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News tagged Commentary
  • Last update: Wednesday 23 April 2014 [218 news items]

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...

Commentary: Foxconn relies heavily on Apple

Mar 13, 14:41

Foxconn Electronics (Hon Hai Precision Industry) reported February consolidated revenues of NT$235.06 billion, showing an on-month decrease close to 25% and an on-year decrease of...

Commentary: Nuclear dispute creates opportunity for LED lighting firms

Mar 12, 14:02

Whether Taiwan needs another nuclear power plant has been under heated debate. As more people question the safety of a new nuclear power plant that is being constructed, LED firms...

Commentary: Entering the entry-level tablet competition a must for ODMs

Mar 1, 10:32

Although some upstream supply chain players do not think notebook ODMs should join the entry-level tablet competition because of profitability concerns, it seems a neccessary step...

Commentary: Does Taiwan need another nuclear power plant?

Feb 26, 11:52

Taiwan is building its fourth nuclear power plant. The main island of Taiwan is only 36,193 square kilometers and already houses three nuclear power plants - two of them in New Taipei...

Commentary: Solar cells are the most likely casualties in trade war

Feb 26, 11:36

The effect of the US anti-dumping and anti-subsidy investigation against China-made solar cells has been questioned especially when China-based solar firms are now able to buy solar...

Commentary: How willing are panel makers to invest in IGZO technology?

Feb 22, 14:54

IGZO has energy-saving advantages in the display industry and is currently being developed mostly by Japan-based Sharp. While some other panel makers have started IGZO R&D, there...

Commentary: Google partnerships lifting Taiwan IC design industry

Feb 21, 13:59

While the overall prospects of the global technology industry for 2013 still look uncertain, promising first-quarter outlooks for a number of Taiwan-based first-tier IC design houses...

Commentary: Retina display for next iPad mini?

Feb 18, 14:54

Apple may introduce the new iPad mini with resolution of 2,048 by 1536, and that would increase the device's production cost by more than US$12/unit. If the prices and specifications...

Commentary: Debt problems persist in China solar industry

Feb 1, 14:16

The solar industry believes market conditions will improve in 2013 because firms now have a consensus to stop price competition. In addition, firms that dumped products and disrupted...

Commentary: Reconsideration on Taiwan-Japan industry alliance

Jan 31, 15:02

A Taiwan delegtation formed by government officials, researchers and industry players recently concluded a six-day visit in Japan, where they probed the possibilities of forming strategic...

Commentary: Taiwan central bank needs to adopt necessary measures to face global currency battle

Jan 30, 11:30

The Japan government recently started its quantitative easing (QE) policies putting pressure on other Asia currencies. Taiwan's premier Sean Chen has urged Taiwan's central bank to...

Commentary: Will Foxconn and Sharp tie the knot?

Jan 22, 16:11

Partnership talks between Foxconn Electronics (Hon Hai Precision Industry) and Sharp have been going on for 10 months. The pair reached a deal last March when Foxconn announced plans...

Commentary: LED consolidations in 2012 to show effects in 2013

Jan 17, 13:59

The Greater China LED industry went through consolidation in 2012 and many tier-two and tier-three firms exited the market due to continuous net losses. The effects of the consolidations...

Commentary: Europe solar market to see adjustments; Asia demand to rise in 2013

Jan 15, 15:45

The solar market saw many unexpected events in 2012. Solar makers believe in 2013, the Europe market will see adjustments such as Germany installations declining to government-planned...

Commentary: The LED lighting market boom

Jan 14, 16:15

In 2012, demand for TV-use LED backlight products was high, helping LED firms to maintain high to full capacity utilization rate. As many governments are beginning to ban the use...

Commentary: BLU demand expected to increase in 2013 due to LED TV and tablet sales

Jan 11, 10:52

Backlight unit (BLU) makers are forecast to see accelerated output value growth in 2013 due to an expected climb in the global LED TV penetration rate. In 2012, large-size LED TVs...

Commentary: Taiwan touch panel makers to see shipments to PC segment soar in 2013

Jan 2, 16:11

Due to continuing success for Apple's iPhone 5, which uses in-cell embedded touch panel technology that is largely from Japan-based makers, G/G shipments from Taiwan-based touch panel...

Commentary: Are Japan-Taiwan solar alliances possible?

Jan 2, 12:02

Japan-based Kaneka, a solar firm that produces N-type mono-crystalline solar cell using heterojunction with intrinsic thin layer (HIT) technology, has reportedly been discussing cooperation...

Commentary: Trade wars dominate global solar market in 2012

Dec 27, 14:14

For the global solar industry, 2012 has been about trade wars. The US and Europe both started anti-dumping and anti-subsidy investigations against the world's largest solar supply...

Commentary: Global 2013 PC DRAM market a three-horse race

Dec 27, 12:07

With Micron Technology's merger with Elpida Memory set to complete, and second-tier players looking to turn their focus away from the PC memory market, the number of commodity DRAM...

Commentary: Foxconn to continue to dominate tablet OEM business in 2013

Dec 17, 14:13

Demand for tablets is expected to grow. In 2012, total demand in the market was 120-130 units. Market observers believe in 2013, demand will expand to 180 units and in particular,...

Commentary: China anti-dumping tariff to stir domestic polysilicon price

Dec 17, 11:04

China reportedly will announce the preliminary anti-dumping verdict against US- and South Korea-based polysilicon firms in first-quarter 2013. This will affect the supply chain, which...

Commentary: Delta and NSP will benefit from solar merger

Dec 14, 11:43

The merger of Taiwan-based solar firms Neo Solar Power (NSP) and DelSolar (a subsidiary of Delta Electronics) has been seen as beneficial and a necessary trend for the industry, as...

Commentary: Sharp-Qualcomm cooperation unlikely to affect Taiwan-based firms

Dec 11, 15:27

The cooperation between Sharp and Qualcomm is likely to threaten Taiwan-based firms that have also been developing IGZO technology, but IGZO technology and MEMS panels are mainly...

Commentary: NSP, DelSolar merger unlikely to stir industry

Dec 7, 14:54

Some solar makers believe the merger between Neo Solar Power (NSP) and DelSolar, a subsidiary of Delta Electronics, will not affect the industry significantly. Nevertheless, this...

Commentary: Emerging solar market begins trade war

Nov 29, 14:15

A global solar trade war continues to loom as India joins the group of countries that have been conducting anti-dumping probes against firms in China. India, however, also aims to...

Commentary: Will Apple soften its stance against Samsung after reaching peace deal with HTC?

Nov 14, 10:59

The announcement of a comprehensive settlement of patent lawsuits between Apple and HTC comes as a surprise to the smartphone industry, given Apple's previous hostile attitude against...

Commentary: Economies of scale vs. larger burden in solar market

Nov 13, 16:08

Rumors that the three top Taiwan-based solar firms may consolidate into a few large-size firms has been circulating around in the industry. The industry has been questioning the benefits...

218 items [2/7]
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