BMI View: We expect Taiwan’s consumer electronics market will grow by around 8% in 2013, with growth areas including large-screen, Ultra-HD and OLED TV sets and 4G smartphones. In 2013, a China-led slowdown could affect the Taiwan dollar and constrain domestic discretionary spending. The key concern facing private consumption growth stems from the slowdown in the tech sector, which accounts for over 30% of the labour force. Demand for certain high-end product categories including smartphones and 3D TV sets should help to drive growth. Smartphones accounted for above 70% of handset shipments in 2012, while expanding broadband penetration is driving …
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