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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
14:35 (GMT+8)
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Taiwan market: Netbook sales through carriers decline in October 2009 Nov 20, 16:27 Sales of netbooks bundled with 3G services in the Taiwan market dropped to 12,000-13,000 units in October from the monthly 15,000-16,000 units in July and August, according to market sources. The ratio of netbooks sold via bundles compared to retail sales declined to 40% in October, compared to around 50% in July and August. Read more |
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KYEC sees 4Q09 sales grow on quarter; aborts plans to spin off memory testing unit Nov 20, 15:03 King Yuan Electronics Company (KYEC) has estimated revenues to grow by up to 5% sequentially in the fourth quarter of 2009, while maintaining a 60-65% utilization rate. The IC testing firm attributed the slight growth to a continued pickup in demand for graphics chips and niche memory. Read more |
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BenQ debuts own-brand e-book reader, aims at global sales of 300,000 units in 2010 Nov 18, 14:58 BenQ has introduced its own-brand e-book reader, the nReader, and plan to launch it together with its online e-book trading platform in Taiwan in January 2010 and then in Japan and China. Read more |
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Chip sales in 2010 to rebound to 2008 levels, says Gartner Nov 17, 14:03 Worldwide semiconductor revenues are on pace to total US$226 billion in 2009, an 11.4% decline from revenues of US$255 billion in 2008, according to the latest outlook by Gartner. The revised forecast shows a narrower drop compared to the firm's previous estimate of a 17.1% shrink. Read more |
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Taiwan market: Netbooks account for more than 40% of total notebook sales in 1-3Q09 Nov 16, 12:42 Taiwan's netbook sales in the first three quarters of 2009 accounted for more than 40% of total notebook sales. As a result local PC vendors' 2009 revenues and profits are expected to see an impact, according to sources from channel vendors. Read more |
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Notebook HDI board shipments expected to drop in 4Q09 due to weak sales of ultra-thin models Nov 13, 12:38 PCB suppliers expect their fourth-quarter shipments of HDI boards used in ultra-thin notebooks to drop sequentially because sales of ultra-thin notebooks have been weaker than expected, with worldwide shipments of ultra-thin notebooks estimated at six million units in 2009, according to industry sources. Read more |
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Amtran October revenues up Nov 10, 14:41 Taiwan-based TV maker Amtran Technology has posted October revenues of NT$5.4 billion (US$167.05 million), up 1.62% sequentially from NT$5.31 billion and up 35.54% on year from NT$3.98 billion, according to data from the Taiwan Stock Exchange (TSE). Read more |
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CMO, HannStar, Innolux see weaker sales in October Nov 10, 14:16 TFT-LCD panel makers Chi Mei Optoelectronics (CMO), HannStar Display and Innolux Display have reported that their October revenues declined sequentially due to seasonality. Read more |
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FPCB makers Career Technology and Flexium to see 4Q09 revenues drop Nov 10, 12:12 Taiwan-based flexible PCB (FPCB) maker Career Technology had October revenues of NT$614 million (US$19 million), up 7.2% on month, while Flexium Interconnect had consolidated sales of NT$367 million last month, up 1.6% sequentially. However, both companies expect their revenues to fall on month in November and again in December. Read more |
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Acer taps former HP executive in China to strengthen channel sales Nov 9, 16:49 Acer has appointed Zhang Jeonghung (translated from Chinese), former VP of the image and printing business unit of Hewlett-Packard (HP) Greater China, to serve as executive VP of marketing at Acer China, according to industry sources. Read more |
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Nvidia Fermi push-back to 2010 not expected to impact sales, say sources Nov 9, 13:57 Nvidia's decision to push back the launch of its next-generation flagship GT300 (Fermi) GPU to the first quarter of fiscal 2011 (January 26-April 26, 2010) is unlikely to affect the company's performance for the remaining part of 2009, according to industry sources in Taiwan. Read more |
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US market: Windows 7 sales surpass Vista launch, says NPD Nov 6, 17:00 Initial sales (made between October 18-24, 2009 and including Windows 7 pre-sales) of Microsoft's Windows 7 boxed software surpassed those of Vista's first few days on the US market, according to NPD Group. Read more |
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US market: LCD TV shipments to reach 8 million in 4Q09, says iSuppli Nov 6, 16:53 US LCD TV shipments are expected to amount to eight million units in the fourth quarter of 2009, up 7.3% from 7.5 million during the same period in 2008, according to iSuppli. Read more |
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Chip sales forecast brighter in 2009, says SIA Nov 6, 15:40 The Semiconductor Industry Association (SIA) has revised upward its estimate of global semiconductor sales for 2009 to a 11.6% decline, resetting its previous projection of negative 21.3%. The industry group also gave more positive growth estimates for 2010 and 2011. 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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Chip sales reflect improving market conditions in 3Q09, says SIA Nov 3, 12:31 Worldwide sales of semiconductors in the quarter ended September 30, 2009 were US$61.9 billion, an increase of 19.7% from the prior quarter when sales were US$51.7 billion, according to the Semiconductor Industry Association (SIA). Third-quarter sales were 10.1% lower than the US$68.9 billion reported for the like period of 2008. Read more |
