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NEWS & VIEWS

Taipei, Tuesday, May 10, 2011
21:42 (GMT+8)

There are now [4] new stories and [16] new snapshots ( what are snapshots ) posted on our member site. Please sign in to read real-time updates.

Hard drive industry to continue facing shortage in May

Systems | May 10, 01:35

Japan's earthquake in March has significantly impacted the supply status of the hard drive industry and the effect is expected to persist in May with two of the top-5 makers - Western Digital and Hitachi Global Storage Technologies (HGST) already seeing tight supply. Read more

 

Quanta sees revenues drop 20% on month in April

Systems | May 10, 01:05

Taiwan-based notebook maker Quanta Computer has announced consolidated revenues of NT$91.51 billion (US$3.2 billion) for April, down 20.1% on month and 5.67% on year with notebook shipments in the month also dropped 19.3% on month to 4.6 million units; however, the company still maintains its shipment forecast for the second quarter of 10% sequential increase. Read more

 

Southern Taiwan Science Park to cut water supply to cope with drought

Displays | May 10, 01:10

The Southern Taiwan Science Park (STSP), one of the three government-developed science parks in Taiwan, plans to reduce daily water supply by 5% from 100,000 metric tons (MT) to 95,000 MT from May 23 to cope with treat of drought, according to STSP administration. Read more

 

Motech suffers decreased April revenues

Bits + chips | 2h 2min ago

Motech
Motech Industries, the largest Taiwan-based maker of crystalline silicon solar cells, on May 9 reported unconsolidated revenues of NT$1.36 billion (US$46.6 million) for April, declining by 47.51% on month and by 17.84% on year, while January-April figure of NT$9.077 billion rose on year by 38.03%. Read more

 

Wistron sees on-year growth in April revenues

Systems | May 10, 01:15

Taiwan-based notebook maker Wistron has announced consolidated revenues of NT$44.01 billion (US$1.54 billion), down 11.3% on month, but up 10.8% on year,... Read more

CMI sees decreased April revenues

Displays | May 10, 01:20

Taiwan-based TFT-LCD panel maker Chimei Innolux (CMI) on May 9 reported consolidated revenues of NT$40.292 billion (US$1.38 billion) for April, slipping... Read more

 


Systems  

Notebook players aggressive in investing in Brazil

 

Networking device makers post mixed growth in April revenues

 

Taiwan April export value hits record

 

Synnex Technology April revenues down sequentially

 

Lite-On reports on-month growth in April revenues

 

 


Mobos  

Motherboard players see mixed result in April

 

 


Displays  

Young Optics sees decreased April revenues

 

Projector market grows 13% on year in 1Q11, says Pacific Media

 

Coretronic sees decreased April revenues

 

 


Bits + chips  

Global 1Q11 NAND flash market sees 10% on-quarter growth, says DRAMeXchange

 

Aluminum capacitor and foil makers report strong sales for April

 

Solar equipment makers fear postponed installations

 

TSMC posts flat growth in April consolidated revenues

 

IC distributors post on-year revenue gains in April

 

Powerchip reportedly lands foundry orders from NOR chip vendors, says paper

 

Mitsubishi to expand laser drill capacity by 50% in 2H11, says executive

 

Yageo revenues up slightly in April

 

 


Telecom  

CHT, China Unicom in online store deal

 

Apple defies decline in smartphone market, says IHS iSuppli

 

Grid parity of solar energy can be achieved in several countries by 2013, says Eversol chairman

Bits + chips | May 9, 16:03

It is inevitable for the industry to go through turbulences these couple of years, Ellick Liao, chairman for Eversol has pointed out. It all began in 2008 when the Spanish government realized the lucrative incentive program was causing tremendous debt pressure to its budgets and made adjustments by cutting the incentives by a significant proportion. Currently, the incentive for the Spanish solar market has yet to recover. When the financial crisis took a hold on the world's economy in 2009, even with good internal rate of return (IRR), the market was less willing to buy new installations, added Liao. Read more

 

New Italy PV incentive program may face strong opposition from Asia module makers

Bits + chips | May 9, 10:51

The new solar PV program recently announced by Italy includes additional incentives for solar modules made in Europe, which is seen as a "protection" policy for European-made solar products to compete with the low cost modules from Asian firms enabled by low labor costs. But China makers reportedly are trying to stop Italy's new program, alleging unfair trade practices. Read more

 

