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Friday, March 7, 2003
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Taiwan optical storage drive makers expected to enjoy stable margins in 2H
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According to DigiTimes .."Key component suppliers said Taiwan-based optical storage drive manufacturers can expect profit margins to remain stable in the second half of the year, citing declining prices and sufficient supply of key components as well as prospective launches of new products.
The company currently quotes CD-ROM drives at US$15-17 per unit, DVD-ROM drives at US$29-32 and CD-R/RW drives at US$38-42.
The company also disclosed that several new products developed in the second half of last year, including DVD±RW drives and slim-type combo drives, are scheduled to start volume shipments this month.
Prices are currently quoted at US$50 for CD-RW/DVD-ROM combo drives, US$90 for slim-type CD-RW/DVD-ROM combo drives, and US$140-150 for DVD+R/RW drives, but are expected to fall between US$5 and US$15 per unit each quarter this year.
Rival BenQ is also expected to see a lift in its DVD±RW drive shipments, as component supply should increase starting in the second quarter, according to component suppliers. The shipments had suffered from a shortage of key components since BenQ began volume production of the drives in the second half of last year.
BenQ’s overall shipments are expected to increase in the second half of the year with the launch of its new “Ruby” optical storage drive line. The line’s first product, an external, slim-type DVD-ROM drive with a USB 2.0 interface for use with either PCs or notebooks, will be available in July, said the company.." |
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