Many Windows 8.1 with Bing tablets expected to be launched in 3Q14 Max Wang, Taipei; Joseph Tsai, DIGITIMES [Wednesday 28 May 2014] As Microsoft has removed licensing charges for Windows used in below 9-inch mobile devices, vendors including Lenovo, Acer and Asustek Computer are expected to launch several tablets based on Windows 8.1 with Bing in … More

Notebook vendors demanding price cuts Aaron Lee, Taipei; Adam Hwang, DIGITIMES [Thursday 29 May 2014] Notebook vendors have asked ODMs and component makers to lower quotes in an attempt to maintain profitability due to stagnant demand, according to Taiwan-based supply chain makers. Among notebook vendors, Lenovo was the fist to ask for cut, the sources indicated. … More

Windows 8.1

I just bought a new laptop with Windows 8.1 installed made by ASUS. Coming from a Mac user switching back to Windows, I think Windows 8.1 is rather good. It hasn’t infuriated me because of certain mind-boggling errors and whatnot.  Everything seems very intuitive and I have barely touched Windows computers for a good 4-5 … More Windows 8.1

Portfolio 5/18/2014

Name/名稱 Symbol/編碼 Cost/成本價 (HKD) Share price/股價 (HKD) Change/變動 NAV/資產淨值 (HKD) % of portfolio/組合比例 Ju Teng Int’l/巨騰國際 3336.HK 3.048 $6.05 98.50% 0.4194 25.68% 78.75% AUPU Group/奧普集團 0477.HK 0.565 $0.90 59.35% 0.3078 18.85% RMIH/峻凌國際 1997.HK 1.344 $1.68 24.98% 0.4271 26.15% Lung Kee/龍記集團 0255.HK 2.608 $2.85 9.27% 0.1317 8.07% Kingboard Laminates/建滔積層板 1888.HK 2.658 $2.99 12.48% 0.0726 4.44% 12.92% … More Portfolio 5/18/2014

Rising labor costs to impact notebook supply chain in 3Q14 Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 12 May 2014] With several provinces and cities in China continuing to raise their minimum wages and some even planning to have another increase in July, notebook component suppliers are expected to see their gross margins being impacted in … More

Taiwan-based handset ODMs buying more parts and components from suppliers in China Daniel Shen, Taipei; Steve Shen, DIGITIMES [Monday 12 May 2014] Taiwan-based handset ODMs have been purchasing more handset components and parts from the supply chain in China in order to lower their production costs, according to industry sources. The ability of China-based smartphone vendors … More

Compal expects over 10% sequential growth in 2Q14 notebook shipment, says president Aaron Lee, Taipei; Adam Hwang, DIGITIMES [Friday 9 May 2014] Compal Electronics shipped 8.9 million notebooks in the first quarter of 2014 and expects an on-quarter increase of over 10% in the second quarter, company president Ray Chen said at a May 8 investors … More