DigitimesNews20021009 - Advanced Silicon Device...

Click here to load reader

Transcript of DigitimesNews20021009 - Advanced Silicon Device...

DigitimesNews20021009

DigitimesNews20021009

from: ITRI-ITIS-MEMS-Rational You: [email protected]

DigitimesNews20021009

http://member.digitimes.com.tw/login.asp

\

1DigitimesNews20021009

420021009Nokia ODM

420021009ITC

520021009 ITCassellIT

620021009PC

720021009

820021009

920021009Q3

920021009IT26

1020021009ADSL20012006CAGR1%

1120021009ITGartner3.4% 7%

1220021009193 PC 5

1320021009PC

1420021009RISCQ1

1520021009DDR400DDR

1620021009IPAD

16(1) 1.Superior electrical performance

17(2) 2.Description

17(3) 3.High Integration Capability

18(4) 4.IPADEffect of packaging on IPAD

18(5) 5.IPADIPAD Advantage Summary

18(6) 6.Product Offer for Mobile Phones

2120021009

21(A) 3(Wireless LAN)

22(1)

22(2)

23(3)

23(4)

23(5)

26(B)

26(1)

27(2)

27(3)

28(4)

28(5)

32(C)

32(D) BGA

33(E) PCB

34(F) Brushg

35(G)

36(H)

37(I)

40(J) BGA

4120021009

4220021009

4220021009

4320021009

4420021009

4520021009

45(A)

4720021009

4820021009

4920021009

49(A)

5020021009

5120021009

51(A)

5220021009

52(A) PC PC

5420021009

5520021009

5620021009

5720021009

5820021009

5920021009

5920021009

6020021009

6120021009

6120021009

6220021009

6320021009

6420021009

6420021009

6520021009

6620021009

6720021009

6720021009

67(A) TEL2002

6820021009

6920021009

7020021009

7020021009

7120021009

7220021009

7320021009

7420021009

7420021009

7520021009

7620021009

7720021009

7820021009

7820021009

7920021009

8020021009

8120021009

8220021009

8220021009

8320021009

8420021009

84(A) 2002 Q3 LG24.3%

8520021009

8720021009

87(A) LED

8820021009

8920021009

9020021009

9220021009

9320021009

9320021009

9420021009

9520021009

9620021009

9720021009

9820021009

9920021009

9920021009

9920021009

10020021009

10120021009

10220021009

10220021009

10420021009

10420021009

10520021009

10620021009

10720021009

10820021009

10820021009

10920021009

11020021009

11020021009

11120021009

11220021009

11220021009

11320021009

11420021009

11520021009

11620021009

20021009Nokia ODM

() 2002/10/09

(Nokia)1,000ODM

1,000(HDI)3

ODM

2002(40%)1,000

20021009ITC

() 2002/10/09

(International Trade CommissionITC)291

ITC572291ITC

ITC

20021009 ITCassellIT

() 2002/10/09

ITITDataquestJames Cassell 8ITITCassell

IT

IT10%

ITITIT35

IT18CPU

IT

70IT

ITITHPIBM

HPHP(Compaq)

HPIBM(Sun)

ITIBMHP

(Dell)

DellIntelDell

DataquestJames Cassell()

20021009PC

() 2002/10/09

PC2PC6001PC

PC70%

PCPC

21999(Fujitsu Siemens)PCPCPCPC2

2002PC30%(NB)NB

20021009

() 2002/10/09

In-Stat/MDR80%2001(design win)20061620015,000

In-Stat2005702006In-StatEric Mantion2003

Bill Mello2001 IBMAMCC(Applied Micro Circuits Corp.)(Motorola)

