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薄型テレビと関連する液晶・有機EL・プラズマ技術、業界企業そして市場トレンド情報を掲載していきます。 このブログで激しい市場の動きに追随できます。---- Since Nov.2004

Quanta

26 May

Amazon、QuantaをTablet PCの生産企業に選定

台湾のTablet PCサプライヤーは、アマゾンの最初のtablet PCを今年第2四半期頃にリリースするという話と一緒に、生産は、Quanta Computerのある課題だと伝えた。
月産800,000台を予定しており、価格はUS$250でiPad価格の約半分を占めるレベルだ。市販は第3四半期から可能と見られる。
アマゾンではPrimeView社を通じFFS(fringe field switching)screen panelの供給を受けて製品に採用する予定だが、同社はKindle e- bookのディスプレイのサプライヤーでもある。
6 May

Quanta receives tablet PC orders from Amazon, say upstream sources

Taiwan-based notebook maker Quanta Computer has recently received OEM orders from Amazon for its reported tablet PC, according to sources from upstream component makers. The device's monthly orders during the peak season are expected to reach about 700,000-800,000 units.

Quanta is expected to start shipping as soon as the second half of 2011 with the orders to contribute more than NT$100 billion (US$3.5 billion) to Quanta's annual revenues in 2011, the sources noted. In response to the report, Quanta declined to comment on its clients.

In addition to Amazon, Quanta is currently also the tablet PC OEM partner of RIM and Sony, while the company has also been aggressive in contact with Lenovo in hoping to land orders from the company for its second-generation LePad.


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14 Mar

Quanta to set up touch panel joint venture with 3M

Quanta Computer has announced plans to set up a joint venture with US-based 3M in Singapore for developing projected capacitive touch technology in order to gain profits from the large PC and related markets.

Quanta indicated that touch technology is the trend for the future industry and Quanta has always had a technological cooperation relationship 3M in the past and believes that it is necessary for the two companies to cooperate in the touch technology field. Furthermore, future cooperation between Quanta and 3M will focus on PC product lines such as personal computers, all-in-one PCs and tablet PCs.

Quanta announced strategic cooperation with 3M during Computex 2010 and displayed a notebook with 3M's touch technology. The cooperation for the JV will focus on developing projected capacitive touch technology and may expand the cooperation to touch modules, sensors, electronic systems and products, Quanta added.

In addition to MID products for touch related business, Quanta has recently started shipments for RIM's Playbook.

Quanta is the largest manufacturer for all-in-one PCs with orders from the world-leading US-based vendor, as well as other PC vendors, and may land touch related orders from them when technology improves.



12 Jan

広達、売上高初の1兆元突破:タブレット狙い3Mと提携

ノートPC受託製造で世界最大手の広達電脳(クォンタ)は、昨年の連結売上高が初めて1兆台湾元(約2兆8,400億円)を突破した。民間企業として鴻海精密工業に続いて2番目の大台到達。今年はタブレット端末市場が本格的に立ち上がるのをにらみ、搭載されるマルチタッチパネルの技術で米3Mとこのほど提携、一層の事業拡大につなげる。
パソコン(PC)需要の世界的な拡大が後押しし、ノートPC受託製造大手4社は、英業達(インベンテック)を除いて増収率が2けたとなった。中でも最大手の広達と2番手の仁宝電脳工業(コンパル)は30%を超える大幅な増収を果たした。
広達の昨年の連結売上高は前年比37.9%増の1兆919億元。同業では増収率が最も高かった。仁宝もそれに次ぐ33.7%増の8,519億元だった。台湾企業として売上高が1兆元を超えたのは広達が2社目。ただし、鴻海の2兆3,000億元強とは大きな開きがある。
広達は2009年に売上高こそ世界首位を維持したが、出荷量では仁宝に抜かれていた。しかし昨年は両社の目標5,000万台に対し、広達が5,210万台と大きく上回った。しかし仁宝は主要顧客である宏碁(エイサー)向けの出荷が鈍って4,820万台と未達に終わった。
受託大手では4社以外に、昨年華碩電脳(ASUS)から経営を完全分離した和碩聯合科技(ペガトロン)やこの分野での事業拡大をもくろむ鴻海も存在感を増している。
一方、広達は、米アップルのiPad(アイパッド)が火をつけたタブレット端末市場にPCブランドメーカーが相次いで参入するのに合わせ、同端末が搭載するタッチパネルの技術で3Mと具体的な提携に踏み出す。両社は昨年6月の「2010台北国際電脳展覧会」(コンピュテックス台北)でコンシューマ向け製品用タッチパネル技術で提携すると発表していた。
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22 Jan

