The shipments of Gigabyte Technology Co's (
Gigabyte is scheduled to launch its low-end brand, Gigatrend (
"Gigatrend's first shipment, scheduled for next month, may stimulate the already competitive low-end product market," said Chris Wei (
Last year, Taiwan shipped 103.5 million mainboards, almost 20 percent more than in the previous year, according to figures from the center.
Wei said the industry performed well in the supposedly slow first quarter because customers' inventories were low, the Lunar New Year came early and Intel has cut prices on some products.
Shipments by Taiwanese makers in the second quarter, however, may drop 4.4 percent to 25 million units, from 26.1 million units in the first quarter.
The nation's largest motherboard maker, Asustek Computer Inc (
Gigatrend, which is targeting China, South America and some European countries, could again spark competition in the sector, Wei said.
"However, since competition flourished in 2002 among these major players, when they launched of a series of similar products to contend with second-tier players such as Chaintech Computer Co (承啟) and Shuttle Inc (浩鑫), I think there is now limited room for growth in the low-end product market," Wei said.
Gigabyte dismissed the concerns, saying that its customers needed low-end products.
"We will have label differentiation between our high-end products under the brand of Gigabyte and low-end motherboards under the brand of Gigatrend," Gigabyte spokesman Tony Liao (廖期立) said yesterday, adding that Gigatrend would help expand the company's business base.
The cut-throat competition of last year may dissipate by the second quarter because of the soaring price of raw materials such as printed circuit boards.
In addition, Intel's new central processing unit, Prescott, which is scheduled to enter the market in the second quarter, may help high-end product makers, Wei said.
Another analyst agreed, saying that the launch of Prescott may strengthened motherboard makers.
"The outcome, however, hinges on whether Intel can launch the new product in time and what the market response to the new chip is," said Chou Chin-chung (周建忠), an analyst at Grand Cathay Securities Co (大華證券).
Taiwan will prioritize the development of silicon photonics by taking advantage of its strength in the semiconductor industry to build another shield to protect the local economy, National Development Council (NDC) Minister Paul Liu (劉鏡清) said yesterday. Speaking at a meeting of the legislature’s Economics Committee, Liu said Taiwan already has the artificial intelligence (AI) industry as a shield, after the semiconductor industry, to safeguard the country, and is looking at new unique fields to build more economic shields. While Taiwan will further strengthen its existing shields, over the longer term, the country is determined to focus on such potential segments as
UNCERTAINTY: Innolux activated a stringent supply chain management mechanism, as it did during the COVID-19 pandemic, to ensure optimal inventory levels for customers Flat-panel display makers AUO Corp (友達) and Innolux Corp (群創) yesterday said that about 12 to 20 percent of their display business is at risk of potential US tariffs and that they would relocate production or shipment destinations to mitigate the levies’ effects. US tariffs would have a direct impact of US$200 million on AUO’s revenue, company chairman Paul Peng (彭雙浪) told reporters on the sidelines of the Touch Taiwan trade show in Taipei yesterday. That would make up about 12 percent of the company’s overall revenue. To cope with the tariff uncertainty, AUO plans to allocate its production to manufacturing facilities in
Chizuko Kimura has become the first female sushi chef in the world to win a Michelin star, fulfilling a promise she made to her dying husband to continue his legacy. The 54-year-old Japanese chef regained the Michelin star her late husband, Shunei Kimura, won three years ago for their Sushi Shunei restaurant in Paris. For Shunei Kimura, the star was a dream come true. However, the joy was short-lived. He died from cancer just three months later in June 2022. He was 65. The following year, the restaurant in the heart of Montmartre lost its star rating. Chizuko Kimura insisted that the new star is still down
While China’s leaders use their economic and political might to fight US President Donald Trump’s trade war “to the end,” its army of social media soldiers are embarking on a more humorous campaign online. Trump’s tariff blitz has seen Washington and Beijing impose eye-watering duties on imports from the other, fanning a standoff between the economic superpowers that has sparked global recession fears and sent markets into a tailspin. Trump says his policy is a response to years of being “ripped off” by other countries and aims to bring manufacturing to the US, forcing companies to employ US workers. However, China’s online warriors