20021009

() 2002/10/09

(AP)IT2003

(Intel)Christian MoralesITMorales(Microsoft)Sanjay Mirchandani

(Dell)William Amelio2001

(Toshiba)20032002200330%

20021009Q3

() 2002/10/09

Challenger Gray & Christmas(CGC)2002(79)9.14200157%20004.37

793.97200158%CGC

200296,9562000112,35820021933.46200136%25.5520018.7%

20022001CGCJohn Challenger

20021009IT26

() 2002/10/09

(Cisco)John ChambersChambersIT26(Reuters)Veritas Software

ChambersDataquest20023.4%2.3

ChambersVeritasGartnerMark FabbiVeritas

32003(2002810)48330%

20021009ADSL20012006CAGR1%

() 2002/10/09

(IDC)2006ADSL9.63200120061%2006ADSL(CPE)4.1(DSLAM)5.54

ADSL(cable modem)(Metro Ethernet)FWAADSL2001ADSL65%32%

IDCSandra NgADSLADSLMetro EthernetADSL

2001DSLAM580103%18%6.96DSLAMDSLAM(ASP)2001DSLAMASP100

ASPCPE200625.12001~200650%

20021009ITGartner3.4% 7%

() 2002/10/09

Gartner Dataquest2002IT3.4%7.6%20039.6%7%

Gartner Dataquest20022003IT2.32.462001IT0.4%2.23

2002IT58.4%1.35IT24%5,57514%3,23320037.5%7.1%4.8%1.455,9713,388

GartnerPCGartnerDean Eyers20028.8%IT0.5%

PC2001PC53%2002PCRISCUnix

2002IT200220033.6%6.5%769818

20021009193 PC 5

() 2002/10/09

20021917,644200110%1.0330%200142%

193,6675,28936%200145%12%

(Enron)(WorldCom)

200152%23%PC51%50%

20021009PC

() 2002/10/09

(VTF)

VTF(Intel)IDF

2

232PC

PC(LSI)CDMA

VTFVPSDHi Fi PC()

()

20021009RISCQ1

() 2002/10/09

Tablet PCEden2003RISC

(VTF)Hi Fi PC

PC8235802.11b MACSerial ATA

EdenPDARISC2003

Eden2003GHzCLE2662D3DMPEGDVD Play BackCPU

20021009DDR400DDR

() 2002/10/09

DRAMDDR400(VIA)(SiS)DDR400DDR400DDR3333DRAMDDR400DRAMDDRDRAMDDR333DDRDDR400DRAMDDR400

(VTF)(Micron)Terry LeeDDR400DDR400DDR400DDR400DRAM

LeeDDR400DDR333DDRDDR400PCPC

LeeDDR400DRAMDDRDDR400DDR

HynixFarhad TabriziHynixDDR400DRAMDDR(JEDEC)

DRAMDDR400HynixDRAMDDR400DDR400

DRAM(Intel)DDRDDRDDRDDRDDR400DDRDDR400DDR400

(Micron)Terry LeeDDR400DDR333DDR()

20021009IPAD

() 2002/10/09

(IPAD Technology)

IPADESDEMI

(1) 1.Superior electrical performance

I/OEMI()ESD

ESDEMI

EMIIPADEMC()EMIF 33PfIPADEMIF

1IPAD

IPADIEC61000-4-2ESDESD15kV10Volt

15KvEMIF

2EMIFESD

(2) 2.Description

()EMIESP

3ESDRF

IPADPIN

IPAD

1IPAD

(3) 3.High Integration Capability

IPADIPAD50%80%

ESD10IPAD19 mm2EMIF 10-1K010F16.8 mm2

5ESD10IPAD

(4) 4.IPADEffect of packaging on IPAD

IPADIPADQFN

IPAD

QFNIPADIPAD

6IPAD

(5) 5.IPADIPAD Advantage Summary

IPAD

*

*

*

*

*

*

(6) 6.Product Offer for Mobile Phones

STIPAD

7IPAD

IPADhttp://www.st.com/ipad(S.Mosguera Duran

ST ASD)

20021009

(A) 3(Wireless LAN)

() 2002/10/09

(Wireless LAN)1990AT&TWLAN

(Institute of Electrical and Electronics EngineersIEEE)719977WLAN802.11802.3(OSI7)

(1)

WLAN2ad hoc networking(IBSS)(station)(peer-to-peer)(infrastructure networking)AP(Access Point)BSS(Basic Service Set)BSSESS(Extended Service Set)AP

IEEE1999802.11b802.11a802.11bWECA(Wireless Ethernet Compatibility Alliance)(IndustrialScientificMedicalISM)2.4GHz(2.4022.480GHz)1Mbps2Mbps5.5Mbps11Mbps802.115

802.11a5GHz5.155.25GHz5.255.35GHz5.7255.825GHz3300MHz(Unlicensed National Information InfrastructureUNII)54Mbps802.11b

802.11b802.11g802.11b(PHY)20Mbps54Mbps20035

3802.11eIEEE802.11(MAC)QoS(Security)1

802.11fAP802.11hIEEE802.11aHiperLAN25GHzOFDM

(2)

WLAN2.5G3GAgere20025WLANLCD

IDCWLAN200089.9%200660.2%WLAN20008.8%200620.3%WLAN(hot spot)20001.3%200619.5%WLAN

