Delta Electronics 3Q14 net profit hits record

Power supply maker and energy management solution provider Delta Electronics has posted net profit of NT$5.837 billion (US$193 million) for the third quarter of 2014, hitting a quarterly record. Cyntec, a Delta subsidiary that makes passive components, has seen clients book up its production capacity through the end of 2014, Delta chairman Yancey Hai said, adding orders for industrial automation devices have so far fallen short of original expectation mainly due to weaker-than-expected demand from China.

http://www.digitimes.com/news/a20141029PD217.html

Quanta said to be main supplier of Google Project Ara

Project Ara, Google’s development plan for modular smartphones, is expected to become available on the market in 2015 with Quanta Computer reportedly being the main hardware supplier. Orders are expected to boost the Taiwan-based ODM’s non-notebook revenues, according to sources from the upstream supply chain. Quanta declined to comment about its clients or orders.

http://www.digitimes.com/news/a20141029PD218.html

ASUS Teaser Indicates New ZenWatch and Zenfone Arrival on Oct. 28

The Asus Zenwatch features a 1.63-inch Amoled display with 320 x 320 pixels screen resolution and 278 ppi pixel density. It comes with a Snapdragon 400 SoC clocked at 1.2 GHz and 512 MB of RAM. The Zenwatch has 4 GB of internal storage. According to reports, Asus will hold a local event that already has a countdown timer and two teaser photos. The first photo shows the lower part of a smartphone with a metallic finish and a red band.

http://www.chinatopix.com/articles/19258/20141028/asus-teaser-indicates-new-zenwatch-and-zenfone-arrival-on-oct-28.htm

Taiwan’s Asustek adds Japan to sales network of ZenFone

TAIPEI — Taiwan’s Asustek Computer Inc. (華碩) launched its ZenFone line in Japan Tuesday, making the world’s third largest economy its 14th market for the low-cost smartphones. The product launch in Tokyo, hosted by Asustek Chairman Jonney Shih, also showcased the company’s first wearable device — the ZenWatch. The Taiwanese PC maker said it will begin selling the 4G version of its 5-inch ZenFone 5 in Japan on Nov. 8, with the smartphone compatible ZenWatch expected to go on sale there in late November.

http://www.chinapost.com.tw/business/company-focus/2014/10/29/420582/Taiwans-Asustek.htm

Huawei to be strong competitor in cloud computing industry, says CCAT executive

Commenting on recent cloud computing developments, Tzi-Cker Chiueh, secretary general of the Cloud Computing Association in Taiwan (CCAT), has pointed out that business opportunities have become more solid, especially for cloud computing data centers and currently only Taiwan has accumulated sufficient experience for the industry. However, China is catching up quickly, especially Huawei, and the company is expected to become Taiwan players’ biggest competitor in the industry, Chiueh said.

http://www.digitimes.com/news/a20141028PD210.html

Dell, Asustek and Lenovo eye Chromebook market

Seeing that Chromebooks are enjoying demand from the education sector, brand vendors such as Dell, Asustek Computer and Lenovo have started becoming aggressive about the market, while Acer, Hewlett-Packard (HP) and Samsung Electronics will also launch new products to defend their market shares, according to sources from the upstream supply chain. Currently, Acer, Samsung and HP together account for over 70% of the Chromebook market, and 80% of the shipments are supplied to the education market, the sources said.

http://www.digitimes.com/news/a20141028PD206.html

MediaTek expected to see sales decline 6-11% sequentially in 4Q14

MediaTek is expected to see its revenues drop 6-11% sequentially in the fourth quarter of 2014 due to declining shipments of 3G smartphone solutions and other ICs for consumer electronics, networking communication and optical storage applications, according to industry sources. Moreover, the slow sales for MediaTek is likely to continue into the first quarter of 2015, due to a high inventory level of smartphones in China and slowing overseas shipments of handsets by China-based vendors affected by seasonality, the sources added.

