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News tagged Commentary
  • Last update: Monday 21 July 2014 [222 news items]

Commentary: Taiwan government needs to cooperate more with local panel makers

Jul 2, 16:05

Taiwan-based panel makers should form a strategic alliance with the government in order to push forth Taiwan's panel industry in the global market, according to Chimei Innolux (CMI)...

Commentary: China panel makers need to improve production technology

Jun 29, 14:56

China's ability to further compete in the global high-end panel market is hindered by the technology most of its panel makers are using. As a result, China's major panel makers are...

Commentary: Can government subsidies save the LED industry?

Jun 27, 11:40

Classic economics believes in small government and let the market mechanism run its course. Keynesian economics believes in interventions, in particular, government interventions...

LED lightings

Commentary: MediaTek, MStar reach merger deal in fast manner; highlighting difficulties of Taiwan IC design industry

Jun 26, 01:00

Although the proposal by MediaTek to merge with rival MStar Semiconductor comes as a big surprise to Taiwan's IC design industry, MediaTek chairman MK Tsai and his counterpart Wayne...

Commentary: China government needs to create projects with sufficient IRRs to save solar industry

Jun 19, 16:02

Some China-based solar firms have been falling into bankruptcies since the market downturn in 2011. Many polysilicon firms in China have been shutting down production. The China government...

solar module

Commentary: Japan, India increase dependence on solar energy due to energy shortages

Jun 18, 16:21

Energy hungry markets are the new potential markets for the solar industry. China's solar market is being spurred by rising energy demand due to the rapid economic developments. Now,...

solar panels

Commentary: Solar material and equipment firms competing with customers

Jun 18, 12:19

The large turbulences in the solar market have caused abnormal conditions in the industry. The contract price of polysilicon has reached an all-time low, nearly as low as the spot...

solar equipment

Commentary: Poland has potential to build a strong renewable energy sector

Jun 14, 15:45

Compared to countries in the same region, Poland seems promising. From the printed version of The Economist on June 9, Poland's latest GDP was 3.5%. This relatively high...

Commentary: Cost decides technologies in Taiwan solar supply chain

Jun 14, 14:01

Demand for solar cells with higher conversion efficiency has been rising causing various types of technologies to be taken notice by the industry. The solar industry continues to...

solar cell

Commentary: Anti-dumping and anti-subsidy rulings create win-win situation for US

Jun 11, 15:01

After the announcement of the high anti-dumping duties of 31-250% on China-based solar firms by the US government, peers in Greater China expected the duties to cause significant...

solar panel

Commentary: Love and loathing relationship between Europe and China solar firms

Jun 5, 15:28

China has been playing an important role in the debt crisis in Europe by supporting the region with funds.

solar module

Commentary: China firms plan to acquire Europe-based solar peers

Jun 5, 01:15

As solar firms in Europe suffer financial losses due to lack of competitiveness against China-based solar firms, according to a June 3 article by The Financial Times, China-based...

thin-film solar

Commentary: Taiwan market LED lighting pricing strategies and global competition

Jun 4, 15:54

As global efforts increase to become greener, LED lighting is becoming more pervasive around the world. It was originally estimated that by the end of 2012 mainstream LED light bulbs...

Commentary: US, China renewable energy trade war continues

Jun 1, 11:29

Following the announcement of anti-dumping duties on China-made solar cells that range from 31-250% by the US Department of Commerce, more anti-subsidy duties have been levied on...

Commentary: Investing into China technology park needs further consideration

May 28, 16:09

TPV Technology, the world's largest LCD display producer, began construction of a technology park in Pingtan Island in China's Fujian Province in December 2011. Pingtan Island was...

LCD displays

Commentary: Dependence on China solar firms may turn Taiwan supply chain into OEM factories

May 28, 11:01

The huge duties slapped onto China-made solar cells by the US Department of Commerce have been causing different effects in different economies.

solar cell

Commentary: Solar trade war between US and China looming

May 18, 14:39

In 2011, several US-based solar firms such as Solyndra, SepctraWatt, Evergreen Solar, and Energy Conversion Devices filed for bankruptcies. While the fundamental problem may be due...

Sunteceh

Commentary: Zero export tariff on China-made solar wafers likely to push down global wafer prices

May 11, 11:26

China-based solar firms have been demanding the government cut export tariffs on solar wafers to zero and allow polysilicon to be exported to international markets. This is likely...

solar cell

Commentary: Cooperation with traditional energy firms to help spur solar demand

May 10, 10:43

The governments in Europe have been cutting down incentives for solar PV systems. Emerging solar markets such as the US and China have also been cutting solar incentives. This means...

solar modules

Commentary: A Micron-Elpida merger would improve DRAM industry health

May 8, 12:13

Micron Technology reportedly has reached the final stage of talks on the purchase of Elpida Memory. The possible merger of Micron and Elpida will help to restore a healthier supply-demand...

Micron set to acquire Elpida

Commentary: The battle cry in the global LCD TV market

May 4, 16:37

The LCD TV market was hit by low demand in 2011. Due to Thanksgiving holidays in North America, the market finally saw the light at the end of the tunnel near end of 2011.

Samsung smart TV

Commentary: China solar firms fight back for survival

May 4, 10:49

China-based solar firms who have been suffering have been accusing international firms of dumping polysilicon into China's domestic market.

solar material

Commentary: Long-term solar material supply contracts increase losses during industry downturns

May 3, 14:47

Long-term solar material supply contracts seem to stabilize the financial performance of solar firms during good times, but increase the magnitude of losses during down times.

polysilicon

Commentary: Grid parity in India may happen sooner than expected

Apr 27, 13:54

India has been seen as one of the markets with most potential for the solar industry as demand in Europe weakens. A recent article from The Economist, "Solar Power In...

solar panels

Commentary: US protectionism on domestic solar industry may backfire

Apr 23, 16:14

The US government has been taking up anti-dumping and anti-tariff investigations against China-based solar firms. According to LA Times, the US government recently announced the import...

