Merrill Lynch said yesterday that Taiwanese companies will benefit from the much-awaited launch of Microsoft Corp's new Vista operating system -- to hit retail stores worldwide on Jan. 30.
"Vista's launch should be marginally positive for a majority of PC-related hardware [and] component companies in Asia, largely in Taiwan," it said in a report issued yesterday.
Vista's contribution to PC unit growth next year will be fueled by consumer product upgrades. This will be positive for average selling prices for computer makers, and consequentially should lift their margins, the report said.
It expects most PC brands to continue to outperform through the end of the current quarter, or even early first quarter next year, given the fervor surrounding the launch of Vista and Intel Corp's Santa Rosa platform for notebooks after April.
Asustek Computer Inc (華碩電腦) and Acer Inc remain its top picks for the PC sector and hardware universe, the report said.
Vista's launch will also spur demand for wide-screen monitor panels.
It forecasts global liquid-crystal display monitor shipments to rise by 12 percent year-on-year to 148 million units next year, with widescreen displays increasing their penetration.
This will benefit AU Optronics Corp (
POOR INTERNAL CONTROLS: Insurance Bureau Director-General Shih Chiung-hwa said the company is expected to get back on track while its chairman is suspended The Financial Supervisory Commission (FSC) yesterday fined Shin Kong Life Insurance Co (新光人壽) NT$27.6 million (US$939,415) for a reckless investment that endangered its solvency, and suspended its chairman Eugene Wu (吳東進) for poor supervision. The penalty is the second-highest in a single case after Nan Shan Life Insurance Co (南山人壽) was fined NT$30 million in September last year and its chairman Du Ying-tzyong (杜英宗) suspended for two years, the commission said. In three rounds of special and regular examinations conducted since last year, the commission found that Shin Kong Life had given too much power to an asset and liability management committee
Sony Corp has cut its estimated Play Station 5 (PS5) production for this fiscal year by 4 million units, down to about 11 million, following production issues with its custom-designed system-on-chip (SOC) for the new console, people familiar with the matter said. The Tokyo-based electronics giant in July boosted orders with suppliers in anticipation of heightened demand for gaming in the holiday season and beyond, as people spend more time at home due to the COVID-19 pandemic. However, the company has come up against manufacturing issues, such as production yields as low as 50 percent for its SOC, which have cut into
HEAVY INVESTMENT: Moody’s affirmed the firm’s ‘Aa3’ rating with a ‘stable’ outlook due to its leading position in the industry and ability to match customer requirements Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) revenue this year is expected to increase about 21 percent to NT$1.29 trillion (US$44.01 billion) from NT$1.07 trillion last year, driven by strong demand for advanced 5-nanometer and 7-nanometer chips mainly used in smartphones and high-performance computing devices, a Moody’s Investors Service report on Wednesday said. TSMC’s rate of revenue growth next year is to increase to 7.5 percent, the ratings agency said. The company, which supplies 5-nanometer chips for Apple Inc’s new iPad series, has introduced the advanced chips ahead of its competitors and gained a significant share of the market for the foundry industry’s
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