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  • davegras davegras Mar 29, 2013 10:29 AM Flag

    DigiTimes Article

    Taiwan makers see growing orders for tablet panels

    Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Friday 29 March 2013]

    Taiwan-based TFT-LCD panel makers have received significantly increasing orders for 7-, 8- and 10-inch TN and IPS panels for use in tablets, according to supply chain sources.

    Tablet vendors are preparing for increased tablet demand in the second quarter of 2013 and are currently bumping up panel orders to make sure they are not short of supply during the time period.

    Panel makers such as Innolux Corporation and AU Optronics (AUO) as a result are running at nearly full production capacity to meet the vendors' demand and are likely to continue seeing strong orders from the vendors throughout the second quarter, as the vendors have already begun preparing for expected demand in the third quarter of the year as well, said the sources.

    The sources added that the panel makers have recently seen increased orders for smartphone panels largely from China-based handset vendors.

    Sentiment: Strong Buy

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    • DRAM module prices likely to grow additional 30%: report

      by chengweicui • 1 hour 44 minutes ago
      .

      TAIPEI -- Prices of dynamic random access memory (DRAM) modules are expected to grow by an additional 30 percent on theback of peak season effects with the approach of the third quarter, a research report said yesterday.

      Taipei-based market information advisory firm TrendForce Corp. said in the report that strong demand from China is likely to continue due to the approaching peak season.

      In March, the average contract price of benchmark DDR3 4GB DRAM modules rose 16.45 percent to around US$23 (NT$688), partly on solid demand from Chinese tablet manufacturers.

      Meanwhile, a move by the global DRAM industry to cut production gave another boost to product prices in a month in which buyers kept building up their inventories.

      TrendForce said DRAM demand from Chinese buyers, in particular unbranded tablet makers, appeared unexpectedly strong in March, pushing prices of DRAM modules higher. It added that this favorable trend could continue into April.

      The market information advisory firm said that as the peak third-quarter season is approaching, sales of tablets in China will gather further momentum, which could drive the average price of DDR3 up to about US$30 in the quarter, an increase of around 30 percent from March.

      In the wake of optimism toward the product price uptrend, shares of major DRAM module suppliers in Taiwan made a strong showing to outperform the broader market, analysts said.

      At the market close Wednesday, shares of Power Quotient International Co. had gained 7 percent, the maximum daily increase, to close at NT$26.85, those of Adata Technology Co. added 5.16 percent toend at NT$48.90, and Transcend Information Inc. closed up 3.70 percent at NT$101.00.

      DRAM module prices likely to grow additional 30%: report

      by chengweicui • 1 hour 44 minutes ago
      .

      TAIPEI -- Prices of dynamic random access memory (DRAM) modules are expected to grow by an additional 30 percent on theback of peak season effects with the approach of the third quarter, a research report said yesterday.

      Taipei-based market information advisory firm TrendForce Corp. said in the report that strong demand from China is likely to continue due to the approaching peak season.

      In March, the average contract price of benchmark DDR3 4GB DRAM modules rose 16.45 percent to around US$23 (NT$688), partly on solid demand from Chinese tablet manufacturers.

      Meanwhile, a move by the global DRAM industry to cut production gave another boost to product prices in a month in which buyers kept building up their inventories.

      TrendForce said DRAM demand from Chinese buyers, in particular unbranded tablet makers, appeared unexpectedly strong in March, pushing prices of DRAM modules higher. It added that this favorable trend could continue into April.

      The market information advisory firm said that as the peak third-quarter season is approaching, sales of tablets in China will gather further momentum, which could drive the average price of DDR3 up to about US$30 in the quarter, an increase of around 30 percent from March.

      In the wake of optimism toward the product price uptrend, shares of major DRAM module suppliers in Taiwan made a strong showing to outperform the broader market, analysts said.

      At the market close Wednesday, shares of Power Quotient International Co. had gained 7 percent, the maximum daily increase, to close at NT$26.85, those of Adata Technology Co. added 5.16 percent toend at NT$48.90, and Transcend Information Inc. closed up 3.70 percent at NT$101.00.

