Taiwan’s recordable disc makers see falling gross margins for fourth quarter

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Gross margins drop for Taiwanese optical disc
makers

Company

3Q (%)

4Q (%)

Q/Q drop (pp)

Note

CMC

13.5-16

12-14

1.5 to 2

More profitable 16x DVD discs account for
15%-20% of total revenues this quarter, hence decreases in gross margin
are relatively small

Ritek

13.5-16

12-14

1.5 to 2

As above

Prodisc

<10

7

Up to 3

Optodisc

<10

7

Up to 3

Produces DVD discs only, with 16x discs
accounting for 3% of total revenues this quarter

Gigastorage

>10

8

More than 2

Lead Data

<10

3

Up to 7