung Electronics has announced a pre-IFT event to introduce its new products to the public on September 4, with the new devices likely to include the much speculated Samsung Galaxy...

Commentary: Microsoft CEO resignation may be a good chance for Taiwan CEOs to consider successor

Aug 26, 14:58

As Microsoft CEO Steve Ballmer recently announced the decision to retire within 12 months, CEOs of Taiwan-based IT players, which are also facing difficulties may also need to face...

Commentary: 7-inch tablet demand to dwindle

Aug 21, 10:26

Smartphones and tablets originally formed two separate markets, but now it seems they may be competing against each other in the near future as smartphone vendors are gradually increasing...

Commentary: Surface RT a hot potato for Microsoft

Jul 26, 11:42

In its financial report for fiscal fourth-quarter 2013 Microsoft declared a US$900 million charge for adjustments to its Surface RT inventory, which created a US$0.07 per share impact...

Surface becomes a hot potato for Microsoft

Commentary: Qualcomm likely to be dethroned by MediaTek as the largest handset solution vendor

Jul 24, 15:37

With the planned release of LTE-enabled and 8-core SoCs in the fourth quarter of 2013, MediaTek will advance one-step further to beat venerable rival Qualcomm to become the world's...

Commentary: AMD should not overly rely on game consoles

Jul 24, 11:04

Although AMD CEO Rory Read is optimistic about the company's financial results in the third quarter and expects to turn profitable, the strategy of relying only on orders from the...

Commentary: NAND flash controller industry headed for consolidation

Jul 3, 14:40

With more NAND flash memory chips designed into embedded applications, such as eMMC devices and solid-state drives (SSD), memory controller IC firms incapable of providing technologies...

Commentary: Panel makers enjoy strong TV demand, but face concerns over falling monitor sales in 2013

Jul 1, 10:33

In first-half 2013, global panel makers saw shipments rise due to China's Labor Day holidays in May. Industry sources predicted sales growth of FPD TVs in China during the May Labor...

Commentary: Inventory management poses challenge for PCB makers amid demand fluctuations

Jun 26, 12:00

In predicting the market condition, most PCB firms believe demand to be strong in the second half of 2013. The industry has been experiencing weak demand in the first half of 2013...

Commentary: Taiwan to benefit from common LED lighting standards in Greater China

Jun 25, 15:36

A common set of standards for LED lighting firms in Greater China was announced recently and as the China government plans to expand the LED lighting market, this common set of standards...

Commentary: Tier-two LCD driver IC houses to face shortages in 3Q13

Jun 24, 10:30

China's smartphone market continues to boom and demand for related components from domestic brands has been strong in the first half of 2013. Demand for small-size panels above 5-inch...

Commentary: Foxconn faces more labor problems

Jun 21, 14:07

To show the importance of labor rights, Apple became the first IT company to join the Fair Labor Association (FLA) in 2012 and through the association, Apple began inspections of...

Commentary: China telecom market dominated by local firms

Jun 21, 14:02

In the past 2-3 years, Taiwan-based telecom firms have been seeking business opportunities in the growing wireless hotspot and broadband network market in China. However, only a small...

224 items [1/7]
Realtime news
  • Japan market: HTC unveils HTC Butterfly 2

    Mobile + telecom | 1h 41min ago

  • Taiwan July export order value down on month, up on year, says MOEA

    Bits + chips | 1h 43min ago

  • Samsung to produce DRAM chips at Line-17 fab, causing concerns of oversupply

    Before Going to Press | 8min ago

  • Acer unveils 8-core 4G LTE smartphone in Taiwan

    Before Going to Press | 14min ago

  • Foxconn taking aggressive moves to enter IoT industry

    Before Going to Press | 31min ago

  • Passive component maker Chinsan to complete new plant in 1Q15

    Before Going to Press | 42min ago

  • HTC to push Desire and Butterfly family products to US and Europe

    Before Going to Press | 47min ago

  • Scientech to ramp wet-process semiconductor equipment

    Before Going to Press | 52min ago

  • Roughly 400 vendors preparing to feature new technologies at Touch Taiwan

    Before Going to Press | 1h 5min ago

  • Digitimes Research: Taiwan LCD monitor shipments grow in 2Q14

    Before Going to Press | 1h 13min ago

  • Penetration rate for Ultra HD TVs likely to reach 15% in August

    Before Going to Press | 1h 14min ago

  • Touch panel makers see G/G, G2 demand increase

    Before Going to Press | 1h 14min ago

  • EIH sees improved 2Q14 performance; expects growth in 3Q14

    Before Going to Press | 1h 25min ago

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Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.