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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
20:41 (GMT+8)
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Asustek announces 15.6-inch 3D notebook with price at NT$50,000 in Taiwan Nov 19, 16:05 Asustek Computer has announced a 15.6-inch 3D notebook, the G51J 3D, featuring Nvidia's 3D Vision solution priced about NT$50,000 (US$1,556), high than Acer's 15.6-inch 3D notebook's NT$37,900 (US$1,180) in Taiwan. However, Asustek's 3D solution will give consumers better image quality, according to industry sources. Read more |
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Taiwan market: Sony announces LCD TV price cuts Nov 19, 12:09 Sony has made a wave of LCD TV price cuts in the Taiwan market on products including mid-range and high-end V- and W-series models in an effort to generate more sales moving into the end of the year. Read more |
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DRAM prices likely to drop in December, say module makers Nov 18, 12:24 Some DRAM module makers in Taiwan are forecasting a price correction to reflect seasonal demand in December, and have expressed caution about the near-term chip pricing. Read more |
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PC price cuts for 2009 year-end holiday season may not be as deep as in 2008 Nov 17, 16:38 PC price reductions during the year-end holidays in 2009 may not range as high as in the previous year, according to sources at notebook vendors. Read more |
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Taiwan market: CHT cuts 3G mobile Internet-access fee Nov 17, 10:56 Chunghwa Telecom (CHT) has announced a 20% reduction in fixed monthly rate for its 3G-based unlimited mobile Internet-access service from NT$850 (US$26.3) to NT$680. Read more |
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Taiwan market: TWM offers new hourly charge scheme for 3.5G mobile access to Internet Nov 16, 16:08 Taiwan Mobile (TWM), a major mobile carrier in Taiwan, has offered a new rate scheme for its 3.5G Internet-access service. A monthly fee of NT$350 (US$10.8) will be charged for the first 10 hours, and an additional NT$60 per hour afterwards, the company said. But the monthly total payment will not exceed NT$1,300. Read more |
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CMO merger speculation fuels share price growth Nov 13, 17:44 Rumors have circulated that Chi Mei Optoelectronics (CMO) is in merger talks with AU Optronics (AUO) or Innolux Display. All companies have dismissed the rumors. Read more |
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MicroSD card inventory clearing hurts NAND flash spot pricing, says inSpectrum Nov 13, 17:04 The DRAM and NAND flash spot markets were weak this week (November 9-13), said inSpectrum. The downhill price trend for NAND flash continued as some vendors were aggressive in clearing their microSD card inventories. For DRAM, pricing followed seasonal patterns, as industry players thought chip prices were already too high. Read more |
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Niche memory IC orders and ASP recovered, says Etron chairman Nov 12, 16:20 The niche memory IC market has bottomed out with improving order volume as well as average selling prices (ASPs), said Etron Technology chairman Nicky Lu. Read more |
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China market: TV vendors starting price war for LED TVs Nov 12, 12:02 Domestic and international vendors in China are cutting prices for LED-backlit LCD TVs to stimulate sales, with Hisense offering the deepest cuts, according to reports from China. Read more |
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Prices for microSD cards down as demand falls Nov 12, 11:00 Weakening demand has sent selling prices of microSD cards decreasing to levels 15-20% lower than chip vendors' quotations, with downstream device makers showing reluctance to source directly from NAND flash chipmakers, according to industry sources. Read more |
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DDR3 prices to rise above DDR2 soon, say makers Nov 11, 10:28 With PC OEMs pushing the migration to DDR3, the next mainstream memory chip will soon be traded above the ASP for DDR2 chips in both spot and contract markets, according to sources at DRAM producers and module houses. Contract prices for mainstream 2GB modules soared more than expected during the first half of November amid strong demand in the PC market, the sources said. Read more |
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DRAM contract prices surge in 1H November, says inSpectrum Nov 10, 16:03 Amid a severe shortage of DDR2, DRAM contract prices rose a record-high rate in the first half of November, inSpectrum observed. In light of a slower-than-expected migration to DDR3, the momentum is expected to be sustained, the firm expected. Read more |
