Taiwan’s major manufacturers of optical disc drives, including Lite-On IT,
Quanta Storage and BenQ, anticipate high growth in slim DVD burner sales in
the second half of this year, as Digitimes reports.
Taiwanese makers, currently lagging behind Japanese and South Korean
competitors such as Matsushita-Kotobuki Electronics (MKE), Toshiba, NEC,
Teac, Ricoh and Hitachi-LG Data Storage (HLDS), began production of slim DVD
burners for notebooks last quarter and are each delivering the product in
small volumes of 5,000-10,000 a month.
With second-tier notebook brands as clients, Taiwanese makers of slim DVD
burners are competing for adoption by top brands such as Dell and
The OEM pricing for slim DVD burners is around US$150 at present, a drop of
over 20% from a year earlier, Taiwanese makers indicated.
According to Lite-On IT, slim DVD burners are mainly used in high-end
notebook models with prices of at least US$1,200-1,500 but use will be
extended to notebooks priced below US$1,000 as the price level of burners
drops significantly. Shipments of notebooks equipped with slim DVD burners
will rise from four million to five million units (less than 10% of global
sales) in 2003 to 15 million in 2004 (20-30% of global sales), the company