Vincent Neil

Know the information center of information market (MIC) by scheme of money of Taiwan Delivered the research report a few days ago, it is estimated the second half of 2007, the Taiwan cell-phone would exceed 100 million yuan with the module output of camera, increase by more than 70% compared with the first half of the year, increase by 30% compared with the same period of last year.

Say, relevant statistics reveal, the Taiwan cell-phone reaches nearly 64,600,000 with the production of the module of camera in the first half of 2007, increase by 3% slightly compared with the same period of last year. Among them, in the second quarter, Motorola stock adjustment and products tactics heavy integral influence of suffering the loss and paying, industry's output of camera module of Taiwan cell-phone is about 30 million, drop by 13% compared with the previous season, all there are equivalent orders to ask for love and Samsung, still glides 5.5% compared with the same period last year, the output value of the second quarter only reaches 150 million dollars, glide about 14% than the previous season, glide 15% compared with the same period of last year.

The report points out, in product mix, the mobile phone is still a main competition aircraft type on the competitive market of the low price of mobile phone manufacturer that VGA takes pictures, also the important product line marching into the new developing market, so the manufacturer of Taiwan takes pictures in VGA the outloading proportion of the mobile phone module still exceeds 50%, compare in the camera module of megapixel, because price and image quality do not have attractive force of markets, outloading proportion drop to below 20%, 2 million the intersection of picture element and camera module of the above, it is the new product overall arrangement focal point of this year of brand manufacturer of the mobile phone, it is the field that numerous manufacturers of Taiwan should invest actively too, outloading proportion is more than 25% in the second quarter of this module.

The report analyzes that is thought about the planning direction of the new product on the brand manufacturer of the mobile phone, take pictures 2007 proportion of Mobile increase to 70% more by 60%. The camera module factory of the Taiwan cell-phone, because technical capacity promotes and possesses the price advantage, obtain the global mobile phone brand owner's favor gradually, besides Motorola, Sony Ericsson and Samsung too successively outside the committee to release Shan to the Taiwan Mobile camera module factory, Nokia and other European mobile phone owners, will increase the releasing amount to the camera module order of the Taiwan cell-phone in the second half year. In addition, the upsurge of panic buying that causes in U.S.A. since Apple iPhone is listed in July of this year, can be expected to become the new order source of the camera module factory of the Taiwan cell-phone.