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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

elektronik og lagercykler


10834 le 12/5 2009 09:15
Oversigt

jeg mener at det er så godt som sikkert at der i år bliver bygget lagre op som sædvanligt inden julehandlen i elektronik fra august af i modsætning til sidste år, hvor man i desperation skar lagrene ned alle steder og dermed har banet vejen for at lagrene stadig er alt for små og derfor allerede skal fyldes op nu inden højsæsonen starter i august

og netop fordi man reducerede sidste år og øger i år bliver Y/Y sammenligningerne ekstra store i år og det er normalt det aktierne reagerer på

så der bliver sikkert tale om et bullmarked i elektronikaktierne, der allerede er begyndt så småt, men bliver meget stærkere de næste måneder frem til januar

LCD driver IC backend service suppliers may raise prices on tight supply

11 May 2009]


Chipbond Technology, International Semiconductor Technology (IST) and King Yuan Electronics Company (KYEC) may increase the quotes for their driver IC backend services in July 2009 at the earliest, in response to tight supply stemming from significant LCD TV demand from Europe and North America, and a strong handset market in China, according to industry sources.

Back-end services quotes for driver ICs were last raised in the second and third quarters 2007, but fell back to previous levels a few months later, the sources said.

Chipbond, IST and KYEC have seen capacity for driver ICs running tight recently, and expect full capacity at major production lines by June, indicated the sources. The major driver IC backend service suppliers' order visibility has extended to the third quarter of 2009, the sources added.

Chipbond's utilization rate for TCP/COF (tape-carrier-packaging/chip-on-film) packaging has climbed to 80% for the current quarter, the sources said. The company has also enjoyed full utilization for its chip-on glass (COG) production, which is usually used for small-size panels, the sources added.

IST has also seen utilization rate for TCP/COF packaging rebound to between 70% and 80% for the current quarter, the sources revealed.

KYEC's testing utilization rate for the second quarter is likely to reach 80%, and is expected to rise further later this quarter, the sources remarked.

The driver IC backend service market experienced an ASP drop of 10-15% in the fourth quarter of last year, and an overall decline of 20-30% for full-year 2008, the sources noted. Major players Chipbond, IST and KYEC all suffered losses in the first quarter of 2009. As demand is expected to pick up significantly by the third quarter of this year, the suppliers are looking to lift their ASP to help offset some of their losses, the sources noted.






12/5 2009 09:19 le 010835



Chip resistor makers Ta-I, Ralec hit record revenues in April

12 May 2009]


Taiwan-based chip resistor makers Ta-I Technology and Ralec Electronic have reported April consolidated revenues of NT$251 million (US$7.5 million) and NT$147 million respectively, both hitting company record levels thanks to increased orders from China. Both companies indicated they are running at full capacity.

Rale, Ta-I: January 2009 - April 2009 revenues (NT$m)

Month
Ralec
Ta-I

Sales
Y/Y
Sales
Y/Y

Apr-09
72
(12.7%)
117
(24%)

Mar-09
70
(16%)
98
(33.4%)

Feb-09
68
11.8%
79
(38.4%)

Jan-09
44
(48.1%)
47
(62.4%)


*Figures are not consolidated
Source: TSE, compiled by Digitimes, May 2009





12/5 2009 09:22 le 010836



Solder paste supplier Shenmao expected to see 40-50% revenue growth in 2Q09

12 May 2009]


Shenmao Technology is optimistic about its second-quarter outlook, and market watchers expect its revenues to grow 40-50% in the quarter, with strong sales of solder paste and ball-grid array (BGA) solder spheres. The company has reported consolidated revenues of NT$424 million (US$12.88 million) for April, up 20% on month. First-quarter consolidated revenues totaled NT$860 million, up 72.04% on year.


Shenmao: January 2009 - April 2009 revenues (NT$m)

Month
Sales
M/M
Y/Y
YTD
Y/Y

Apr-09
206
(8.3%)
5%
683
(4.5%)

Mar-09
225
28.6%
8.7%
477
(8.1%)

Feb-09
175
123.6%
46.3%
253
(19.2%)

Jan-09
78
(38.1%)
(59.6%)
78
(59.6%)


*Figures are not consolidated






12/5 2009 09:35 le 010837



Driver IC designer ILI sees April revenues hit record

11 May 2009]


Driver IC designer ILI Technology's April revenues totaled NT$406 million (US$12.34 million), rising 41.5% sequentially and hitting a company monthly record, driven by demand from China's handset market.