Asustek ships 2 million motherboards in April

Mobos | May 9, 16:07

Asustek Computer shipped about two million motherboards in April 2011 and should be able to reach its goal to ship a total of 5.7 million units in the... Read more

E Ink April revenues down sequentially

Displays | May 9, 14:43

Taiwan-based electrophoretic display (EPD) maker E Ink Holdings saw April consolidated revenues of NT$2.465 billion (US$84 million) decreasing 26.59%... Read more

LED makers see mixed growth in April revenues

Bits + chips | May 9, 16:26

Taiwan-based LED epitaxial wafer and chip makers Epistar and Formosa Epitaxy as well as LED chip packager Everlight Electronics had April revenues decreasing... Read more

ASE, SPIL April sales down slightly on-month

Bits + chips | May 9, 16:11

Chip packaging and testing firms Advanced Semiconductor Engineering (ASE) and Silicon Precision Industries (SPIL) have reported sequential drops of 2.5%... Read more

UMC posts flat revenues for April

Bits + chips | May 9, 16:05

United Microelectronics Corporation (UMC) has announced net sales of NT$9.56 billion (US$335 million) for April 2011, down 0.22% sequentially but up... Read more

Packaging material supplier Chang Wah sees growth in 2Q11 sales

Bits + chips | May 9, 16:00

Chang Wah Electromaterials, which distributes packaging materials and equipment for the semiconductor and LCD industries, expects sales to grow sequentially... Read more

Macronix, Winbond report sequential growth in April revenues

Bits + chips | May 9, 12:16

Macronix International and Winbond Electronics have reported sequential growth in revenues for April 2011 of 6.2% and 6.4%, respectively. Read more

First-tier analog IC designers look to decreased gross margins for 2Q11

Bits + chips | May 9, 11:57

Most first-tier analog IC designers, including Richtek Technology and Global Mixed-code Technology (GMT), expect their gross margins to slip lower in... Read more

Bleak April revenues for solar cell makers, says paper

Bits + chips - Newswatch | May 9, 11:54

Taiwan-based solar cell makers have been facing tough challenges as average selling prices (ASP) have been falling off a cliff, inventory in Europe has... Read more

VIS posts drop in April revenues

Bits + chips | May 9, 11:39

Specialty IC foundry Vanguard International Semiconductor (VIS) has announced revenues of NT$1.28 billion (US$45 million) for April 2011, down 3.5% sequentially... Read more

Datang to make further investment in SMIC

Bits + chips | May 9, 11:27

China-based foundry Semiconductor Manufacturing International Corporation (SMIC) has announced that state-owned Datang Telecom Technology & Industry... Read more

Falling price for sapphire substrates may trim gross margin in 2Q11, says Rubicon

Bits + chips | May 9, 11:26

US-based sapphire substrate firm, Rubicon Technology, has announced financial performance for first-quarter 2011. Compared with the previous quarter,... Read more

 


Systems  

Taiwan market: Acer, Asustek, FIC win government tablet PC bidding projects

 

HTC to cooperate with Conexus Mobile Alliance

 

Taiwan market: FET launches mobile video on demand services through cooperation with CatchPlay

 

 


Displays  

TPV to set up plant in western China, says newspaper

 

Price for large-size TV panels expected to rise

 

Declining April revenues for some Taiwan-based BLU makers

 

 


Bits + chips  

VIA USB 3.0 HDD device controller certified by USB-IF

 

Novatek and Orise look to strong shipments of small-size driver ICs in 2Q11

 

Transcend posts 18% sequential drop in April revenues

 

 


Telecom  

HTC April revenues hit record

 

AUO revenues decrease in April

Displays | May 6, 14:40

AU Optronics (AUO) today announced its preliminary consolidated April 2011 revenues of NT$33,174 million, down by 7.7% on month and 19.4% on year. Read more

 

TSMC to ramp new 12-inch fab ahead of schedule

Bits + chips | May 6, 01:35

Taiwan Semiconductor Manufacturing Company (TSMC) has begun equipment move-in for the phase 1 facility of a new 12-inch fab (Fab 15) with volume production of 28nm technology products slated for the fourth quarter of 2011, according to the foundry. Read more

 

ProMOS still unprofitable, plans fundraising

Bits + chips | May 6, 01:10

DRAM maker ProMOS Technologies has reported net losses of NT$4.26 billion (US$149 million) on revenues of NT$4.05 billion for the first quarter of 2011. Losses remained high compared to losses of NT$4.76 billion in the prior quarter and NT$3.23 billion a year ago. Read more

