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NEWS & VIEWS |
Taipei,
Friday, July 10, 2009
14:52 (GMT+8)
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Chip forecast for 2009 trimmed, says iSuppli Jul 9, 09:59 Market research firm iSuppli has lowered its forecasts for global semiconductor and electronic equipment revenues in 2009, due to lingering economic woes and continuing poor visibility into future demand trends. Read more |
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NAND flash price hike undermines notebook SSD market, says iSuppli Jul 9, 09:52 Surging prices for NAND flash memory have diminished the previously-promising market for solid state drive (SSD) storage technology in notebooks in 2009, according to iSuppli. Read more |
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CE market looks up, but low prices prevent true recovery, says iSuppli Jul 8, 16:15 The consumer electronics (CE) industry will not achieve an annual expansion in 2009, which would signal a true recovery, despite the global CE market returning to sequential revenue growth in the second quarter, according to iSuppli. Read more |
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India LCD TV shipments to surpass CRT in 2012, says iSuppli Jul 2, 15:16 Shipments of LCD TVs in India are set to surpass those of CRT TVs by 2012 as the country undergoes a rapid transition to the flat-panel technology, according to iSuppli. Read more |
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Apple Mac Mini carries US$376.20 bill of materials, iSuppli says Jun 29, 16:01 Apple's latest Mac Mini desktop computer comes at a premium and bears higher component costs due to the Mac Mini's use of parts designed for mobile PCs, according to a dissection conducted by iSuppli. Read more |
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Global PC shipments plunge at historic rate in 1Q09, says iSuppli Jun 22, 16:24 Worldwide PC shipments in the first quarter of 2009 fell by the largest historic rate in the seven years iSuppli has been tracking the market, as weaker-than-expected desktop sales dragged down the industry, according to iSuppli. Read more |
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TV semiconductor market set for long-term expansion after 1Q09 dip, says iSuppli Jun 19, 15:32 The market for semiconductor used in TVs is set to enjoy strong long-term growth due to the rise of LCDs and the continuous increases in the capabilities of sets, despite a major plunge in revenues in the first quarter and an expected decline for all of 2009, according to iSuppli. Read more |
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No escape for global chipmakers in miserable 1Q09, says iSuppli Jun 19, 10:18 From Paris to Tokyo, from the biggest broad-line suppliers to the most modest boutiques, from high-fliers serving hot markets to low-profile players plodding away in slow-growth segments - virtually no semiconductor company was immune from the miserable conditions in the global semiconductor industry during the first quarter of 2009, according to iSuppli. Read more |
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Europe TV market heats up despite economic crisis, says iSuppli Jun 18, 15:23 TV sales in Europe will rise to 51.97 million units in 2009, up 3.4% from 50.2 million in 2008, while LCD TVs will account for 79% of the market, and will see their sales rise by a robust 17.5% in 2009 to reach 41.1 million units, up from 35 million in 2008, according to iSuppli. Read more |
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Is Moore's Law becoming academic? asks iSuppli Jun 17, 14:48 The high cost of semiconductor manufacturing equipment is making continued chip-making advancements too expensive to use for volume production, relegating Moore's Law to the laboratory and altering the fundamental economics of the industry, according to iSuppli. Read more |
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Global flash card revenues sink 15% in 2008, says iSuppli Jun 15, 14:57 The flash memory card market worldwide slid 15% to US$7.8 billion in 2008, with SanDisk continuing to lead its peers, according to a recent survey by iSuppli. Read more |
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Proportion of LED TVs to reach 39% in 2013, says iSuppli Jun 12, 16:35 As prices of LCD panels that use LED backlights fall in the coming years, their use in TV is set to explode, iSuppli predicts. Global shipments of LCD TV panels with LED backlighting will rise to 90 million units in 2013, up from just 438,000 LED TV panels in 2008. The proportion of LED backlight technology in LCD TV panels will increase to 39% in 2013, up from 3% in 2009. Read more |
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Share of Intel processor declines in 1Q09, says iSuppli Jun 10, 15:18 Intel's year-long streak of sequential market-share gains in the global processor business ended in the first quarter of 2009, as chief rival AMD staged a comeback, according to iSuppli. Read more |