WLAN2001WLANWLAN2.5G3GWLAN

(3)

IDCWLAN2001WLAN807.5(649.9AP157.7)2000394.11200220022005WLAN14%

WLAN70%WLAN200123%200220%

(4)

2.5G3G200020023G3G

WLANWLAN

2001IntelIEEE802.11MicrosoftWindows XPIEEE802.11WLANBluetoothHomeRF802.11b802.11g802.11a

(5)

WLANIEEE802.11bIntersilAgereAgere()IntersilWLANWLAN50%TIBroadcomAtmelIntelPhilipsRF Micro DevicesSilicon WaveAgereIntersilRFMACAgereV.90802.11b

802.11g802.11g802.11bIntersilAgere802.11aAtheros802.11b802.11a802.11gIEEE802.11g802.11b2.4G802.11g802.11b+802.11b+TI

802.11aAtheros2001AtherosCMOSWLAN

11b11a11g11a

IDCWLANProxim200028%1020026AgereORiNOCO

WLANAgereWLANSymbolLinksysBuffaloD-Link

(200211IT3)

(B)

() 2002/10/09

(PDA)20032005

(1)

PDA()3510%15%

1

5

(2)

* PDA510

* (3G)PDA

* 35

60200WhKg200500Whl1,0005,000WhKg1,00010,000Whl

10%510

(3)

20021,000

(Casio)(Toshiba)(Hitachi)SONYSamsung SDI(Motorola)Farunhofer Institute for Solar Energy SystemSmart Fuel Cell200420005

20031200560020101.25201038

(4)

* 410()

* ()

* PDA20055,000()

* ()

* 2010()

* 200290(R&D)

* NEC2003(3)

(5)

* PDA2003

* 10

* PDA5500105mm127mm25mm1005mm

* 10550United TechnologiesIFC(Toshiba International Fuel Cells)

* Samsung Advanced Institute of Technology

* Samsung Advanced Institute of Technology262.62.5

* 20

*

* MotorolaMahattan ScientificLucentH PowerSmart Fuel CellFraunhofer Institute for Solor Energy Systems

* Smart Fuel Cell20021,000Whl8102004

* Fraunhofer Institute for Solor Energy Systems275mm62mm22mm3

* Fraunhofer Institute for Solor Energy Systems200235(CamcoderVideo Camera)3

* MotorolaPDA50mm50mm10mm

* H Power95200300280

(200211IT3)

TPCA Show 2002 PCB

() 2002/10/09

2002(TPCA Show 2002)126751TPCA Show2000

PCB2002IC Substrate(BGACSPCMOSRF)SPCPCBPCB

(C)

() 2002/10/09

1990ManiaMania(KLINGELNBERG)Mania BarcoUcamPlotterAOI

KLINGELNBERGMIC72002MIC86180Krpm

Mania Speed4002001ManiaBarco ETSMania BraceBarcoMania2002Mania Barco40000DPI Eagle

AOIPixelpixel

(D) BGA

() 2002/10/09

10CCD

1998BGA IC SubstrateBGABGABGA

BGAColor Linescan CCDIC Substrate(BGACSPCMOS)SPCPCB

(E) PCB

() 2002/10/09

1994PCB2ISO9002

()()PCB

PCBDesmear PTHPCBPCBPCB

2000(EBARA)200110()200211PCB

(F) Brushg

() 2002/10/09

PCB HDI

()UV()UV

HDI PCBcost-down

BrushHDICBCB30%8

CB#220#800BrushHDIcost-down()

(G)

() 2002/10/09

1986(PCB)(FPD)INTECH

SGS ISO-9001CE3216%4010

2002Contact FreeUCCSContact FreeBGAFlip ChipUCCS(Upper Contactless Conveyor System)2002 TPCA Show

ICBack PanelICTouchpanelSTN LCDPDPTFT LCD

Contact FreeUCCS2002 TPCA Show(10311102)(E3-07)

(H)

() 2002/10/09

PCBSeicaICTSMEMA

S24Seica610mm x 610mmS24ICT

S24CCD Camera

(I)

() 2002/10/09

(Schmid Automation Asia Co., Ltd.)Schmid403mil(0.075mm)PCB

2001SL/U-401SL/U-403SLU-4022002SLU-4111.4milPCB

Contact FreeSLU-2082002class 100012

E5-12

2002

() 2002/10/09

PXI

(30W)(1200W)00.8V

DSPCE Mark

250MHz360MHzVESAVGAXGASXGAUXGARemote controllerRS-485

LCREMI FilterEMI FilterSPS&LAN Telecom Transformer

PXIPXI Programmable Power SupplyDual Channel30VDC/2AMP/30WPXIProgrammable Power SupplyNI WEEK

