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WitsView：新奇美集團對零組件缺料的免疫力將居台廠之冠

Wed, 03/17/2010 - 00:00 — 匿名者
新奇美正式成軍後，外界對於這個整合面板與整機銷售的新集團皆抱以高度的關注。雖然下游端的銷售表現仍有待時間驗證，現階段可以確定的是，合併後的新奇美集團，將在上游端材料與相關零組件的掌握度上有明顯的提升。
 
根據WitsView的觀察，由於面板產業已邁入成熟期，面板廠擴廠的腳步也逐漸冷卻下來，這也導致許多上游材料廠商保守看待新產能的投資。WitsView研究經理邱宇彬則表示，一直以來許多零組件都存在著相當程度的供過於求問題，未來供需間的缺口將因為零組件擴廠趨緩而逐步縮小，材料供應也將慢慢朝平衡的狀態靠攏。這表示很可能因為短時間內材料需求的急拉，或者特定客戶策略性的增加備料，導致排擠效應浮現，造成非普遍性的零組件交期延後，甚至發生缺料問題。
 

WitsView: Chimei Innolux Corp. is the most resistant to component shortages among Taiwan makers

Wed, 03/17/2010 - 00:00 — 匿名者
As the merger between Chi Mei Optoelectronics (CMO) and Innolux Display formally takes effect, industry watchers are paying close attention to this new entity that has integrated panel and whole set sales. Although actual end-market sales performance has yet to be time-tested, it is certain at this stage that after the merger, Chimei Innolux Corp.

DRAMeXchange: Hot PC growth, Component shortage and Tight Packaging and Testing in 2010

Mon, 01/04/2010 - 15:19 — 匿名者

2010/1/4--------According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.

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