ILI expects revenues in May to hold level with April. The company's accumulated revenues from January to April were NT$1.11 billion, representing a 25.2% growth compared to the same period of 2008.

Orise Technology saw its April revenues increase 19.5% to NT$361 million thanks to significant shipment growth of timing controllers as well as driver ICs to HannsStar Display, according to the company. Orise expects second-quarter revenues to maintain growth momentum since orders for consumer ICs and handset related products from international brand vendors are recovering.

Orisetech: January 2009 - April 2009 revenues (NT$m)

Month
Sales
M/M
Y/Y
YTD
Y/Y

Apr-09
361
19.7%
(16.7%)
1,005
(36.9%)

Mar-09
302
50.1%
(30.2%)
644
(44.4%)

Feb-09
201
42.2%
(48%)
342
(52.9%)

Jan-09
141
2%
(58.5%)
141
(58.5%)


*Figures are not consolidated
Source: TSE, compiled by Digitimes, May 2009






12/5 2009 09:38 le 010838



Consumer IC designers see strong revenue growth in April

11 May 2009]


IC designer ALi saw April revenues increase 60%, driven by set-top box (STB) demand from the digital switch, particularly in Europe. Other consumer IC designers, such as Sunplus Technology, Prescope Technologies and Holtek Semiconductor, also enjoyed significant sales last month.

ALi's April revenues totaled NT$457.6 million (US$13.92 million), up 60% on month and up 118% on year. Market watchers expect ALi's second-quarter revenues to grow 30%, with gross margin climbing to 50%.

Sunplus has reported revenues of NT$563.5 million for April, up 23% sequentially due to significant shipments of STBs and DVD player chips.

Holtek saw April consolidated revenues increase 18% to NT$257 million thanks to short-lead time orders of microcontroller units (MCUs) from China.

Prescope's revenues came to NT$192.7 million in April, up 28.6% on month and up 18.16% on year driven by shipments of education notebook products to China. The company expects to increase China's revenue share to 45% this year from 8% in 2008.

ALi, Sunplus, Holtek, and Prescope: April 2008 - April 2009 revenues (NT$m)

Month
Sunplus
ALi
Prescope
Holtek

Sales
Y/Y
Sales
Y/Y
Sales
Y/Y
Sales
Y/Y

Apr-09
563
5.4%
458
112.1%
193
15.4%
241
(28.1%)

Mar-09
458
(11.9%)
286
13.3%
151
(7.5%)
219
(32.6%)

Feb-09
259
(45.3%)
242
53.2%
121
20.2%
173
(18.4%)

Jan-09
213
(67.7%)
200
(24.8%)
55
(58.4%)
133
(59%)

Dec-08
256
(63.4%)
227
(25.4%)
133
0.9%
152
(40.2%)

Nov-08
326
(53.6%)
272
(23.4%)
122
16.8%
226
(29.9%)

Oct-08
544
(19.2%)
331
(17.3%)
132
22.8%
299
(8%)

Sep-08
663
(14.4%)
378
(23.7%)
218
28.1%
290
(5.6%)

Aug-08
429
(38.4%)
327
(16.3%)
213
6.9%
282
(18.1%)

Jul-08
442
(26.9%)
308
(0.2%)
202
3.8%
302
(12.9%)

Jun-08
675
(12.9%)
245
(7.9%)
148
(20.9%)
278
(8.2%)

May-08
572
(22.2%)
230
(22.5%)
174
13%
308
(10.9%)

Apr-08
534
(28.7%)
216
(31.9%)
167
17.9%
335
0.9%


*Figures are not consolidated
Source: TSE, compiled by Digitimes, May





12/5 2009 09:45 le 010839



Handset PCB makers expect weak May and June

11 May 2009]


The second-quarter handset PCB market has improved compared to the first quarter, but there is still a lack of significant momentum of growth, with most handset PCB makers expecting orders to stay flat in May and drop slightly in June.