http://www.digitimes.com/news/a20141027PD202.html

TSMC’s Chang plans to raise stake in company

TAIPEI–Taiwan Semiconductor Manufacturing Co. (TSMC) Chairman Morris Chang said Saturday that he will continue to raise his stake in the world’s largest contract chip maker due to strong confidence in the company’s competitive edge over its peers. On the sidelines of TSMC’s annual sports day event, Chang said that his company is gearing up to develop the advanced 16 nanometer process and he has faith that the company will take the lead in 16nm technology development in 2016.

http://www.chinapost.com.tw/business/asia-taiwan/2014/10/26/420338/TSMCs-Chang.htm

New state-run data center saves energy, cuts costs

The National Development Council (NDC, 國發會) and Chunghwa Telecom Co. Ltd. (中華電信) held a License Charter Ceremony for the nation’s first government-owned cloud computing data center, in Taipei, Friday. The data center constructed by the NDC is slated to be run by Chunghwa Telecom. In the future, the data center will provide Taiwanese people with innovative nationwide and cross-field cloud computing services.

http://www.chinapost.com.tw/business/asia-taiwan/2014/10/26/420346/New-state-run.htm

Hon Hai says reviewing investments after media reports on US$5.7bil China plant

TAIPEI: Hon Hai Precision Industry Co Ltd said Friday it was reviewing its investment plans after media reports said the major Apple Inc supplier may invest up to US$5.7bil (RM18.69bil) in a factory to make smartphone displays in China.  On Thursday, The Wall Street Journal reported that Hon Hai was in talks with the government of Zhengzhou, in Henan province, about investing as much as 35bil yuan (RM18.76bil) in a new factory that would make high-end screens for iPhones and other mobile devices.

http://www.thestar.com.my/Tech/Tech-News/2014/10/24/Hon-Hai-says-reviewing-investments-after-media-reports-on-US57bil-China-plant/

China’s chip investments potentially more good than bad for TSMC

Taiwan Semiconductor Manufacturing Co. is putting a positive spin on China’s investments aimed at making its chip industry a competitive, global powerhouse. “We think our business opportunity in China will grow, will be bigger, with this development,” said Mark Liu, co-CEO of TSMC during a conference call to discuss earnings. This week, China announced it had set up a fund to develop the country’s semiconductor industry, with local media reporting that the initial investments could amount to 120 billion yuan (US$19.5 billion).

http://mis-asia.com/tech/industries/chinas-chip-investments-potentially-more-good-than-bad-for-tsmc/

Acer leads growth in PC shipments

Acer has posted the highest level of growth among top PC makers, recording double digit growth despite a 1.4 per cent overall decline. The latest preliminary data from IDC for the third quarter of 2014 showed Acer has improved on its year-on-year worldwide PC shipment with growth at 11.8 per cent. This was in contrast to the overall industry decline of 1.4 per cent. Quarter-on-quarter, Acer saw a 12.6 per cent rise, which also surpassed the industry average of 5.2 per cent.

http://www.arnnet.com.au/article/558142/acer-leads-growth-pc-shipments/

MediaTek plays down impact of iPhone 6

TAIPEI, Taiwan —  Integrated circuit designer (IC) MediaTek Inc. (聯發科技) said recently that the sale of the iPhone 6 will not impact the company’s performance, as its chips are utilized in budget phones that are tailored for a different market segment. As sales of the iPhone 6 picked up recently, the market is concerned that it will squeeze out sales of competing Android phones and consequently affect MediaTek, which supplies ICs to Android phones.

http://www.chinapost.com.tw/business/company-focus/2014/10/25/420259/MediaTek-plays.htm

Supply chain estimated to deliver 50 million units of iPhone 6 in 2014, from TW

Strong demand for Apple’s iPhone 6 has boosted Pegatron Technology’s orders for 2014 and the maker is expected to ship close to 25 million units before the end of 2014, according to sources from the upstream supply chain. Foxconn Electronics (Hon Hai Precision Industry) will also deliver about 25 million units during the period, bringing iPhone 6 overall shipments to 50 million units in 2014. These estimates do not include shipments of the iPhone 6 Plus.

