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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
06:37 (GMT+8)
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Driver IC backend supplier revenues down in October 2009 Nov 6, 16:56 Driver IC backend supplier Chipbond Technology saw its October revenues decline by 25.2% to NT$468 million (US$13.39 million) as customers have slowed down their pace of orders, according to the company. The company estimated November revenues to remain similar to levels in October. Read more |
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IC design house Richtek may see slight revenue drop in 4Q09 Nov 6, 12:07 Richtek Technology has estimated fourth-quarter 2009 revenues may stay flat or drop slightly to NT$2.2-2.5 billion (US$67.64 million-76.87 million). The company said it is optimistic about its 2010 outlook and expects to see strong growth momentum in the LED driver IC segment. Read more |
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IC designer GMT positive about 1Q10, says president Nov 4, 16:46 Analog IC design house Global Mixed-mode Technology (GMT) expects revenues to decline 15% sequentially to NT$1.08 billion (US$33.13 million) in fourth-quarter 2009 before climbing in first-quarter 2010, company president Jin-chuan Wu has said at an investors conference. Read more |
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Specialty IC foundry VIS conservative about 4Q09 Nov 4, 12:17 Analog/mixed-signal and logic IC specialist Vanguard International Semiconductor (VIS) has estimated wafer shipments to decrease by around 30% sequentially in the fourth quarter on a 50% utilization rate. The foundry saw third-quarter revenues grow 27% on quarter to NT$4.34 billion (US$133 million), and shipments increase 25% to 284,000 wafers, according to the company. Read more |
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MEMS chip business struggles with growing pains, says IC Insights Nov 4, 12:06 Annual sales of MEMS-based sensor and actuator devices are expected to nearly double in four years, reaching US$7.3 billion in 2013, according to IC Insights. However, it is erroneous to portray the burgeoning MEMS segment as a utopian market opportunity, the research firm pointed out. Read more |
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Sony to use MediaTek controller chips for ultra low-price LCD TVs, say sources Nov 3, 16:07 Sony is reportedly set to use TV controller chips, such as scaler ICs, from Taiwan-based MediaTek for its so-called super entry-level B series ultra low-price LCD TVs, according to market sources. Read more |
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Driver IC demand from TV, handset sectors remains stable in 4Q09, monitors decline Newswatch - Oct 30, 15:14 Demand for large-size LCD driver ICs is sliding in fourth-quarter 2009 due to decreased orders for monitors, while shipments of TV products remain strong, according to industry sources. The shipment decline of small-size driver ICs is narrower than for large-size products, with more stable demand from the handset segment, the sources noted. Read more |
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IC distributors WPG and Yosun see strong 3Q09 profits Newswatch - Oct 26, 14:57 WPG Holdings is expected to report a pre-tax EPS (earnings per share) of NT$1.50 (US$0.05) for the third quarter of 2009, similar to the NT$1.55 for the January-June period, according to market watchers. Meanwhile, rival Yosun Industrial has posted an EPS of NT$1.38 before tax for the third quarter, compared to NT$0.73 in the second. Read more |
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Testing equipment supplier Chroma Ate to generate more sales from electric car market Oct 26, 14:26 Taiwan-based testing and measurement instrument maker Chroma Ate is expected to see orders from Tesla Motors generate NT$1.5 billion (US$46 million) in 2010, according to market watchers. Revenues from the electric-car maker are estimated at NT$330 million in 2009. Read more |
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Notebook IC designers expect 10-15% revenue decline in 4Q09 Oct 23, 15:00 Ene Technology, Integrated Technology Express (ITE) and Global Mixed-mode Technology (GMT) all estimate their revenues in the fourth quarter of 2009 to see a 10-15% sequential decline as the baseline set by their third-quarter revenues was high and order momentum for notebook related ICs is slowing down despite vendors introducing new products for the launch of Windows 7. Read more |
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IC testing firm Sigurd confirms outsourcing from SMSC Oct 23, 13:58 Taiwan-based IC testing house Sigurd Microelectronics has reached a supply agreement with Standard Microsystems Co (SMSC), a US-based developer of smart mixed-signal connectivity solutions, according to Sigurd chairman Sidney Huang. Under the deal, SMSC will outsource automotive IC testing to Sigurd for car vendors including BMW and Mercedes-Benz. Read more |
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IC distributor Zenitron expects memory cards to sustain growth for 4Q09 Oct 21, 14:58 Taiwan-based Zenitron, a major distributor for SanDisk NAND flash products, expects revenues from memory cards used in handsets and digital still cameras (DSCs) to drive growth for the fourth quarter of 2009, according to company CEO Jason Chen. Read more |
