market growth 結果共53筆

This story discusses the fluctuation in shares of AUO Corporation and TV panel prices in late December. The article mentions that the price of 55-inch 4K open-cell panels dropped by US$1 (0.8%) on December 22 due to TV manufacturers ceasing production for year-end demand. However, analysts predict that tier-one TV panel makers may increase their price quotes by US$1 to US$3 in January 2024. Despite this, final transaction prices are expected to remain unchanged due to market demand. The report also suggests a potential decline in quotes for larger panel sizes, while prices for all TV panel sizes are anticipated to stabilize and rebound in February. Furthermore, favorable conditions in the panel market are predicted for 2024, driven by stabilizing industry trends and the launch of AI phones and AI PCs. AUO Chairman Paul Peng expects mild growth in the first quarter of 2024 and a market growth rate between 3% to 5% throughout the year, with higher production capacity utilization compared to 2023. Peng also notes steady demand for automotive and industrial products, which will contribute to a stable production utilization rate, and highlights the increasing use of Human Machine Interface (HMI) technologies for LED and LCD panels.

The smartphone market is set to rebound in 2024, according to Rick Tsai, chairman of MediaTek Inc., a global chip leader. Tsai attributes this growth to the increasing popularity of AI applications, which is driving the replacement of mobile phones and PCs and creating a higher demand for devices. Under Tsai’s leadership, MediaTek has released advanced products such as the Tianji 9300, a flagship 5G chip that supports generative AI applications. Qualcomm, another major chip company, is also capitalizing on the AI trend with its latest 5G handset chip, Snapdragon 8 Gen 3, which offers AI support for enhanced user experiences. Both companies anticipate a surge in AI smartphone upgrades due to improved computing power and a wider range of applications.

A new survey conducted by Cathay Financial Holding reveals that 59.3% of respondents expect their year-end bonuses for 2023 to be between one to three months’ worth of salary. Additionally, 45.9% of those polled anticipate a salary increase in 2024, with 9.2% expecting the raise to exceed 3%. However, only 8.3% foresee year-end bonuses topping three months’ salary, while 32.4% predict bonuses will fall below one month. In terms of regular monthly earnings in 2024, 47.6% of participants project stability. The survey also indicates that the average growth expectation for Taiwan’s economy in 2024 stands at 2.52%, with 70% of those surveyed predicting a growth rate above 2%. Respondents expect the inflation rate in 2024 to be 2.21%, with 55% believing it will remain above 2%. These figures differ from the projections by the Directorate-General of Budget, Accounting and Statistics, which forecasts a 3.35% growth rate and a 1.64% inflation rate for Taiwan in 2024. In December, the optimism index for Taiwan’s stock market rose sharply to 16.1 from -0.4 in November, and the risk appetite index increased from 10.3 to 13.9, indicating market anticipation of potential rate cuts by major central banks next year. The survey, conducted from Dec. 1 to 7, gathered 13,379 valid questionnaires via email from members of Cathay Life Insurance’s official website and customers of Cathay United Bank.

A survey by Cathay Financial Holdings reveals that Taiwanese are increasingly optimistic about year-end bonuses and economic prospects. 59.3% of respondents expect bonuses ranging from one to three months’ salary, surpassing last year’s 55%. Furthermore, 8.3% anticipate bonuses exceeding three months’ pay, reflecting an improvement in attitudes towards Taiwan’s economy. The Directorate-General of Budget, Accounting and Statistics predicts a 3.35% economic growth in 2024 with an inflation rate of 1.64%, but the public is more cautious, expecting a 2.52% growth and a 2.21% inflation rate. The optimism index for the local stock market has also improved. Additionally, 45.9% of Taiwanese anticipate salary increases, a 13.2 percentage point increase from 2022, while those expecting a steady monthly income dropped by 10.9 percentage points to 47.6%. Only 32.4% believe their year-end bonus will be less than one month’s salary, a decrease of 5.6 percentage points from the previous year.

FamilyMart, a leading convenience store chain in Taiwan, has experienced significant growth in its fresh food sales, with an annual increase of at least 10% over the past three years. In 2022 alone, revenue from fresh foods reached NT$25 billion, accounting for over 30% of the company’s total revenue. Huang Cheng-tien, FamilyMart’s Fresh Foods Operations Manager, considers fresh foods a crucial strategic asset and has launched branded products targeting various market segments and trending categories. The focused brands, such as ’uno pasta’ for Italian pasta and ’minimore’ for desserts, have yielded impressive results, with pasta sales growing by 20% annually and dessert sales in 2022 skyrocketing by over 40%. FamilyMart has also made significant efforts to cater to health-conscious consumers, implementing structural reforms since 2016 that encompass ingredients, equipment, packaging, and processes. These reforms have contributed to the success of products like the tuna onigiri, which saw a 19% sales growth in 2022. Additionally, FamilyMart has collaborated with renowned restaurants and chefs, including Din Tai Fung, resulting in the sale of over 20 million co-branded items. These collaborations aim to create differentiated products by incorporating key ingredients from partners, such as a spicy sauce by Din Tai Fung used in unique offerings like grilled rice balls and fried noodles. In the first half of this year, FamilyMart’s fresh food revenue grew by an impressive 20%. The company’s General Manager, Hsueh Tung-tu, strives to attract more customers by offering unique products, following the motto ＂What others don’t have, we have; what others have, we excel in.＂