Unitech Printed Circuit Board expects revenues to hold level in May but drop 10% in June, and total revenues in the second quarter will grow 10-15%. The company has seen utilization rate at its Taiwan plant increase to 75%. Demand for smartphone PCBs is higher than that for other handset PCBs, said the company. Unitech has reported revenues of NT$643 million (US$19.57 million) for April, up 3.38% on month.

Compeq Manufacturing's April consolidated revenues declined 12% to NT$1.49 billion. It expects revenues to decrease slightly in May and June, as customers have already built up inventory to certain levels. Compeq shipped a total of 34 million handset PCBs in the first quarter, and shipments are expected to grow by 5-10% in the second quarter, indicated the company. Market watchers expect Compeq to see a 5-10% revenue growth this quarter.

Unimicron Technology pointed out that demand for handset PCBs is weaker than IC substrates and PCBs for notebooks and consumer electronics. The company expects to see a double-digit revenue growth in the second quarter with increased orders for notebook and consumer electronics products.

Compeq, Unitech, Unimicron: January 2009 - April 2009 revenues (NT$m)

Month
Compeq
Unitech
Unimicron

Sales
Y/Y
Sales
Y/Y
Sales
Y/Y

Apr-09
1,206
(14.7%)
643
(23.6%)
2,374
(18.9%)

Mar-09
1,403
3.1%
622
(31.7%)
2,183
(29.9%)

Feb-09
1,195
10.9%
501
(37.6%)
1,620
(34.3%)

Jan-09
996
(30.5%)
472
(54.4%)
1,458
(58%)


*Figures are not consolidated
Source: TSE, compiled by Digitimes, May 2009






12/5 2009 10:07 le 010841



der er også informationer, der peger i retning af en afdæmpning efter lageropbygningen de sidste måneder

IC designers concerned about 2Q09 as notebook makers lower shipment targets

11 May 2009]


Quanta Computer and Compal Electronics have lowered their second-quarter notebook shipment targets by 5% after seeing April sales dropped, which is expected to affect notebook-related IC designers' performance this quarter, according to industry sources.

Global Mixed-mode Technology (GMT) and Ene Technology both saw revenues drop in April in line with Taiwan notebook makers' sales decline.

GMT has reported weaker-than-expected revenues of NT$329.5 million (US$10.03 million) for April, down 13% from March. Ene's April revenues came to NT$106.7 million, a nearly 20% sequential decrease.



Notebook makers reportedly have lowered 2Q09 shipment goals
Photo: Terry Ku, Digitimes, May 2009

Ene, GMT: January 2009 - April 2009 revenues (NT$m)

Month
Ene
GMT

Sales
Y/Y
Sales
Y/Y

Apr-09
107
(27.4%)
329
15.9%

Mar-09
132
5.1%
379
61.6%

Feb-09
81
(2.1%)
268
52%

Jan-09
56
(65.7%)
204
(30.7%)


*Figures are not consolidated
Source: TSE, compiled by Digitimes, May 2009






12/5 2009 10:55 le 010846



NAND flash controller supplier 3S swings to profit in 1Q09

11 May 2009]


Solid State System (3S), a NAND flash controller design house invested by Toshiba and Kingston Technology, swung back to profitability in the first quarter of 2009, with net income of NT$10.86 million (US$0.33 million) on sales of NT$171 million for the period, compared to net loss of NT$18.05 million on revenues of NT$170 million for the fourth quarter of 2008.

The company expects that net income for the second quarter will remain positive, thanks to stabilizing memory prices and resumed orders. The NAND flash controller designer said increasing demand for consumer electronics products will be key to drive up its performance during the second half of this year.

The designer's April sales grew 22.1% sequentially to NT$74 million, compared to single-digit growth for the previous two months, the company said.

Rising demand and stabilizing NAND flash prices are expected to help 3S swing back to profits this year from losses of NT$172 million in 2008 and NT$13 million in 2007, market watchers said.

Rival Phison Electronics has announced that sales for April 2009 increased 16.5% sequentially to NT$1.93 billion. Phison's net income for the first quarter narrowed to NT$449 million, compared to the previous quarter's NT$554 million.

