Asia

Deutsche Telekom investors like the idea of selling its US mobile business much more than shareholders in the putative buyer, with shares in Japan’s Softbank down almost as much as those of the German telecoms group are up this morning.

As Telecoms correspondent Dan Thomas writes, weekend reports revived the prospect of a bid for T-Mobile USA by Sprint, which is 80 per cent owned by Softbank, although without coming to any conclusions about whether it would happen this time. Read more

Google will double its investment in a new data centre it is building in Taiwan as internet use in Asia rockets beyond what the US internet group predicted a few years ago when it first planned the site, one of its first two data centres in Asia.

The search company already invested $300m in the massive centre on a flat plain outside a city in central Taiwan, and says it will double that in the next stages of the data centre’s development. Read more

 

For the first time in eight years, almost the entire top management team at Samsung Electronics will present themselves on Wednesday before an audience of about 350 analysts and investors at Seoul’s Shilla Hotel.

The full-day event will feature addresses from eight executives, who will also take questions. Chairman Lee Kun-hee and his son, vice-chairman Jae-yong, will not be on stage – but this represents a rare opportunity for the audience to press senior figures about Samsung’s long-term strategy, writes Simon Mundy.

So what are the key questions surrounding the future of the world’s biggest technology company by sales? Read more

Rihanna gives away a personalised HTC phone on stage

How badly is smartphone maker HTC doing?

By many measures, very badly. October sales are down 13 per cent year on year. Revenue next quarter could be as low as NT$40bn, a third less than the same quarter last year and lower than analysts’ expectations. And after reporting its first ever quarterly operating loss as a company in the third quarter, it shows no sign of returning to profit in the fourth.

But one measure in particular, released today with its full third quarter results, shows the Taiwanese company’s travails — its accounts payable. That measures how long it is taking the company to pay its bills to its suppliers, who make the parts of its phones. Read more

Acer, the Taiwanese computer company, has struggled for a while to sell enough computers to stay profitable, but investors still found room for disappointment in its most recent results.

Shares were down nearly 4 per cent in Taipei today after management spoke with analysts and the media to explain its second quarter operating loss of NT$613m and its 19 per cent year on year fall in revenue to NT$89.4bn. Read more

Just a few weeks ago, Foxconn was apologising profusely for poor performance as rival contract manufacturer Pegatron was riding high on reports that it had won out over Foxconn, Apple’s main manufacturer, for a contract to make Apple’s upcoming cheaper version of its iPhone.

Things have changed. Now it’s Pegatron’s shares that are falling, battered by local reports that it is will not get as many orders as initially forecast, with Foxconn getting them instead.

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Who’s buying?

PC companies just can’t get a break.

Shipments from the Taiwanese manufactures that make most of the world’s desktop and laptop computers hit a three-year low last quarter as consumers waited for fixes to Windows and decided to buy tablets and smartphones in the meantime. For those Taiwanese companies, those disappointing stats are one more reminder of the need to diversify away from their core PC business.

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It’s not just Apple that can generate sales buzz in China for new devices. A couple of weeks on from Amazon’s Kindle launch in China, and the new e-reading devices are becoming hot properties.

The company told beyondbrics in an email that the two Kindle tablets were sold out “almost immediately” and customers are leaving their contact information for the waiting list to be next in line for new stocks.

 Read more

HTC, the bealguered Taiwanese phonemaker, expects sales to jump over 60 per cent between first and second quarter. That’s quite an uplift, and certainly better than last quarter, when sales significantly missed expectations, driving down its first quarter profits to record lows.

What’s behind the change? Well, it helps to have a flagship phone to sell.

 Read more

The rise of the chat apps continues. Japan’s Line now has 150m registered users, up from 100m at the beginning of this year, Asahi reports. That’s pretty impressive growth.

The volume of messages sent using apps such as Line, Tencent’s Wechat and Apple’s iMessage have already outstripped traditional texting at the end last year, and will double the volume of SMS by the end of the year. Whatsapp, which says it has 200m monthly active users, is as big as Twitter. Read more