 

Second-tier notebook vendors suffering as Acer cleans inventory

Systems | May 6, 13:25

Taiwan-based vendor Acer has lowered prices for existing notebook models in emerging markets, including Eastern Europe, Turkey, the Philippines, Indonesia... Read more

Nvidia performs strong in desktop GPU market, but still behind AMD in notebooks

Mobos | May 6, 13:28

Nvidia, in the first quarter of 2011, achieved a share of 59.4% in the desktop GPU market with AMD scored a share of 40.6%, according to sources from... Read more

Qisda April revenues down sequentially

Displays | May 6, 10:34

Taiwan-based EMS provider Qisda on May 5 reported unaudited consolidated revenues of NT$7.628 billion (US$261 million) for April, dropping 7.13% on month... Read more

Production of medium- and large-size touch panels increasing

Displays | May 6, 01:20

The prevailing trend for the production of touch panels has migrated from small-sizes, to medium- and large-size models, as evidenced by the launch of... Read more

AUO to see sharp increase in tablet PC panel shipments in 2Q11

Displays | May 6, 01:15

AU Optronics (AUO) is expected to see its shipments of tablet PC panels, mostly 10.1-inch models, increase substantially in the second quarter of 2011,... Read more

Stagnating PV installations in Germany might lead to small incentive cuts in July

Bits + chips | May 6, 12:11

PV system installation in Germany has been stalling and if the situation continues, it is likely the planned incentive cut in July 2011 will decrease... Read more

Ichia sees single-digit growth in 2Q11 sales

Bits + chips | May 6, 11:38

Handset component maker Ichia Technology has announced that consolidated revenues for April 2011 declined almost 19% sequentially to NT$532 million (US$15.6... Read more

Italy PV subsidies undecided, but capped outline is clear, say Taiwan makers

Bits + chips | May 6, 10:29

While the Italian government has not yet finalized new PV feed-in tariffs, the following principles are almost solid: tariffs will be cut each month... Read more

MediaTek to post better-than-expected 2Q11 results

Bits + chips | May 6, 01:40

Rising demand for MediaTek's MT6252 solution, positioned as an ultra low cost single chip solution for multimedia-rich mobile phones, is expected to... Read more

Adata April revenues down 19% on-month

Bits + chips | May 6, 01:25

Memory module firm Adata Technology has reported NT$2.535 billion (US$89 million) in revenues for April 2011, down 19.2% sequentially. Revenues from... Read more

 


Systems  

Taiwan market: Chunghwa Telecom launches Hami Music

 

Taiwan market: 1Q11 projector shipments down, says IDC

 

Taiwan April CPI up on month, year

 

Largan, Kinko see mixed growth in April revenues

 

 


Displays  

Global 3D TV shipments to soar by nearly 500% in 2011, says IHS iSuppli

 

DisplaySearch: Global LCD TV shipment growth rate to drop to 13% in 2011

 

 


Bits + chips  

Wafer Works outshines peers in 1Q11 performance

 

Unity Opto, Lextar sees sequential growth in April revenue

 

SAS reports falling April revenues

 

MediaTek posts revenue drops in April 2011

 

Price of LED light source to halve in late 2011

 

Aptina opens engineering center in Taiwan

 

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DIGITIMES RESEARCH  
Breakdown of 1Q11 shipment volumes (m units)

Digitimes Insight: CMI to be top Taiwan supplier of large-size panels in 2Q11 (May 5)

Large-size panel shipments

Digitimes Insight: Global large-size panel shipments to grow 10.2% in 2Q11 (May 2)

Global e-book reader shipment share by geography

Digitimes Insight: 2011 global e-book reader shipments to reach 27 million units (Apr 28)

 
More research
SUPPLY CHAIN WINDOW  

Gigabyte G1.Assassin motherboard wins Design and Innovation award from TAITRA

Gigabyte Technologies has announced that the G1. Assassin motherboard has received the Design and Innovation award from Taiwan External Trade and Development...

  Read more

Sense and control better with uPI's uS series

When we (attempt to) digitalize everything, there are always things left to the human senses – emotion, morality, aesthetics, and aesthesia......

  Read more

12 Watt GL-DL06 Capella Series LED Downlight from GlacialLight

4 May 2011, Taipei, Taiwan – GlacialLight, a sub‐division of the experienced technology manufacturer GlacialTech Inc, today launches all-new...

