LCD TV shipments jumped 135% year-over-year (Y/Y) while falling 14% quarter-over-quarter (Q/Q) to 7.

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4M units. Due to gains by larger sizes, LCD TV revenues grew nearly as fast as LCD TV unit shipments, rising 114% Y/Y while falling 12% Q/Q to $8.8B. ASPs increased 2% Q/Q while falling just 9% Y/Y to $1195. Relative to other technologies, LCD TVs overtook CRT TVs at 30"-34" for the first time on a unit basis in Q1'06 and rose from 17% to 23% of the 40"-44" market with PDPs and MD RPTVs losing share. Europe's share rising from 44% to 46% on pre-World Cup demand.
Four brands dominate the LCD TV market accounting for a 50% share of units and a 54% share of revenues. As indicated in Tables 1 and 2, Philips was n°1 in units but n°4 in revenues while Sony was n°4 in units and n°1 in revenues.

According to IDC, factory revenue in the worldwide server market declined 1.9% year over year to $11.9 billion in the first quarter of 2006. Following ten successive quarters of year-over-year revenue growth, this was the second consecutive quarter of year-over-year revenue decline as quarterly compares become more difficult. Worldwide server unit shipments growth slowed modestly to 9.5% in 1Q06 when compared with 1Q05.

Microsoft Windows servers continued to show strong growth as revenues grew 5.9% and unit shipments grew 12.9% year over year. Significantly, quarterly factory revenue of $4.4 billion for Windows servers represented the largest single segment of the server market, comprising 37.1% of all server revenue in 1Q06.
Unix servers experienced a 7.1% decline in factory revenue year over year, while unit shipments declined 8.7% when compared with 1Q05. Worldwide Unix revenues of more than $3.9 billion for the quarter and represented 33.2% of overall quarterly factory revenue.

Linux servers posted their fifteenth consecutive quarter of double-digit growth, with year-over-year revenue growth of 17.0% and unit shipments up 14.4%. Linux servers now represent 12.2% of all server revenue.

Although the x86 server market continued to grow in 1Q06 with revenue of $6.1 billion worldwide, year-over-ear growth slowed to 6.3% in 1Q06 from 12.7% in 1Q05. Unit shipment growth also continued with a moderate gain of 12.1% to 1.7 million servers.

According to Global Sources, China and Taiwan are expected to export over 54 million broadband communication products in 2006 worth over US$2 billion -- up 55 percent year- on-year. Mainland China is expected to ship 22.3 million units in 2006, while Taiwan is projected to export 31.8 million units. In 2006, sales of broadband products are expected to reach about US$2.4 billion, with exports accounting for at least 85 percent, or more than US$2 billion.Despite growing demand, manufacturers say export prices will fall in 2006. Makers serve brands and customers worldwide including Dell, Fujitsu, Italy Telecom, LG, Linksys, Lucent, Siemens and Thomson.