PC industry staggering back – reports

Three reports out of Taiwan suggest that the semiconductor market and the PC market are showing some signs of recovery.

The Taipei Times reports that a market research company – ITIS – is preducting that the local but globally important semiconductor market will rise 20 percent in the third quarter, although sales will still be down 16.7 percent year on year.

Meanwhile, Taiwanese news wire Digitimes reports that notebook shipments from Taiwanese manufacturers are set to grow by between 13-26 percent in 2010, with original design manufacturers (ODMs) Wistron and Quanta enjoying particularly good growth.

Quoting unnamed sources, Digitimes says that Quanta will produce as much as 40 percent of HP notebook in 2010 and also has firm orders from Apple, Sony and Lenovo. Wistron will benefit from Acer outsourcing 10 million, while it will also produce a million notebooks for Toshiba.

On the LCD TV front, Digitimes is similarly bullish saying that vendors are optimistic about sales this year and next. Continuing shortages of glass substrate made by companies like Corning will boost prices, while inventory levels are low, the report says.