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The Taiwanese WLAN Industry, 1H 2004 and Beyond

Market Intelligence & Consulting Institute (MIC) [a division of Institute for Information Industry (III)], Sep 2004, Pages: 29


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Demand in the WLAN retail market was flat, yet benefiting from worldwide notebook PC shipments and increased adoption of wireless functionality in broadband equipment, Taiwanese WLAN shipment volume witnessed double-digit sequential growth in the second quarter of 2004. Retail channels had previously been a chief source of orders for WLAN equipment makers. However, Centrino platforms are accounting for an increasingly larger share of the notebook PC market, growing to 50% in the second quarter. Shipments for brand-name PC vendors thus for the first time surpassed shipments to retail channels. In the third quarter, WLAN volume is looking to benefit from new notebook PC rollouts and a seasonal upswing in the retail segment. Yet broader economic factors such as oil prices are very likely to have an impact.



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