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FEBRUARY ISSUE

LED Seeks New Growth Targets
Small size TFT-LCD module has been proven a major market for LED backlight and power IC, but growth slowed down to 10% year over year in 2007 in China. This is because the main markets have been well penetrated by LED in products of handset, digital camera, and PDA,. It is important for LED and power IC suppliers to discover new markets. In this piece of marketing intelligence, China Outlook Consulting analysts highlight the emerging demand for mid-size TFT-LCD panels (5-15 inches) used for GPS navigation, portable DVD player, PMP, digital photo frame, and laptop computer.(more...)

Costs Surge in China
Five factors affect overall operating costs in China¡ªnew labor law, new corporate income tax law, reduced export tax rebate, appreciation of RMB, and inflation in the cost of copper and other materials. China Outlook Consulting analysts interviewed company executives and conclude that the average cost increase is as high as 10% yearly. The Chinese government¡¯s intent is to use the tax structure to leverage industry restructuring towards the high value-add arena.(more...)

2008 GPS Demands Outlook
China¡¯s GPS market sees growth opportunity in 2008 driven by four applications: Handset, PND (portable navigation devices), and pre-installed and after-installed automotive market. China Outlook Consulting analysts summarized the market trends for international semiconductor and component suppliers to understand new businessw opportunities.(more...)

Real TD-SCDMA Progress behind the News Reporting
We have finally arrived at the year 2008 when China is fully geared to host the Olympic Games. Some industry analysts suspect China will not be able to provide TD-SCDMA services as the government committed because China Mobile has purchased only 30,000 handsets and 10,000 computer data cards by Jan 2008. Although China Mobile followed with second run orders of 4 million TD-SCDMA handsets, analysts doubt if they will be able to meet the August deadline when the Games start. China Outlook Consulting analysts track the development of TD-SCDMA products and share with you what¡¯s behind the scene.(more...)

Rural Market: Next Move
China is challenged by slow domestic market consumption and reduced export due to RMB appreciation and increased manufacturing costs. To turn the situation around, the Chinese government aims at rural market development through government subsidy and low-cost quality product supply. To do this, the government has qualified 15 consumer electronics OEMs to exercise this initiative in selected provinces. China Outlook Consulting analysts summarized the demand trends of the rural market that are useful for international semiconductor and component suppliers to capture the new market dynamics. (more...)

Charts and Tables
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