3S: April 2008 - April 2009 revenues (NT$m)

Month
Sales
M/M
Y/Y
YTD
Y/Y

Apr-09
74
22.1%
249%
245
100.7%

Mar-09
61
8.6%
110.7%
171
69.3%

Feb-09
56
4.2%
55.9%
110
52.7%

Jan-09
54
(45.1%)
49.5%
54
49.5%

Dec-08
98
101%
80.2%
443
(19.4%)

Nov-08
49
105.3%
8.1%
345
(30.3%)

Oct-08
24
(23.4%)
(21.8%)
296
(34.2%)

Sep-08
31
(31.4%)
0.4%
272
(35.1%)

Aug-08
45
42.5%
4%
241
(37.9%)

Jul-08
32
51.9%
(33.7%)
196
(43.1%)

Jun-08
21
(3.8%)
(61.9%)
165
(44.7%)

May-08
22
1.8%
(50%)
144
(40.8%)

Apr-08
21
(26.3%)
(55.8%)
122
(37.4%)


*Figures are not consolidated
Source: TSE, compiled by Digitimes, May 2009

3S: 1Q 2008 - 1Q 2009 revenues (NT$m)

Quarter
Sales
Q/Q
Y/Y
YTD
Y/Y

1Q-09
171
0.2%
69.3%
171
69.3%

4Q-08
170
55.6%
31.3%
443
(19%)

3Q-08
109
76.2%
(8.2%)
272
(34.6%)

2Q-08
62
(38.4%)
(57.6%)
163
(45.2%)

1Q-08
101
(22.3%)
(33.3%)
101
(33.3%)


*Figures are not consolidated
Source: TSE, compiled by Digitimes, May 2009






20/5 2009 10:24 le 011626



regnskab HP 09 05 20

det er meget vigtigt at salget målt i antal ikke er faldet fra sidste år, hvor det stadig boomede i hele verden uden for usa og usa trods alt ikke var ramt så hårdt af recessionen som i efteråret 2008

og at priserne er faldet er jo klart med de fald, der har været i DRAM og andre elektronik komponentpriser, så selvom der bliver solgt flere mini computere så er faldet i salget alligevel stort set kun pga priserne

så det uændrede sallg i enheder indikerer at efterspørgslen efter elektronik komponenter birkeligt er på vej op fra bunden incl. lagercyklen, for antal af enheder bestemmer forbruget af komponenter

så det bekræfter endnu engang at konjunkturcyklen, især i elektronik i høj grad er domineret af lagercyklen i forbrugssektoren og ikke så meget af faldende efterspørgsel

HP's profit drops, more layoffs looming
Hewlett-Packard's profit drops 17 pct; little clarity on whether PC business is rebounding
Jordan Robertson, AP Technology Writer
On Wednesday May 20, 2009, 12:01 am EDT
Buzz up! Print Related:Dell Inc., Hewlett-Packard Company, International Business Machines Corp.
SAN FRANCISCO (AP) -- As a gauge of how personal computer sales are faring, Hewlett-Packard Co.'s quarterly results clouded the issue rather than provided clarity.

Related Quotes
Symbol Price Change
DELL 11.56 +0.26

HPQ 36.58 +0.85

IBM 105.51 +0.93

INTC 15.65 +0.13


{"s" : "dell,hpq,ibm,intc","k" : "c10,l10,p20,t10","o" : "","j" : ""} HP's profit dropped 17 percent to $1.72 billion and sales fell 3 percent to $27.4 billion in its fiscal second quarter, dragged down by lighter sales in two key areas -- PCs and printer ink.

The company also announced more layoffs: some 6,400 workers, or 2 percent of HP's global staff of 321,000, will lose their jobs over the next year as the company shrinks its product divisions. HP, whose products include PCs, printers, computer servers, ink and toner cartridges, didn't provide more detail on those cuts.

The layoffs come on top of the 24,600 jobs HP was already dumping as part of its acquisition of Electronic Data Systems, a technology services provider HP bought for $13.9 billion last year to mount a bigger challenge to IBM Corp.

HP's results did provide some insight into how the recession is affecting PC makers. A revealing thing happened to HP's PC business in the latest quarter: HP moved about as many PCs in the February-April period as it did in the same period last year, but pulled in far less money from those sales.

Revenue in HP's PC segment slumped 19 percent to $8.2 billion, even as HP stole market share and dethroned Dell Inc. as the top PC seller in the U.S.

