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NEWS TAGGED 2Q11
Friday 1 April 2011
LED makers look to 20-30% sequential revenue growth in 2Q11
Taiwan-based LED chip makers Formosa Epitaxy and Epistar expect their second-quarter 2011 revenues to grow 20-30% on quarter, while LED packaging houses Everlight Electronics and...
Thursday 31 March 2011
IC prices likely to rebound in 2Q11, say sources
Taiwan-based IC design houses are expected to see a rebound in chip prices in the second quarter 2011 as clients from the end market have softened their positions in price negotiations...
Wednesday 30 March 2011
Compal, Wistron expected to see increased 2Q11 notebook shipments despite negative impact from Acer, say Taiwan makers
While Acer has downward adjusted its target PC revenues for the first quarter of 2011 and forecast no sequential growth in second-quarter notebook shipments, Acer's two main ODMs,...
Tuesday 29 March 2011
Aluminum capacitor prices expected to increase 10% in 2Q11
Several Taiwan-based makers of aluminum electrolytic capacitors including Lelon Electronics, Teapo Electronic and Luminous Town Electronic, viewing that Japan-based fellow makers...
Tuesday 29 March 2011
Acer, Asustek believe tablet PC to aid 2Q11 revenues, market watchers doubt it
Taiwan-based notebook brand vendors Acer and Asustek Computer are both optimistic about their tablet PC products can boost their revenues in the second quarter; however, market watchers...
Monday 28 March 2011
Acer revised guidance to affect Compal and Wistron performance for 2Q11
Compal Electronics and Wistron, two major ODM notebook partners for Acer, are expected to see their notebook shipments affect by Acer's recent downward adjustment in its guidance...
Monday 28 March 2011
Acer lowers 1Q11 PC revenues to 10% sequential decline
Acer on March 25 announced a downward adjustment for on-quarter growth in its PC revenues for the first quarter of 2011 from 3% originally to a 10% decrease mainly due to relatively...
Friday 25 March 2011
Sapphire ingot prices sustainable for 2Q11
Sapphire ingot prices are unlikely to drop in the second quarter of 2011, on rising demand for LED-backlit and lighting applications, according to industry sources in Taiwan. Prices...
Thursday 24 March 2011
Kenmec to land orders from China solar firms
Taiwan-based automation equipment provider Kenmec Mechanical Engineering will soon break into the supply chain of two China-based vertically-integrated solar suppliers, each of which...
Tuesday 22 March 2011
Motorola Xoom monthly orders to drop in 2Q11
Taiwan's shipments of Motorola Xoom in the first quarter of 2011 are expected to meet upstream component suppliers' forecast of 700,000-800,000 units, as Motorola already placed orders...
Monday 21 March 2011
Formosa Epitaxy expects Mitsui partnership to contribute to revenues in 2Q11
After LED chipmaker Formosa Epitaxy brought in strategic investor Japan-based Mitsui in 2010, the Taiwan-based company has moved from upstream chip production to LED lighting assembly,...
Wednesday 16 March 2011
Japan earthquake could impact poly-Si quotes for 2Q11
Though the recent earthquake offshore of Japan has not caused substantial disruption to the global PV supply chain, industry observers are concerned that contract quotes for poly-Si...
Tuesday 15 March 2011
Concern for potential panel shortage raises demand
While the Japan earthquake has not brought a significant impact on Taiwan's panel supply chain, Japan makers still dominate supply of key components such as optical films and conductive...
Friday 11 March 2011
Nuvoton 2Q11 revenues to grow substantially, say sources
Market watchers expect IC design house Nuvoton Technology to report strong sequential revenue gains for second-quarter 2011, buoyed by rising shipments to the consumer electronics...
Thursday 10 March 2011
Sapphire ingot prices to remain unchanged in 2Q11
Prices of sapphire ingots for the second quarter of 2011 are expected to stay at the same levels as those in the first quarter as current sapphire ingot supplies are still falling...