More leading Japanese DVD drive makers like Sony and Teac have
speeded up outsourcing 4x DVD+RW drives to Taiwan following
recent steep price falls, according to sources at Taiwanese
Japanese vendors have little choice but to outsource to Taiwanese
makers because the prices for 4x DVD+RW drives have fallen by
40%-50% over the past three months, said the sources.
The contract orders came much earlier than expected, they said.
Taiwanese companies had expected that Japanese vendors would
start releasing orders to Taiwan in the first or second quarter
of next year.
The Taiwan-based Commercial Times reported that BenQ shipped
about 150,000 DVD drives, including slim-type models for
notebooks, to Teac from its plant in China in November. Monthly
shipments could increase to 350,000 units in 2004, the paper
Another Taiwanese maker Accesstek, an affiliate of Micro-Star
International (MSI), is making DVD-duals for Sony, the report
However, both BenQ and Accesstek declined to comment on the
Teac is the world’s second largest supplier of slim-type drives
for notebooks, sources said.
According to TSR (Japan), Sony is the world’s third largest DVD
drive vendor, with a 13% share of global market in the first
three quarters of this year and trailing after only NEC and
But Teac and Sony may now find competing with NEC and Pioneer
more difficult as the leaders have both expanded their monthly
output of DVD drives to between 800,000 and one million units
from the previous 300,000-400,000 units, Taiwanese makers said.