The discrepancy points to a trend playing out across the industry: as retailers cut prices on PCs to lure shoppers, and consumers gravitate toward a new category of machines called "netbooks," which are mini-laptops that cost less and carry lower profit margins than regular laptops, PC makers are still moving units -- but fewer dollars are flowing back to them from those sales.

HP's numbers were also dampened by currency fluctuations and the stronger dollar, which makes deals done in other currencies worth less when they're converted into U.S. dollars.

A question lingering over HP's numbers -- and which will be scrutinized in Dell's results when it reports May 28 -- was whether PC sales are starting to bounce back from a miserable holiday season that marked their worst slump in six years.

HP executives wouldn't go that far. The company's chief financial officer, Cathie Lesjak, said in an interview that it's still "too tough to call" whether PC sales have hit a bottom.

That differs from what one of HP's major suppliers, Intel Corp., said last month. Intel Chief Executive Paul Otellini said PC sales had "bottomed out" during the first three months of the year and appeared to be returning to normal patterns.

HP is the world's No. 1 seller of PCs, while Intel is the world's biggest supplier of microprocessors, the calculating engines of PCs. Perhaps more telling is that the last quarter at HP ended April 30, so its analysis is based on more current information than Intel's. Dell is the world's No. 2 PC maker.

HP's stock fell on a less optimistic forecast than the company offered last quarter.

The profit forecast stayed the same: HP still expects $3.76 to $3.88 per share for fiscal 2009, stripping out one-time charges. But HP also indicated a sharper sales decline was in sight. After previously predicting that its full-year sales would decline 2 percent to 5 percent, HP narrowed that range Tuesday to 4 percent to 5 percent.

HP shares fell $1.83, or 5 percent, to $34.75 in extended trading Tuesday. Before the results were announced, HP closed regular trading up 85 cents, or 2.4 percent, at $36.58.

Shaw Wu, an analyst with Kaufman Bros., said the quarter was "quite good" considering the state of the economy but added the revenue outlook was a "little light." That was surprising because investors had higher hopes about HP's resiliency, driving up the stock price 40 percent since March.

"With the stock run-up, this is likely viewed as disappointing," Wu said. "But we believe HP is still positioned to weather the storm better than most."

HP earned $1.72 billion, or 70 cents per share, in the latest quarter. The per-share figure would have been 86 cents without restructuring and other one-time charges. Analysts were expecting a profit of 86 cents per share, but HP said it beat Wall Street's forecast because it included 2 cents per share of charges related to a patent dispute that analysts didn't factor into their estimates.

Sales matched analyst estimates. HP says sales would have been up 3 percent were it not for currency fluctuations.

Laptop revenue fell 13 percent to $4.7 billion. Desktop computer sales were down 24 percent to $3 billion. HP said some areas improved, particularly China and consumer sales in the U.S.

In HP's printer and printer-ink division, overall sales were down 23 percent to $5.9 billion. Within that, supplies revenue -- which includes ink -- fell 14 percent. Lesjak said the decline was only partially caused by weakened demand from users. A big reason for the decline was HP adjusting the amount of ink it had in resellers' inventory, she said.

The division for enterprise storage and servers, whose fortunes are tethered to fluctuations in spending by businesses, saw its sales fall 28 percent to $3.5 billion. Hardware sales are down across the industry because corporations aren't buying as many new computers or servers. Instead they're putting off orders or canceling them altogether.

Because of the EDS acquisition, services are now the biggest part of HP's business. Nearly a third of HP's overall revenue came from services in the latest period. HP had $8.5 billion in services revenue.

Services is also now HP's biggest moneymaker, eclipsing the printer and ink division that has long been HP's profit machine.




20/5 2009 21:52 sl65amg 011734



Jeg deler fuldt din opfattelse.

Efter chokket går folk først efter de nemme umiddelbare anskaffelser (tøj m.v.), og først senere går de op i "fødekæden".

Elektronik bliver next step, og leverandørene til de store producenter mærker det allerede nu. De næste der får gang i deres maskiner bliver vel Philips og Sony m.fl.



21/5 2009 19:08 le 011800



TSMC chairman asks all laid-off employees to return, says the worst is over

20 May 2009]


Taiwan Semiconductor Manufacturing Company (TSMC) has asked all laid-off employees to return to work to make amends for what company chairman Morris Chang describes as "regrettable actions" to dismiss them amid the economic downturn.