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Silicon Motion 3Q09 sales up 14% sequentially with narrower loss Oct 30, 15:22 Silicon Motion Technology, a fabless design house specializing in low-power IC solutions for consumer electronics devices, has announced net sales for the third quarter of 2009 increased 14% on quarter to US$23.1 million. GAAP net loss for the quarter decreased to US$4.7 million or US$0.16 per diluted ADS, compared to a loss of US$6.2 million or US$0.22 per diluted ADS in the second quarter. Read more |
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TSMC 3Q09 profits almost flat; sees more sales from 45/40nm Oct 29, 15:18 Taiwan Semiconductor Manufacturing Company (TSMC) has announced net income of NT$30.55 billion (US$939 million) on consolidated revenues of NT$89.94 billion for the third quarter of 2009, with both profits and sales showing low single-digit drops on year. Read more |
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Battery maker Simplo aims to triple annual revenues in next 5-6 years Oct 28, 17:04 Taiwan-based notebook battery maker Simplo Technology aims to increase its annual revenues to NT$100 billion (US$3.1 billion) in five to six years, nearly three times the estimated NT$34.2 billion it will report for 2009, according to the company. Read more |
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Winbond posts narrower 3Q09 loss, ups 2009 capex Oct 28, 14:50 Winbond Electronics has announced net sales for the third quarter of 2009 totaled NT$5.69 billion (US$175 million), up 36% from the previous quarter's NT$4.2 billion. Net losses for the quarter narrowed to NT$983 million, compared to a loss of NT$2.75 billion in the second quarter. Read more |
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TV panel shipments expected to grow until 1Q10 on low inventory in China Oct 27, 15:23 Taiwan-based LCD panel makers are expected to see their shipments of TV panels enjoy brisk sales in fourth-quarter 2009 and in the first quarter of 2010 due to strong demand from the TV sector in China and the roll-out of new TV models by vendors in the first quarter 2010, according to industry sources in Taiwan. Read more |
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CMO 3Q09 profit tops NT$5 billion Oct 26, 15:09 Chi Mei Optoelectronics (CMO) has announced that its combined TFT-LCD net sales for the third quarter of 2009 amounted to NT$89.44 billion (US$2.76 billion), a 27.3% increase over the NT$70.27 billion for the second quarter. 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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China chip sales to rebound in 2010, says iSuppli Oct 26, 10:23 Following a decline in 2009, the China semiconductor market is expected to rebound vigorously in 2010 as exports of electronic products recover from the global economic crisis, according to iSuppli. Read more |
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Taiwan-based passive component suppliers to see 4Q09 revenue drops narrow pushed by iPhone sales Oct 23, 15:26 Yageo, Cyntec, Polytronics Technology, Mag.Layers Scientific-Technics, Thinking Electronic and TXC are expected to see narrower revenue declines or flat revenues in the fourth quarter of 2009 thanks to the popularity of Apple's iPhone, according to market watchers. Read more |
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DRAM recovery to continue into 2010, says iSuppli Oct 23, 10:24 The DRAM industry in the second and third quarters of 2009 posted the strongest sequential growth in revenue and pricing seen in at least five years, indicating that the recent market rebound is real and is likely to continue into 2010, according to iSuppli. Read more |
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Sales slowdown prompts re-evaluation among PND players, says iSuppli Oct 19, 12:09 Portable navigation devices (PNDs) now have entered a period of slowing growth, spurring companies throughout the supply chain to re-evaluate their business models, according to iSuppli. Read more |
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China market: Lack of 3G demand has domino effect on netbook market Oct 15, 17:03 Netbook sales in China's telecom channel are not performing as well as expected due to weak consumer demand for 3G network services, and the weak sales are affecting netbook sales in the retail channel as well, according to sources from netbook players. 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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STN panel maker EDT reports growth in September revenues Oct 15, 13:59 STN LCD panel maker Emerging Display Technologies (EDT) has announced revenues of NT$272.69 million (US$8.44 million) for September, an increase of 15.46% on month, but a decrease of 7.06% on year, according to data from the Taiwan Stock Exchange (TSE). Accumulated revenues for the first three quarters of 2009 dropped 30.1% on year to NT$1.95 billion. Read more |
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China market: BenQ sells a month's worth of LCD TVs and cameras in a week Oct 15, 11:53 BenQ sold over 25,000 cameras and over 2,500 LCD TVs during the National Day holidays in China earlier in October, close to the company's average monthly sales, according to the company. Read more |
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Taiwan market: HTC expects strong sales for Android-powered HTC Tattoo smartphones Oct 14, 14:47 HTC (High Tech Computer) expects total sales of its newly released Android-powered HTC Tattoo smartphones in the Taiwan market to surpass the Windows Mobile-based HTC Touch it launched in 2007, according to Jack Tong, vice president of Asia business at HTC. Read more |