Commentary: Nokia could make mistake again in feature phone segment

Apr 20, 15:51

Nokia has announced weaker than expected results for the first quarter of 2012, citing "greater than expected competitive challenges," as CEO Stephen Elop has indicated...

Commentary: Taiwan has little interest in installing PV systems on its own land

Apr 20, 12:12

The Taiwan government recently announced a plan to increase electricity prices in May 2012. Compared to a country like Germany with average electricity price of NT$8/kWh, Taiwan's...

Gintech solar cell

Commentary: The paradox of a globalized solar supply chain

Apr 19, 15:00

Like any market in the world, the global solar market lives and breathes globalization. But unlike some markets in the world, the global solar market depends heavily on government...

solar panel

Commentary: AUO halting new fab plans puts government policy in dilemma

Apr 19, 01:00

Taiwan's National Science Council (NSC), which has overseen the establishment of major science industry parks in Taiwan over the past years, has been pushed into a political storm...

Commentary: HTC appoints new CFO, but challenges remain

Apr 17, 15:29

HTC has reshuffled its management team again by appointing former Goldman Sachs Group partner Chia-Lin Chang as its chief financial officer, which is part of the company's strategy...

Commentary: Taiwan at crossroads of polysilicon production

Apr 16, 15:17

The solar industry in Taiwan has not been able to achieve self-sufficiency for polysilicon materials. In the past when polysilicon was experiencing undersupply, Taiwan-based solar...

Commentary: Diversifying a must for DRAM firms

Apr 5, 14:31

Elpida Memory's bankruptcy filing reflects the fact that companies must diversify to cope with trends in the evolution of customer behavior and usage. The DRAM memory industry currently...

Falling PC demand encouraging DRAM makers to diversify

Commentary: One step closer to grid parity

Mar 9, 14:33

Germany has announced new feed-in-tariff (FIT) cuts that have larger magnitude than expected. The effects are likely to ripple across the supply chain. Digitimes met up with Davis...

solar panels

Commentary: China new LED lighting subsidy policies to focus on commercialization

Feb 23, 11:49

The subsidy program for upstream LED firms in China ended in 2011. There are many LED firms in China, but less than 20 of them have economies of scale and capacity of more than 20...

LED lighting

Commentary: Spin-off Samsung LCD unit may deter Taiwan makers in AMOLED segment

Feb 21, 14:58

Samsung Electronics has announced plans to spin off its money-losing LCD business to form a new company, Samsung Display, which is believed to focus more on the development of OLED...

222 items [4/7]
Realtime news
  • Taiwan market: 91mai APP Store launched

    IT + CE | 22min ago

  • Digitimes Research: Xiaomi to see slower growth in smartphone shipments in China market

    Mobile + telecom | 25min ago

  • Worldwide digital production color print market to see cumulative shipment value reach nearly US$25 billion over 2014-2018, says IDC

    IT + CE | 34min ago

  • Global pay-TV market to generate US$280.4 billion in 2014, with 45% of subscribers watching HD content, says ABI Research

    IT + CE | 37min ago

  • Sony increases production capacity for stacked CMOS image sensors

    Bits + chips | 39min ago

  • STB revenues post best year ever in 2013, says IHS

    IT + CE | 41min ago

  • Digitimes Research: CSOT to see increased influence in AMOLED industry

    Displays | 44min ago

  • Peak season TV demand expected to be flat on year

    Displays | 48min ago

  • LCD monitor panel prices rise on tight supply, say Taiwan makers

    Displays | 50min ago

  • Taiwan June manufacturing production index down on month, up on year, says MOEA

    Bits + chips | 51min ago

  • North America semiconductor equipment industry posts book-to-bill ratio of 1.09 in June, says SEMI

    Bits + chips | 52min ago

  • Vendors partner with Wintel to release US$199-249 notebooks for 2H14

    IT + CE | Jul 23, 22:53

  • Apple to become largest client for TSMC, say sources

    Bits + chips | Jul 23, 22:50

  • China market: Xiaomi launches new flagship smartphone

    Mobile + telecom | Jul 23, 21:53

  • Apple new iPhones to come with different time tables to avoid competition

    Mobile + telecom | Jul 23, 21:37

  • Delta expected to enjoy strong performance in 3Q14

    Before Going to Press | Jul 23, 21:53

  • Samsung suffering from infighting; may impact upcoming smartphone plans, says report

    Before Going to Press | Jul 23, 21:37

  • Han's Laser and Goodfeel to attend Touch Taiwan 2014

    Before Going to Press | Jul 23, 21:26

  • TCAS 2014: BenQ to promote short-distance projectors

    Before Going to Press | Jul 23, 21:04

  • North America semiconductor equipment industry posts book-to-bill ratio of 1.09 in June, says SEMI

    Before Going to Press | Jul 23, 20:33

  • Chassis makers doubtful about rumors Samsung to release metal chassis smartphone

    Before Going to Press | Jul 23, 20:07

  • PTI reports EPS NT$1.96 for 1H14

    Before Going to Press | Jul 23, 19:39

  • Digitimes Research: Wi-Fi ecosystem keeps expanding

    Before Going to Press | Jul 23, 19:09

  • Google to incorporate NFC functionality into Android

    Before Going to Press | Jul 23, 18:53

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UHD TV market forecast, 2014-2017
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21-Jul-2014 markets closed

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Greater China touch panel shipment forecast through 2015