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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
13:13 (GMT+8)
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Acer and Asustek hold over 50% of EMEA netbook market in 3Q09, followed by Samsung, says Canalys Nov 20, 17:04 Acer and Asustek Computer continued to lead in the EMEA netbook market in the third quarter of 2009, taking up 32.4% and 19.6% shares, respectively, but Samsung Electronics rose quickly with a 12% share to take third place, according to figures from research firm Canalys. Read more |
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IC distributor Supreme enjoying outstanding performance in 4Q09 Nov 20, 17:00 Supreme Electronics has estimated its consolidated revenues will top NT$3 billion (US$92.68 million) in November and hit a 2009 year-high in the fourth quarter driven by demand for memory products. The company expects a bright outlook for memory products in the first quarter of 2010. Read more |
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China will need 6-8 8G plants to fulfill panel demand in the future Nov 19, 17:06 Market watchers expect China will require six to eight 8G or above LCD panel production lines to fulfill its demand in the future. China's LCD TV panel demand in 2009 is estimated at around 27 million units, and is forecast to rise to 38 million units in 2010 and 45 million units in 2012, market sources added. Read more |
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Hynix and Seti grab CIS orders for HP entry-level notebooks Nov 18, 13:34 Hynix Semiconductor and Seti have recently snatched CMOS image sensor (CIS) orders for most of Hewlett-Packard's (HP's) low-priced notebooks from OmniVision, by offering lower prices, according to industry sources. OmniVision has also adopted a flexible pricing strategy, hoping to take back the lost orders, the sources added. Read more |
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US market: Samsung retakes leadership in LCD TV market in 3Q09, says iSuppli Nov 17, 12:08 Samsung Electronics in the third quarter of 2009 retook the top ranking in the US LCD TV market from chief competitor Vizio, according to iSuppli. Read more |
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Innolux seeking land in northern Taiwan reportedly for 8.5G LCD fab Nov 16, 10:07 In response to reports that Innolux plans to invest NT$500 billion (US$15.49 billion) to set up an 8.5G plant in a science park in Miaoli, northern Taiwan, the company has indicated that it has asked the local government for help obtain land, but whether it will use the land to build its next-generation panel fab will depend on the growth of the company and the market conditions. 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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Samsung handset focus to be on Windows Mobile, Android and Bada in 2010, says senior VP Nov 11, 11:57 Samsung Electronics will continue to adopt Windows Mobile- and Android-based platforms for new smartphones launched in 2010, with another focus on in-house developed open operating system Samsung Bada, according to senior vice president Don Joo Lee. The executive added that Samsung may not roll out new Symbian-based models globally in 2010. Read more |
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Samsung, Hynix continue to expand DRAM presence, says DRAMeXchange Nov 9, 15:08 Global DRAM revenues increased 40.7% on quarter to US$5.719 billion in the third quarter of 2009, according to DRAMeXchange. Samsung Electronics' and Hynix Semiconductor's combined share expanded to 55.1% in the quarter, compared to 53.1% in the prior quarter. Read more |
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Worldwide smartphone market continues to grow despite economic malaise, says IDC Nov 9, 15:04 The worldwide smartphone market continued to weather the economic recession and reached a new record for shipments during a single quarter. According to IDC, vendors shipped a total of 43.3 million units during the third quarter of 2009, up 4.2% from the 41.5 million units shipped in third-quarter 2008, and up 3.2% from shipments of 41.9 million units in second-quarter 2009. Read more |
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Top-20 chip suppliers 3Q09 revenues up 19% sequentially, says IC Insights Nov 9, 11:35 Global top-20 semiconductor companies, in total, registered a sales growth of 19% sequentially in the third quarter of 2009, according to IC Insights. This followed an on-quarter 19% increase in the second quarter. Read more |
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Lower-than-expected yields at new Sharp 10G plant ease oversupply pressure, say sources Nov 4, 14:12 Operations at Sharp's 10G LCD panel plant have seen lower-than-expected yield rates since production started on October 1, 2009, reducing concerns at rival makers of a possible TV panel oversupply, according to industry sources. Read more |
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Samsung and Micron expand in 3Q09 NAND flash market, says DRAMeXchange Nov 4, 13:57 Only Samsung Electronics and Micron Technology among the world's major NAND flash producers saw their market shares increase on quarter in the third quarter of 2009, according to a recent DRAMeXchange report. Samsung retained its top-spot position with a 38.5% share, while Micron moved up to number three and managed to expand its share to 9.4%. Read more |
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Handset market turns corner in 3Q09; more gains expected in 4Q09, says IDC Nov 3, 10:22 The worldwide handset market saw mild sequential growth in third-quarter 2009, according to IDC. On-year growth remained negative, but improved from the first half of 2009. Handset shipments totaled 287.1 million units worldwide in the third quarter, down 6% from a year earlier, but up 5.6% from the second quarter. Read more |
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Macronix net profits more than double in 3Q09 Oct 30, 15:51 Mask ROM and NOR flash maker Macronix International Company (MXIC) saw its net profits increase 131% sequentially to NT$2.27 billion (US$69.63 million) in third-quarter 2009, according to the company. The earnings translated into an EPS of NT$0.7 for the quarter. Read more |
