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NEWS & VIEWS |
Taipei,
Monday, October 13, 2008
15:57 (GMT+8)
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Subject: Displays > LCD panel |
CPT sales up over 7% in September Oct 9, 16:43 Chunghwa Picture Tubes (CPT) has announced that its consolidated sales for September totaled NT$9.49 billion (US$292.5 million), up 7.3% sequentially but down 40.1% on year. Read more |
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Gap between AUO and CMO narrows much in September Oct 9, 14:26 The gap between Taiwan's number one LCD panel maker AU Optronics (AUO) and second-place Chi Mei Optoelectronics (CMO) narrowed significantly in September, as the former's revenues for the month declined more than expected, and the latter's went up. Read more |
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HannStar September sales up over 10% Oct 8, 15:19 LCD panel maker HannStar Display has announced that its net sales for September increased 10.4% sequentially to NT$5.3 billion (US$163.2 million). Read more |
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Taiwan LCD panel makers bearing brunt of market slowdown Oct 8, 12:37 While Corning vice chairman and chief financial officer James B Flaws recently stated that the LCD glass maker's third-quarter glass volume shipments were up 2% sequentially, the breakdown in shipments showed that the shipment volume from Samsung Corning Precision Glass (SCP) was up 12% in the third quarter, while the volume at Corning's wholly owned business was down 10%, which was lower than expected. Read more |
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CMO sales up 6% in September Oct 8, 01:05 Chi Mei Optoelectronics (CMO) has announced that consolidated revenues for its TFT LCD business increased 6% sequentially in September to NT$30.2 billion (US$931.81 million). Read more |
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AUO 3Q large-size panel shipments down 5.2% sequentially Oct 7, 16:34 AU Optronics (AUO) announced September 2008 consolidated and unconsolidated revenues of NT$34.56 billion and NT$34.54 billion, respectively. The company indicated that uncertainties of the current macro environment resulted in both a 6.8% month-over-month decrease, and 35.7% year-over-year decrease in sales. Read more |
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To increase notebook BLU penetration rates, LCD panel makers to allow thicker BLUs Oct 7, 01:10 In response to demand for energy saving and environmental protection, LCD panel makers continues to introduce LED-backlight notebook panels, and in order to increase the penetration rates, the makers are loosening the specifications for LED backlight units (BLUs) for notebooks, according to market sources. Read more |
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IT LCD panel prices stable in 1H October; price drops persist in TV segment, DisplaySearch says Oct 6, 14:32 Latest DisplaySearch figures for large-size LCD panel prices show that prices for IT applications will remain stable in the first half of October, while prices for TV applications will continue to fall, with an average decline of US$10 for the period. Read more |
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CPT halts expansion as LCD down cycle expected to last through 2009 Oct 6, 11:47 Chunghwa Picture Tubes (CPT) has halted its expansion projects as the LCD panel market is expected to have a tough year in 2009, according to company chairman WS Lin. Read more |
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LCM maker Star World sees September sales driven by IT applications Oct 3, 14:23 Star World Technology, a specialist for small- to medium-size LCD modules (LCMs), has reported September sales at NT$504 million (US$15.67 million), up 8% sequentially due to significant demand from IT applications. Read more |
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Wintek September sales increase on strong touch panel shipments Oct 3, 12:30 Wintek's September consolidated sales increased 10% sequentially to NT$3.54 billion (US$109.95 million), driven by strong shipments of touch panels and a seasonal upturn in demand for TFT LCD panels. Read more |
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Foreign investors urged to use Taiwan as springboard to East Asia Oct 2, 16:04 Taiwan's industry clusters, ideal location and expanding opportunities from the normalization of cross-strait trade relations provide a clear edge for foreign investors looking to strengthen their presence in East Asia, according to Economic Affairs Minister, Yiin Chii-ming. Yiin urged multinational enterprises to invest in Taiwan, saying they can capitalize on industry clusters, local talent and the internationalization experience of local businesses to sharpen their competitive edge. Read more |