Quanta to build third manufacturing site in China

Quanta Computer has announced it will build a new production base in Chongqing, in addition to its two existing plants located in Songjiang and Changshu, China, according to a filing with the Taiwan Stock Exchange (TSE). Details regarding the new plant will be disclosed at a later time.
Quanta pointed out that its two existing plants in China are already capable of handling its targeted shipment goal of 50 million notebooks for 2010, and so it is not in a rush to get the new plant up and running.
Sources from notebook players commented that Quanta wants to establish the Chongqing plant in order to better serve its client, Hewlett-Packard (HP). Quanta and Inventec are estimated to manufacture 80% of HP's notebooks in 2010.
The company will face transport obstacles at the Chongqing plant in the short term as the shipments around the region are currently limited to by air, however, the Chongqing local government is schedule to finish building a railroad which will connect the region directly to Europe in 2012.
Most of Quanta's upstream component makers reacted conservatively to the announcement, saying they will not make any moves until Quanta is clear in its actions for the new plant.
2 Dec

対鴻海連合軍、AUOが結成に走る

液晶パネル最大手、友達光電(AUO)の李焜耀董事長が、ノートパソコン受託製造大手、広達電脳(クアンタ・コンピュータ)の林百里董事長、梁次震副董事長と面会し、提携関係の強化を協議したもようだ。鴻海科技集団(フォクスコン)が液晶パネル2位の奇美電子(CMO)を買収する衝撃に対抗すべく、AUOはクアンタのほか、中華映管(CPT)の買収を通じて2位株主の仁宝電脳工業(コンパル・エレクトロニクス)とも提携を強化し、「対鴻海連合軍」の結成に動いていると伝えられている。1日付経済日報などが報じた。

鴻海集団傘下のパネルメーカー、群創光電(イノルックス・ディスプレイ)による奇美電の買収により、鴻海集団は川上部品である液晶パネルから、川下のノートPCや液晶テレビなどの電子製品まで、すべて大規模な生産能力を備えることになった。一方、AUOは奇美電を上回るパネル生産能力を持つものの末端製品は生産しない。 このためAUOは、ノートPC受託生産2強との提携強化を進めることでパネルの供給先を確実にし、パネル業界首位の座を死守したい考えとみられる。クアンタとコンパルにとっても、鴻海がノートPC受託生産を強化する中、パネルの供給源確保はより多くのブランドメーカーからの受注獲得、 および鴻海への流出防止の上で有益だ。証券アナリストは「AUO、クアンタ、コンパルの提携は必然の流れ」と指摘している。
なお、AUOとクアンタは元来密接な提携関係にあり、クアンタは2006年、傘下のパネルメーカー、広輝電子(クアンタ・ディスプレイ)をAUOに売却している。
コンパルの陳瑞聡総経理は先週、李AUO董事長から提携強化の打診を受けたことを明らかにし、AUOによる中華映管の引き入れ工作かとの観測が出たが、30日は「AUOが12月4日に中華映管合併を発表する。株式の交換比率はAUO1株に対し中華映管8株」という情報が市場で流れた。

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31 Jan

三洋電機,テレビ事業で台湾Quanta Computerとの合弁を解消

三洋電機は,台湾Quanta Computer Inc.との合弁会社の三洋ビジュアルテクノロジーのQuanta出資分を買い取って100%子会社化し,同社との合弁を解消すると発表した。