      DRAM module prices likely to grow additional 30%: report

      by chengweicui • 1 hour 44 minutes ago
      .

      TAIPEI -- Prices of dynamic random access memory (DRAM) modules are expected to grow by an additional 30 percent on theback of peak season effects with the approach of the third quarter, a research report said yesterday.

      Taipei-based market information advisory firm TrendForce Corp. said in the report that strong demand from China is likely to continue due to the approaching peak season.

      In March, the average contract price of benchmark DDR3 4GB DRAM modules rose 16.45 percent to around US$23 (NT$688), partly on solid demand from Chinese tablet manufacturers.

      Meanwhile, a move by the global DRAM industry to cut production gave another boost to product prices in a month in which buyers kept building up their inventories.

      TrendForce said DRAM demand from Chinese buyers, in particular unbranded tablet makers, appeared unexpectedly strong in March, pushing prices of DRAM modules higher. It added that this favorable trend could continue into April.

      The market information advisory firm said that as the peak third-quarter season is approaching, sales of tablets in China will gather further momentum, which could drive the average price of DDR3 up to about US$30 in the quarter, an increase of around 30 percent from March.

      In the wake of optimism toward the product price uptrend, shares of major DRAM module suppliers in Taiwan made a strong showing to outperform the broader market, analysts said.

      At the market close Wednesday, shares of Power Quotient International Co. had gained 7 percent, the maximum daily increase, to close at NT$26.85, those of Adata Technology Co. added 5.16 percent toend at NT$48.90, and Transcend Information Inc. closed up 3.70 percent at NT$101.00.

      Sentiment: Strong Buy

      • 1 Reply to caffeine444444
      • chips boosts King Yuan

        GOING MOBILE:Growth was driven by demand for smartphone chips and 28-nanometer testing. The firm plans to spend NT$5bn on capital expenditure

        Staff writer, with CNA



        King Yuan Electronics Co (京元電), one of Taiwan’s leading IC testing service providers, said on Saturday that its sales for last month grew from a month earlier, with market analysts attributing the growth partly to rising demand from communications device clients.

        In particular, solid global sales of smartphone chips spurred King Yuan’s sales growth for the month, while testing services for chips used in flat panel screens remained stable, analysts said.

        They said demand for testing services for chips on the advanced 28-nanometer technology process was also on the rise, further boosting King Yuan’s sales.

        Last month, King Yuan posted NT$1.19 billion (US$39.8 million) in consolidated sales, up 14.71 percent from February, and 8.7 percent from a year earlier.

        In the first three months of this year, King Yuan’s consolidated sales totaled NT$3.38 billion, down 9.82 percent from the fourth quarter on the slow season effects seen during the January-March period.

        However, the first quarter figure was up 6.04 percent from a year earlier. Analysts attributed the year-on-year growth to buyers from Europe and the US rebuilding their inventory.

        Looking ahead, King Yuan said as global economy is expected to continue recovering in the second quarter, the global testing business would grow accordingly.

        To meet a recovery in global demand for this year, the testing service provider plans to spend about NT$5 billion on capital expenditure this year to expand its business.

        Meanwhile, King Yuan has proposed paying a cash dividend of NT$1.1, a payout ratio of 84 percent based on the company’s earnings per share of NT$1.3 last year
        Couple of things to note the high diviidend payout 84% of earnings and business looks really good. Also the very high CAPX of $170 million or 40% of revenue

        Sentiment: Strong Buy

    • There is another article I've been trying to post but Yahoo - surprise! - won't let me. The title is "IC Demand for Smartphones in China Soaring". Check it out on Digitimes.

      Sentiment: Strong Buy

      • 1 Reply to davegras
      • Dave, mostly Mediatek related, but clearly directionally very positive.

        Looks like things really lining up.

        Seeking Alpha article brought attention and I think anyone who digs in over the weekend and actually does work would find it to be accurate except on some details of ipo process, and if anything quite conservative.

        Given fundamental backdrop, stock could easily repeat what it did in march 2012 over next few weeks/months. Seems like we are setting up for a monster 2Q sequential.

        Sentiment: Strong Buy

 
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