Smartphones, tablets sink notebook battleship

A journalist from I4U, Robert Evans, compared the Intel-powered desktop to a freight truck with an excellent engine. Powerful, it can run you off the road, but you’re not going to pick your girlfriend up with it. Meanwhile smartphones powered by the likes of Qualcomm are the riced-up Nissan Micra, with go-fast stripes and spinnaz on the wheels. Bells and whistles are sexy, apparently.

That demand and the eagerness from manufacturers to get on the sexy smartphone bandwagon – at MWC a common talking point was that smartphones are going to replace netbooks notebooks and others – is going to cause industry sources for the older devices in the market, according to sources close to DodgyTimes

Notebook components will suffer. LED chips, chassis, batteries, CMOS image sensors and others are going to take a hit as they are snapped up in droves by the eager tablet and smartphone sector. Notebook makers, says DigiTimes, have been turning up on Samsung’s doorstep, a la Tiny Tim on Christmas Day, hands open and reached out, begging for the lacking CMOS image sensors. SETi too. 

Low yield rates at TSMC fabs have been affecting the previously well-stacked suppliers such as OmniVision. Better offerings are expected at the beginning of May, but as ever, who knows? Acer and HP are shaking because there’s a CIS supply problem, according to reports.

Panels will be like gold dust. Chunghwa Picture Tubes is teaming up with Compal, one of the biggest manufacturers of laptops for the multinationals, to piece together a business in touch panel glass.

Compal recently bought a 4.5-gen filter plant which will be re-jigged for producing touch panels, according to the Taipei Times. It was bought from Chunghwa for $47.6 million.

Keen to carry on, the two will be putting together a $3 million project to churn out the touch panel glass as it’s needed, in China. Compal recognises that tablets are here to drain the world of its glass supplies and wants to capitalise.