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Taiwan market: Acer, Asustek, Lenovo, MSI lower prices to clean inventories Nov 10, 14:41 Taiwan-based PC vendors Acer and Asustek Computer and China-based Lenovo have lowered retail prices for their ultra-thin notebooks and netbooks in the Taiwan market, while Taiwan-based Micro-Star International (MSI) has also lowered its all-in-one PC prices, in a bid to clear out inventories by the end of 2009 in preparation of Intel's upcoming dual-core Arrandale CPUs and Calpella notebook platform and Pine Trail-M netbook platform, according to players in the retail channel. Read more |
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Glass supply disruption will not spur LCD price hike, says iSuppli Nov 10, 14:23 A manufacturing interruption at a Corning plant in Taiwan will reduce availability of glass used for making LCDs in the fourth quarter of 2009, but will not drive up panel prices, according to iSuppli. Read more |
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China-based PV module makers cut quotes for 1Q10; Europe competitors follow suit Nov 10, 10:18 China-based photovoltaic (PV) module makers have lowered their quotes for the Europe market by 14.3% from 1.4 euros/watt currently to 1.2 euros/watt for the first quarter of 2010. In response, Europe-based makers have also reduced quotes by 10.5% from 1.9 euros/watt presently to 1.7 euros/watt, according to industry sources in Taiwan. Read more |
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Aluminum capacitor prices will remain stable, says Nichidenbo Nov 6, 16:34 Nichidenbo, a distributor of Nippon Chemi-con in Taiwan, has said ASPs of aluminum capacitors will remain stable and are not likely to increase temporarily due to appreciation of the Japanese yen. NDB saw October 2009 revenues decline 12.9% sequentially to NT$176 million (US$5.41 million). Read more |
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Epson expects 1080p projectors to become mainstream for home market in 2010 Nov 5, 15:09 Epson Taiwan expects 1080p front projector shipments worldwide will surpass those of 720p models in 2010 and become the mainstream product for the home-use market due to falling prices. Read more |
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Price gap between large-size LED- and CCFL-backlit panels to further narrow in 1Q10 Nov 5, 11:56 The price gap between LED- and CCFL-backlit large-size LCD panels will continue to narrow in 2010, with the difference in the 40-inch segment reducing to 29.8% in the first quarter of 2010 from 35.8% in the third quarter of 2009, according to industry sources. Read more |
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LCD monitor panel overstock diminishing Nov 4, 14:24 An overstock of LCD monitor panels is easing, as makers have decreased output for the segment, according to industry sources. Panel makers expect the upcoming holiday shopping lasting till the Lunar New Year holiday in early 2010 will help further digest monitor panel inventory. Read more |
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DRAM contract prices to rise by double-digits in November, says Nanya Nov 4, 11:06 Contract quotes for DRAM chips may continue to grow by a double-digit percentage in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai said he does not see a downward correction in the short term, as demand from PC OEMs remains strong. Read more |
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November LCD panel price decline to be buffered, says WitsView Nov 2, 15:46 November panel prices will still be on a downward trend though the decline will not be too steep, according to WitsView. This is mainly because sales performance during China's National Day holiday were in line with market expectations, which helped clear inventory in the channels. Read more |
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DRAM spot pricing continues going up on tightening supply concerns, says inSpectrum Oct 30, 17:11 Amid concerns about tightening DDR2 supply, DRAM spot pricing continued going up this week (October 26-30). NAND flash pricing, on the other hand, continued trending downward on weakened demand, according to inSpectrum. Read more |
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Acer ready to join price competition, says chairman Oct 30, 16:01 Acer is ready to step into fierce competition in the global notebook market as rival Hewlett-Packard (HP) has kicked off price competition in some designated markets, including offering sub-US$300 models in North America, according to chairman JT Wang. Read more |