PXI PlatformWarm SwappablePXI4818PXIPXIMOTOR PXIA427www.chromate.com.tw

DMM

NI6DMM

() 2002/10/09

NI(National Instruments)FlexDMMDMM1.8MS/s isolated DigitizerNI PXI-4070 FlexDMM6DMM3U PXI

FlexDMM300V1.8MS/sNI LabVIEWdigitizerFlexDMMflyback

ACRMS-to-DCFlexDMMDC

FlexDMMAC2kS/sPXIPCI10FlexDMMwww.ni.com/taiwan

(J) BGA

() 2002/10/09

CSP BGAICBGAMODEL BGA-936A

MODEL 936ANEW FUZZYLCD MonitorPC

MODEL 936ABGAPAD

MODEL 936AZCCD50%

MODEL 936A(Lead-Free)BGABGABGASMDDIP(02)[email protected]://www.fonton.com

20021009

DT NB

() 2002/10/09

(Praha)Rudna(Logistic Park Rudna)3003,000(DT)PC(NB)(Localization)

(Czech Invest)2002200

1020

DT

NBDTSONYDT

130010

20021009

ElpidaHynix

ATiGDDR-3

() 2002/10/09

ATi TechnologiesGDDR-3GDDR-3500MHz800MHzATi(Infineon)ElpidaHynixGDDR-32003

GDDR-3DDR-IIDDR-IIGDDR-3DDR-2

20021009

() 2002/10/09

2002Full System(CPUDRAM)20024,0005,000300

81033130%31,6001,700

20015,0006,000OEM2002HPOEM4,0005,000

8300108

8Full System(CPUDRAM)9

20021009

DRAM

() 2002/10/09

DRAMATiDRAMDRAMGDDR-3

Terry LeeDRAMPCDRAMPDA

Terry Lee

Terry LeeATiGDDR-3

20021009

Maxtor

() 2002/10/09

VTF 2002MaxtorStephen DiFranco(Total Connectivity)Maxtor

Stephen DiFranco(DSC)(PC)Maxtor

Stephen DiFranco

IBMHPBEAMaxtor(ViewSonic)

XboxPS2MaxtorFireBallDiamondMaxAtlasMax Line

MaxtorNear Line StorageMaxtorMax LineNear Line Storage320GB

Stephen DiFrancoAdaptecSerial ATAMaxtor

Stephen DiFrancoMaxtor40%OEM60%FireBallDiamond MaxMax LineAtlas4

MaxtorStephen DiFranco()

20021009

(A)

() 2002/10/09

ITIT

2IT()

IT2005113125

IT2100%NB

6,000(1220)

10

2Pardubice(DT)2,2005001

Rudna230DT2003150DT28,600

EMSFlextronics200272,0002,000

TOYOTA2005(Kolin)308001,000c.c.153,0001

20021009

() 2002/10/09

IT(Bruno)EMKOPapst

5%200310%100%

ACITDC142003DC

AC

Design in Germany3ComAC200211

VGA(DT)(NB)NB1520%DT60%40%DTNB

300100()

21,5004505001NB3,000200211

10

20021009

VCD5

() 2002/10/09

4050%VCDDVD

40%VCD

VCD488699DVDVCD151112

VCDVCD250DVD11()100

()

20021009

(A)

(Pat Lab) 2002/10/09

HPCLJ2500CLJ5500CLJ25005

CLJ25002116ppm4ppmMISSOHO()

20021009

() 2002/10/09

Famitsu2002(200242929)334200129.4%

SONYPS82%SONY200216211PS2PS30.38Game Cube14%Xbox8.94%

Xbox20031Xbox Live

Game Boy200210889%(Bandai)Wonder Swan13.4

KONAMI321Bandai243171

20021009

(A)

() 2002/10/09

Media Create2002923293SONYPS2Game Boy AdvanceGame Cube

(Bandai)Xbox

20021009

(A) PC PC

() 2002/10/09

SONY9PC9PC5

GfK Japan9(2002916922)PC9.8%8%20011.4%3.8%

SONYNEC23%21.6%13.5%

(JEITA)PCIT2002PCPC

20021009

PCB2003

() 2002/10/09

2003152003(NB)NBPCB2003

NB()()()()NB20032003768NB

2003PCNB2015152003

NB2102002NB2003

20021009

IC

() 2002/10/09

IC(One Stop Shopping)

