AUSTIN, TX - DisplaySearch published survey findings on TV shipments for Q4 2007. TV shipments increased 5% year-on-year and 21% for the quarter compared to 2006. Over 60 million units were shipped in 4Q and 200 million units for all of 2007. This is the first time sales has topped $100 billion according to DisplaySearch.
Sony lead in the LCD TV segment, outperforming Samsung. Global shipments of LCD TVs in the Q4 was up 56% YoY and 73% for the year to nearly 80 million units. Based on strong sales in the Americas, Sony staged a comeback, ranking second in Q3 and leading for Q4.
TAIWAN - The notebook PC industry in Taiwan hit a new record high for a single quarter, shipping slightly over 28 million notebook computers in the fourth quarter of 2007, according to a report by Taiwan's International Data Corporation (IDC).

The number was an increase of 11.6% percent from the previous quarter with growth of 44% year-over-year. The report says that shipments were driven by rising market demand and holiday purchases.

Of the shipments, the report said that 88.5% were delivered by five of Taiwan's original design manufacturers: Quanta Computer, Compal Electronics, Wistron Corp., Inventec Corp. and ASUSTek Computer. Notebook production during the period was $15 billion, for a year-over-year increase of 31.6%, the report said.

IDC Taiwan research manager Helen Chiang said domestic notebook manufacturers performed better than expected because of brisk sales by the major manufacturers of consumer PCs.
SAN JOSESanmina-SCI has signed a definitive agreement with Foxteq Holdings (a subsidiary of Foxconn Technology) to sell certain assets of its PC business, the company said today.

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TAIPEI - Sanmina-SCI Corporation has reported that it has signed a definitive agreement with Foxteq Holdings, a subsidiary of Taiwan's Hon Hai Precision Industry, under which Foxteq will buy some of the US firm's personal computing related operations and logistics businesses in Hungary, Mexico and the US.

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TAIWAN - Asustek is expected to outsource over 50% of its branded motherboard manufacturing to outside OEMs by the end of 2008, as well as outsourcing notebook products approximately 15%, according to an industry report citing predictions by electronic industry watchers.

According to the report, while Asustek and its division Unihan Technology have already separated, market watchers commented that the percentage of Asustek's product outsourcing to Unihan is still high, indicating that the spin-off is not complete.

Company president Jerry Shen pointed out that the company will prioritize the outsourcing of non-notebook products first.

ARLINGTON, VA - The Electronics Component Assembly and Materials Association (ECA) reports that most researchers are predicting the electronic components market in 2008 will grow at about the same rate or slightly better than 2007, with supply and demand for electronic components continuing to look good.

Following an increase in December, orders slowed in January, according to the ECA’s four-to-five week average index, continuing that the previous 12-month average remained relatively flat.

In addition, the Consumer Electronics Association predicted last month that the consumer products market will grow 6.1% this year, fueled by a 13% growth in TV sales, a 173% increase in next-generation DVD players, and 50% growth in video game consoles.

iSuppli also forecasts a 7% rise in worldwide electronics equipment revenue, driven primarily by data processing and wireless communications markets.

“Electronic components isn’t exactly a ‘teflon’ market, but it does have an uncanny ability to weather storms that damage other markets. I think a lot of credit can go to better management of supply chains based on the lessons learned from … the market at the turn of the century,” concluded Bob Willis, ECA president.

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