In an internal message, Chang expressed regret that when laying off those employees the company failed to show them appropriate respect or fully consider the difficulty for them to find new jobs in the bad economic times, according to the company.

TSMC said it has dismissed several hundred employees since late 2008 to tackle a sudden decline in business amid the global slump.

The company has seen many of the laid-off employees stage protests over the dismissal.

"Although the economic crisis has not passed, we are encouraged to see that the company's revenues are improving. The second quarter is much better than the first quarter, and the worst is over," Chang said.

Chang said that on May 13 company vice president YP Chin already extended an invitation to all the former employees to return to work beginning on June 1.





22/5 2009 11:08 le 011836



faldet i produktionen af elektronik i taiwan, der er den største producent af
elektronik/semi i verden incl deres produktion i kina mm illustrerer hvor meget
lagercyklen har reduceret produktionen og lagrene i 09 1q og hvorfor der er en
relativt stærk opgang igang fra det lave niveau i 1q

Taiwan IC production value falls 41% in 1Q09, IEK says

22 May 2009]


Taiwan's IC production value slid 41% on year to NT$202.3 billion (US$6.2
billion) in the first quarter of 2009, with the manufacturing sector
experiencing the largest drop, according to the Industrial Economics and
Knowledge Center (IEK) of the Taiwan government-sponsored Industrial Technology
Research Institute (ITRI).

IC manufacturing recorded an on-year decline of 53.1% in the first quarter,
followed by IC packaging and IC testing with drops of 41.4% and 40.4%,
respectively, said IEK. IC manufacturing in March saw a 13.5% increase after
hitting bottom in February, but the growth still failed to offset an overall
decline for the first quarter mainly resulted from weak performance of the DRAM
industry, IEK indicated.

Within the IC manufacturing sector, the foundry business swung to growth
substantially in March buoyed by increased demand for telecom chips and resumed
orders from graphics chip vendors, IEK said.

Among all sectors in Taiwan's semiconductor industry, the IC design sector had
the less impact amid a global slowdown and decreased 18.3% on year in the first
quarter, thanks to an influx of rush orders for China's white-box handsets and
netbooks, IEK indicated.

IEK has estimated Taiwan's semiconductor industry in 2009 will see an overall
decline of 9.6% in production value, with only IC design expected to record a
growth. It expects positive growth in 2010.






22/5 2009 11:21 le 011837



Taiwan economy shrinks at record pace, outlook cut
Thu May 21, 2009 8:56am EDT Email | Print | Share| Reprints | Single Page[-] Text [+]

Market News
Dollar extends slide but Asian stocks gain | Video
Nikkei dips 0.4 percent on strong yen but falls limited
Reports hint U.S. recovery will be a rutted road | Video
More Business & Investing News... Featured Broker sponsored link
* Economy shrinks by record 10.24 pct y/y * Government cuts 2009 GDP growth view to -4.25 pct * Cuts forecast for exports, imports and consumption

