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NEWS & VIEWS |
Taipei,
Saturday, May 17, 2008
11:57 (GMT+8)
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AUO and CMO to supply panels for new MacBook consumer notebooks, says paper LCD panel - Newswatch | May 16, 12:28 | | AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) will evenly split the LCD panel orders from Apple for the company's new MacBook consumer notebook PCs to be launched in the third quarter, according to the Chinese-language Commercial Times. Read more | | |
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Philips expected to quit PDP TV market in 2009 Monitor, TV | May 16, 01:00 | | Philips is likely to completely get out of the PDP TV market in 2009, industry sources predict. In 2007, Philips started to lower its PDP TV shipments and quit operations in China's PDP TV market. Read more | | |
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| | | | Taiwan market: First trial HDTV broadcast kicks off Monitor, TV | May 16, 16:21 Public Television Service (PTS), a government-sponsored non-profit terrestrial TV broadcaster, on May 15 started the broadcasting of HiHD, the first... Read more | | Global large-size LCD panel shipments drop slightly in April, says WitsView LCD panel | May 16, 14:21 Global large-size LCD panel shipments dropped 1.6% sequentially in April to 36.55 million units due to weak demand, but the volume represents a 29.7%... Read more | AUO dismisses rumors about Wintek acquisition LCD panel | May 16, 10:45 AU Optronics (AUO) has dismissed rumors that it was planning an acquisition of small- to medium-size LCD panel supplier Wintek. Read more | | CPT secures NT$4 billion bank loan to fund 6G CF project LCD panel | May 16, 10:15 Chunghwa Picture Tubes (CPT) announced that it has secured a NT$4 billion (US$130 million) syndicated bank loan to fund the second-stage construction... Read more |
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Ultra-slim 42-inch LED TV panels to be among AUO's 'green' exhibits at SID 2008 LCD panel | May 15, 10:56
AU Optronics (AUO) will exhibit its latest green innovations for large-size TFT-LCDs at SID (Society for Information Display) 2008, from May 20-22 in Los Angeles, California. The AUO Green Innovations exhibit will include a wide range of energy-saving technologies and LED technologies together with an ultra slim 42-inch LCD TV panel that is less than 10mm thick. Read more |
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CPT 8.9-inch LCD panel capacity fully booked by Eee PC; 10-inch range panels on the way LCD panel | May 15, 01:05 | | Satisfactory feedback for the new Eee PC has prompted Asustek Computer to fully-book Chunghwa Picture Tubes' (CPT's) 8.9-inch LCD panel capacity, according to industry sources. With a number of PC vendors all eager to tap into the low-cost notebook segment, industry players noted that many panel makers have started preparing to introduce the production of panels in the 10-inch range in preparation for next-generation products. Read more | | |
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China display industry little affected by quake LCD panel | May 14, 10:30 | | China's LCD panel industry, whose facilities are mostly located in the southern and eastern parts of the country, is unlikely to see its production affected by the strong earthquake that hit the southwest part of Sichuan province, market observers have said. Read more | | |
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| | | | Epistar to introduce new high-brightness blue LED in 3Q Other components - Newswatch | May 14, 14:42 LED maker Epistar will introduce a new high-brightness blue LED with a brightness of 2500mcd in July, with the new LED being targeted to handset, notebook,... Read more | | CPT to up capacity of CF plants after purchase from Sintek, paper says Other components - Newswatch | May 14, 12:29 Chunghwa Picture Tubes (CPT) plans to raise the capacity of the two color filter (CF) plants – one 3.5G and one 4.5G – that it will buy from... Read more | Samsung announces 'blue phase' LCD panels with 240Hz driving speed LCD panel | May 14, 12:28 Samsung Electronics announced that it has developed a "blue phase" LCD panel, which will offer more natural moving images with an image-driving... Read more | | CMO 6G production ramping up fast, says paper LCD panel - Newswatch | May 14, 11:12 Chi Mei Optoelectronics (CMO) is seeing its sixth-generation (6G) LCD panel line fast ramping up production, with output expected to reach 20,000-30,000... Read more |
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PDP suppliers cautious about 32-inch segment Monitor, TV | May 13, 12:13
While LG Electronics (LGE) has seen its plasma display panel (PDP) shipments buoyed its 32-inch segment, competitors are cautious about volume production for the segment, where market prices remain at levels lower than production costs, according to industry sources. Read more |
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Sharp, IPS Alpha and LG Display take lead in cutting LCD TV panel prices LCD panel | May 13, 01:05 | | Japan-based LCD panel makers Sharp and IPS Alpha lowered their quotes for 32-inch LCD TV panels in April 2008, while Korea-based LG Display cut prices on its 42-inch panels, according to panel industry sources in Taiwan. Read more | | |
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BLU suppliers post mixed results for April Other components | May 12, 11:44 | | Backlight unit (BLU) suppliers saw mixed results for April amid a weak market for large-size LCD panels. Read more | | |
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CMO subsidiaries Leadtek and CMLT take out syndicated bank loans LCD panel | May 9, 14:17 | | Chi Mei Optoelectronics has announced the signing of a syndicated loan agreement valued at US$870 million between subsidiary Leadtek Global Group and 22 participating banks. Funds provided through this agreement will be used to boost working capital for Leadtek's operations. Read more | | |