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Acer expects BRIC to boost its PC shipments in 2010 Oct 29, 17:10 Acer CEO Gianfranco Lanci has said that strong demand from Brazil, Russia, India and China (BRIC) markets will be major contributors to the company's PC shipment growth in 2010. Read more |
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Sony purchasing value from Taiwan to increase in 2010 despite reduced orders to AUO, says company Oct 29, 11:22 Sony's purchase from Taiwan in terms of value will continue to increase despite plans to reduce its order volumes to AU Optronics (AUO) in 2010, according to Kenji Sakai, chairman and managing director of Sony Taiwan. Read more |
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Sony may reduce TV panel orders to AUO in 2010, sources say Oct 27, 16:02 Sony reportedly will reduce its TV panel orders to AU Optronics (AUO) in 2010, as the client's 10G LCD panel manufacturing joint-venture with Sharp has already started production, according to market sources. Read more |
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Large-size LCD panel shipments hit all-time high in September, says DisplaySearch Oct 27, 12:10 September 2009 shipments of large-area TFT-LCD panels reached 52 million units, up 2% sequentially and 25% on year, setting a new record for monthly large-area TFT-LCD shipments, according to DisplaySearch. Large-size TFT-LCD revenues reached US$6.8 billion, up 6% sequentially and 15% on year. Read more |
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Corning expects worldwide LCD glass market to grow 15% in 2010 Oct 27, 10:37 Corning has reported that display business revenues rose slightly sequentially to US$679 million in the third quarter, as sales were impacted by an earthquake that affected production at the company's LCD facility in Shizuoka, Japan in August. But the company said LCD glass demand will remain strong in the fourth quarter and the worldwide market will grow 15% in 2010. 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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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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Transcend lands distribution rights for Samsung memory cards Oct 21, 12:03 Transcend Information has announced it has obtained rights from Samsung Electronics to distribute Samsung-brand memory cards in the Taiwan market. Transcend has also secured sole memory card distribution rights from Samsung for other markets in Asia, Australia and Russia. Read more |
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Samsung launches memory card brand in Taiwan Oct 20, 15:42 Samsung Electronics has announced its premium Samsung memory cards for sale in Taiwan starting from October 2009. The new "Plus" memory cards, which comply with the Secure Digital class 6 ratings for performance, are available in SD, microSD and Compact Flash (CF) formats in 4GB and 8GB densities, plus a 16GB density SDHC card. Read more |
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Samsung, LGE expected to spearhead production of ATSC Mobile DTV-enabled devices Newswatch - Oct 20, 14:05 The Advanced Television Systems Committee (ATSC) has approved the ATSC Mobile DTV standard, and Samsung Electronics and LG Electronics (LGE) are likely to spearhead production of related products, according to market sources. Read more |
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Lite-On to supply LCD TV backlight LEDs to Samsung and LG Display Newswatch - Oct 16, 16:55 Taiwan-based LED packaging house Lite-On Technology has entered the supply chains of Samsung Electronics and LG Display (LGD) for LCD TV backlighting, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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Taiwan market: Samsung launches six laser printers Oct 16, 10:49 Samsung Electronics on October 15 unveiled two monochrome laser printers, the ML-1915 and ML-2580N, and four monochrome laser MFPs (multi-function peripherals), the SCX-4600, SCX-4623F, SF-650 and SF-650P, for immediate launch in the Taiwan market, according to Samsung Electronics Taiwan. Read more |
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Korea panel makers still dominate notebook panel market in 3Q09, says Digitimes Research Oct 14, 16:05 Taiwan LCD panel makers only accounted for 38.48% of the total notebook panel shipments in the third quarter, while Korean makers Samsung Electronics and LG Display dominated the market with about 60% share, according to Digitimes Research. Read more |
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China LCD TV vendors look to vertically integrate through LCM business Oct 13, 17:10 China's top-five LCD TV vendors are stepping into the LCD module (LCM) production business to reduce production costs. Players are either cooperating with panel makers or raising funds to set up their own LCM plants, according to market 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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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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China becomes top LCD monitor market for 1H09, says DisplaySearch Oct 12, 16:49 LCD desktop monitor shipments rose almost 6% sequentially in the second quarter of 2009 to 40.5 million units, with China becoming the world's largest market for the quarter and for the first half of 2009, according to the DisplaySearch. Read more |
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DDR2 contract prices surpass DDR3 in 1H October Oct 9, 15:06 Contract quotes for 2GB DDR2 modules went up to US$31.50 on average in the first half of October 2009, exceeding the level of US$31 that DDR3 parts achieved, according to data from DRAMeXchange. 1Gb DDR2 chips edged up to US$1.78, also surpassing 1Gb DDR3 at US$1.75. Read more |
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CMO will ramp 8.5G production in Taiwan, says company president Oct 9, 14:45 Chi Mei Optoelectronics (CMO) has decided that it will ramp up production at its 8.5G fab in Taiwan while waiting for the government to lift a ban on investment in LCD panel plants in China, according to company president Wang Jyh-chau. Read more |