ADSL()(Adobe)PC

2001ICPDAPDA

PDA200430

ADSLPDA200239

FAE

20021009

20101,000

() 2002/10/09

SBNBACUS9015020020056530040020101,000

(DuPont Photomasks)

0.131006020%International Sematech0.3575%

Phototronics

20021009

15LCDIC Q1

() 2002/10/09

20025(ADC)215LCDIC1LCD200315LCDIC20

1.2590%5530ADC(0.35)4515LCDIC(0.25)1IC

ADC110MHz260MHz12003LCDIC20

(Mixed-Mode)ICLCD1517SXGALCDIC1117LCDICScalerADCLVDSRSDSDVI2003LCD TV

19821999IC420

ICLCDADC(ADI)2001ADCIC20025

20021009

Mobile

() 2002/10/09

(Micron)(VIA)2002HandheldSolutionMobile SDRAMNOR FlashSDRAMSyncFlashRLDRAM

Terry Lee8PCJEDECPC

HandheldSolutionMobile SDRAMHandheldFBGABare DieTerry LeeHandheldSolution

SyncFlashNOR FlashSDRAM

RLDRAM300MHz400MHz288Mb576Mb

20021009

10

() 2002/10/09

(TAB)102002

TFT-LCDICTCP5MitsuiShindo3,0001,000

10

20021009

LVDS 1,000

LCD

() 2002/10/09

(Low Voltage Differential SignalingLVDS)LVDS20021,000LCD65

8TFT LCDLVDS(ASIC)LVDS6TFT LCDSmart PanelLVDS5(TI)(NS)200117LCDLVDS

PCLCDLCD-TVLVDS

LVDS17LVDS

LVDSUSBICIC200115USB 2.0USB 2.02.0

3IC2003LVDS(THine)20015%LVDS

LVDS200228

20021009

Q2RIM2003Q3

() 2002/10/09

BlackBerryResearch In Motion(RIM)2003(200268)7,34043%37%1,7501,4300.18

RIM 20039,00010.070.120.180.232002RIM20033.53.7533.15

CIBC World MarketBarry RichardsRIM490RIM1,0400.13

20021009

OAKTeraLogic

() 2002/10/09

(OAK)TeraLogic2002

TeraLogicOAKTeraLogic3,800OAKTeraLogic1,200OAK220TeraLogic

TeraLogicHDTVPVRTeraLogicSonySamsungMitsubishi

OAK(Young Sohn)TeraLogicHDTVOak

20021009

Q4

Q150

() 2002/10/09

9TFT32.520021036113620200350

TFT159200151801909101136

TFT LCD

20200350

PDP()10PDP7,000101,00020023,00020037,000

TFT LCD4.5

LG.Philips LCD

20021009

LSTech

103

() 2002/10/09

LCDLight Source Technology(LSTech)LCD(Laser LGP)20021034

LSTech(CCFL)SheetLCD

1

LSTechLCD

20021009

MB

() 2002/10/09

PC710(MB)

