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THT Research - Weekly OEM/ODM Newsletter

Jun 19, 2006

The Latest News on Global IT Contract Manufacturing from www.THTresearch.com 

BRING ON THE ORDERS
 
Tower receives big Europe order
Tower Semiconductor has been contracted by a major European fabless company to manufacture mixed-mode ICs for DECT cordless phones and wireless game controllers. The deal is worth around US$10M for 2006. $10 million in sales during 2006.
 
Intel selects Siano Mobile chips
Intel has selected Siano Mobile (Israel) to provide MDTV functionality for its Monahans applications processor based 3G Multimedia rreference platform. The companies will jointly promote the platform. Siano counts Inventec and Compal among its current customers.
 
Dreamline buys another ECI platform
South Korean cellular and broadband service provider Dreamline Co. Ltd. plans to order ECI's XDM-50 optical platform.
 
Alien Technology contracts Tower
Tower Semiconductor has become the supplier for Alien Technology's Gen 2 RFID IC. Tower produces the ICs in a 0.18-micron manufacturing process.
 
HP's PMP orders
Wistron has received personal multimedia player (PMP) orders from HP. HP is a newcomer to the PMP business.
 
Samsung chip orders
According to reports, MediaTek has won handset chip orders from Samsung with shipments to begin 4Q06. Samsung also contracts Mediatek to supply optical disc drive chips for PCs and chips for DVD players and may soon contract it to supply LCD TV chips.
 
Fujitsu-Siemens NB order
Inventec has received its first NB orders from Fujitsu-Siemens.
 
Nokia driver IC orders
Novatek Microelectronics ihas received driver IC orders from Nokia, with shipments to begin in 3Q06.
 
KEC orders from Vishay
KEC (Korea) plans to license Vishay Intertechnology's Siliconix TrenchFET power MOSFET technology.
 
Winbond to place orders with Tower
Winbond will likely soon become a customer of Tower Semiconductor. Winbond formed an Israeli affiliate last year after acquiring National Semiconductor's Advanced PC Business Division.
 
Cisco to utilize Gilat
Cisco announces that it will be using the SkyEdge technology of Gilat in its routers, marking its entry in the satellite communications market. Gilat subsidiary Spacenet will also be providing support services to Cisco clients.
 
Tower receives contract for ICs in DECT phone
Tower Semiconductor has just received orders to produce advanced ICs for DECT cordless phones and wireles game controllers for an unidentified European firm.
 
Siano Mobile TV chip in Intel's Monahans applications
Siano Mobile's SMS1000 multi-band, multi-standard mobile TV chip has been selected by Intel to provide MDTV functionality in its soon-to-be releases Monahans 3G multimedia reference platform.
 
 
CHINA
 
Dodge cars, coming to China!
China Motor Corp. (CMC, Taiwan) is cooperating with Mitsubishi Motors and Chrysler to set up a JV in China to import and distribute Dodge car products.
 
 
COMPANY NEWS AND INDUSTRY TRENDS
 
Cisco incorporates Gilat technology into its routers
Cisco has agreed to integrate Gilat Satellite Networks' (Israel) SkyEdge technology into its routers for its satellite communications business. The technology provides voice, video, data and wireless communications transmission over high speed satellite networks.
 
 
INTELLECTUAL PROPERTY DISPUTES
 
The Qualcomm - Nokia Saga
On Friday Qualcomm complained to the US International Trade Commission that Nokia has infringed on six of its patents related to GSM hardware.
 
 
M & A
 
AMD - Raza
AMD has sold its Alchemy processor family to Raza Microelectronics and plans to invest in Raza. Raza will also help AMD develop Torrenza.
 
BOE sells Beijing Fangyi to Teralane
BOE (China), an LCD panel company, has sold its subsidiary Beijing Fangyi Integrated Circuit Design Company to Teralane Semiconductor (China) for US$3M in cash and US$1.5M in shares plus US$1.5M in shares to BOE Hydis (which also owned part of the company. BOE and BOE Hydis now hold 8.7% of Teralane.
 
Sumco acquires majority share of Kumatsu
Sumitomo plans to acquire 51% of Komatsu Electronic Metals for US$322M. The acquisition will give Sumco a 31% silicon wafer market share.

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