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DRAMeXchange: HP Spin-Off Plans Affect Taiwan ODM's Supply Chain

23 August 2011

HP recently announced its plans to spin off or sell their Personal Systems Group (PSG) and also discontinue WebOS tablet and smart phone products, shifting their focus to more profitable endeavors such as Service, IPG (Imaging and Printing Group) and ESSN (Enterprise Server, Storage and Networking). The announcement has shaken up the global PC market.

WitsView: Five major application shipment all suffered decline in July

19 August 2011

According to the recent survey by WitsView, a research division of TrendForce, large panel shipment in July 2011 reached 56.43 million units, which was a decrease 5.2% from June and a YoY growth of 11%.

WitsView: Taiwan’s LCD TV OEMs Growing Annually, with 2011 Estimates Around 23%-25% of Worldwide Shipment Demand

18 August 2011

According to WitsView, the research arm of TrendForce, Taiwan's LCD TV OEMs shipment by major LCD TV OEMs in Taiwan grew by 7.3% in Q2 relative to Q1 of this year. Demand for worldwide overall LCD TV was adjusted, decreased to 201-203 million. In Q2, brand shipment declined 2% compared to Q1.

DRAMeXchange:Replenishment Effect for Peak Season Inventory Delayed:1HAug. MLC NAND Flash Chip ASP Shows Slight Decrease of 1-2%

17 August 2011

DRAMeXchange:Replenishment Effect for Peak Season Inventory Delayed:1HAug. MLC NAND Flash Chip ASP Shows Slight Decrease of 1-2%

LEDinside:LED Makers’ Revenues Dropped 20% due to Weak Demand for Large-Size Backlight; Sales Product Focus Shifting to Lighting Applications in 2H11

16 August 2011

According to LEDinside, the LED research division of TrendForce, the total monthly revenue of Taiwanese LED companies listed on TWSE reached NTD 8.648 billion in July, 2011 (MoM-6.35%, YoY-18.8%).


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