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The Taiwanese Router Industry, 1Q 2004 and Beyond

Description:
The shipment performance of the Taiwanese router industry declined in the first quarter of 2004. Although shipment volume grew year-on-year by 28% to reach 3.5 million units, shipments declined sequentially by 2.8%. However, an increase in shipments of high-end routers caused ASP to rise, and pushed shipment value up to US$154.4 million. This total represented a year-on-year growth of 22.2% and sequential growth of 9.8%. The second quarter looks bright as broadband penetration rates continue to increase worldwide; Taiwanese router shipments are anticipated to grow by 30.9% year-on-year in the second quarter of 2004. List of Topics Special discussion on the prospects of router, WLAN, and modem players in the wireless broadband gateway market. Taiwanese router industry review of the first quarter of 2004 including shipment volume, shipment value and ASP, product mix, business types, shipment destinations, production locations, manufacturer rankings, industry concentration, and major manufacturer profiles. Companies Mentioned Abocom, Accton Technology, Amit, Arcadyan, BellSouth, Broadcom, Buffalo, Cameo, CyberTAN, D-Link, Delta Networks, Draytek, Gemtek, Global Sun, Legend, Linksys, Microsoft, Netgear, Qwest, Sercomm, SMC, Softbank, Surecomm, ZyXEL
Contents:
Table of Contents Shipment Volume 1 Shipment Value and ASP 2 Product Mix 4 Business Types 6 Shipment Destinations 8 Production Locations 10 Manufacturer Ranking 11 Industry Concentration 12 Major Manufacturer Profiles 13 Forecast 15 MIC Perspective 16 Appendix 18 List of Figures Figure 1 Taiwanese Router Shipment Volume, 1Q 2003 - 1Q 2004 Figure 2 Taiwanese Router Shipment Value and ASP, 1Q 2003 - 1Q 2004 Figure 3 Taiwanese Router Product Mix, 1Q 2003 - 1Q 2004 Figure 4 Taiwanese Router Product Mix by Technology, 4Q2003 - 1Q2004 Figure 5 Taiwanese Router Business Types, 1Q 2003 - 1Q 2004 Figure 6 Taiwanese Router ODM/OEM Customer Types, 1Q 2003 - 1Q 2004 Figure 7 Taiwanese Router Shipment Destinations, 1Q 2003 - 1Q 2004 Figure 8 Taiwanese Router Production Locations, 1Q 2003 - 1Q 2004 Figure 9 Taiwanese Router Shipment Volume Share by Tier, 1Q 2003 - 1Q 2004 Figure 10 Taiwanese Router Shipment Volume, 1Q 2003 - 2Q 2004 List of Tables Table 1 Major Taiwanese Router Manufacturer Ranking by Tier, 1Q 2003 - 1Q 2004
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