(Adds detail, quotes in paras 2-3, 12-14) By Lee Chyen Yee and Jeanny Kao TAIPEI, May 21 (Reuters) - Taiwan's export-led economy
shrank a record 10.24 percent in the first quarter, worse than
expected, due to poor exports and dismal private investment,
prompting the statistics agency to cut its full-year growth
forecast. But the worst should be over for the tech-reliant island,
with analysts and officials expecting the second quarter onwards
to show improvement, especially since growing trade ties with
China is seen spurring domestic consumption. "I think we have more or less seen the bottom for Taiwan's
GDP, in terms of dollar value, in the first quarter. We will
start seeing improvement in the second, third and fourth
quarters this year," chief statistician Shih Su-mei told a news
conference. The data comes amid a growing consensus that while the world
economic downturn may have found a bottom it is still too early
to expect anything resembling a rebound in demand and growth. The government cut its 2009 forecast to an economic
contraction of 4.25 percent from a previous forecast of 2.97
percent, confirming what sources at the national statistics
agency had told Reuters earlier on Thursday. Earlier on Thursday, Singapore's trade ministry said it saw
signs the country's worst-ever recession was bottoming out after
the economy shrank less than expected in the first quarter.
[ID:nSP404487] Taiwan's government cut its full-year 2009 forecasts for
exports and imports as well as those for private consumption and
private investments. Economists in a Reuters poll had expected gross domestic
product to shrink by 9.2 percent, reflecting the trade-dependent
island's exposure to the world economic slump. GDP has been logging annual falls since the third quarter of
last year, with the contraction widening in general as the
economy's key exports slumped during the worst global downturn
in decades.
PAIN IN ASIA The first-quarter figure compared with a revised 8.61
percent annual decline in the fourth quarter, which was also a
record then. On a seasonally adjusted basis, Taiwan's first quarter GDP
was down 1.1 from the previous three months, narrowing from a
contraction of 6.4 percent in the fourth quarter of last year,
said Ma Tie-ying, an economist at DBS in Singapore. "We should start seeing quarter-on-quarter growth in the
second quarter. The government's infrastructure spending will
take effect in the second half of this year," Ma said. "With Taiwan's China-friendly policies, more Chinese
tourists have been coming to Taiwan and on their travel spending
alone, they will contribute 0.4 to 0.5 percent to GDP," she
said. Some economists expect the island's economy to contract by
much less on an annual basis later in the year, when there is
more evidence that the global economy is recovering. Reflecting the plight of Asia's exporters, South Korea's GDP
fell 4.3 percent in the first quarter from a year earlier, Hong
Kong's dropped 7.8 percent, while Singapore's slumped by 10.1
percent. Taiwan, together with Japan, Hong Kong and Singapore, are in
recession. Any pickup in the economy will depend on a clear turnaround
in technology demand since the island is a tech powerhouse with
the world's two biggest microchip makers, TSMC (2330.TW) (TSM.N)
and UMC (2303.TW) (UMC.N). It also makes about 80 percent of the world's laptop
computers and more than 40 percent of its liquid crystal
displays, or LCDs, used in flat-screen TVs. An improvement in Chinese and U.S. demand will also help
boost Taiwan's exports since these are its two biggest markets. On Thursday, the statistics agency revised its 2009 exports
fall to 21.81 percent from its February forecast of 20 percent. The weak economy has prompted the central bank to cut
interest rates seven times to a record low of 1.25 percent,
though it kept rates steady in March partly due to signs that
the global economy was bottoming out. The data came after Taiwan's markets closed. The Taiwan dollar firmed to T$32.738 to the
U.S. dollar, while the stock market was up 0.23 percent.
LINKS
> COMMENTARY-Taiwan's GDP: what analysts say.....[ID:nTP258138]
> FACTBOX-Recent comments by Taiwan officials.....[ID:nTP84566]
> FACTBOX-Forecasts of Taiwan's 2009 GDP..........[ID:nTP26584]
> TABLE-Details of Taiwan Q1 GDP report..........[ID:nTP251280]
(Editing by Toby Chopra)




23/5 2009 15:03 le 011913



Large-size LCD shipments grow 6% sequentially in April, says DisplaySearch

22 May 2009]

stigningen i de solgte mængder og det store fald i omsætningen pga faldet i priserne illustrerer at en del data som f. ex. eksport og import i en del asiatiske lande ikke måler mængderne, men mængder gange priser og er demed misvisende for at forstå konjuntursituationen

og da det er mængderne, der bestemmer kapacitetsudnyttelsen, betyder det at kapaciteten nærmer sig en pænt stor udnyttelsesgrad og dermed også sandsynlighed for større priser og mængder i sæsonopgangen fra august og frem til januar

Large-size TFT-LCD panel shipments reached 40.1 million units in April 2009, showing sequential growth of 6%, according to DisplaySearch. The 3% annual increase in shipments marked the first time in seven months that there was positive annual growth in monthly shipments. However, revenues were 39% lower than April 2008, indicating the magnitude of price declines over the past year. Large-size TFT-LCD revenues did increase 6% sequentially, reaching US$4.2 billion. April shipment results indicate a continuation of the large-size TFT-LCD industry's recovery.

All three major applications, notebook PC, monitor and TV, showed sequential growth. DisplaySearch said that notebook PC panels had the highest sequential growth at 9%, followed by TV panels at 8% and monitor panels at 3%. However, monitor panel shipments were still lower than the same month last year. Notebook panel shipments were 9% higher than the same month last year and TV panels were 8% higher than April 2008.