A survey by Cathay Financial Holdings reveals a rise in Taiwan’s economic confidence, with the outlook index turning positive and stock market optimism rebounding. The December survey shows that 70% of the population expects the economic growth rate to exceed 2% in 2024, while 55% anticipate the inflation rate to remain above 2%. These expectations differ slightly from projections by the Directorate-General of Budget, Accounting, and Statistics (DGBAS), which forecasts a 3.35% economic growth rate and an inflation rate of 1.64% for 2024. The DGBAS data suggests that people may be more conservative about economic expansion and anticipate higher inflation. Additionally, expectations for salary adjustments have improved compared to 2022, with 45.9% of those surveyed predicting wage increases. Of these, 9.2% believe raises will exceed 3%, and 47.6% expect monthly regular wages to stay the same. Taiwan’s current situation confidence index has climbed from -23.2 in November to -3.0 in December, while the future outlook confidence index has improved from -9.1 to 3.6, signaling growing optimism about Taiwan’s upcoming economic climate.

President Tsai Ing-wen met with Justin Wu, the 2023 World Baker of the Year, to recognize his contribution in promoting Taiwan’s baking industry globally. The government is actively supporting the industry’s growth and international engagement. Wu, who won the group competition at the Coupe du Monde de la Boulangerie last year, was honored with the World Baker of the Year title by the Unibread Bread Baking Championships this year. He has showcased his creativity by creating an art bread piece inspired by the Seediq tribe and coaching the Taiwanese team to victory at the UIBC Junior World Championship. President Tsai highlighted the value of Taiwan’s baking industry, which exceeds NT$100 billion, and praised the diverse and exquisite styles of Taiwanese bakers at global competitions. She also expressed gratitude to the Taipei Bakery Association for their efforts in passing down experience and hosting international contests in Taiwan. President Tsai expects the bakery sector to continue delivering high quality and innovative products as it expands its market and introduces Taiwan’s delicious baked goods to the world.

Three major food service companies in Taiwan, Jhu Jian Group, Family International Gourmet Co., Ltd., and Mercuries F&B Co., Ltd., are set to list on the emerging stock market next week. Jhu Jian Group will join the Pioneer Stock Board on Dec. 21 and plans to transition to the emerging stock market trading by Jan. 2, 2024. The group’s revenue has already surpassed that of the previous year, with projections indicating an expansion to 175 outlets by year’s end. Family International Gourmet Co., Ltd. will also list on Dec. 21, with a robust year-over-year revenue increase of 28.4% in the first eleven months. Mercuries F&B Co., Ltd. will enter the emerging stock market on Dec. 22, reporting an impressive revenue increase of 10.82% in the first eleven months. These listings reflect the strong recovery and growth in Taiwan’s food and beverage sector.

Taiwan’s central bank has announced that it will maintain its interest rate for the third consecutive time in its quarterly board meeting. The decision was influenced by price changes and the need to balance stabilizing consumer prices with sustaining economic growth. Despite rising consumer prices due to natural disasters, the central bank remains optimistic and expects the inflation rate to drop below 2% next year. Forecasts for Taiwan’s GDP growth rate in 2023 are more positive, projected to reach 3.12%. This is supported by increasing private consumption, particularly in tourism and dining, as well as the central bank’s expectation of a global export increase to stimulate local investment and drive economic recovery. In contrast to the Federal Reserve in the U.S., Taiwan’s central bank stated that its monetary policy approach would be adjusted gradually based on the country’s economic conditions. Despite high housing prices, the central bank has decided against imposing stricter measures or withdrawing from market intervention to avoid further impact on the property market.

Taipei’s military, national defense, and aerospace stocks experienced notable performances in early trading as Taiwan’s presidential election approaches. AirAsia, Aerospace Industrial Development Corporation (AIDC), and Thunder Tiger stood out, attracting investor attention. With the United States reporting a slowdown in inflation growth, the market anticipates a lower probability of further interest rate hikes by the Federal Reserve (Fed). AirAsia reported a net zero profit for the first ten months of the year, with optimism in the commercial maintenance market. AIDC exceeded last year’s total revenue in the first ten months, aiming for its highest annual profit since listing. AIDC Chairman Hu Kai-hung is working towards enhancing Taiwan’s aerospace industry through the A-Team 4.0 alliance. Thunder Tiger is planning collaborations with domestic electric vehicle supply chains and aiming to introduce innovative solutions in the defense sector.