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Global IC foundry market set to rise in 2Q09, says iSuppli Jun 9, 14:40 The pure-play foundry semiconductor manufacturing industry is estimated to record robust growth in the second quarter of 2009, following three quarters of contraction, according to iSuppli. Read more |
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Palm Pre stands to shake up smartphone status quo, says iSuppli Jun 8, 16:12 Palm's new Pre smartphone holds strong potential for robust sales growth, and may have a major influence on other platforms as well as the technology supply chain, according to iSuppli. Read more |
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Trancend breaks into top 3 in flash disks Jun 8, 14:07 Taiwan's Transcend Information saw its global share of the flash disk market surpass 10% for the first time in 2008, according to a Gartner report. The research firm said in the report that Transcend's share grew from 8.69% in 2007 to 11.6% last year to become global number-three vendor following Kingston Technology and SanDisk. Read more |
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Prices for premium- and value-brand LCD TVs converging, says iSuppli Jun 5, 11:00 The price differential between LCD TV sold by premium brands and value brands is narrowing as marquee nameplates vie to capture a wider consumer base by offering less expensive models, according to iSuppli. Read more |
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Will grid parity change everything for solar industry? asks iSuppli Jun 4, 14:44 Many in the solar power industry and the investment community believe the arrival of grid parity – the point when cost of electricity generated by a rooftop photovoltaic (PV) cell system is equivalent to that purchased from an electrical utility – will mark a major inflection point for the market that will deliver a huge increase in growth. However, even when true grid parity arrives, it is unlikely to generate an abrupt rise in solar system installations due to the high upfront costs and the long-term return of investing in a rooftop PV system, according to iSuppli. Read more |
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Retail digital signage market to triple by 2013, says iSuppli Jun 3, 16:01 The changing needs of retailers are prompting them to move away from traditional advertising and seek alternative means, including retail digital signage, whose shipments will more than triple to 2.5 million units by 2013, generating a CAGR of 26.8% from 758,122 units in 2008, according to iSuppli. Read more |
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Accelerometers set to become leading MEMS device in 2013, says iSuppli Jun 1, 12:13 Accelerometers in recent years have emerged as a critical input device for some of the world's hottest electronic products, causing shipments to boom. This will make accelerometers the top-selling MEMS device by 2013, according to iSuppli. Read more |
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Rising notebook and TV sales send large-size panel prices up, says iSuppli Jun 1, 11:01 Average pricing for large-size TFT-LCD panels rose at a stronger-than-expected rate in May due to a rebound in notebook PC demand and surprisingly robust television sales, according to iSuppli. Read more |
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Flat panel TV shipments in US and Canada up over 17% on year in 1Q09, says iSuppli May 27, 11:01 Shipments of flat panel TVs in the US and Canada amounted to 7.8 million units in the first quarter of 2009, up 17.3% from 6.6 million during the same period in 2008, according to iSuppli. Consumers managed to increase their TV purchases by gravitating toward less expensive models, low-priced retailers and value brands. Read more |
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Small- to medium-size panel pricing remain downward in 2009, says iSuppli May 21, 10:35 Global small- to medium-size LCD panel pricing is expected to remain on a downward trend in 2009, despite rising demand, a reduction in inventories, and a marginal increase for some small- to medium-size panels in April, according to iSuppli. Read more |
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Handheld video game player shipments to rise 4.9% in 2009, says iSuppli May 14, 16:08 The global market for handheld video game systems is set to buck weak conditions in the global consumer electronics market and rise by 4.9% in units and 8.2% in revenues during 2009, due to moves by Sony and Nintendo to freshen up their product lines, according to iSuppli. Read more |
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Micron claws way back to third place in DRAM market in 1Q09, says iSuppli May 13, 09:50 Reports of Micron Technology's demise in the global DRAM market have been greatly exaggerated, with the company managing to return to the top-3 rank in the first quarter of 2009, according to iSuppli. Read more |