10MB

PC7103%

20021009

CD-R

() 2002/10/09

CD-R

CD-R12312

CD-RCD-R

CD-RCD-R

200120012002CD-R4,000

20021009

() 2002/10/09

23

20021009

DisplaySTN LCD

() 2002/10/09

TFT LCDSTN LCDDisplaySTN LCDLCDEL

Display20024LCD20022800STN LCD100DisplaySTN LCDLCD20023LCD600LCD2001130500

STN LCDTFT LCDSTN LCDSTN LCD2001STN LCD()4,5002002STN LCD4,000

2001STN LCDDisplaySTN LCDSeikoEpsonTNSTN LCDOptrex

20021009

CF

ECB

() 2002/10/09

82002ECB20022.4968

2CFCFCF

CFTFT(DNP)TFTCFTFT LCD

30(CF)TFT LCDCF17ECBECB2002

ECB125220022.18ECB4020022.4

9689101082

20021009

CNT FED

() 2002/10/09

(Carbon Nanotube Field Emission DisplayCNT-FED)2006

CNT FEDFED20109,0002.7PDPCNT FED2003200630CNT FED20063240FED

20021009

(A) TEL2002

() 2002/10/09

(Bloomberg)TEL2002(79)2002

TEL20012002PC20021,000TEL2002

Gartner2002PCPC3,23320011.3%20034.8%3,388TEL20022003

20021009

CE.NET PDA

() 2002/10/09

2002PDA2001PDAPocket PC 2003(CE.net)2003

PDAPDAXscale 250400MHzPocket PC 20022001400MHzARM 9Pocket PC 20032003PDA

PDAPocket PC 200320032003PDA802.11bGSMSmart phoneWireless PDAPDA

PalmPalm OS 5SONYPDA

PDAPDA6PDAPIMPDAWin CE

20021009

() 2002/10/09

(Wall Street Journal)(Microsoft)Microsoft Capital

Microsoft CapitalPCIBM390

PCJeff Edwards

20021009

Yahoo Messenger

() 2002/10/09

(Yahoo)(79)Yahoo Messenger Enterprise Edition 1.0

7710%

(Wall Street Journal)Yahoo Messenger Enterprise Edition 1.02003(Oracle)BEA SystemsYahoo Messenger

20021009

() 2002/10/09

11(299)

150299

2003

350ISP2003

Stream TheoryStream Theory

InterplayUbi Soft3~56,300

20021009

() 2002/10/09

(HP)BOT

Sherry R. WalshakWalshak

20033GWalshak

BOTESDlife.comBOT

20021009

() 2002/10/09

(HP)69

(Compaq)IBMEDS(Electronic Data Systems)Ann Livermore

9Canadian Imperial Bank of Commerce15EPM1.1320

Jime Weynand1068,000(DT)

20021009

() 2002/10/09

(Reuters)2007

200420063

Eliot Engel2007

20021009

SolarisCPU

() 2002/10/09

(SUN)(Intel)Solaris

20021SolarisSolaris 999CPU

Solaris 9751,275

UltraSparcx86(AMD)

20021009

2003

() 2002/10/09

(ISP)2003

()

ISP

2003

40@Corner3()

20021009

IBM

() 2002/10/09

IBMIBM Engineering & Technology ServicesIBM

IBM670020031,000IBMEMS(Solectron)

(Intel)IBMIPIBMSONYMinolta

20021009

IBM WebSphere

Q4

() 2002/10/09

IBMWebSphere20022030(SI)(ISV)IBM2WebSphere

2001J2EEWebSphere2001200265%IBMWebSphereITWebSphere

WebSphereIBMWebSphereWebShpere Portal

Express

773

2030

WebSphereWebSphereWebSphere Everyplace AccessEveryplace Wireless Gateway

2WebSphere

20021009

() 2002/10/09

TCL

V70T190T191CDMAV680

3310CDMACDMA82108250

TCLTCL72%13%13%2%

20021009

PC

() 2002/10/09

(Bloomberg)PCPC14%

LCDPentium 49,2997,999(Dell)PC(NB)26%

LCD

20021009

() 2002/10/09

CBD

CBD

96,0003C11

450203C5500

20021009

NB

() 2002/10/09

(NB)

NB

(Dell)NB200IBM(Toshiba)1,000NEC2,000NBIBM

NBNB

NBNB

20021009

SOHOVPN

() 2002/10/09

(VPN)SOHOVPNVPNVPNVPN2002VPN

VPNVPNSOHOVPN70804050VPN20012002

VPNVPNVPNSOHOVPN

VPNARM 9ARM 7VPN2

VPNARM 9ARM 9MIPSBrecisICARM9MIPSx862003

20021009

WLAN

() 2002/10/09

(WLAN)WLANWLANWLAN

PDAPOS(point of sales)4034

POSPalmPDAWLANPOSChil HouseChil House

115WLANPDA

20021009

BB Call

() 2002/10/09

200331%0.5%200311

199720002003

2

()630

20021009

Synad WLAN

() 2002/10/09

(WLAN)Synad802.11b802.11a(dual-band)SynadMike BakerWLAN802.11a802.11b(public access)802.11g

WLANSynad6802.11b802.11a(RF)(baseband)(MAC)0.18CMOS

WLANSynadSynad12

Baker2.4GHz5GHzSynadAgileRFRF

WLANBaker802.11a802.11b802.11g802.11b

20021009

Smart phone

() 2002/10/09

Smart phoneSmart phonePocket PC 2003(CE.NET)9~122003

PDASmart phonePocket PC 2003Wavecom

PDAPDA

PDASmart phone

20021009

(A) 2002 Q3 LG24.3%

() 2002/10/09

200219%LG2002104.424.3%

2002LGLG TelecomLG2002

2002232.554.1%200259.3%52002()2002

(Motorola)2002200236.510%20026.3%Motorola Korea()2002

2002430.22002316.1100

20021009

() 2002/10/09

200287,000674,000()222001

2002844,000NEC454,0005,000200220021534,320200120%2001(2001200010%)ITIS200235%

2002ICLCD200125.8%ICLCD20011.9%

62002PC5.4%Dataquest24%IDCPCP4PCBPCBLead time

20023.9420019%2001LEDLEDLED

OEM(ITIS)