Investment trust companies in Taiwan, such as Jih Sun Investment Trust, Yuanta Investment Trust, Allianz Investment Trust, Taishin Investment Trust, First Investment Trust, and Cathay Investment Trust, are currently offering time-limited promotions that waive fund handling fees. These promotions, aimed at taking advantage of a bullish global financial market, include 0% transaction fees for regular savings plans and single payments. By focusing on Taiwan stock funds and funds invested in Vietnam, global industries, technology, and multi-asset classes, these companies are providing investors with opportunities to reduce investment costs. With an estimated profit of NT＄3.4 trillion for Taiwan’s listed companies in 2024, a potential growth of 10% to 20% compared to 2023, and strong performance expected in the fourth quarter, the investment landscape in Taiwan looks promising.

Taiwanese distributor Hotai Motor, responsible for TOYOTA and LEXUS, reported a backlog of around 23,400 orders during an earnings call on Dec. 8. Despite an expected slight decrease in sales volume, the outlook remains optimistic. Hotai Motor dominates Taiwan’s auto market with a 33.3% share, as TOYOTA and LEXUS sold a combined total of 144,522 vehicles from January to November. The profit for the first three quarters was driven by the company’s core operations, particularly the more profitable LEXUS brand. With 19,000 pending orders for TOYOTA and 4,400 for LEXUS, the current order book suggests business for the next two months. Hotai Motor’s diversified investees, including Carmax, Hotai Finance, and Hotai Leasing, continue to grow. Hotai Insurance also experienced significant growth, except for the investing channel in China, which was affected by competitive pricing from domestic electric vehicle brands like BYD.

Western Digital Corporation (WD) has announced that it will increase prices in response to the recent price hikes in the memory chip industry. Following Samsung’s 20% price increase, WD has informed its downstream channels and contract manufacturers that hard drive products will be subject to weekly price reviews, with adjustments expected to begin in the first half of next year. The company has projected that the cumulative increase in NAND Flash prices could reach up to 55%. These price increases align with the World Semiconductor Trade Statistics (WSTS) organization’s projection of a 44.8% revenue growth in the memory market for the coming year. Market research firm Gartner has estimated an even more significant surge, predicting a 66.3% increase in memory market revenue. While this suggests a strong demand for memory products, it also indicates rising costs for manufacturers and potentially higher prices for consumers in the technology sector.

In November 2023, Taiwan’s job market saw significant growth with 1.04 million opportunities, led by the hospitality and ICT sectors. The hospitality industry notably increased salaries by 58%, reflecting broader workforce trends and the need for flexible work environments amid economic challenges.

SinoPac Securities Investment Service (SinoPac Inv. Service) has released a report on the Taiwanese stock market, highlighting its impressive growth streak. Taiwan stocks have surged over 44% since 2020 through the end of November, outpacing South Korea’s market and even surpassing the US S&P 500’s gain. The report suggests that Taiwan stocks are poised to set a new high for the year, as the index has successfully breached the critical threshold of 16,800 points. SinoPac Inv. Service also points out that political performance and a thriving stock market are often seen as indicators of the incumbent’s record, with the stock market tending to show an upward trend before the presidential elections. Given the current momentum and what is described as a ＂multi-bottom pattern,＂ investment strategists at SinoPac are suggesting a ＂bullish-bias＂ investment approach. As investors closely monitor economic indicators before making their predictions on the election’s impact, Taiwan’s stock market enters the end-of-year season with robust investor optimism.

Taiwan has soared in popularity as a global travel destination, with Taipei experiencing unprecedented growth in tourist interest. This surge is attributed to the city’s affordability and unique attractions, making it a favorite among international travelers, especially from Asia.

The World Semiconductor Trade Statistics (WSTS) predicts a 13.1% surge in global semiconductor revenue for 2024, reaching US$588.364 billion. Memory products are expected to be the main driver, with a projected revenue jump of 44.8%. In contrast, current-year revenues are estimated to decline by 9.4% to approximately US$520.126 billion. WSTS has revised its current-year revenue predictions due to better-than-expected performances in certain end markets. Discrete semiconductors are projected to grow by 5.8% in 2023, while optoelectronic products, sensors, and integrated circuits are anticipated to experience declines of 3%, 10.9%, and 8.9% respectively. Europe is the only market expected to expand, with a growth rate of 5.9%, while the American market is predicted to decline by 6.1%, Japan by 2%, and the Asia-Pacific region by 14.4%. In 2024, growth is anticipated across all major markets and semiconductor product categories, including memory, discrete semiconductors, optoelectronics, and sensors. Europe is predicted to grow by 4.3%, Japan by 4.4%, the American market by 22.3%, and the Asia-Pacific region by 12%.

