Thu, Dec 07, 2006 - Page 12 News List

Local firms to cash in on Vista launch


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 (友達光電), among others, it said.

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