20021009

(A) LED

() 2002/10/09

LEDLED DisplaySMD LEDLamp

LED200218420035LEDOEMODMOASIS

LED Display102PCB10,00015,000(1)LED DisplayLED LampSMD LED

LEDLEDLED

LEDLED LampSMD LEDLED Display()

20021009

() 2002/10/09

1988

1999ISO90022002 ISO 2000:9001EMI(FIP/MIP)EMIThermalPCPVD

35Parker Chomerics EMIThermal

20021009

Xeon 4-way

MPNH

() 2002/10/09

eERPCRMSCM

MPNH N+1(Tyan)Xeon 4-WayMPNHI2C Interface Server Management

MPNHN+16U8U2PS/2

MPNHTower chassisMPNxMPNH810WMPN61200WINTEL Xeon

MPNH300W12V51A(load-sharing)240mm280mm

(90264V)SSI EPS 12VPFCCCCULCSATUV(EMI)CEFCC

MPNHhttp://www.zippy.com

MPNHMPN4 810W 3+1

20021009

IC

() 2002/10/09

IC

19961997CEO

800025%20023.619%

VAR

ARMIPIPknow-how

40%200250%know-how

PDALCDSOCfablessSoC(SoC Design Service)IC(IC Design House)

ICIC

ICknow-how()

ICIP

IPSynopsys2003

2001112220035020012.664

IC

ICknow-howTFT

5

ICIP

20021009

() 2002/10/09

ICGigabit EthernetGigabit Ethernet NICGigabit LAN on MB

BroadcomIntelGigabit NICLAN on MBDellHPGigabit Ethernet

Gigabit MACDM9700NSMarvell(PHY)Gigabit NICPCI-XDM9700QoS, VLAN, TCP/IP Offload

Gigabit EthernetGigabit NICMulti-GigabitGbE(Switch Fabric)8GbE16GbE24GbE100GbE

Dell10/100MGigabit Ethernet(802.11x)(SOC)

20021009

CMOS

() 2002/10/09

(STMicroelectronics)DiskconLeonardoST0.13CMOSLeonardo

LeonardoPattern Dependent Detector10RLL

Leonardo(Interpolated Timing Recovery LoopITR)Flash-ADCITR(PES)Leonardo

20021009

TICardBayCardBus+

() 2002/10/09

(TI)PCCardBayCardBus+1.8VPCPDA

TPS22281CardBayCardBus+TPS22211TPS222x1.83.35VPCVCCVPPVCOREVPPVCORETTL

TITPS222xCardBayPCCardBayCardbus+TIPCTI0800-006800

20021009

E-Beam

() 2002/10/09

72004IC0.18IC

ICIC(reticle)(Leica Microsystems)ICE-Beam

0.18E-Beam12200111

1220022003

20021009

SoCIC24

() 2002/10/09

SoCICSoC

SoCICSoCIC

ICICICICSoCICknow-how

1024

20021009

NVIDIAPCI Express

() 2002/10/09

NVIDIAPCI Express(Intel Developer Network for PCI Express)PCI ExpressNVIDIAPCI ExpressNVIDIA

PCI ExpressPCI Express

NVIDIANVIDIANVIDIA

Jason ZillerPCI ExpressNVIDIAPCI Express

PCI Express

NVIDIAPCI-SIGPCI Express2003PCI Express

20021009

9

127 60Q4

() 2002/10/09

(8)9127.558135.445.8%60864.136.4%

7850,26211,819

70%(ASP)5%398.35441.8210.91%

0.1823%3035%(ASP)7%5%846.7(UMCJ)5%44.3

960190185.53.2%(Single Digit)

60%50%

20021009

910

NB4

() 2002/10/09

9910.1(NB)4.0310

910.11047.56%87.8728.36%1967.7262.847.77%9NB4.0383.225%

ODMNB

101110

20021009

()