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Kingston APAC sales hit high in September Oct 14, 12:05 Kingston Technology saw revenues from the Asia-Pacific market score an historic high in September 2009, thanks to a rally in chip prices and improved demand, according to Scott Chen, the company's vice president for APAC business. Sales from its NAND flash product line grew significantly. Read more |
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China white-box handset sales rising to 40-50 million units a month, says RDA CEO Oct 13, 16:52 White-box handset sales from China have increased to 40-50 million units a month, and are still rising due to increasing demand in emerging markets, according to Vincent Tai, CEO of China-based power amplifier (PA) deign house RDA Microelectronics. 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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MediaTek responds to media reports on sales Oct 13, 10:42 MediaTek has posted a filing with the Taiwan Stock Exchange (TSE) stating it was not the source of Chinese-language reports from cnYES.com and the Economic Daily News (EDN) commenting on MediaTek's fourth-quarter and 2010 performance. The reports cited Deutsche Bank as saying MediaTek has cut its handset chip prices in the China market to ease competition, which may lead an earnings decline of 20% in 2010. 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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Enterprise market driving SSD sales in 2009, says iSuppli Oct 9, 14:51 Although sales of solid-state drives (SSDs) for notebooks have suffered a major setback in 2009, the enterprise market is more than compensating for the lack of growth causing overall SSD market revenues to rise by a factor of seven for the year, according to iSuppli. 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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Back-to-school sales down but not out, says NPD Oct 8, 17:05 Back-to-school sales followed a downward trend like most of 2009, but there were a few bright spots for the US consumer technology and school and office supply industries, according to NPD Group. Read more |
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UMC revenues hit 2-year high in September Oct 8, 16:43 United Microelectronics Corporation (UMC) has announced revenues of NT$9.53 billion (US$296.63 million) for September 2009, the company's highest since October 2007. The foundry chipmaker also saw its quarterly revenues return to an on-year growth track. Read more |
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ASE and SPIL resume on-year growth in September Oct 7, 16:57 IC packaging and testing firms Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL) both saw revenues for September 2009 grow on year, ending a streak of on-year drops since July 2008. Read more |
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A-Data and Transcend 3Q09 sales up on year Oct 7, 15:43 A-Data Technology and Transcend Information saw their revenues for the third quarter of 2009 return to an on-year growth track. Both companies saw September sales hit a high for the year. Read more |
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Amtran September revenues up almost 50% on year Oct 7, 13:56 Taiwan-based TV maker Amtran Technology has reported revenues of NT$5.31 billion (US$165.22 million) for September, down slightly by 0.94% from the NT$5.36 billion recorded in August, but up 49.75% from NT$3.54 billion in September 2008, according to data from the Taiwan Stock Exchange (TSE). Accumulated revenues from January to September totaled NT$46.35 billion, down 0.64% on year. Read more |
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GaAs manufacturers see 3Q09 sales up on power amplifier demand for smartphones Oct 6, 16:04 Advanced Wireless Semiconductor Company (AWSC) and Win Semiconductors have reported sequential revenue growths of 47% and 37%, respectively, for the third quarter of 2009. Industry sources have estimated both GaAs foundries are likely to enjoy on-month revenue increases through November and December, thanks to growing power amplifier (PA) demand for smartphones. Read more |
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Booming September sales for Wah Hong, Wellypower Oct 6, 15:39 Taiwan-based optical film maker Wah Hong Industrial has reported consolidated revenues of NT$696.50 million (US$21.5 million) for September, representing a third consecutive monthly record for the company, with a 5.11% increase from NT$662.62 million for August and a 12.94% increase from NT$616.71 million for September 2008, according to data from the Taiwan Stock Exchange (TSE). 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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Unity Opto sales continue soaring in September Oct 6, 14:55 LED packaging house Unity Opto Technology generated revenues of NT$462.76 million (US$14.3 million) in September, increasing by 9.1% from NT$424.17 million for August and increasing by 54% from NT$300.52 million for September 2008, according to data from the Taiwan Stock Exchange (TSE). The company hit a record monthly total for the fifth consecutive month, according to the company. Read more |
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Nanya and Inotera September 2009 sales return to on-year growth track Oct 5, 16:50 Nanya Technology saw September 2009 revenues return to an on-year growth track ending its run of drops since March 2007, while Inotera Memories also reported on-year revenue growth following drops over the previous nine months. Higher DRAM prices have contributed to both DRAM makers' sales recovery. Read more |
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