Asustek Computer has reportedly raised its internal shipment forecast for its ZenFone-series smartphones for 2015 from 25 million units originally to 30 million, according to sources from the upstream supply chain. Shipments of Asustek’s new ZenFone 2-series smartphones will reach two million units in May after their launch in March, indicated the sources, adding that the monthly shipments will rise to 2.5-3 million units in June.
Shipments of smartphones by Taiwan makers totaled 83.03 million units in the first quarter of 2015, down 27.4% from the previous quarter but up 52.5% from a year earlier period, the government-backed MIC (Market Intelligence and Consulting) has estimated. In terms of production value, total production in the first quarter of 2015 reached US$16 billion, decreasing 25.9% from a quarter earlier, as ASP shed to US$193 from US$199 during the same period, MIC said.
Taiwan Semiconductor Manufacturing Company Ltd. published its performance statistics for March and the first quarter of 2015. According to TSMC, the company achieved operating revenue of NTD222.03 billion, which was about CNY42.25 billion, during the first quarter of 2015, representing a year-on-year increase of 49.8% and a slight decrease of 0.2% compared with the previous quarter.
NEW DELHI: Taiwanese smartphone maker HTC is preparing to launch a handset made for India in the third quarter of this fiscal, even as it considers manufacturing mobile phones in the country, underlining the importance of the high-growth market which is becoming a priority for global brands such as Xiaomi and Samsung. “We have a third-quarter plan for our global launch in India to introduce a device which is especially designed for the Indian consumer,” Chia-Lin Chang, president of g ..
Taiwan’s Asustek is considering producing handsets in India to cash in on the world’s third-biggest smartphone market under the government’s “Make in India” initiative, according to an Indian business daily. “With the new government policies, we do see some benefits of manufacturing devices in India,” Peter Chang, country manager at Asustek India, was quoted in a report Monday by the Economic Times in India.
Internet of Things (IoT) will be the semiconductor industry’s next growth driver, spurring demand for chip components for use in applications particularly automotive, medical/healthcare and smart family, according to TSMC president and co-CEO CC Wei. The healthcare sector, for example, is forecast to reach US$6.8 billion in production value in 2017, said Wei. As for smart family, a family home could feature more than 500 smart devices by 2020, Wei indicated.
MediaTek, a leading Taiwanese IC design company, was the 10th largest semiconductor brand supplier in the world in 2014, up five notches from a year earlier, according to market information advisory firm IHS. In cracking the top 10, MediaTek became the first Taiwan-based IC supplier to rank among the 10 leading chip brands in the world. MediaTek’s jump in the rankings was propelled by a 53.6% rise in sales in 2014 to US$7.02 billion, which IHS attributed in part to the acquisition of smaller rival MStar Semiconductor Inc. in February last year.
According to IDC’s Worldwide Quarterly Cloud IT Infrastructure Tracker, total cloud IT infrastructure spending (server, disk storage, and Ethernet switch) grew by 14.4% on year to US$8 billion in the fourth quarter of 2014, accounting for approximately 30% of all IT infrastructure spend, up from about 27% one year ago. Private cloud infrastructure spending grew by 18.3% on year to US$2.9 billion, while public cloud infrastructure spending grew to US$5 billion, 12.3% higher than one year ago.
Asustek Computer’s ZenFone 5 smartphone has been the top-selling model in Japan’s SIM-free segment for the fifth consecutive month since its debut in the market in November 2014, according to data compiled by Japan-based market research firm BCN. However, the differences of market share among the top-five vendors in the SIM-free smartphone segment have been narrowed significantly, with Asustek seeing its share drop to 24.5% in March 2015, form 43% in Novmber 2014, BCN said.
Taiwan Semiconductor Manufacturing Company (TSMC) will break ground for a new fab at its 12-inch wafer plant in central Taiwan in June 2015. The fab is designed to manufacture chips using 10nm process technology, according to TSMC chairman Morris Chang. Volume production at the new facility of Fab 15 will kick off in mid-2016, said Chang.
