Formosa Epitaxy sees bright future for white LED application
Formosa Epitaxy sees a bright future in white LED as the application expands
into the handset, car and other special lighting applications, according to
Chien Fen Ren, Chairman of the company. Handsets will be the major users of
white LED with demand of over 700 million units per year as the applications on
panels itself will also increase over the next few years. There are
approximately 4.0 billion LEDs used in the 1.5-inch to 7.0 inch LCD panels,
generated an output production value of US $1.0 billion from 2001 to 2005. Chien
predicted that LEDs would be widely used in car headlights by 2008. In addition,
Formosa Epitaxy has announced a new green LED chip for use in RGB LEDs applied
in large-size panel backlighting.
Local pre-recorded discs makers to form an association
Latest development in local industry, as there are more than 30 pre-recorded
discs makers including U-tech Media, Infodisc Technology, Feng Sheng Technology,
and Homenema Disk, is planning to form an industry association in order to boost
their competitiveness in the world as they want to fight with rivals from South
Korea, Russia, and China. This year, the local optical disc makers are facing
the tougher competition of low-price optical discs from abroad, which they can
no longer offer the same global market. Locally, a 4X speed DVD disc cost only
NT $3.00 (equivalent to US $0.10) that they could perform well, which much
lessen than the materials used in production of optical disc itself. Besides
pre-recorded discs makers, local supplier of materials and equipment, blank
optical discs such as CMC Magnetics, Ritek and others, will join the association
as well.
Ranking of DRAM makers remain unchanged in Q3
The world's ranking of top eight DRAM makers remained unchanged in the
third quarter, however the percentage of market share slightly shifted,
according to a statistics report of a research firm. Continuing on the number
one slot is Samsung Electronics of Korea with less than of 30 percent of market
share, followed by Hynix, Micron and Infineon. The fifth and sixth positions saw
the battle between Elpida Memory of Japan and Nanya Technology, Taiwan between
which their difference market share was less than 0.4 percent. Among the eight
DRAM makers, Nanya Technology grew the fastest with 33.8 percent growth rate
because of the production volume of 12 inch fab. The researcher's report also
mentioned that the shift of memory chipset to NAND, most of the DRAM makers the
growth rate of DRAM is 10 percent with the improved production process.
Sharp considers Quanta Display for its 32 inch LCD panels
Sharp is considering outsourcing LCD panels less than 32 inches to Taiwan
makers, and on top of the list is Quanta Display Inc. Katsuhiko Machida,
President, Sharp said the outsourcing move will help the company to save
production cost, however Sharp will continue making its own LCD panels bigger
than 37 inches. Machida said Sharp was talking with several Taiwanese makers and
that he expected procurement to start in next spring season. Taiwan makers such
as AU Optronics Corp, Chi Mei Optoelectronics Corp, Chunghwa Picture Tubes Ltd (CPT)
and Quanta Display are producing about a third of the world's large-sized LCD
screens. This news has excited Taiwan stock market immediately. Quanta Display
shares gained 4.7 percent to NT $11.10 on the Taiwan Stock Exchange yesterday,
while Sharp rose 1.1 percent to 11,736 in Tokyo.
Taiwan Xbox 360 suppliers expect strong growth in revenues
The contract suppliers of Microsoft's XBox including Foxlink (Cheng Uei
Precision Industry), Ji-Haw Industrial (JH) and Kye Systems are expected to see
strong growth in revenues for the fourth quarter before the official launching
of new generation XBox before end of November. As of mid of November, the total
estimated revenues from these three companies are NT $31.97 billion, NT $5.61
billion and NT $2.32 billion respectively. In addition, Cheng Uei's revenue
hit a new high last quarter alone to NT $7.6 billion while the company pointed
out the company's revenues have risen since August, when it began offering the
Xbox 360's connectors. Microsoft plans to debut Xbox 360 in the US on Nov 22
and is expecting to sell three million units in December and 10 million units
for the whole next year.
Source: www.computex.com.tw