http://www.digitimes.com/news/a20141023PD202.html

Digitimes Research: Apple turns to focus on price management to save tablet business, from TW

Digitimes Research believes Apple is planning to sacrifice its gross margins to save its tablet business, which has already fallen into decline. Apple’s entry into price competition is also expected to impact sales of its competitors’ high-end tablets. Compared to the iPad Air’s significant upgrades in 2013, the iPad Air 2’s hardware improvements are a lot smaller, while the iPad mini 3, except for the addition of Touch ID functions, has almost no changes in specifications or industrial design.

http://www.digitimes.com/news/a20141023PD200.html

Industry experts gathers at Intel IoT Asia to unveil the latest market trends

The arrival of IoT (Internet of Things) era will bring unprecedented opportunities across industries and create new business models, which may have profound impact on global economics. Eyeing on the huge potentials of the emerging trend, Intel is making efforts to work with the eco-system in delivering comprehensive IoT solutions focusing to provide services that speak value for customers. At the “Intel IoT Asia” event held in Taipei recently, Intel invited important partners and Intel executives to introduce and demonstrate the latest development trends and various solutions for IoT.

http://www.digitimes.com/supply_chain_window/story.asp?datepublish=2014/10/23&pages=PR&seq=202

Taiwan Li-ion battery makers look to data center applications

Taiwan-based Li-ion battery module makers, in view of weak global demand for notebooks and slow growth in tablet sales, are looking to new business opportunities from data center UPS systems, according to the makers. Although global demand for smartphones is still growing, a smartphone uses only only one battery module, unlike notebooks which use several, the sources said. In addition, China-based Li-ion battery module makers have been competing for orders from smartphone, tablet and notebook vendors.

http://www.digitimes.com/news/a20141021PD208.html

Super Micro Computer’s (SMCI) CEO Charles Liang on Q1 2015 Results – Earnings Call Transcript

Good day, ladies and gentlemen. Thank you for standing by. Welcome to the Super Micro Computer, Incorporated first quarter 2015 conference call. The company’s news release, issued earlier today, is available from its website at http://www.supermicro.com. In addition, during today’s call, the company will refer to a slide presentation that has been made available to participants, which can be accessed in a downloadable PDF format on its website at http://www.supermicro.com in the Investor Relations section under the Events & Presentations tab.

http://seekingalpha.com/article/2580975-super-micro-computers-smci-ceo-charles-liang-on-q1-2015-results-earnings-call-transcript

21Vianet Forms JV With Foxconn For Chinese Data Center

21Vianet and Foxconn have signed a strategic cooperation agreement to establish a joint venture named Smart Time Technologies Limited. The two parties will jointly build and develop a global supply chain for the Internet data center and cloud computing infrastructure markets. In addition, the companies announced they plan to open a 21Vianet-Foxconn Internet infrastructure and engineering technology research and development center. This development is expected to further strengthen the technological collaboration between the two companies.

http://www.chinatechnews.com/2014/10/21/21055-21vianet-forms-jv-with-foxconn-for-chinese-data-center

Chunghwa forecasting delayed profitability for Taiwan’s 4G business

TAIPEI, Taiwan — Chunghwa Telecom (中華電信), Taiwan’s largest mobile operator, aimed to grab a 40 percent market share of 4G broadband service but forecast that it will take much longer to turn profitable compared to the 3G sector. Attending a technology forum yesterday, Chunghwa Telecom Chairman Rick Tsai (蔡力行) spoke positively about 4G’s development in Taiwan. Data usage for 4G is already twice as much as for 3G, Tsai pointed out.

http://www.chinapost.com.tw/business/asia-taiwan/2014/10/21/419957/Chunghwa-forecasting.htm