MediaTek is expected to see its second-quarter revenues increase 12-18% from an already-low base in the first quarter, with gross margin falling below 47%, according to market watchers. Any growth less than 20% in the second quarter will mean MediaTek’s sales momentum has not returned to the strong levels seen in previous quarters, said the watchers. MediaTek has reported consolidated revenues of NT$47.54 billion (US$1.53 billion) for the first three months of 2015, down about 14% from a year earlier.
NEW DELHI: Asustek Computer, the Taiwanese company that sells handsets under Asus brand, is actively considering scope for manufacturing in India, as it seeks to tap more of the country’s fast growing smartphone market by leveraging the government’s Make in India initiative. “With the new government policies, we do see some benefits of manufacturing devices in India,” Peter Chang, country manager at Asus India, told ET. “We are in the process of hiring a consultancy firm to evaluate the prospects of manufacturing in India.”
TSMC would prefer to set up its own 12-inch wafer fab in China, and management is evaluating the feasibility “aggressively,” according to the Taiwan-based contract chipmaker. There is no time-frame for when TSMC would build a 12-inch fab in China, said the company during an April 16 investors conference. TSMC has been advised by some of its major clients to set up 12-inch wafer facilities in China, and believes that having a local fab for advance-node manufacturing in the region could help it accurately grasp customers needs, the chipmaker indicated.
After lagging behind its rivals in chip development for mobile devices, US chipmaker Intel has been gearing up to assign more resources to enter the low- to mid-range mobile communications chip turf by joining forces with Chinese counterparts, Guangzhou’s 21st Century Business Herald reports. In turn, a move by Intel to cooperate with Spreadtrum Communications and Fuzhou Rockchips Electronics is expected to help the two Chinese integrated circuit designers take on competition from Taiwan-based counterpart MediaTek in the mobile communications chip market.
Taiwan’s Foxconn Technology Group (Hon Hai), a major contractor for Apple, has plans to invest US$3.5 billion in India in the coming years to produce a wide range of electronic devices, Indian daily the Business Standard reported Monday. “We’re looking at a US$3.5 billion investment in India in the next two to three years. This would span across smartphones, software, TVs and other electronics,” the English-language newspaper quoted Foxconn vice president Josh Fougler as saying.
Taiwan Semiconductor Manufacturing Corp (TSMC) remained the world’s largest semiconductor foundry by taking more than half of the global market in 2014, according to tech research firm Gartner. The revenues of the worldwide semiconductor foundry market grew 16.1% in 2014 to US$46.9 billion, Gartner said in a report published on Monday. Among the top players, TSMC’s market share improved to 53.7% last year from 49.8% in 2013, and its sales increased by US$5 billion to US$25.18 billion due to the success of its advanced process 28 nanometer (nm) and 20nm technologies, Gartner said.
India’s Economic Times reported Saturday that the Foxconn Technology Group will soon invest in three new production units in India that could be used in part to assemble iPhones for Apple. Foxconn, the trading name of the Taiwan-headquartered Hon Hai Precision Industry, is planning production facilities in the states of Gujarat and Uttar Pradesh and a trial unit geared toward R&D and new product development in Andhra Pradesh, the report said.
Chunghwa Telecom (CHT) on April 14 announced that 4G mobile communication subscriptions have reached two million, the highest among 4G operators in Taiwan. Taiwan Mobile (TWM) and Far EasTone Telecommunications (FET) have 1.6 million and 1.5 million 4G subscribers currently, and Taiwan Star Cellular and Asia Pacific Telecom together have 250,000-300,000. Thus, there are an estimated 5.4 million 4G subscribers in the Taiwan market, accounting for 18.4% of all mobile users.
China-based video network operator and LCD TV vendor LeTV is expected to step into the smartphone market by unveiling 2-3 smartphones during a product event in Beijing on April 14, according to sources familiar with the event. The smartphone offerings are likely to include its LeTV X900 and X600, targeting the high-end and mid-range segments, respectively, indicated the sources.
The third version of China’s data center server technology standard project led by China-based Baidu, Alibaba and Tencent are set to be announced at the end of 2015 and the project will cover more standards and adopt a modularized design to help reduce China data centers’ server purchasing costs, according to sources from the upstream supply chain. China launched the first version of the project in 2012 and the second in 2014 and the project is rather similar to the Open Compute Project (OCP) that Facebook has been aggressively promoting.