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HannStar ups investment in TPV joint venture Stockwatch - Oct 2, 16:01 HannStar Display has added US$7.2 million to its investment in HannStar-TPV Display (Wuhan), according to a company filing with the Taiwan Stock Exchange (TSE). Read more |
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TPO runs at full capacity in September Oct 2, 15:16 Small- to medium-size panel maker TPO Displays has revealed that it was running at full capacity in September, but the company maintained that it is does not yet know whether it swung to profits last month. The company, in a filing with the Taiwan Stock Exchange (TSE) today, said it is still auditing its sales figures for last month to see whether there were profits. Read more |
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LCD panel demand rising, but not enough to cheer up makers Oct 2, 11:33 The extent of growth in demand for LCD panels in October is far from enough to give makers any feelings of euphoria, as they brace for a lengthy decline starting in November, according to industry sources. Read more |
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Panel production cutbacks may last until 1Q09 Oct 2, 01:00 With the panel market entering the traditional slow season in the fourth quarter, industry sources have warned that production cutbacks at makers could last until the first quarter of 2009. Read more |
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CPT continues 10% production cutbacks in October, paper says Newswatch - Oct 1, 11:42 Chunghwa Picture Tubes (CPT) has decided to continue running at reduced capacity in October as the LCD panel market is showing no signs of recovery, according to the Chinese-language Commercial Times. Read more |
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CMEL shifting AMOLED focus to medium- and large-size panels Sep 30, 11:55 Chi Mei El (CMEL) is adjusting its AMOLED focus to medium- and large-size panels as result of pricing pressure from TFT LCD in the small- to medium-size segment, according to company chairman Jau-Yang Ho. Read more |
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Taiwan small- to mid-size LCD panels – 2Q 2008 Sep 29, 16:22
Introduction Read more |
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Taiwan large-size LCD panels – 2Q 2008 Sep 29, 16:21
Introduction Read more |
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Commentary: AUO-Qisda LCD TV joint venture highlights integration trend in panel industry Sep 29, 10:24 The joint venture between AU Optronics (AUO) and Qisda for LCD TV assembly highlights the trend where players in the panel industry are gearing up their business diversification and vertical integration in order to secure outlets for their products in a market that is expected to mature in a few years time. Read more |
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AUO and Qisda form NT$200 million joint venture Stockwatch - Sep 26, 17:08 AU Optronics Corporation (AUO) will invest NT$120 million to form a new joint venture in Taiwan with Qisda with AUO holding a 60% share while Qisda
holds the remaining 40%, according to an AUO filing with the Taiwan Stock Exchange (TSE). Qisda will invest NT$80 million in the NT$200 million (US$6.24) joint venture. Read more |
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Innolux secures NT$30 billion loan for 6G LCD fab Sep 26, 11:40 Innolux Display has secured a syndicated bank loan for NT$30 billion (US$936.65 million) chiefly to fund its 6G LCD panel fab project in Chunan, northern Taiwan. Read more |
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CMO not confident about LCD market in 2009, but 8.5G fab to start production as scheduled Sep 26, 11:36 Chi Mei Optoelectronics (CMO) will start volume production at its 8.5G fab in 2009 as scheduled although it does not have too much confidence in next year's LCD panel market, according to company president Jau-Yang Ho. Read more |
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AMOLED 2Q revenues down on decreased Samsung SDI shipments, DisplaySearch says Sep 25, 12:05 Samsung SDI, the leading supplier of AMOLED displays, had lower than expected shipments in the second quarter of 2008, which set a negative tone for the quarter, according to DisplaySearch. Instead of growing its volume by a forecasted 12%, Samsung SDI's shipments actually contracted by 22% due to slowing demand from Japanese mobile phone suppliers and from Nokia. Read more |
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EDT to volume produce capacitive touch panels in 1Q09 Sep 25, 11:18 Taiwan-based STN LCD maker Emerging Display Technologies (EDT) has obtained validation from clients for its capacitive touch panels, and volume production will begin in the first quarter of 2009, according to the company. Read more |