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Demand returns and pricing stabilizes in analog chips and transistors, says iSuppli May 12, 15:03 Although conditions in the global market for analog semiconductors and transistors are stabilizing due to rising demand and slowing price erosion, a real industry recovery is still far away, according to iSuppli. Read more |
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Vizio ranks first in North American LCD TV shipments in 1Q09, says iSuppli May 8, 12:06 US-based TV maker Vizio surged into the leading position in the North American LCD TV market in the first quarter of 2009, as dwindling disposable incomes sent consumers flocking to buy the company's low-cost sets, according to iSuppli. Read more |
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Semiconductor manufacturing utilization set to rise in 2Q09, says iSuppli May 8, 09:57 The global semiconductor manufacturing industry is expected to take one small step back from the precipice in the second quarter, as utilization rises for the first time in a year, according to iSuppli. Utilization of worldwide semiconductor capacity will rise from 49% in the first quarter to 60% in the second quarter of 2009, making it the first quarterly sequential increase in total semiconductor utilization since the second quarter of 2008. Read more |
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SSD electricity savings could power an entire country, says iSuppli May 7, 10:15 The use of solid-state drives (SSDs) could allow the world's data centers to reduce their cumulative electricity consumption by 166,643 megawatt hours (MWH) from 2008 to 2013, according to iSuppli. This amounts to slightly more than the total electricity generation of the African nation of Gambia for the entire year of 2006. Read more |
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Market for key system semiconductors set for recovery, says iSuppli May 6, 11:07 The market for core silicon semiconductors, which are key system ICs including application-specific ICs (ASICs), application-specific standard products and programmable logic devices, appears to have hit bottom, according to iSuppli. Sequential growth is expected to resume in the third quarter of 2009. Read more |
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Qualcomm and ST-Ericsson shine amid wireless chip market decline, iSuppli says May 4, 14:02 The accumulated 10% revenue growth during the first three quarters of 2008 was wiped out by a 23.3% decline during the last three months of the year, causing annual growth for wireless semiconductors to go flat with a marginal 0.7% increase, according to iSuppli. Read more |
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Netbook growth might end when economy recovers, says iSuppli May 4, 11:16 As consumers' disposable incomes dwindle, they are flocking to buy low-cost netbook PCs, driving global shipments up by 68.5% in 2009 and by a 2,424% in 2008, according to iSuppli. Read more |
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Palm Pre aims at the iPhone, iSuppli cost analysis reveals Apr 30, 15:51 Palm is aiming high with its new Pre, a smartphone that rival's Apple's iPhone in terms of slickness and hardware features, according to iSuppli. Read more |
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Rules change in the mobile handset outsourcing business, says iSuppli Apr 27, 17:10 With the structure of the mobile handset supply chain upended by the global economic crisis, the old rules for the contract manufacturing of wireless devices have been overturned, leaving new pitfalls for OEMs and EMS providers, according to iSuppli. Read more |
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Reports of memory market recovery greatly exaggerated, says iSuppli Apr 24, 10:40 Many memory chip suppliers are attempting to paint a more optimistic picture of the business by talking up a potential market recovery, according to iSuppli. However, while overall memory chip prices are expected to stabilize during the remaining quarters of 2009, the market research firm believes a true recovery in demand and profitability is not imminent. Read more |
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Amazon Kindle 2 costs US$185.49 to build, iSuppli says Apr 23, 14:17 Amazon's new Kindle 2 eBook carries US$185.49 in materials and manufacturing costs, according to iSuppli. The direct material cost of the Kindle 2, consisting of all parts used to make the product, amounts to US$176.83. When adding in the conversion costs, for example, manufacturing expenses and the battery, the total rises by US$8.66 to US$185.49. Read more |
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Over 50% of US LCD TV buyers cite green factors as an influence, says iSuppli Apr 23, 10:40 More than half of US LCD TV buyers say that environmental issues influenced their decision when selecting a set to purchase, according to iSuppli. Read more |
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Nearly 60% of China chip manufacturing goes unused in 1Q09, says iSuppli Apr 21, 14:32 Once the world's fastest-growing chip-manufacturing region, China hit an all-time low in the first quarter of 2009, with nearly 60% of the nation's semiconductor manufacturing capacity unused, according to iSuppli. Read more |
