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Blu-ray Important to CMC

DIGITIMES reports that CMC Magnetics’ chairman Robert Wong expects Blu-ray Disc (BD) shipments to comprise 10% of his company’s revenues in Q2, rising to 20% in Q3 2010. Gross margins for BDs currently range from 30% to 40%.

The report also quotes Wong as saying that, due to polycarbonate price hikes (from US$1.5/kg to $2.5/kg), CMC has raised its quotes for DVDs and CDs by 5% to 10%

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