IC distributor Zenitron to focus on infotainment and green energy - ResearchInChina

Date:2011-02-23liaoyan  Text Size:

Apples iPhone and iPad has blurred the borders between PC, handsets and consumer electronics, and created new business opportunities, said Zenitron chairman Gary Chou. More smartphones and multimedia tablets will hit the market in 2011 trigger a new "infotainment" trend, bringing touch screen interfaces, NAND Flash, SSDs and USB 3.0 to the industry forefront, Chou indicated, noting that Zenitron will place strong emphasis on these markets as the main growth drivers for 2011.

Zenitron's consolidated revenues in 2010 surpassed NT$30 billion (US$1.02 billion), and it projects a 30% increase for 2011.

The Taiwan-based company is also keen on the green energy sector. Chou pointed out that environmental protection is a global trend. Both energy efficient lighting and new energy technologies will play important roles in future economic development, Chou added.

In the lighting market, Zenitron is beginning to see results from investments in LED, CFL and CCFL. In 2011, the company will strengthen its distribution portfolio and aims to integrate vertically with capabilities in LED, power supply components and downstream applications. Zenitron's revenues from lighting in 2010 exceeded NT$100 million and the company expects a 300-400% growth in 2011.

Zenitron's green energy business has extended to solar power and batteries. Combined with its existing power supply products, Zenitron is looking for opportunities in photovoltaic (PV) inverters, solar cells, solar systems and electric cars.

Zenitron: Revenues, Jan 2010 - Jan 2011 (NT$m)

Month

Sales

M/M

Y/Y

YTD

Y/Y

Jan-11

2,815

14.1%

32.4%

2,815

32.4%

Dec-10

2,467

(15.4%)

17.1%

27,056

45.7%

Nov-10

2,916

17.3%

48.5%

24,589

49.3%

Oct-10

2,486

(0.9%)

29.9%

21,672

49.4%

Sep-10

2,509

32%

45.4%

19,186

52.4%

Aug-10

1,901

(14.8%)

19.6%

16,677

53.5%

Jul-10

2,231

13.2%

42.8%

14,776

59.3%

Jun-10

1,970

(11.1%)

31.8%

12,545

62.7%

May-10

2,215

(3.7%)

76.8%

10,574

70.1%

Apr-10

2,299

(4.5%)

68.3%

8,359

68.5%

Mar-10

2,406

57.5%

54%

6,060

68.5%

Feb-10

1,528

(28.2%)

34.4%

3,654

79.7%

Jan-10

2,126

1%

137.2%

2,126

137.2%

*Figures are not consolidated
Source: TSE, compiled by Digitimes, February 2011

Zenitron: Revenues, 3Q09 - 3Q10 (NT$m)

Quarter

Sales

Q/Q

Y/Y

YTD

Y/Y

3Q-10

6,638

2.4%

36.1%

19,183

52.4%

2Q-10

6,485

7%

57.6%

12,545

62.7%

1Q-10

6,060

1.3%

68.5%

6,060

68.5%

4Q-09

5,984

22.7%

67.1%

18,573

11.3%

3Q-09

4,878

18.6%

7.1%

12,589

(4%)

*Figures are not consolidated
Source: TSE, compiled by Digitimes, February 2011

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