Nothing stops us from bringing you the latest CD-R news, not even a bad cold. Digitimes reports that revenues of Taiwan's optical drive makers have risen in September. The future remains uncertain due to heavy competition which lowers the prices.
At Lite-on IT, Taiwan's leading optical drive maker, September revenues grew to NT$3.45 billion, rising 12% from August and 43.1% from a year earlier.
It said revenues for the July-September quarter, at NT$9.25 billion, were 8% lower than its original forecast.
Cumulative revenues from January through September reached NT$30.47 billion, or 75.6% of its full-year estimates.
There was speculation that Lite-On's third-quarter gross margins would drop to 14% form 18.2% in the second quarter despite a 10.3% unit shipment growth, reflecting lower prices. Lite-On did not comment on the speculation.
Quanta Storage, Taiwan's largest maker of thin-type optical drives, posted a record NT$663 million in revenues last month, an increase of 6% from August and 202.7% from a year earlier.
It said higher-margin 'combo" CD-RW/DVD-ROM drives comprise 60% of its revenues, with the rest split evenly between CD-ROM drives and DVD-ROM drives.
Source: Digitimes