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Taiwan consumer IC designers developing new chips for smart electronic toys Oct 21, 11:40 Taiwan-based IC design houses, including Pixart Imaging, Ralink Technology, Realtek Semiconductor and Sonix Technology, are gearing up to develop new chips for smart electronic toys, according to industry sources. The IC designers have seen orders for ICs used in conventional toys slump since the economic downturn. Read more |
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Taiwan IC designer Weltrend acquires Windows 7 certification for touchscreen ICs Oct 20, 16:39 Taiwan-based IC design house Weltrend Semiconductor has obtained Windows 7 Logo certification for its two touchscreen ICs used in small- to medium-size products as well as certification for its capacitive multi-touch ICs from Taiwan-based panel makers, with shipments slated for the fourth quarter of 2009 or the first quarter of 2010, according to the company. Read more |
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Consumer IC designers expect 4Q09 revenues to slip slightly or remain unchanged Oct 20, 14:44 Taiwan-based consumer IC design houses, including Sonix Technology, Sunplus Technology, ALi and Weltrend Semiconductor, expect revenues for the fourth quarter of 2009 to drop slightly or remain flat on quarter, according to the companies. The fourth quarter is traditionally a slow period, but some clients have pushed back some of their scheduled third-quarter deliveries to the fourth quarter, the companies indicated. Read more |
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LCD driver IC designers hold rosy 4Q09 outlook Newswatch - Oct 20, 11:11 Major Taiwan-based LCD driver IC design houses are generally optimistic about fourth-quarter prospects mainly because demand from China handset makers remains strong and clients from other countries have begun taking deliveries to meet peak demand prior to the upcoming holiday season, according to industry sources. Shipments in the fourth quarter will only drop within 10% from the third, the sources noted. Read more |
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Memory IC distributors see strong 3Q09 profits Oct 19, 16:24 Taiwan-based memory IC distributors Supreme Electronics, Coasia Microelectronics and Techmosa International all saw profits grow significantly in the third quarter due to seasonal demand and healthy product prices, according to market sources. Read more |
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IC distributor Chander stops selling Cypress products Newswatch - Oct 16, 16:51 Taiwan-based IC distributor Chander Electronics has ended its relationship with Cypress, while it will begin distributing Motorola's products soon, according to the company. Chander expects its revenues to hold level in October 2009, and monthly revenues will remain around NT$100 million (US$3.1 million) in the fourth quarter. Read more |
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Applied Materials, ITRI team up for 3D chip stack technology Oct 15, 16:53 Applied Materials has announced its collaboration with the Taiwan government-backed Industrial Technology Research Institute (ITRI) to accelerate the development and commercialization of 3D chip stacking technology. Applied will support ITRI and the members of ITRI-led Ad-STAC, with a full line of processing systems for fabricating through-silicon vias (TSVs). Read more |
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IC distributors expected to see high sales in October thanks to increased Sony PS3 component orders Newswatch - Oct 15, 16:25 Taiwan-based IC distributors are expected to see their revenues remain high in October 2009 thanks to strong orders for Sony PlayStation 3 related products, according to industry sources. Read more |
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IC design houses look to strong sales in 4Q09 Newswatch - Oct 15, 15:52 Most Taiwan-based IC design houses expect the decline of their fourth-quarter revenues to narrow thanks to strong sales of desktops and notebooks during China's national holidays in October, as well as a better-than-expected demand in the fourth quarter as recently forecast by Intel, according to industry sources. Read more |
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Quanta invests in US-based Tilera, Japan-based chassis maker in China Oct 14, 16:38 Quanta Computer on October 12 announced the investment of US$10 million in Tilera Corporation, a US-based multicore processors company for general purpose computing in cloud, wireless, networking and digital multimedia applications. The company also invested US$7.89 million in Kenseisha Shanghai PMP, a maker of PC chassis and components established in eastern China by Japan-based Kenseisha, taking a 43.83% stake. Read more |
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GMT lands LED driver IC orders from TV vendors Oct 14, 12:13 IC designer Global Mixed-mode Technology (GMT) has recently completed several driver IC design-ins for LED-backlit LCD TVs developed by China- and Taiwan-based downstream vendors, with mass shipments slated for the first quarter of 2010, according to industry sources. Read more |
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IC testing house Sigurd to see strong 4Q09 Newswatch - Oct 14, 11:50 Sigurd Microelectronics is expected to see revenues for the fourth quarter of 2009 remain similar to levels in the third, thanks to a pick-up in demand from the memory sector and new testing orders for logic ICs, according to market watchers. Read more |
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Taiwan-based driver IC design houses expect healthy revenues in 4Q09 Oct 13, 15:29 Taiwan-based LCD driver IC design houses expect to see a limited revenue decline in October and healthy revenue performance in the fourth quarter, as orders from China handset makers are staying strong due to both local demand and booming exports. Read more |
