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The Taiwanese WLAN Industry, 2003 and Beyond
Market Intelligence & Consulting Institute (MIC) [a division of Institute for Information Industry (III)], March 2004


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In the fourth quarter of 2003 the Taiwanese WLAN industry was affected by components shortage. Nevertheless, with global notebook PC sales growing 14% sequentially, and strong demand over the holiday season, Taiwanese WLAN shipment rose to11.6 million units in the fourth quarter, representing 26% sequential growth while the industry's shipment value totaled US$221.3 million, 34% up on the third quarter. With aggressive promotion of 802.11g products by retail channel players such as Linksys and Netgear, and with leading notebook PC vendors HP and Dell speeding up their adoption of 802.11g modules, 802.11g's share of total NIC shipments rose to 45%, contributing to the continuing rise in WLAN NIC ASP.

The topics covered in this report include:

- Taiwanese WLAN shipment volume forecast to 1Q 2004 and by annum forecast up to 2008
- Special examination on the growing dominance of Intel and evolving chip trends
- 2003 review and 4Q 2003 review of
shipment volume
value
ASP
rankings
volume by tier
product mix
MAC/BB and RF solution provider market share
business types
shipment destinations

Major maker profiles
- Abocom
- Accton
- Agere
- Alfa
- Ambit
- Askey
- Asustek
- Atheros
- Atmel
- Belkin
- Broadcom
- Bromax
- Buffalo
- Cameo
- Cisco
- Conexant
- CyberTAN
- Dell
- D-Link
- Edimax
- Gemtek
- Global Sun
- GlobespanVirata
- HP
- IBM
- Intel
- Intersil
- Linksy
- Medion
- Melco
- Netgear
- NTT
- PESI
- Philips
- Realtek
- Senao
- SparkLAN
- Texas Instruments
- Toshiba
- USI
- Yahoo!BB
- Z-Com



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