In recent years, Lenovo has been strategically aggressive. With its wealth of financial resources and greater ambitions than its industry peers, it has focused its efforts on directly purchasing existing brands to expand its market share, providing Lenovo with the critical factor for it’s growth leaps, seen in its targeted purchases, ranging from the PC field, servers and to today’s smartphones. The Lenovo Group announced today (January 30th) that it has purchased Motorola Mobility from Google with US$2.9bn, causing yet another large ripple effect in the already highly competitive smartphone market. According to TrendForce’s research, the tech industry innovations in recent years, whether the production chain or key components, are all focused on smartphones, known as most essential tech product for the most consumers. As a result of the explosive shipment growths in smartphones, unprecedented changes have occurred among panels, batteries, core processors as well as DRAM and NAND Flash components.
Since Taiwan’s first-tier cell manufacturers achieved full-production status in 2H13 and second-tier manufacturers increased cell shipment, total cell shipment in Taiwan reached a new high in 2013. EnergyTrend, a research division of TrendForce, indicates that the annual shipment growth rate was 42% in 2013 for Taiwan’s cell manufacturers, with total shipment exceeding 8.3GW. As for individual Taiwanese manufacturers, shipment of Motech, Neo Solar Power, and Gintech all surpassed 1GW. NSP only covered the shipment since June, 2013, when they acquired DelSolar. Thus, Motech was still the Taiwanese cell manufacturer with the largest shipment in 2013. But it’s possible to be replaced by NSP in 2014. Overall, the total shipment for the top three manufacturers is likely to represent around 55% of the total shipment in Taiwan.