Intel wireless module supply chain open five companies benefit from Asus Foxconn

Open wireless modules, today announced the supply chain, with notebook computers (NB) foundry for parts procurement to master the right to improve, gradually switch to a single effect of fermentation, the five groups Hon Hai, Asustek, Compal, Quanta, Wistron with Netcom's subsidiary, will set sights on notebook every year 200 million wireless modules business.

Market research agency statistics, the global notebook shipments this year will exceed 200 million level, the demand for wireless module shipments up to 200 million units, past master Bacheng Intel CPU market share, leading CPU and wireless modules take sale, selected Foxconn, Asus (and Master), wireless text and USI module as a partner, Intel to release the attitude after the release of 160 million sets of equal opportunities for the wireless module, so that other companies have the opportunity to join supplier ranks, the move will threaten the market share of the body and USI.

Analysts said Intel's open wireless module supply chain, coupled with cost control, brand notebook manufacturers components will be part of the procurement authority delegated to the foundry, Hon Hai, and the master, Quanta, Compal and Wistron free to decided to purchase the wireless module, the future of independent procurement will be increasingly high proportion, for the owners of "Rich Dad" of Netcom Factory is a boon.

Compal subsidiary of wisdom and easy wireless module last year shipped about 500 million sets have doubled the performance, but the proportion of revenues still contribute less than one percent. Chi Yi said wireless WiFi laptop with Bluetooth built-in dual-Compal Group have entered the supply chain, shipments will grow quarter by quarter.

Analysts forecast that this year accounted for Compal shipped within Chile is easy procurement needs of the wireless modules 20%, Compal point this year shipments are expected to 50 million, Chile is easy to reach just 10 million shipped Compal sets, showing several times a year growth.

Wistron's Netcom Factory Kai? Originally the main products include satellite communications, antenna, laptop, mobile phone and some network equipment to the end of Kai? First cut into the laptop module manufacturing in the fourth quarter began shipping Wistron, analysts also expected, Kai? orders this year, Wistron is expected from the rapid warming.


Analysts also said, and the master has started a subsidiary of the wireless module orders to Haihua, Hayward last year 15% of revenue growth trend, estimated this year released a single effect is expected to benefit from rich dad to drive revenue growth. Hayward pointed out that in the first quarter also benefited from significant growth in notebook shipments driven module shipments warming, in the second quarter new models are starting to increase supply.

Hon Hai's CyberTAN recently received from the Hon Hai Group, in succession notebook computers and consumer electronics products built-in wireless module orders, Quanta is also the internal reinvestment Dawei WiFi and WiMAX modules supply the major manufacturers.

Analysts believe that demand for notebook computers is just one of the wireless modules business, the next screen as long as consumer electronics products including LCD TVs, game consoles, digital cameras and smart phones, wireless modules will be built next five joint Netcom Group Attacking a greater chance of a subsidiary business.
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