THT Research - Weekly OEM/ODM Newsletter
May 08, 2006
The latest news on global IT contract manufacturing from www.THTresearch.com
BRING ON THE ORDERS
CMO LCD TV-use inverter orders
CMO has increased its LCD TV-use inverter orders with Logah Technology to around 300 units/month.
Motorola LCM orders
EDT has won LCM orders from Motorola (1-2M units/month), with shipments to begin 2H06.
Wintek handset use panel orders
Nokia and Samsung have reportedl y issued handset-use panel orders (CSTN) to Wintek.
AUO - Orise LCD driver IC partnership
AUO is in talks to acquire Orise Technology, Sunplus's LCD driver spin-off. AUO generally sources LCD driver ICs from Novatek, but may switch to Orise.
Google server MB orders
Asustek and Inventec are vying for Google server motherboard orders for it's Mini server. Gigabyte and Arima are Google's current suppliers, with 200-300K units combined orders in 2005. Google plans to open an R&D center in Taiwan soon.
nVidia orders to UMC
nVIDIA has ordered graphic-chip with 90-nm process technology foundry services from UMC. Volume production expected 2H06.
Ligitek solar application shipments
Ligitek Electronics has received a US$3.7 million order for solar applications from Taiwan High Speed Rail.
Samsung preamplifier ICs orders -- Agere
Samsung has selected Agere's TrueStore PA7700 preamplifier ICs for use in its new high-capacity SpinPoint M60 Series 2.5-inch HDD. Agere is he exclusive preamplifier supplier for the NB, mobile and enterprise computing segments.
COMPANY NEWS AND INDUSTRY TRENDS
Samsung China procurement
Samsung China plans to procure US$18B of components in China this year, following the move of its Hong Kong International Purchase Center to Shanghai in Dec 05 (now called (China IPO).
Taiwan packaging and testing in China
The Taiwan gov't decision to allow Taiwan companies to invest in China for low-end lead-frame packaging and testing will be a boost for companies such as ASE, SPIL, KYEC, and Powertech. All of the companies already have plans in place for immediate China expans ion.
Wha Yu (Taiwan) plans to begin volume shipments of MIMO (multi-in, multi-out) antenna modules, other pre-IEEE 802.11n WLAN devices, and GPS antenna kits in 2Q06. What Yu counts D-Link, Linksys and Netgear among its cutomers and it has a 60% world market share in wireless antennas.
AnalogicTech - VIS partnership
Advanced Analogic Technologies Inc. (US) has formed an alliance with Vanguard International Semiconductor Corp. (VIS) (Taiwan). Analogic Tech will install its 0.35-micron, mixed-signal ModularBCD process technology into VIS's 200-mm wafer fab in Taiwan and VIS will manufacture wafers for AnalogicTech.
Premier Image Technology shipped 2.3M DSCs in 1Q06 and expects to grab a 17% world-wide market share. Don't forget to read THT's DSC Report In addition to digital cameras, Premier expects to deliver 20 million CCMs (compact camera modules) this year, five times the number it shipped last year, the company indicated.
M & A
ATI acquires Bitboys Oy
ATI Technologies has acquired Bitboys Oy (Finland) for US$44 M. Bitboys will be integrated into ATI's handheld business unit of ATI.
Quanta acquires RoyalTek -- GPS move
Quanta Computer has acquired a 28.58% stake in GPS device maker RoyalTek. RoyalTek will also hold a 0.44% stake in Quanta. Quanta expects to ship 2M GPS units in 2006 - it counts TomTom and HP among its customers.
Motorola acquires BenQ Denmark R&D center
Motorola plans to acquire a radio system R&D center from BenQ Mobile (Germany), located in Aalborg, Denmark. BenQ is centralizing its German R&D facilities in Munich and Kamp- Lintfort/Northrhine-Westphalia.