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UMC snatches 65nm chip orders from TSMC customers, says paper Newswatch - Oct 27, 12:16 United Microelectronics Corporation (UMC) recently offered foundry quotes of around US$4,500 per wafer for 65nm process, 10% lower than those from Taiwan Semiconductor Manufacturing Company (TSMC), the Chinese-language newspaper Economic Daily News (EDN) cited unnamed equipment suppliers as reporting on October 26. The lower prices have allowed UMC to snatch 65nm chip orders from TSMC's major clients Qualcomm, Broadcom and MediaTek, the paper said. Read more |
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Consumers want bigger and better image TVs, says NPD Oct 26, 17:07 Screen size and a better picture are the two most important things for prospective TV buyers, according to NPD. Read more |
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DRAM spot price stable; NAND flash weakens, says inSpectrum Oct 23, 17:10 DRAM spot prices were mostly stagnant this week (October 19-23) as buyers became hesitant upon seeing a stronger-than-expected pricing trend. NAND flash spot pricing continued posting a mild drop because of cheaper quotes for Intel chips, according to inSpectrum. Read more |
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AT&T lawsuit raises concerns among panel makers that more will follow Oct 22, 16:27 Panel makers in Taiwan have expressed their concern about AT&T's lawsuit against global small-size panel makers for antitrust violations. If AT&T wins the case, other companies are likely to follow suit with further litigation, the panel makers said. Read more |
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DRAM contract prices continuing rally through 4Q09; shortage expected in 2010, says Nanya VP Oct 22, 11:25 Contract quotes for DRAM chips will continue to rise in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai also foresees a shortage of memory chips in 2010, as PC replacement demand will outpace capacity expansion. Read more |
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LCD panel prices continue to drop as expected in 2H October, says DisplaySearch Oct 21, 16:41 LCD panel prices for all major applications continue to drop in the second half of October as expected, as clients are cautiously managing their inventory levels, according to latest DisplaySearch pricing data. Read more |
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China market: Cap on LCD TV price in government subsidy program may be lifted, reports say Newswatch - Oct 21, 15:20 China's Ministry of Finance has proposed plans to cancel the current price limits on LCD TVs and other electronics products from suppliers bidding to take part in the country's rural area stimulus program, according to Chinese-language reports on sina.com.cn. Read more |
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Taiwan market: AMD launches Radeon HD 5770/5750 Oct 20, 16:56 Following the launch of DirectX 11-supporting Radeon HD 5870/5850 GPUs at the end of September 2009 in the Taiwan market, AMD has now launched the Radeon HD 5770/5750. Read more |
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Sony to launch ultra low-price LCD TV models Oct 20, 16:27 Sony will start a fresh price war in the LCD TV market by launching ultra low-price B series LCD TV models in early 2010, according to market sources. Read more |
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Major China PV module makers lower 1Q10 quotes to 1.2-1.3 euro/watt Oct 20, 11:31 Major China-based photovoltaic (PV) module makers have lowered their quotes for first-quarter 2010 by about 13-14% to 1.2-1.3 euro/watt from the present 1.4-1.5 euro/watt for their clients in Europe, according to industry sources in Taiwan. Read more |
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China market: Local LCD monitor vendors start price war to clear inventory Oct 20, 10:44 Local LCD monitor vendors in China have started a price war to clear their high inventory, dropping the prices of 19-inch models to as low as 799 yuan (US$117.04), according to market sources. Read more |
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Poly-Si spot price remains at US$60/kg Oct 19, 10:26 International spot market price for polycrystalline silicon (poly-Si) remains stable at US$60/kg, defying previous expectations that it would drop below US$60 in October, according to industry sources. Read more |
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DRAM suppliers hike prices, says inSpectrum Oct 16, 16:40 The strong price upside for DRAM in the spot market continued in this week (October 12-16), following price hikes by some vendors and module makers, according to inSpectrum. But NAND flash spot pricing weakened. Read more |
