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Archive - Mar 10, 2010

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DRAMeXchange: Mobile DRAM demand bit growth will increase 71% in 2010

Mon, 03/08/2010 - 16:17 — 匿名者

Mar. 8th 2010-------According to DRAMeXchange, global cellular phone shipment is expected to grow 10.5% YoY to 1.61B units in 2010 from 1.45B units in 2009 given the strong demand from smartphone. We also forecast smartphone shipment will be up 28.6% YoY to 220M units in 2010 from 170M units in 2009.

 

集邦科技：行動裝置用DRAM 今年位元需求成長達71%

Mon, 03/08/2010 - 16:05 — 匿名者

Mar. 8th ,2010-------針對全球手機以及NAND Flash市場展望，研究機構集邦科技預估，全球手機出貨量將從去年的14.5億支成長至今年的16.1億支，年成長率達10.5%；其中，手機產業的成長力道絕大部分來自於智慧型手機的出貨量成長，估計智慧型手機出貨量將從去年的1.7億支成長至今年的2.2億支，年成長率28.6%。
 

WitsView： 反射式電子書閱讀器的成長關鍵，在於內容的搭售與市場的鎖定

Fri, 03/05/2010 - 14:51 — 匿名者
Apple iPad的問世，大幅提昇世人對電子閱讀器市場的注目度。以目前主流的反射式電子書閱讀器產品（以下簡稱電子閱讀器）來說，WitsView預估今年的市場規模約在750萬台，未來滲透速度要加快，還得搭配更靈活的市場策略。
 

WitsView: Market growth of reflective electronic reading device hinges on content expansion and market segmentation

Fri, 03/05/2010 - 14:45 — 匿名者
The advent of Apple iPad significantly attracted global attention to the electronic reading device market. According to WitsView, an industry research institute, market scale of mainstream reflective electronic reading device (e-readers) is estimated at 7.5 million units in 2010.

WitsView: Large-sized panel shipments falls by 8.2% MoM in Jan11 as traditional hot selling season draws to a close

Sun, 02/21/2010 - 00:00 — 匿名者
According to the latest surveys conducted by WitsView, a subsidiary of Trendforce, large-sized panel shipments fell by 8.2% MoM to 52.23 million units in Jan11. As the year-end hot selling season drew to a close, the arrival of the traditional weak seasonality prompted downstream clients to reduce their panel procurement.

WitsView: In 1Q10, despite lower-than-expected decline of material costs, panel makers’ profitability will improve substantially

Tue, 02/09/2010 - 11:30 — 匿名者

Based on the past experience, the first quarter is a time of traditionally slow season for the panel industry, as well as a time of the most dramatic price decline in component prices. However, market conditions are quite different this quarter.

WitsView：本季材料成本降幅雖不如預期，但面板廠獲利仍將出現明顯改善

Tue, 02/09/2010 - 11:26 — 匿名者

依照過去經驗，第一季屬於面板產業傳統的需求淡季，也成為相關零組件價格下滑最劇烈的一個季度。然而本季的情況卻有很大的不同。WitsView研究經理邱宇彬表示，訂單的減少與利潤的下滑不但是引發面板廠要求材料廠商降價的兩大動機，同時也成為其議價時最有利的後盾。然而目前淡季不淡的需求讓面板出貨量一直在高檔盤旋，而呈現漲勢的面板價格更讓面板廠的獲利不降反升，兩者皆大幅地削弱了面板廠的要價氣勢，也間接影響到材料廠商配合降價的意願。除此之外，新奇美成軍後所造成的供應鏈洗牌效應也尚未發酵，零組件廠商彼此間降價搶單的情況並不多見，也讓1Q10整體材料成本下滑的情況不若以往。

The demand of LED package for TVs reaches 9.36 billion units YOY450%

Wed, 02/03/2010 - 16:32 — 匿名者

Feb 3rd ,2010------In early 2009, after Samsung invested a large budget in promoting the new concept of LED TV, the market witnessed a surge in the replacement of new generation television. According to LEDinside’s latest market trend report, the total shipment of LED-backlit TVs in 2009 was about 3.5 million sets.

LEDinside: 今年電視用LED背光封裝數量達93.6億個 年增率450%

Wed, 02/03/2010 - 16:29 — 匿名者

Feb 3rd ,2010-----隨著越來越多的電視大廠加入戰爭， 2010年計畫中的LED背光電視出貨量將到達3900萬台，其中韓系與日系廠商分佔4成與3成；另一方面，就LED封裝數來推算，研究機構LEDinside預估，今年的需求約93.6億個，年增率高達450%；而在韓系與日系分別握有供需主導權，即LED關鍵組件的供給及品牌出海口需求的雙重壓力下，預計對台系LED封裝廠商的出貨成長將造成不小威脅及挑戰。
去年初Samsung砸下大筆預算推廣LED TV新概念後，市場掀起一陣新世代電視的換機熱潮。根據LEDinside最新推出的LED背光市場趨勢報告指出，去年LED背光電視總出貨約350萬台，其中Samsung出貨超過七成位居冠軍寶座，其次為Sharp與LG；值得注意的是，在第一波LED背光電視的戰爭當中，兩家韓國廠商總出貨比例高達8成。

4Q09 and 2009 Sales Ranking of Branded NAND Flash IC Makers

Mon, 02/01/2010 - 17:41 — 匿名者

Feb 1st,2010-----As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5% QoQ in 4Q09. Total branded NAND Flash bit shipment increased about 10% QoQ and it resulted in the overall branded NAND Flash makers' revenue sustained to improve in 4Q09.