Competition from China PC supply chain to remain strong in 2015 Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 27 October 2014] Although demand for PCs has started recovering recently and shipments in 2015 are expected to remain at the same level as in 2014, Taiwan’s supply chain is still facing fierce competition from China-based component makers, … More

Sony Mobile to amend strategy for releasing flagship models Daniel Shen, Taipei; Steve Shen, DIGITIMES [Wednesday 22 October 2014] Sony Mobile Communications will amend its policy for the launch of flagship models by releasing only one new model a year, instead of two models currently, according to sources at Taiwan’s handset supply chain. A slowdown in … More

Samsung, TSMC Solid State Lighting reportedly to quit LED lighting business, say Taiwan makers Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 21 October 2014] Samsung Electronics will reportedly withdraw from the global LED lighting market due to low-price pressure from China-based makers, while Taiwan-based TSMC Solid State Lighting will reportedly cease operations, according to industry sources. … More

Lenovo to set up secondary brand for mobile devices Daniel Shen, Taipei; Steve Shen, DIGITIMES [Tuesday 21 October 2014] The Lenovo Group has announced that it will create a new company to focus on sales of smart devices and services through Internet. The new company will operate under a separate name and brand starting April 1, … More

China handset camera module makers cut pricing by 15-20% Siu Han, Taipei; Alex Wolfgram, DIGITIMES [Tuesday 21 October 2014] China makers are continuing to slash pricing for camera modules used in smartphones, with pricing expected to drop as much as 15-20% on year during the second half of 2014. Demand for the modules has slowed down … More

Digitimes Research: Global notebook shipments to drop in 4Q14 Joanne Chien, DIGITIMES Research, Taipei [Tuesday 21 October 2014] Despite Intel and Microsoft subsidies, Digitimes Research expects global notebook shipments, not including 2-in-1 models, to drop 4.4% on year and 2.6% sequentially in the fourth quarter, as Windows XP will have less of an effect on boosting … More

HP dismisses Taiwan supply chain concerns about decline in its global notebook market share Aaron Lee, Taipei; Adam Hwang, DIGITIMES [Thursday 16 October 2014] Hewlett-Packard’s (HP) decision to split itself into two companies has caused makers in the Taiwan supply to worry that HP’s global notebook market share may drop significantly. HP has dismissed the concerns … More