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IC designer AAT expected to benefit from AUO, PVI e-book reader, e-paper shipments Oct 13, 15:02 Analog IC design house Advanced Analog Technology (AAT) has completed design-in of power management (PWM) ICs for e-book readers and e-paper displays developed by AU Optronics (AUO) and Prime View International (PVI), with volume shipments of such ICs slated for the fourth quarter of 2009, according to industry sources. Read more |
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Foundry sales to increase nearly twice as fast as total IC industry, says IC Insights Oct 13, 14:55 Foundry IC sales will grow at nearly twice the rate of the overall IC industry over the next five years, according to IC Insights, adding that both pure-play and IDM foundry sales are likely to show solid growth through 2013. Read more |
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Unimicron sees capacity utilization at 90-95% on demand for CE PCBs and IC substrates Oct 13, 14:22 Taiwan-based PCB maker Unimicron Technology has seen its overall capacity utilization rise to 90-95% mainly due to booming sales of PCBs used in consumer electronics and IC substrates. Market watchers expect revenues will peak in November, and its fourth-quarter revenue decline to be less than 5%. Read more |
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IC distributors post high sales in September Oct 12, 16:58 Taiwan-based IC distributors WPG Holdings, Yosun Industrial and Zenitron all have posted high revenues for September due to seasonality. Read more |
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Consumer IC designers see strong revenue growth in 3Q09 Oct 12, 15:53 ALi and Sunplus Technology saw revenues in the third quarter increase 20-30% sequentially driven by strong set-top box (STB) IC demand, while microcontroller unit (MCU) makers Weltrend Semiconductor and Holtek Semiconductor both saw an about 30% increase in their third-quarter revenues. Read more |
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Networking IC designers to have strong 4Q09 Oct 12, 11:52 Taiwan-based networking IC design houses are optimistic about their fourth-quarter performance prospects as demand from China and other emerging markets remains strong, while customers in developed countries are upgrading their networking products. Read more |
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IC distributor Yosun targeted for acquisition by leading channel players Oct 12, 11:02 Three leading IC and IT distributors – US-based Arrow Electronics and Taiwan-based WPG Holdings and Synnex Technology International – are all eyeing the possibility of acquiring Taiwan-based IC distributor Yosun Industrial in order to expand market share and sustain future growth, according to industry sources. However, Yosun has declined to comment on the rumors. Read more |
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IC testing houses KYEC and Sigurd say memory demand picking up Oct 9, 16:59 King Yuan Electronics (KYEC) saw revenues for September hit the highest since September 2008, while rival Sigurd Microelectronics hit an 11-month high. Both IC testing houses have suggested improved demand from the memory market. Read more |
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IC material distributor Niching to see high sales in 4Q09 on DRAM and flash demand Oct 9, 12:33 Material supplier Niching Industrial's fourth-quarter revenues are likely to top NT$300 million (US$9.33 million), holding level with the third quarter, on strong demand for DRAM and flash related products, according to market sources. Its 2009 revenues are expected to surpass NT$1.2 billion, a less than 10% decline from its 2008 revenues, the sources added. Read more |
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Power IC market to average 10% annual growth over the next 5 years, says IMS Research Oct 8, 16:47 The world market for power management and driver ICs is forecast to recover strongly in 2010, then average around 10% growth each year over the next five years after a projected decline of over 14% in 2009, according to IMS Research. Read more |
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Niche memory IC designer Zentel sees 3Q09 sales up 41% on quarter Oct 6, 15:06 Zentel Electronics saw revenues hit a record at NT$419 million (US$15.23 million) in September, up 12.9% on month, helping lift the third-quarter revenues by 41.2% sequentially, according to company data. Read more |
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Driver IC backend suppliers conservative about 4Q09 Oct 6, 14:38 Chipbond Technology and International Semiconductor Technology (IST) both expect their fourth-quarter 2009 shipments to likely fall by less than 20% sequentially as a result of seasonality. Chipbond said its October orders were down 10-20% on month, while IST saw a single-digit slide, according to the companies. Read more |
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Large-size driver IC ASP likely to fall in 4Q09 Oct 6, 11:47 Weaker demand on seasonality is likely to push down the average selling price (ASP) of large-size LCD driver ICs in the fourth quarter of 2009, according to market watchers. Suppliers Novatek Microelectronics and Himax Technologies may discontinue their revenue growth in October, after hitting the year's highs in September. Read more |
