The Taiwanese Optical Disk Drive Industry, 3Q 2009

This research report presents shipment volume and value forecast and recent quarter review of the Taiwanese optical disk drive industry. The report includes optical disk drive shipment volume, value, ASP, manufacturer volume ranking, and product mix analysis, as well as breakdowns by price trend, shipment destination, production location, and business type. The content of this report is based on primary data obtained through interviews with optical disk drive makers. The report finds that the optical disk drive shipments in the first half of 2009 were affected by declines in mainstream PC shipments. The inventory replenishment in anticipation of peak-season demand in the second half of 2009, along with sufficient pick-up head supply, were expected to help the industry's shipment volume and value achieve sequential growth in the third quarter of 2009. It is anticipated, however, the industry's third-quarter sequential growth will not continue into the fourth quarter of 2009.