Couple of quick articles on Intel and VIA CPUs for the netbook market.
First off, DigiTimes mentions the impact the Intel Atom shortage is having on the netbook industry. They mention that because of the shortage, that LCD panel makers who handle the manufacturer of the 7″ to 10″ LCD panels for these devices are concerned about shipments of these devices (i.e. people waiting for specifically for an Intel Atom device). It’s not helped by the fact that there is a battery shortage (which might ease up this month – note the word “might“). The Intel Atom shortage on the other hand could last through the fall (into September).
DigiTimes mentions that for 8.9-inch displays, AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) are the primary suppliers. When it comes to the 10.2-inch displays, Chunghwa Picture Tubes (CPT) and HannStar Display ship the majority of those. Kind of interesting little bit of information. Another company, Innolux Display, is ready to start producing panels for the low-cost / sub-notebook market.