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LG Display and Samsung reportedly to form separate joint ventures with TPV for LCM production in China Oct 8, 16:25 LG Display (LGD) and Samsung Electronics will reportedly each set up a joint venture with TPV Technology in China to manufacture LCD products, as the Korea companies are eyeing the strong demand for LCD applications from the China market, according to industry sources. Read more |
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Taiwan market: Samsung to launch own-brand memory cards soon Oct 8, 12:01 Samsung Electronics will begin to market own-brand memory cards in the Taiwan market at the end of October with Transcend Information handling back-end packaging and distribution, according to industry sources in Taiwan. Samsung and Transcend are expected to make some announcement on October 20. Read more |
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Demand for 11.6-inch panels dropping, say LCD makers Oct 1, 14:30 Some second-tier panel makers originally expected 11.6-inch panels could become the mainstream standard for netbooks and ultra-thin notebooks, but their expectations may not be realized as notebook vendors are slowing down their promotion of netbooks, which Intel has defined as 10.1-inch and smaller, according to market sources. Read more |
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Taiwan market: Sony Ericsson to heat up competition for handset market share in 4Q09 Sep 30, 14:26 Competition for market share in the Taiwan handset market will heat up again in the last quarter of 2009 as most vendors, especially Sony Ericsson, are gearing to launch new models, according to sources at Taiwan retail channels. 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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Former TSMC R&D executive joins Samsung Newswatch - Sep 29, 16:53 Samsung Electronics has employed Mong-Song Liang, who formerly served as senior director of the Logic Technology Platform Division at Taiwan Semiconductor Manufacturing Company (TSMC), as its R&D vice president, according to industry sources in Taiwan. Liang is also a member of the IC Committee under SEMI Taiwan. Read more |
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Chimei, Asustek to enter LED-backlit monitor market Sep 29, 15:15 Chimei and Asustek Computer are eyeing the LED-backlit LCD monitor market and plan to launch products by the end of 2009 and early 2010, according to market sources. Read more |
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Samsung stops selling DRAM chips to Taiwan market, say Taiwan makers Sep 29, 14:48 Samsung Electronics has decided that for the time being it will only sell DRAM modules to its Taiwan-based customers including module makers, and not DRAM chips, according to industry sources in Taiwan. This will reduce the business room for Taiwan-based module DRAM, the sources pointed out. Read more |
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SPIL and OSE microSD card packaging to run at full capacity on Samsung orders Sep 28, 16:39 Siliconware Precision Industries (SPIL) and Orient Semiconductor Electronics (OSE) recently landed more outsourcing orders for packaging microSD card modules from Samsung Electronics, which has seen its in-house capacity fall short due to strong demand from Apple, according to industry sources. The orders will boost the two Taiwan IC backend suppliers' production for microSD cards to full capacity at the end of 2009. Read more |
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Panel makers may start suffering revenue drops in October Sep 24, 16:28 LCD panel makers may see their revenues drop on month in October and November as the global economic decline will continue to impact demand in Europe and North America for the year-end holiday season, and growth is unlikely to pick up until December, according to market sources. Read more |
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A-Data taps former Samsung exec to advice Newswatch - Sep 24, 09:45 A-Data Technology has employed a former Samsung Electronics marketing executive as an advisor, according to industry sources in Taiwan. The former Samsung executive may take over the position of either president or CEO for the Taiwan-based memory module maker in the future. Read more |
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Samsung Mobile Display reaches monthly shipments of 2 million AMOLED panels Sep 23, 16:05 Samsung Mobile Display (SMD) reached a monthly shipment volume of two million AMOLED panels in July 2009, according to the company. Read more |
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Samsung sampling HD CIS to customers Newswatch - Sep 23, 14:27 Samsung Electronics has begun sampling high-definition (HD) CMOS image sensors (CIS) to customers and expects HD and full HD CIS to see significant growth momentum in 2010. The penetration rate of 1.3-megapixel CIS (including HD and non-HD) used in notebooks will increase to 43% in 2010 from 30% in 2009, and 2-megapixel full-HD CIS or above will increase to 21% from 13%, according to Lee Yun-Tae, senior VP at Samsung, citing company research data. Read more |
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Samsung boosting DDR3 output, expects tightness to ease soon, says exec Sep 23, 11:14 Samsung Electronics is aggressively ramping up production of DDR3 chips, according to Oh-Hyun Kwon, president of the company's semiconductor business. As a result, current chip shortages are expected to ease soon. Read more |
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Samsung upbeat about PRAM market Sep 23, 10:22 Samsung Electronics has kicked off production of its 60nm-class 512Mb phase-change RAM (PRAM) and proprietary 1Gb OneDRAM chip based on fusion memory technology, according to Oh-Hyun Kwon, president of the company's chip division, at the sixth annual Samsung Mobile Solutions Forum held in Taipei on September 22. Read more |
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