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Bosch looking for Taiwan-based MEMS design customers Oct 5, 11:43 MEMS IDM Bosch, showcasing its technology at SEMICON Taiwan 2009, has seen several local MEMS design houses express willingness to use Bosch's foundry service, said Thomas Koch, senior sales manger of MEMS Foundry at Bosch. Read more |
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3D IC packaging to be mature within 3 years, says ASE chief officer Oct 2, 17:10 Advanced 3D packaging has been adopted in image sensor ICs used in camera lens modules which recently entered volume production, and will be applied into CPUs, baseband ICs, and handset chips by 2012-2015, according to Tong Ho-Ming, R&D chief officer for Advanced Semiconductor Engineering (ASE), speaking at a 3D IC Technology Forum hosted as part of SEMICON Taiwan 2009. Read more |
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Notebook component supply returning normal Oct 1, 13:52 Notebook component supplies, including optical drives, have recently started to return to normal and price increases should not be seen in the fourth quarter of 2009, according to sources at notebook makers. Read more |
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Global number of GPS IC shipments will approach 450 million in 2010, says ABI Research Sep 30, 16:11 While GPS IC shipment growth has slowed during 2009, next year should see a 30% increase in shipments, according to ABI Research. The unabated interest in GPS-enabled smartphones during the recession has been a life-saver for the GPS IC industry, and future growth will be fueled by the integration of GPS in feature phones across Europe and Asia, and its appearance in an ever-growing number of new consumer form factors such as MIDs, netbooks, media players, games consoles, GPS watches, digital cameras, and connected cars, the research firm said. Read more |
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IC distributor Coasia expects September sales up 30% on Samsung products Sep 30, 11:54 Coasia Microelectronics has estimated revenues for September to rise over 30% on month thanks to increased demand for Samsung Electronics' products, while it is uncertain about fourth-quarter outlook, according to market sources. The company's revenues for the third quarter are expected to increase 40% sequentially. Read more |
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IC distributor Maxtek expands product lines with USB 3.0, touchscreen solutions Sep 29, 16:28 IC distributor Maxtek Technology has added USB 3.0 and touchscreen solutions to its product lines. It expects to start distributing Prolific Technology's USB 3.0 device solutions in the fourth quarter and see revenue contribution from both USB 3.0 and touchscreen products in 2010. Read more |
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IC testing house Sigurd signs new customer; EPS to grow in 2010 Sep 29, 16:13 Sigurd Microelectronics has obtained orders for testing ICs used in consumer electronics, handsets and PCs from a US-based IDM, becoming the vendor's sole testing partner in Taiwan, according to industry sources. The IDM customer recently closed operations at its testing facilities in the US to minimize costs. Read more |
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ALi, Sunplus expected to see strong September, 3Q09 thanks to STB IC demand Sep 29, 14:04 Taiwan-based design houses ALi and Sunplus Technology are both expected to see sequential increases in shipments and sales of set-top box (STB) ICs in September and the third quarter, according to market watchers. ALi's fourth-quarter revenues will also grow from the third mainly due to strong demand from the Middle East and Europe, the sources noted. Read more |
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PC-related IC designers expected to enjoy high sales in September Sep 29, 12:01 Taiwan-based IC design house Realtek Semiconductor is expected to see its September revenues hit a record for the fourth consecutive month, while Richtek Technology, Global Mixed-mode Technology (GMT) and Leadtrend Technology will also have record revenues for the second time straight in September, due to growing PC and notebook demand, according to market sources. Read more |
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IC testing house Thailin to see losses narrow in 3Q09 Sep 28, 14:18 Thailin Semiconductor has said it expects to see losses narrow in the third quarter thanks to increasing demand for logic IC testing. The Taiwan-based IC testing house has seen logic IC utilization reach 70-80%, and expects the rate to increase to 90% in October. Read more |
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Strong orders to keep FIH handset production running during long October holiday, say IC distributors Sep 28, 12:26 Foxconn International Holdings (FIH) will continue its production in China during the long National Day holiday in October, and therefore IC distributors have been rushing to fulfill FIH's handset components orders before China's customs offices close for the holiday, according to sources with Taiwan's IC distributors. The company did not confirm the sources' claims. Read more |
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Niche memory IC designers Etron, Zentel to enjoy growth in 3Q09 Sep 23, 16:45 Niche memory IC makers Etron Technology stands a chance of breaking even in the third quarter, thanks to a higher revenue ratio of its high-margin products, while Zentel Electronics will see third-quarter revenues grow by 30-35% with order visibility extending to November, according to market sources. Read more |
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