For the notebook PC application, shipments of 16:9 aspect ratio panels reached 3.6 million units, 28% of the 12.7 million notebook panels shipped, up from 24% in March. Meanwhile, shipments of 15.6-inch (16:9) notebook panels reached the same level as 15.4-inch (16:10) panels. In monitors, 16:9 panels reached 6.1 million units, a 38% share of the 15.8 million monitor panels shipped, up from 28% in March. Meanwhile, 32-inch TV panel shipments reached four million units in April, and 42-inch TV panel shipments passed one million units for the first time since October 2008.

In addition to large-area TFT-LCDs, shipments of 5.0-inch to 11.6-inch mini-note (netbook) panels were 3.1 million in April 2009, up 14% sequentially; HannStar Display continued to be the leader in netbook panel shipments in April, according to DisplaySearch.

"April results are encouraging for panel makers, as they reflect a healthy recovery in demand, " said DisplaySearch VP David Hsieh. "Considering the current end-market demand and the low panel inventories, we expect that shipments will continue to grow in the second quarter of 2009, and we forecast that panel makers will reach 80% capacity utilization in the second quarter of 2009."

Global large-size TFT-LCD panel shipments, April 2009 (million units)


Apr 08
Mar 09
Apr 09
M/M
Y/Y

Notebook PC
11.7
11.6
12.7
9%
9%

Monitor
18.2
15.4
15.8
3%
(13%)

TV
8.2
9.9
10.7
8%
30%

Other
0.9
0.9
0.9
-
-%

Total
39.0
37.9
40.1
6%
3%


Source: DisplaySearch, compiled by Digitimes, May 2009





23/5 2009 15:17 le 011914



det går stærkt her hos panels, fladskærme

Taiwan LCD component production value to grow over 50% sequentially in 2Q09, says IEK

21 May 2009]


The production value of the LCD component industry in Taiwan will increase 56.1% to NT$11.52 billion (US$352.27 million) in the second quarter from NT$7.38 billion in the first quarter mainly due to the fast recovery of the panel industry, according to Taiwan's Industrial Economics and Knowledge Center (IEK) of the Industrial Technology Information Service (ITIS).

Among all the components, CCFL has the largest production value, IEK said. But with LED backlighting becoming more popular, CCFL makers such as Wellypower and Sintronic Technology are shifting their focus to LED, it said.

Optical film makers such as Efun Technology and Gamma Optical are stepping up competition for ITO (indium tin oxide) film production amid surging demand for touch panel applications, IEK added.





23/5 2009 15:58 le 011917



meget bullish outlook her på dele af elektronik sektoren i 09 2h

Supply of 5G, 6G glass substrates 20% short of demand

20 May 2009]


Supply of 5G and 6G glass substrates is 20% short of demand as Taiwan LCD panel makers have begun to take deliveries ahead of schedule amid concerns about component shortage in the second half of 2009, according to industry sources.

Panel makers have seen utilization improving on surging demand for 32-inch TV panels and 18.5- and 21.5-inch widescreen monitor panels, the sources explained, adding that other components such as driver ICs, PCBs, and LED backlight modules are also expected to be in shortage in the second half of this year.

Corning Display Technologies Taiwan (CDTT) commented that demand for glass substrates is stronger than expected. With customers continuing to ramp up output to meet the rising demand, it said Corning is in the process of restarting idled tanks in Taiwan and it takes time for tank relighting. CDTT said it is working on maximizing output to produce more glass for customers.

Demand Sensing Technology

Demand Sensing cuts forecast error in half, improving cash flow.

www.TerraTechnology.com


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23/5 2009 17:41 Gjern 011921



Rart med denne positive tråd, le :)

Tak fordi du finder det worldwide til os. Det bekræfter sammen med tråden om bilsalget, at vi forhåbenlig er på vej mod mere normale tilstande i markederne igen.



23/5 2009 20:37 le 011927



ja jeg er også overrasket over at udviklingen både i elektronik og biler faktisk går endnu bedre end jeg havde ventet, da jeg nævnte at bunden i produktionen var i 09 1q og at lagercyclen ville trække de to sektorer op i 2q støttet af sæsonopgangen

så det er faktisk gået endnu bedre end ventet må jeg sige, men det havde jeg nok alligevel også regnet med inderst inde, sådan plejer det jo at gå, når alle har opgivet håbet



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