v Global PC demand helped Taiwanese ODD volume to 52 million units, a 6% rise YoY; shipment value totaled US$1.7 billion, up 1% YoY v Taiwanese ODD shipment growth to remain strong in 2H 2005 due to notebook PC gains, growth of emerging markets in Asia Pacific; 2005 shipments to total roughly 110 million units, 5% rise from 2004; value to slide 3% to US$3.4 billion v DVD has already replaced CD-ROM as the mainstream; with strong prospects for notebook PC, slim form factors expected to push forward