20021009

915.24

() 2002/10/09

91515.24118.23FujitsuADSL920%

923.5%20%18.1%3

802.11b802.11b+45802.11b+20%

20021009

CD-R 9

1.61

() 2002/10/09

CD-R9985,00081.31.4991.6192.9

9CD-R81.31.4985,0001.9910

CD-R15%10%MBI20030.160.170.260.27

2002CD-R4850200372MBIPCCD-R

991.6181.1342.4%2.99,0001.5793101032.9

20021009

91.55

() 2002/10/09

PS2(Samsung)LG991.5581.47

91.551.1337.17%1911.938.8335.11%15.5476.77%4.373.1439.17%

PrinterPC(Sony)PS2(Monitor)SamsungLG9Sony PS210

20021009

96,822

() 2002/10/09

()96,82286,3587%6,2309%86,358

()1.871.789958%31%11%

9OMRONTriac()3,000

20021009

75%

Q1

() 2002/10/09

ODM3930101933.031133.893.8411.553.5375%

SONYFujifilmOlympusCanon20

200SONYOlympusCanon

1.7333.5%2.1675%3717111358

8

20021009

() 2002/10/09

101998

80/2080%20%

PCPC

Interbrand200210034836430%8

USB 2.0WLAN()

20021009

912.68

2.91

() 2002/10/09

(8)912.68812.392%6.8386.613%2.91

12.686.832.913.381.530.9215.572.88912.68

98

37.6337.5241.910%

20021009

LAN

() 2002/10/09

101

VT61031011

Switch5,0001101

10100P41.41.51.81.61.7

20021009

2.6

() 2002/10/09

IC891IC

68593.52.626.5%9.222.780%

8.5%7.5%

20021009

0.51

() 2002/10/09

827

7.935.643,5625,6093,8970.51

95,20088.33%89

20021009

IC3

3.237.43

() 2002/10/09

IC94.9723.042.033.23913.63100.046.577.43

45%IntersilN.S.FairchildICAgilentIC94,000

10SoundVision

NVIDIA2132NV18NV28NVIDIA

20021009

10Q4

190

() 2002/10/09

10181905%190

(4)3(GDR)11

86.5134.0535%30%15.7%55

48044045033578393

10932.536111210

81604.5280190

20021009

9

() 2002/10/09

89 9

20021009

Q4

91.72

() 2002/10/09

81.6191.72DVD Player13%

91.7281.617%1.2241%912.9118.6170%81.312.5152%

DVD PlayerDVD Player

13%

20021009

79

3

() 2002/10/09

7913.4134.4%33.6%3

410.0412.8316.1626%12%

7

7IDC(International Data Corporation)200630%IDC

20021009

9

6.2 19%2.1

() 2002/10/09

96.25.3319%82.8%1957.536.9%92.1728%94.2882

9151%166%13023

92,0002,0001142310110

9109972.3410(8)50010912815402

91413068291210994.28

20021009

2.46 72%

() 2002/10/09

910.89,0004,50094,70092.07125.3773.4%4.66.4372%18.712.46

1816522021010Nokia 7650WLAN

20021009

114

() 2002/10/09

4(8)114

11.541.092.5811.541.082.5831028114 10271125

20021009

9

() 2002/10/09

9LED6,8083,62291.1278.8%1.2588%

LED2LED10

8.316%

195.225.33%62.3%3,0003,6227.060.5191.12,899278.8%1.55

20021009

IC

() 2002/10/09

IC

81030500

50%

ICEPIGaAs

20021009

9

1.58 0.89

() 2002/10/09

981.5890.8980.829%0.6330%

91.5881.3220%1.2923%99.5317.1556%45.37

90.8980.829%0.6330%97.1510.2970%2.67

20021009

9

() 2002/10/09

99898

9ATiDELL1.18858.98%AcerHercules1012

93,45152.3575%964

93.63.0717%83.473.82%32.1144.2273%92.3684.345.11%27.7393.6%1034

20021009

9

6,765

() 2002/10/09

96,76516,2892.252.27196.98.6579.8%

997,500700101112

832

() 2002/10/09

(2002)28199810913

8321,90381715G1,386

1.

2.

3.

4668

4.

5.

6.

Electronics Weekly

2002311(2001)5.7%37%4033%2386.5%

() 2002/10/09

3C

26QS 9000ISO 9001ISO 9002ISO 140018

3Cwww.taitien.com.twwww.taitien.com

E:\RationalNews\DigitimesNews20021009.doc

All: 113 pages(2002/10/9)119