 三洋ビジュアルテクノロジーは2006年10月に設立され,テレビ事業における企画,開発,購買などを担当している。三洋電機の中期経営戦略における事業見直しの中でQuantaとの合弁を解消することで,技術者を含む経営資源の事業横断的活用を図り,商品力強化と新事業の創出を推進するとする。三洋ビジュアルテクノロジーは資本金1億円で,同社への出資比率は,三洋電機81%,Quanta19%だった。
29 Jan

Sanyo to dissolve TV venture with Quanta

Japanese consumer electronics maker Sanyo Electric Co Ltd plans to dissolve its
television development joint venture with Taiwan's Quanta Computer Inc, the
Nikkei business daily said on Saturday.

Sanyo and Quanta Computer, the world's largest contract notebook PC maker, said
in March 2006 they would set up a venture to make and sell flat TVs.

But shortly after the announcement, Taiwan's AU Optronics Corp agreed to buy
Quanta Computer's liquid crystal display (LCD) unit, Quanta Display, dealing a
blow to their cooperation even before the venture was established.

The two firms set up the TV joint venture, Sanyo Visual Technology, later in
2006 with a capitalization of 100 million yen ($937,300), but the scope of the
venture was limited to product development and joint procurement of parts and
materials.

The Nikkei said the announcement to end the venture, owned 81 percent by Sanyo
and the remainder by Quanta, is set for January 30.

A Sanyo spokesman said the company is studying a wide range of options to
expand its TV business, but nothing has been decided on the future of its joint
venture with Quanta Computer.

Sanyo, which has actively been shedding its non-core assets to focus on
mainstay operations such as rechargeable batteries, said on Monday it would sell
its mobile phone business to electronics maker Kyocera Corp for 40-50 billion
yen.


14 Dec

Quanta lands LCD TV orders from Philips, say sources

Sources recently indicated Quanta Computer has received LCD TV orders from Royal Philips Electronics. Philips now is also looking for other potential partners in LCD TV production, added the sources.

The overall shipments from Quanta to Philips are expected to reach 400,000 units in 2007, said Taiwan-based panel makers.

Quanta declined to comment on the orders.

Quanta president Michael Wang earlier said that the company aims to ship over one million LCD TVs in 2007. The top-five LCD TV vendors are all target customers for Quanta, said Wang.

Last September, TPV Technology, the world's largest LCD monitor maker, officially took over monitor and entry-level LCD TV manufacturing from Philips. Since the transition, TPV has been producing monitors and entry-level LCD TVs for Philips.

Philips plans to ship nine million LCD TVs in 2007, up from more than five million units in 2006, according to research firm DisplaySearch. Philips captured 12.2% of the global LCD TV market in the third quarter, trailing after Samsung Electronics and Sharp, said the research firm.
14 Dec

Quanta eyeing Poland as LCD TV hub

In order to bid for LCD TV orders from first-tier vendors and fulfill its shipment target of over one million units in 2007, Quanta Computer said Poland would be an ideal spot as an LCD TV production base for the company, said company president Michael Wang.

The existing Aachen, Germany LCD TV production base is just a transitional base for Quanta, Wang pointed out. Quanta chose Germany as its LCD TV production base, as initially it was more competitive than Eastern Europe in terms of time to market, tariff, and geography. However, once shipments surpassed one million units from this site, it was inevitable that Quanta would move its production base to Eastern Europe, Wang noted. The Aachen site is currently focused on assembling relatively simple LCD TVs in small volumes, he added.

Poland will be the first priority spot for Quanta, Wang said, considering that leading players like LG.Philips LCD and Sharp both house production facilities there. Turkey, however, is a less likely choice as a production base despite leading TV vendors including Beko and Vestel being located there. He explained that Turkey is too far from Western Europe and the recent currency appreciation may also increase production costs.

While preparing to expand its LCD TV production in Europe, Wang reiterated the company's strengthening partnership with the Pouchen Group in China. He anticipates that TechView, an LCD monitor joint venture between Quanta and Pouchen, will house an annual capacity (both LCD TV and monitor) of about 10 million units in 2007 and serve as a vital OEM partner of Quanta.
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