Explore the soaring heights of Taiwan’s automotive market in 2023. From electric vehicle demand to the impact of the global chip shortage, discover the key drivers behind the near 18-year sales high and the evolving landscape of car brands in Taiwan.

The Tourism Administration plans to launch a new travel program called ＂Golden Years＂ (凰金遊程Golden Years) next year, targeting senior travelers in response to Taiwan’s aging population. With an estimated senior travel demographic of 4 million individuals, Taiwan sees a potential tourist value of up to NT＄120 billion. Deputy Director-General Lin Hsin-Jen expects a 10% to 20% growth in output value, reaching NT＄120 billion, with domestic tours for the elderly market accounting for approximately NT＄40 billion and international travelers adding NT＄60 billion. Travel agencies and hotels are now focusing on marketing efforts and introducing 11 Golden Years itineraries to cater to this demographic’s preferences. Discounts and leisurely itineraries are being offered to accommodate the spending power of senior travelers.

The Taiwan Research Institute (TRI) reports a decrease in electricity demand in September, following the end of the summer peak period for consumption. The TRI’s October Taiwan EPI shows a 0.16% growth in high voltage electricity usage across national industries compared to the same period in 2022. However, this growth is smaller than the increase seen in September. TRI President Wu Tsai-yi attributes the deceleration in economic growth to global inflation, interest rate hikes, and ongoing geopolitical crises. Despite these challenges, the domestic electronic technology industry has experienced successful inventory turnover due to the rise of AI applications, the launch of new consumer electronics, and stockpiling for the end-of-year shopping season. With sustained private consumption momentum and negative economic growth factors in the fourth quarter of 2022, a significant increase in economic growth to 4.4% is estimated for October. Wu predicts a gradual return to normalcy for global economic and business activities as the effects of inflation and interest rate increases diminish.

Taiwan Central Bank Governor Yang Chin-long addressed the Legislative Yuan’s Finance Committee, leaving open the possibility of further interest rate hikes. While rates in the U.S., U.K., Europe, Canada, and Australia are near their peak, Taiwan is approaching its high point. Previous inflation spikes were caused by typhoon impacts, leading to speculation about rate hikes. The Consumer Price Index (CPI) increased by 3% in October. The Central Bank’s council members unanimously decided to temporarily halt rate raises, but some members agreed to suspend hikes for only one quarter, suggesting aggressive responses to future inflation are possible. Market watchers are observing whether interest rate hikes might resume in December if inflation surpasses 3%. Yang attributed the current inflation to typhoon impacts, particularly rising vegetable and fruit prices, and promised close observation of rate raises in the fourth quarter. Economic growth is expected to remain above 2% this year, but the fourth quarter may see a downward revision to 1%.

Taiwan’s Minister of Economic Affairs, Wang Mei-hua, expressed concerns about maintaining a 2% GDP growth rate this year despite signs of economic recovery. She cited external factors such as inflation, the Russia-Ukrainian war, and the Israeli-Palestinian conflict as global market influences. However, Wang emphasized that Taiwan’s innovation and efficiency are key advantages that can withstand external economic pressures. The National Development Council also reported a slight improvement in economic measures, indicating subtle growth amidst global adversity. Despite challenges, Taiwanese authorities and stakeholders remain cautiously optimistic and ready to leverage the nation’s inherent strengths.

DPP presidential candidate Lai Ching-te has called on Mainland China to appreciate the contributions of Taiwanese business people to its economy. This appeal comes as Foxconn Group, a major Taiwanese tech firm, faces investigations by China’s tax and natural resources departments. Lai emphasized that Taiwanese business people are an important asset to China, fostering economic growth and creating opportunities. He urged China not to pressure Taiwanese business people during the upcoming election, warning that it would harm both sides and undermine confidence in the Chinese market. Lai also called on China to respect Taiwan’s democratic constitution and lifestyle and to accept that the civil war between the Kuomintang and the Communists is over. He encouraged China to engage in equitable and dignified dialogue exchange.

Taiwan’s rental housing market faces challenges due to global inflation, stagnant wages, and higher living costs. Renters grapple with increased monthly payments amid limited wage growth. Find out how these factors impact the rental market.

The birth rate in Taiwan has significantly decreased in recent years, resulting in negative population growth for a consecutive three-year period. A recent study has shed light on three main challenges office workers face when raising children: high living costs, stagnant wages, and an overpriced housing market.