On an annual basis, Taiwan's second-quarter notebook shipments declined. But the on-year decline of 0.9% was less steep than 3.4% drop seen in the first quarter, showing that the market was on its way to recovery.
During the 12th FYP period from 2011-2015, China's semiconductor industry policy will shift away from the pursuit of capacity and output value growth toward a focus on improving R&D capabilities and firms' global competitiveness. A policy of direct government investment will also be replaced by an emphasis on market mechanisms. This DIGITIMES Research Special Report provides comprehensive analyses of the government policies and industry dynamics that will shape China's related semiconductor industries over the next five years.
In the first quarter of 2010, shipments of Taiwan's network interface cards (NICs) and wireless routers (WRs) both dropped sequentially due to seasonality.
Taiwan's optical disc drive (ODD) shipments rose almost 8% sequentially in the first quarter of 2011 although Taiwan's notebook shipments in the quarter suffered a sequential drop of nearly 10%.
Impacted by Intel's defective 6 series chipsets (Cougar Point), Taiwan's notebook shipments to downstream brand vendors saw an obvious shipment drop in February.
This DIGITIMES Research Special Report examines the position of Taiwan and China in the global IC market and explains how past developments, current industry trends, and the strengths and weaknesses of the respective sub-industries (in terms of technological expertise for developing applications) will affect the overall future of the Greater China IC market.
With clients building up their inventories for the Christmas shopping season, Taiwan's digital still camera (DSC) shipments were strong in October, after which orders began to drop. Taiwan's fourth-quarter shipments declined 5.9%.
Thanks to recovery of traditional notebook sales worldwide, Taiwan's optical disc drive (ODD) shipments increased slightly in the fourth quarter of 2010 after declining for three quarters. But the growth was limited because of excessive notebook inventories in the retail channels.
Taiwan's shipments of network interface cards (NICs) and wireless routers (WRs) both increased sequentially in the fourth quarter of 2010, thanks to seasonal demand. In addition to the seasonal effect, labor shortage in China after Lunar New Year will also affect shipments in first-quarter 2011.