THT Research - Weekly OEM/ODM Newsletter
Oct 30, 2006
The Latest News on Global IT Contract Manufacturing from www.THTresearch.com
BRING ON THE ORDERS
Polaroid LCD TV orders
Jean Co. (Taiwan) has won an order from Polaroid for 32- and 20-inch "Japan-standard" LCD TVs. The first shipment of 3K TVs is due out in November. Japan-standard LCD TVs include unique specifications that require a higher level of technical expertise than regular LCD TVs. Jean expects to ship 500K LCD TVs and 3M LCD monitors in 2006.
TPO Displays new orders
TPO Displays has received orders for its 4.3-inch wide-viewing angle, transmissive WVGA LTPS display. Shipments to overseas customers to begin by year-end 06.
HP Blu-ray Disc orders
Lite-On IT is hoping to cash in on HP's decision to adopt Blu-ray Disc format for its disc drives. Lite-On already produces the external HD DVD-ROM drive for HP's PC use HD DVD Drives and is hoping that that, plus its status as a pure ODM, will give it an advantage in competition for HP's orders.
Sony, Philips LCD TV orders
Ya Hsin Industrial has received 32-, 37-, and 42-inch LCD TV orders from Sony and Philips.
In 4Q06, Asustek will be Sony's major PS3 supplier. Beginning in 1Q05, Foxconn will begin shipping PS3s.
Samsung LCD TV panel orders
Samsung has passed 52-inch LCD TV panel orders to CMO. It is the first time a Taiwan panel maker has received an order for 50+-inch panels from a major industry player. The panels will be ready for shipment 1Q07.
Magellan GPS orders
Magellan, a leading global GPS vendor, has contracted Wistron to manufacture its eXplorist series outdoor GPS portable navigation devices on an ODM basis. Wistron has reportedly accepted the very low margin order in a bid to win Magellan orders from Kinpo and Mitac and to beat out competitors Lite-On and Jabil Circuit.
Quanta TV shipments
Quanta, which makes LCD TVs for Panasonic Taiwan, is expected to see orders raise as Panasonic expects to ship around 80K LCD TVs in 2007.
HP DVD-ROM orders
HP has placed orders for its HD100 external HD DVD-ROM drive with Lite-On IT.
Samsung 40-inch LCD TV panel orders
Samsung has ordered 40-inch LCD TV panels from AUO.
COMPANY NEWS AND INDUSTRY TRENDS
Pou Chen Begins US Production
On Oct. 24th Pou Chen Group (Taiwan) held an opening ceremony for its first US-based LCD TV line. The line will be used to fill orders from Syntax-Brillian, producing 30K units/month of 37-, 42- and 47-inch LCD TVs and 65-inch LCOS RPTVs.
Intel/TPG invest in Vietnam
Intel and private equity firm Texas Pacific Group have invested a combined US$36.5M in FPT Corp (Vietnam).
CPT - Toshiba SED cooperation
CPT plans to cooperate with Toshiba on surface-conduction electron-emitter display (SED) panels.
Taiwan LCD TV production
Taiwan-based LCD TV makers are expected to ship a total of 9.2M units, up 87% YoY, according to Topology Research Institute (TRI). The majority of the TVs are produced on an ODM basis, while 18% are own-brand products.
HP #1 PC maker in 3Q06
Despite all the scandals, in 3Q06 HP shipped more PCs than any other company, surpassing Dell for the first time in three years. According to Gartner, HP's global market share was 16.3%, while Dell's was 16.1%.
Great Revenue for Quanta
Quanta has reportedly begun test production of a US$100 NB for a project of the One Laptop per Child research initiative. Libya has reportedly placed an order for 1.2M of the NBs. Other targeted markets are Brazil, China, India, Russia, Africa and Eastern Europe.
M & A
Atheros to Acquire Attansic
Atheros Communications has agreed to acquire fabless semicon Attansic Technology (Taiwan). Asustek subsidiary Attansic focuses on fast and gigabit ethernet integrated circuit solutions for PCs, AP, and router applications.
Microsemi acquiring PowerDsine
Microsemi Corp. has agreed to acquire PowerDsine Ltd for US$245M. PowerDsine supplies power-over-Ethernet (PoE) solutions.
NEC, Panasonic Mobile Phone JV
NEC, Panasonic and Panasonic Mobile have formed a new JV company to focus on mobile phone development. The company is called Esteemo and will be capitalised at 100M Yen. Handsets produced by the JV will be sold under NEC and Panasonic brand names.
TSMC invests in CMOS sensor maker XinTech
TSMC plans to buy a 40% stake in Omni Vision Technology affiliate XinTech, a chip assembler. TSMC and OmniVision hope to better compete with Micron Technology in the CMOS image sensor market.