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Subsidy cuts in Germany to push Asia as major production base for PV products Oct 15, 11:58 Asia is likely to become a major production base of photovoltaic (PV) products following the German government's comments that it plans to reduce subsidies for PV system installation projects as early as 2010, according to industry sources in Taiwan. Read more |
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China-based solar-grade wafer suppliers looking to hike spot prices in November, say Taiwan makers Oct 14, 10:48 Some China-based makers of solar-grade crystalline silicon wafers, in view of rebounding global demand for photovoltaic (PV) products, plan to raise their quotes in the spot market in November, according to industry sources in Taiwan. Read more |
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Taiwan DRAM makers stepping up output to cash in on DDR2 price hikes Oct 13, 14:37 As 1Gb DDR2 prices have been rising toward US$2.50, Taiwan-based DRAM makers have immediately hiked their production in an attempt to turn their operations profitable, according to industry sources in Taiwan. Inotera Memories, Powerchip Semiconductor Corporation (PSC) and ProMOS Technologies have scaled up DDR2 production significantly at 300mm (12-inch) fabs, seeking to start generating monthly profits. Read more |
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Bullish outlook further drives DRAM spot pricing, says inSpectrum Oct 9, 17:10 Backed by a broad consensus that DDR2 supply is in short supply, the recent holidays in China have further sent traders sourcing more chips to prepare for potential post-holiday rise in demand, resulting in a sustained rally in average selling price (ASP), according to inSpectrum. Read more |
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Taiwan memory module makers brace for NAND flash shortage Oct 9, 12:23 Taiwan-based memory module houses are moving to diversify their NAND flash suppliers to minimize procurement risk, according to industry sources. NAND flash supply has reportedly become tighter as major chip producers Samsung Electronics, Toshiba, Micron and Hynix Semiconductor favor demand for Apple devices. Read more |
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All major LCD segments see panel prices drop in 1H October, says DisplaySearch Oct 9, 10:05 Panel prices for LCD TVs as well as other applications have started to drop in the first half of October 2009, as clients have become cautious about their inventory levels, according to latest pricing data from DisplaySearch. Read more |
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Heads of AUO and Innolux optimistic about 4Q09 LCD panel demand Oct 8, 14:39 The chairmen of AU Optronics (AUO) and Innolux Display are optimistic about LCD panel demand in the fourth quarter of 2009, and have said they do not expect to feel much impact from declining panel prices. Read more |
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CHT to sell own-brand Android phones by the end of 2009 Oct 7, 14:26 Chunghwa Telecom (CHT) will introduce an own-brand Android-powered smartphone by the end of 2009 targeting the entry-level segment with a suggested price tag of below NT$10,000 (US$311), according to market sources. 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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Taiwan market: Acer, Asustek and MSI cut prices on ultra-thin notebooks Oct 5, 17:11 Taiwan-based notebook vendors Acer, Asustek Computer and Micro-Star International (MSI) have recently cut their ultra-thin notebook prices in the Taiwan retail channel to reduce their inventory levels in preparation for the upcoming dual-core Intel ultra-thin notebook platform upgrade, according market sources. Read more |
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Increased material pricing will not affect Taiwan chip resistor makers in the short term Oct 5, 16:07 The price of alumina substrates, a raw material of chip resistors, may rise by 10% in fourth-quarter 2009, according to market sources, however, Taiwan-based chip resistor makers have said impact should be limited since they still have sufficient inventories. Read more |
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LCD panel prices to continue to fall in October, says paper Newswatch - Oct 5, 13:55 Price drops for LCD panels are expected to accelerate in October as panel shipments for varied segments hit their peaks at the end of September, or early in October, the Chinese-language Commercial Times quoted data from WitsView as indicating. Read more |
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DRAM and NAND flash spot pricing remains strong, says inSpectrum Oct 2, 16:02 Spot pricing for both DRAM and NAND flash remained strong this week (September 28-October 2). Only minimal changes were observed late in the week after the National Day holidays began in China, according to inSpectrum. Read more |
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