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Solar downturn leads to more mature PV industry, says iSuppli Apr 20, 10:16 The severe downturn in the global photovoltaic (PV) market in 2009 actually could have a positive outcome for the worldwide solar industry, yielding a more mature and orderly supply chain when growth returns, according to iSuppli. Read more |
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China defies global decline in wireless carrier spending, iSuppli says Apr 16, 10:29 China is expected to defy the downturn in the global wireless infrastructure equipment business in 2009, as the nation's 3G network rollout drives world-beating double-digit growth in carrier capital spending, according to iSuppli. Read more |
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Mobile phones get smarter with touchscreen tech, says iSuppli Apr 15, 11:36 This month's International CTIA Wireless 2009 event in Las Vegas showcased the mobile handset industry's increasing focus on smartphones, as illustrated by prevalence of announcements related to touchscreen technology, according to iSuppli. Read more |
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Samsung dominates third-generation iPod shuffle design, says iSuppli Apr 15, 10:00 "The design of the iPod Shuffle is so simple that it's little more than a chunk of memory with a single-chip media player attached to it," said Andrew Rassweiler, director and principal analyst of teardown services for iSuppli. With Samsung Electronics supplying both the memory chip and the controller, the Korean semiconductor giant dominates the design, accounting for 57.6% of the US$20.81 bill-of-materials (BOM) of new Shuffle, according to iSupplI. Read more |
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Netbook LCD panel shipments to nearly quadruple by 2012, says iSuppli Apr 7, 14:05 Shipments of low-cost netbook panels will nearly quadruple to 47.4 million units in 2012, up from 13.1 million units in 2008, as consumer demand for the inexpensive, small form-factor products soars, according to iSuppli. Read more |
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Intel unleashes Atom bomb on the competition in 2008, says iSuppli Apr 2, 14:25 Intel gained share in the global processor market during every quarter of 2008, partly due to the success of its Atom chip in the emerging netbook sector, according to iSuppli. Read more |
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HD consumer electronics shipments to triple by 2012, says iSuppli Mar 31, 12:07 Global shipments of high-definition (HD) set-top boxes (STBs), camcorders, DVD players and video-game consoles are expected to triple from 2008 to 2012, as HD becomes the ubiquitous video standard worldwide, according to iSuppli. Read more |
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PDP shipment growth decelerates, says iSuppli Mar 25, 11:36 Global plasma panel shipments will increase by a mere 6.7% in 2009, compared to 19.7% growth in 2008, according to iSuppli. Read more |
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Car crisis raises concerns over MEMS market, says iSuppli Mar 24, 14:44 The gut-wrenching downturn in the global automotive industry has spurred the shutdown of Systron Donner Automotive, the world's second-largest supplier of car quartz micro-electromechanical system (MEMS) gyroscopes, according to iSuppli. Read more |
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Many commodity chip prices hit rock bottom, says iSuppli Mar 18, 09:47 Pricing for commodity electronic and other components is falling at a more moderate rate than might be expected, given plunging worldwide demand. However, chipmakers should take little comfort from this development because the modest pace of erosion reflects the fact that pricing has already hit rock bottom in many commodity categories, according to iSuppli. Read more |
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MID shipments to rise nearly eightfold by 2012, says iSuppli Mar 13, 10:47 The definition of the mobile Internet device (MID) may be somewhat nebulous, given the category overlaps multiple products, ranging from some ultra-mobile PCs (UMPCs) to certain portable media players (PMPs). However, there's nothing nebulous about the MID growth opportunity, with global unit shipments expected to expand by nearly a factor of eight from 2007 to 2012, according to iSuppli. Read more |
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Majority of Top-10 semiconductor suppliers suffer sales decline in 2008, says iSuppli Mar 12, 10:14 Shakespeare's adage, "Uneasy lies the head that wears a crown," was certainly true for the kings of the semiconductor industry in 2008, with eight out of the Top-10 suppliers suffering revenue declines for the year, according to iSuppli. Read more |
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