Abstract
This research report presents shipment volume and value forecast and recent
quarter review of the Taiwanese optical disk drive industry. The report
includes optical disk drive shipment volume, value, ASP, manufacturer volume
ranking, and product mix analysis, as well as breakdowns by price trend,
shipment destination, production location, and business type. The content of
this report is based on primary data obtained through interviews with optical
disk drive makers. The report finds that the optical disk drive shipments in
the first half of 2009 were affected by declines in mainstream PC shipments.
The inventory replenishment in anticipation of peak-season demand in the
second half of 2009, along with sufficient pick-up head supply, were expected
to help the industry' s shipment volume and value achieve sequential growth in
the third quarter of 2009. It is anticipated, however, the industry' s
third-quarter sequential growth will not continue into the fourth quarter of
2009.
|