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News tagged Commentary
  • Last update: Friday 23 January 2015 [246 news items]

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...

Commentary: Samsung deepens cooperation with Microsoft, paving way to notebook market

Jun 10, 15:49

South Korea-based Samsung Electronics supplies key components such as panels to Microsoft while developing new notebooks using Microsoft's operating systems. Samsung can use discounts...

Commentary: Rising LED light bulb demand will not ease oversupply

Jun 10, 14:50

Pricing is an important factor in the commercialization of LED lighting. To stimulate demand, LED light bulb firms have been introducing low-price products.

Commentary: EU telecom equipment probe against China is unnecessary

May 28, 10:28

The telecom industry believes that by the end of 2013, China will likely issue 4G licenses to telecom carriers, and hence many equipment firms have been eager to gain share of the...

Commentary: High-end LED lighting in demand

May 20, 12:31

Apart from gradually replacing traditional lighting, LED lighting is targeting the high-end market with more value-added products. In addition, commercialization of OLED lighting...

Commentary: Price competition over 7-inch tablets erodes profits

Apr 29, 14:29

Tier-one tablet makers have been engaging in price competition in the 7-inch tablet market which has eroded profits, according to sources from distribution channels.

Commentary: Foxconn can focus on solar end market applications

Apr 22, 16:19

Terry Guo, chairman of Foxconn Electronics (Hon Hai Precision Industry), has mentioned that the firm wants to produce different kinds of solar products. Market observers believe Foxconn...

Commentary: Sanan financial report scandal stirs subsidy controversy

Apr 15, 11:34

China-based LED industry leader Sanan Optoelectronics has been accused of falsifying financial reports, according to China-based media. This has sparked a debate concerning what critics...

Commentary: TSMC holds key to future of Taiwan solar industry

Apr 2, 14:52

Morris Chang, chairman and CEO of Taiwan Semiconductor Manufacturing Company (TSMC), noted in August 2012 that the firm had changed its position in relation to investments in solar...

Morris Chang, chairman and CEO of TSMC

Commentary: Labor shortages, rising wages in China push notebook component firms toward automation

Apr 1, 11:10

China continues to increase minimum wages but labor shortages along the coast continue sending the notebook supply chain moving inward to central China. The lack of labor is notebook...

Commentary: Foxconn does not need Sharp Mexico plant

Mar 22, 16:29

According to Japan-based media, Sharp originally wanted to sell its LCD TV plant in Mexico to Taiwan-based Foxconn Electronics (Hon Hai Precision Industry), and the negotiation was...

Commentary: Taiwan cloud industrial parks to face reality check

Mar 20, 15:23

In the fourth quarter of 2012, Taiwan's government began announcing projects regarding government cloud services. In January 2013, the governments of Taipei and New Taipei City both...

Commentary: Samsung investment in Sharp one of many similar investments likely to come

Mar 18, 15:03

Samsung Electronics' recent investment in Sharp shows that Samsung is looking to bump up its competitive edge in the TV market amid increasing demand for large-size LCD TVs, most...

Samsung

Commentary: The rise and the possible fall of Suntech

Mar 15, 14:40

Suntech Power Holdings, a China-based solar module giant, said on March 11, 2013, that it has signed a forbearance agreement with the holders of more than 60% of the firm's 3% convertible...

246 items [2/8]
Realtime news
  • HTC sponsors eSports teams Cloud 9, Team Liquid, Team SoloMid

    IT + CE | 1h 52min ago

  • China software industry posts 2014 revenues of over CNY3.7 trillion, says MIIT

    IT + CE | 1h 56min ago

  • SK Hynix posts record earnings for 4Q14 and 2014

    Bits + chips | 1h 59min ago

  • Global advanced driver assistance systems market to exceed US$90 billion by 2020, says ABI Research

    IT + CE | 2h 1min ago

  • UMC looks to wafer shipment and ASP growth in 1Q15

    Bits + chips | 2h 3min ago

  • Corning reports 4Q14 and 2014 financial results

    Displays | 2h 5min ago

  • Taiwan market: Local retailers expect 20% sales growth from Ultra HD TVs

    Displays | 2h 9min ago

  • Digitimes Research: China smartphone shipments drop 8.8% sequentially in 4Q14

    Mobile + telecom | 2h 14min ago

  • Touchscreen controller IC vendors diversifying product lines

    Before Going to Press | 2h 25min ago

  • Acer online ticket services deserve praise, says founder

    Before Going to Press | 2h 26min ago

  • Digitimes Research: Global tablet shipments grow 16.9% sequentially in 4Q14

    Before Going to Press | 2h 27min ago

  • SPIL nets NT$3.74 per share for 2014

    Before Going to Press | 2h 27min ago

  • SPIL to offer fan-out packaging services in 2016

    Before Going to Press | 2h 27min ago

  • Asustek facing challenges in 2015

    Before Going to Press | 2h 29min ago

  • UMC expects wafer shipment and ASP growth in 1Q15

    Before Going to Press | 2h 31min ago

  • Giga Solar Materials sees booming shipments of PV silver paste

    Before Going to Press | 2h 32min ago

  • TPK expects fingerprint recognition touch panel orders to increase in 2015

    Before Going to Press | 2h 32min ago

  • TV vendors optimistic about WCG LCD TV development in 2015

    Before Going to Press | 2h 33min ago

  • SK Hynix posts record earnings for 4Q14 and 2014

    Before Going to Press | 2h 34min ago

  • China software industry posts 2014 revenues of over CNY3.7 trillion, says MIIT

    Before Going to Press | 2h 34min ago

  • China sets 2015 tentative target PV installation capacity of 15GWp

    Before Going to Press | 2h 35min ago

  • Samsung to increase smartphone production in India, says report

    Before Going to Press | 2h 37min ago

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Trends and developments in the OTT market
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    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.

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    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.