The production value of Taiwan’s information and communications technology (ICT) industry will show an approximately 30 percent year-on-year growth to reach NT$1.35 trillion (US$58.7 billion) this year, according to a report by the Market Intelligence Center (MIC) of the government-backed Institute for Information Industry.
MIC deputy head Chang Chi (張奇) said yesterday that Taiwan’s ICT industry has been recovering since the second half of last year after reeling from the global financial crisis in the first half of that year, and is expected to continue its growth momentum this year.
When looked at by sector, mobile telecommunications are expected to generate the highest production value of approximately NT$785.9 billion, or 58 percent of the total, followed by the cable communications sector at NT$232.3 billion, or 17 percent of the total, he said.
Meanwhile, the wireless communications sector’s revenues will reach NT$120.5 billion, or 9 percent of the total, and another 16 percent, or NT$212.8 billion, will come from exports of communication chips and spare parts, the MIC forecast.
Growth in the global ICT services market in the next few years will be driven by emerging markets such as China and India, the MIC said, noting that global mobile subscriptions reached 4.6 billion last year and are expected to reach 6 billion by 2013.
Meanwhile, up to 460 million households worldwide used broadband Internet last year, which translates into US$10.8 billion in revenues, and the number could reach 700 million households by 2013, according to the MIC.
It also forecast that global revenues of broadband services will grow by 10 percent this year.
The report also shows that the production value of business communications was about US$34.1 billion last year and could increase to US$57.8 billion by 2013, with integrated communications services expected to be the biggest contributor.
In terms of communication chips, the MIC anticipates that the shipments of MediaTek Inc (聯發科), the main producer of GSM/EDGE baseband chips, will exceed Qualcomm’s to make MediaTek the world’s largest cell phone baseband chip supplier.
The MIC said that shipments of global mobile handsets will hit 1.32 billion this year and top 1.5 billion by 2013, with smartphones occupying 25 percent to 30 percent of the market.
Driven by iPhone and Android, shipments of Taiwanese smartphones in the third quarter of this year will break the 23 million unit mark, the MIC said.
In addition, the production value of business broadband products will reach US$47.9 billion by 2013, mainly from Switch L2-L3 products, the MIC said.
SECOND-RATE: Models distilled from US products do not perform the same as the original and undo measures that ensure the systems are neutral, the US’ cable said The US Department of State has ordered a global push to bring attention to what it said are widespread efforts by Chinese companies, including artificial intelligence (AI) start-up DeepSeek (深度求索), to steal intellectual property from US AI labs, according to a diplomatic cable. The cable, dated Friday and sent to diplomatic and consular posts around the world, instructs diplomatic staff to speak to their foreign counterparts about “concerns over adversaries’ extraction and distillation of US AI models.” Distillation is the process of training smaller AI models using output from larger, more expensive ones to lower the costs of training a powerful new
Shares of Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) have repeatedly hit new highs, but an equity analyst said the stock’s valuation remains within a reasonable range and any pullback would likely be technical. The contract chipmaker’s historical price-to-earnings (P/E) ratio has ranged between 20 and 30, Cathay Futures Consultant Co (國泰證期) analyst Tsai Ming-han (蔡明翰) told Central News Agency. With market consensus projecting that TSMC would post earnings per share of about NT$100 (US$3.17) this year, supported by strong global demand for artificial intelligence (AI) applications, and the stock currently trading at a P/E ratio of below 25, Tsai said the valuation
The artificial intelligence (AI) boom has triggered a seismic reshuffling of global equity markets, with Taiwan and South Korea muscling past European nations one by one. With its stock market now valued at nearly US$4.3 trillion, Taiwan surpassed the UK, Europe’s biggest market, earlier this month, data compiled by Bloomberg showed. South Korea is about US$140 billion away from doing the same. The tech-heavy Asian markets have shot past Germany and France in the past seven months. The shift is largely down to massive gains in shares of three companies that provide essential hardware for AI: Taiwan Semiconductor Manufacturing Co (TSMC, 台積電),
The US Department of Commerce last week ordered multiple chip equipment companies to halt shipments of certain tools to China’s second-largest chipmaker, Hua Hong Semiconductor Ltd (華虹半導體), its latest action to slow the country’s development of advanced chips, two people familiar with the matter said. The department sent letters to at least a handful of companies informing them of restrictions on tools and other materials destined for two Hua Hong facilities US officials believe make China’s most sophisticated chips, the people said. Top US chip equipment companies Lam Research Corp, Applied Materials Inc and KLA Corp, each of which has significant
RSS