  Read more

 
More supply chain news
ON DISPLAY  
Intel 22nm 3D tri-gate transistor

Intel 22nm 3D tri-gate transistor

Photo: Company, May 6.

  More

Samsung Galaxy S WiFi 4.0/5.0

Samsung Galaxy S WiFi 4.0/5.0

Photo: Company, May 6.

  More

EIZO FelxScan monitor with NextWindown touch panel

EIZO FelxScan monitor with NextWindown touch panel

Photo: Company, May 3.

  More

VIA dual-core Nano X2 E-series processors

VIA dual-core Nano X2 E-series processors

Photo: Company, May 3.

  More

More on display
HOT SYSTEMS  

AMD raises the bar on sub-US$100 graphics performance and image quality

AMD has announced the addition of the AMD Radeon HD 6670, HD 6570 and HD 6450 graphics cards to the channel, completing the roll-out of the AMD Radeon...

  Read more

Toshiba unveils a glasses-free 3D notebook

Toshiba has unveiled the dynabook Qosmio T851/D8CR, which the company claims is the world's first glasses-free 3D notebook able to display 3D and 2D...

  Read more

Intel launches Oak Trail-based Atom processor

Intel has announced that the Intel Atom platform, formerly codenamed Oak Trail, is now available and will be in devices starting in May and throughout...

  Read more

 
More hot systems
TAG CLOUD  

1Q11 2010 2011 2Q11 China demand Display components IC design IC manufacturing LCD panel LED Memory Mobile phone and PDA Mobo, chipset Monitor, TV notebook Passive, PCB, other IC components PC Portable price profit revenues sales shipments smartphone Software, Internet Solar Storage, peripherals tablet PC Taiwan

TOPICS  

Taiwan notebook ODMs

Taiwan notebook Original Design Manufacturers (ODMs) account for more than 90% of global notebook production and Digitimes is there to provide daily...

  Read more


Japan earthquake

Japan is facing its worst crisis since the end of World War II. The devastating earthquake, tsunami and the threat of a meltdown at a nuclear power plant...

  Read more


WiMAX

A portal for information about Taiwan's WiMAX industry.

  Read more


Android

The early success Google's Android platform has achieved in the handset market has caused system makers, software developers and semiconductor players...

  Read more


inSpectrum weekly memory market report

Memory market research firm inSpectrum provides a weekly update on spot pricing in the NAND flash and DRAM markets and bimonthly updates on contract...

  Read more

 
More topics
PAGE 2  

Digitimes Insight: CMI to be top Taiwan supplier of large-size panels in 2Q11

Chimei Innolux will be Taiwan's top supplier of large-size TFT-LCD panels in the second quarter by shipping 32.11 million units, followed by Au Optronics...

  Read more

Digitimes Insight: Global large-size panel shipments to grow 10.2% in 2Q11

Global large-size TFT-LCD panel shipments (9-inch and above, including tablet PC applications) are expected to reach 177 million units in the second...

  Read more

Digitimes Insight: 2011 global e-book reader shipments to reach 27 million units

Demand for e-book readers remained strong in first-quarter 2011, with global shipments soaring 236% on year to 4.8 million units. Digitimes Research...

  Read more

 
More page 2
FRANKLY SPEAKING  
Digitimes Research analyst Sophia Chen

The PV inverter boom: Q&A with Digitimes Research analyst Sophia Chen (Apr 25)

The PV inverter market managed a staggering shipment growth of 132% to 19.8GWp because of strong demand, according to Sophia Chen, author of the recently...

  Read more

Jessie Lin

The LED upstream boom: Q&A with Digitimes Research analyst Jessie Lin (Mar 9)

With LED chipmakers aggressively increasing capacity to meet fast growing demand from the LCD displays and general lighting markets, suppliers in the...

  Read more

Nobunaga Chai

Emerging markets to drive China foundries' growth: Q&A with Digitimes Research analyst Nobunaga Chai (Feb 24)

China's foundries may not be able to compete head-to-head against the industry's global top-three players in the most advanced process technologies,...

  Read more

 
More interviews
NEWS FROM OTHER SITES  

Change Of model imperative for China (Mar 25)  - Washington Post

n early March, China's National People's Congress approved its 12th Five-Year Plan (2011-2015). This plan is likely to go down in history as one of China's boldest strategic initiatives. In essence, it will change the character of China's economic model -- moving from the export- and investment-led structure of the past 30 years toward a pattern of growth that is driven increasingly by Chinese consumers. This shift will have profound implications for China, the rest of Asia, and the broader global economy.

