Taiwan ODD sector – 2Q 2006

Staff writer

In the second quarter of 2006, shipments of optical disc drives (ODDs) by Taiwan-based companies dropped 4.9% on-year and 2.5% on-quarter to 23.76 million units due to seasonal effects. Major decreases were seen in shipments from second-tier maker Behavior Tech Computer (BTC), which was shutting down its ODD lines. The second-largest ODD player BenQ also saw its shipments drop by 13% on-year.

Table of contents

Introduction
Chart 1: Taiwan ODD shipments, 2Q05-4Q06 (k units)
Shipment breakdown and forecast
Chart 2: Taiwan’s share of worldwide ODD market, 2Q05-4Q06
ODD types
Chart 3: Taiwan ODD shipments by type, 2Q05-4Q06
Chart 4: Shipments by slim-type and H/H, 2Q05-4Q06
Production mode: OBM, OEM, and ODM
Chart 5: Shipments by production mode, 2Q05-4Q06
Shipments by tier
Chart 6: Taiwan ODD shipments by tier, 2Q05-4Q06
Industry watch
Foxconn not yet a threat
Quanta Storage rebounds
Chart 7: Lite-On IT and Quanta Storage revenues, 2Q05-2Q06 (NT$ million)
Chart 8: Slim-type DVD burner shipments from Lite-On IT and Quanta Storage (k units)
Outlook till 2008
Chart 9: Worldwide and Taiwan ODD shipments, 2004-2008 (k units)

Taiwan ODD sector – 2Q 2006

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