Taiwan ODD sector – 2Q 2007

Over the past several quarters, Taiwan-based ODD (optical disk drive) makers’ shipments had continued to decline due to low-price competition from major makers including Toshiba Samsung Storage Technology (TSST). However, with Windows Vista boosting PC demand combined with the Korean maker phasing out some ODD production (Other than DVD-Burner) in the second quarter, Taiwan ODD makers’ quarterly shipments were up 17%, the first sequential increase in two years.