China economic growth may moderate as manufacturing index slips (May 1)  - Bloomberg (via Businessweek)

A Chinese manufacturing index declined in April from March, indicating that growth may moderate in the world's second-biggest economy after the government raised interest rates and allowed faster gains in the yuan.

Japanese auto sales more than halved in April (May 2)  - The Financial Times

Japanese automobile sales more than halved in April - the biggest monthly drop on record - and are not expected to recover until late 2011, raising concerns the country's leading vehicle manufacturers will post losses for the first half of the year.

Japan passes budget for emergency earthquake relief (May 2)  - BBC News

Japan's parliament has passed a JPY4 trillion (US$49 billion) emergency budget for reconstruction following the 11 March earthquake and tsunami.

US Federal Reserve cuts economic growth forecast (Apr 27)  - BBC News

Chairman Ben Bernanke said he expected growth for 2011 to be between 3.1% and 3.3%, compared with the previous forecast of 3.4-3.9%. He also hinted the Fed would not pump more money into the economy after June.

IMF sees China topping US in 2016 (Apr 25)  - Marketwatch.com (Dow Jones)

China-Taiwan: Banking on closer ties (Apr 25)  - The Financial Times

Despite past political tensions, enterprising Taiwanese had long been doing business in China. However, it was only until after a financial memorandum of understanding was signed in 2009 that Taiwanese banks were able to follow suit.

Robert Tsao gives up his Taiwanese citizenship (Apr 23)  - The China Post

Robert Tsao, honorary chairman of United Microelectronics Corp. (UMC), said recently in a TV interview that he has given up his Taiwan citizenship. Disappointment in the domestic judicial system is the major reason why Tsao decided to become a Singaporean.

China to cut tax for low earners to boost stability (Apr 21)  - BBC News

Lawmakers in China are revising the income tax law to narrow the wealth gap and to encourage more domestic consumption. The amendment will raise the threshold for personal income tax from CNY2,000 to CNY3,000 a month (from US$304 to US$456).

 
More news from other sites
FINANCE  

Revenues: solar cell companies (NT$m)

Company

Mar

4Q

2010

TSMC (2330)

36,370

106,846

406,963

Tainergy (4934)

530

1,633

4,606

More finance
RESEARCH REPORTS Subscription required 

Taiwan ODD sector – 1Q 2011 (May 4)

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%.

Taiwan ODD sector – 1Q 2011

  Table of contents      Full report  

More reports
INDUSTRY INTROS  

Taiwan handset overview (Jun 4)

The global handset market did not have a banner year in 2009, with overall shipments of 1.167 billion units representing a drop of 3.2% from the previous year, according to data from Digitimes Research.

  Read more  

Taiwan DRAM-module industry overview (May 19)

Back to 2006 when total revenues for the third-party module market reached US$12.2 billion, Taiwan had over 15 vendors shipping DRAM modules under their own brand names with five of them ranked among iSuppli's top-ten. But revenues shrank to US$7.065 billion in 2009, when TwinMOS Technologies and Lihduo International, and several small-size players were no longer among Taiwan's DRAM module suppliers.

  Read more  

A glimpse into the e-book reader market (May 18)

In 2008, worldwide e-book reader shipments totaled only 700,000 units, according to Digitimes Research. But demand exploded in 2009 as consumer interests grew and prices dropped.

  Read more  

 
More intros
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Japan earthquake

China kicks off 12th Five-year Plan

Allegro announces a new sensor IC

Digi-Key and Phihong USA sign global distribution agreement

New China TFT LCD panel industry overview

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Sponsored links

PV inverter market overview

The market has attracted investment from numerous Taiwan- and China-based firms and competition and strategy will determine who can successfully grab share in a market forecast to hit 24.5GWp in shipments in 2011.

Greater China IC foundry industry overview

Digitimes Research forecasts that the output value of Taiwan's foundry industry will reach US$22.14 billion in 2013, while the China foundry industry may top US$4.45 billion.

Overview of China

In 2011, China will enter its 12th Five-Year Plan period (2011-2015). The development goals, directions and industry strategies for the entire plan were set in Oct 2010, and will be of critical importance for development in China over the next 5 to 10 years.