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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
06:37 (GMT+8)
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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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LED chipmakers and packaging houses expect strong demand in 4Q09 Sep 21, 17:10 LED chipmakers and packaging houses are unlikely to see seasonal decline in the fourth quarter, expecting revenues to remain at the levels seen in the third-quarter peak season due to strong demand for LED backlighting in notebooks, netbooks and LCD TVs, according to market sources. Read more |
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Samsung gains in handset applications processor chips courtesy of iPhone, says iSuppli Sep 21, 15:52 Samsung Electronics in the second quarter expanded its share of the global market for standalone applications processor chips used in handsets due to rising sales of Apple's iPhone, according to iSuppli. Read more |
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LCD, touch panel orders rising for Samsung, LG handsets Sep 21, 15:39 Handset panel shipments are expected to increase significantly in the third quarter and early fourth quarter, as Samsung Electronics and LG Electronics are gearing up their handset shipments for 2009, according to industry sources. Read more |
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Toshiba and SanDisk reportedly to begin sub-30nm NAND flash production in 2H10 Sep 21, 11:28 Toshiba and its NAND flash partner SanDisk reportedly plan to begin mass producing NAND flash chips fabricated on 20nm-class process technology in the second half of 2010, according to industry sources. In line with the technology migration, SanDisk and Toshiba's joint-venture manufacturing facilities in Yokkaichi (Mie prefecture, Japan) is expected to ramp up its monthly capacity to around 200,000 wafers. Read more |
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Samsung ahead in LED monitor market Sep 18, 16:50 Samsung Electronics has introduced a 23-inch ultra-thin LED-backlit monitor, the XL2370, in Taiwan and the model is expected to be available in other markets soon, according to the company. Read more |
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Double and quadruple frame rate to account for half of 40-inch and larger LCD TV panels in 2009, says DisplaySearch Sep 17, 11:51 Shipments of 40-inch and larger of double-frame rate (100Hz and 120Hz) and quadruple-frame rate (200Hz and 240Hz) LCD TV panels are forecast to reach 16.9 million units and 4.2 million units, respectively, which is 40% and 10%, respectively, of total targets for 40-inch and larger panel units in 2009, according to DisplaySearch. Read more |
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Global demand for HD CIS to take off in 2010, say Taiwan makers Newswatch - Sep 15, 15:38 Competition among Aptina Imaging, Samsung Electronics and OmniVision Technologies in the high-definition (HD) CMOS image sensor (CIS) market is expected to lower product price and boost demand from camcorder and notebook PC applications in 2010, according to industry sources in Taiwan. Read more |
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Samsung to become second largest netbook vendor in Europe in 3Q09 Sep 15, 15:12 Samsung Electronics is expected to surpass Asustek Computer and Hewlett-Packard (HP) to become the second largest netbook player in Europe in the third quarter of 2009, trailing only Acer, according to Taiwan-based makers. Read more |
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China could rank second for 8.5G production in 2012, says Digitimes Research Sep 14, 17:09 China could become the world's second largest host country for 8.5G LCD panel production in 2012 if all the reported fab projects are completed, according to Digitimes Research. Read more |
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Apple demand causing serious NAND flash shortage in Taiwan Sep 14, 12:05 With major NAND flash chip producers allocating more supplies for Apple, Taiwan-based memory module houses have seen a serious shortage of the memory chips, according to industry sources. Read more |
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Taiwan market: Nvidia launches 3D Vision glasses Sep 11, 15:57 Nvidia has begun to market its GeForce 3D Vision glasses in the Taiwan market, which will allow Acer and Asustek Computer to launch high-profile 3D notebooks in the fourth quarter of 2009. Nvidia is reportedly outsourcing production of the 3D Vision glasses to Foxconn Electronics (Hon Hai Precision Industry). Read more |
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Samsung and Toshiba push 2.5-inch hard drives to 640GB Sep 10, 17:06 Samsung Electronics has strengthened its lineup of 2.5-inch hard disk drives (HDDs), following a similar move by Toshiba. Both companies now offer models featuring capacity up to 640GB, the largest so far in 2.5-inch mobile hard drives. Read more |
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