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Small- to mid-size panel suppliers conservative about 2Q sales LCD panel | May 9, 12:18 | | Suppliers of small- to medium-size LCD panels are becoming conservative about the second quarter market, as demand from the China handset market has been weaker than expected. Read more | | |
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Supply of 8.9-inch low-cost notebook panels to be in tight in 2H08 LCD panel | May 8, 15:39 | | With vendors scrambling to launch low-cost notebooks, LCD panel makers expect the 8.9-inch panel segment to be in tight supply in the second half of this year, according to industry sources. Read more | | |
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5G CF prices to remain stable through year-end, says Sintek chairman Other components | May 8, 10:45 | | Prices for fifth-generation (5G) color filters (CFs) are expected to remain stable through the end of the year although demand will remain tight, according to Sintek Photronic chairman Wen-yi Chang. Read more | | |
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| | | | Qisda to team up with AUO to expand LCM facilities in Europe Other components | May 8, 12:19 Qisda has said it will team up with AU Optronics (AUO) to expand its LCD module (LCM) facilities in Europe in anticipation of the EU imposing tariffs... Read more | | DuPont and Dainippon Screen to develop printed OLED technology Other components | May 8, 12:17 DuPont and Dainippon Screen Manufacturing have announced their intention to form a strategic alliance to develop integrated manufacturing equipment for... Read more | Samsung, Sony and Vizio in tight race for North American LCD-TV leadership Monitor, TV | May 8, 11:48 Competition in the North American LCD-TV market intensified in the first quarter of 2008 as the battle for the sales lead tightened up between the Top-3... Read more | | Taiwan market: LCD monitor market remains sluggish in April Monitor, TV | May 8, 10:17 The LCD monitor market in Taiwan continued to see sluggish demand in April, with shipments likely to drop 20% sequentially, according to sources from... Read more | CF maker Sintek developing 7-inch capacitive touch panels LCD panel | May 8, 01:10 Taiwan-based color filter (CF) maker Sintek Photronic is developing 7-inch capacitive touch panels, and expects volume production to start in the first... Read more | | AUO and CMO report mixed results for April LCD panel | May 8, 01:05 LCD panel maker AU Optronics (AUO) saw a significant drop in its April sales on decreased shipments to the large-size segment, while its major competitor... Read more |
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LED market slow in 2Q08 Other components | May 7, 12:21 | | The LED sector in Taiwan generally had weaker-than-expected sales in April despite players' optimism that orders would be picking up in the second quarter. Read more | | |
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CPT consolidated sales down in April LCD panel | May 7, 01:15 | | LCD panel maker Chunghwa Picture Tubes (CPT) has reported that its April consolidated sales dropped 6.5% sequentially to NT$13.35 billion (US$438.24 million), with shipments to the large-size segment staying flat and shipments to the small- to medium-size segment rising slightly. Read more | | |
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BLU makers expect huge growth for LED backlighting in notebooks in 2H08 Other components | May 6, 11:09 | | Backlight unit (BLU) suppliers are gearing up their shipments of LED BLUs for notebook PCs, with makers' shipments for the segment expected to rise sharply in the second half of the year, according to company and market sources. Read more | | |
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Innolux looking to manufacture LCD monitors for TPV Monitor, TV | May 6, 01:00 | | Innolux Display is negotiating OEM orders for LCD monitors with TPV Technology, despite the two companies being competitors in the OEM LCD monitor market, as TPV is seeing increased sales of its own-brand AOC monitors this year, according to industry sources in Taiwan. Read more | | |
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Notes and corrections |
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A May 15 article incorrectly stated that VIA Technologies has forecast CPU shipments in 2008 will increase around 20-30% on year. The actual forecast is for double or triple on-year growth. |
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FPD Report: Taiwan LCD monitors – 4Q 2007 (Mar 31) |
Taiwan shipped 31.8 million LCD monitors in the fourth quarter of 2007, down 4.5% sequentially but up 9.4% from the same period one year earlier. LCD monitor shipments will fall 5.5% in the first quarter of 2008, but will be up almost 10% from the same period in 2007. |
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 Table of contents Full report
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FPD Report: Taiwan LCD TVs – 4Q 2007 (Mar 31) |
Taiwan shipped 4.8 million LCD TVs in the fourth quarter of 2007, up 15.3% sequentially and 47.2% from the same period one year earlier. LCD TV shipments will fall 7.8% in the first quarter of 2008, but will be up almost 50% from the same period in 2007. |
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Table of contents Full report |
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Large-size LCD panel overview (Jun 20) |
Global large-size LCD panel market revenues are expected to increase at a compound annual growth rate (CAGR) of 12.5% to US$96.2 billion by 2011, up from US$53.5 billion in 2006, driven by major growth in the TV market, according to iSuppli in May 2007. |
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Read more |
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Taiwan panel makers (Jun 20) |
As of June 2007, the major Taiwan-based large-size TFT LCD makers are AU Optronics (AUO), Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT) and HannStar Display. Innolux Display is different from the key players since it is using a multiple-focus strategy (from panel production to monitor products), while Prime View International (PVI) tends to focus on niche markets. |
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