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HTC Dream features LCD panel from Sharp and touch solutions from Synaptics and TPK Sep 24, 12:06 High Tech Computer (HTC) builds its newly unveiled HTC Dream, or known as T-Mobile G1 in the US, using LCD panels from Sharp and capacitive touch screen solutions from Synaptics, according to industry sources. Read more |
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CMO is top LCD TV panel supplier for August, DisplaySearch says Sep 24, 11:41 Chi Mei Optoelectronics (CMO) beat Samsung Electronics to the top in terms of LCD TV panel shipments in August by shipping 2.2 million units, according to DisplaySearch. Read more |
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Equipment maker Mirle to see strong sales in next two quarters Sep 24, 11:38 Equipment supplier Mirle Automation has reported that its revenues for the first eight months of 2008 totaled NT$3 billion (US$93.84 million), up 4% on year, with strong orders coming from LCD panel makers in the upcoming two quarters. Read more |
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CPT 6G fabs to focus more on smaller TV panels Newswatch - Sep 23, 12:06 Chunghwa Picture Tube (CPT) will devote more of its 6G capacity next year to applications for smaller-size TVs, as related market demand is growing fast, according to the Chinese-language Commercial Times. Read more |
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AUO to build 11G LCD plant in 2009 Sep 23, 11:53 AU Optronics (AUO) will start building an 11G LCD panel fab in the second half of 2009, with volume production expected in 2011-2012, the company has disclosed. Read more |
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LCD pricing stable in IT segments, said WitsView Sep 23, 01:10 According to WitsView's panel price survey for the second half of September, prices for IT panels (notebook and monitor segments) remained stable as panel makers sought to avoid cutting prices any further due to the enormous profit pressure they are facing. Therefore, any space for a price drop was limited. Read more |
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Chi Mei-managed LCD TV zone opens service center Sep 22, 10:46 Tree Valley Park, a Chi Mei Group-managed industrial zone devoted to LCD TVs in southern Taiwan, has opened its service center, with the entire project scheduled for completion in May 2009. Read more |
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Commentary: Are 18.5-inch LCD monitors in limbo? Sep 19, 12:33 LCD panel makers are set on pushing 16:9 aspect ratio monitor applications to maximize their production at 6G lines. One of the new sizes is 18.5-inch and some monitor vendors have already shipped products to that segment. But some industry players have called for caution in handling 18.5-inch panels as acceptance in the end market is failing to meet expectations. Read more |
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LCD panel prices to remain stable until October Sep 19, 01:10 September panel shipments for TV and IT applications are expected to increase from levels in August, and unit prices will begin to stabilize from late September and remain steady until October due to peak season effects, according to market watchers. Read more |
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Latest DisplaySearch data show LCD panel prices stabilizing Sep 18, 12:25 With most major makers cutting back their production amid a seasonal upturn in the end market, DisplaySearch has reported that LCD panel prices have stabilized across all major segments in September except for the 32-inch WXGA segment, which will continue to see slight price declines in the second half of the month. Read more |
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CF suppliers hit hard by LCD panel production cuts Sep 18, 11:33 Among the component suppliers who have been hit by LCD panel makers' production cuts, color filter (CF) specialists have suffered most, with the prices of 6G CFs dropping more than 10% sequentially in the third quarter, according to industry sources. Read more |
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Large-size LCD panel shipments grow 7.8% in August, WitsView says Sep 17, 10:23 Worldwide large-size LCD panel shipments rose 7.8% sequentially and 2.2% on year to 35.3 million units, with the prospect of further growth in the coming few months because of seasonality, according to WitsView. Read more |
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AUO and CMO have not cut back 7.5G production Sep 17, 01:00 Although Taiwan's first-tier LCD panel makers AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) have cut back overall production because of weakened demand, their 7.5G lines are still running at full capacity for the 40-inch-and-above TV market, according to industry sources. Read more |
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Touch panel suppliers less dependent on China's white box handset market Sep 16, 12:11 Growing orders from international handset vendors have reduced Taiwan-based touch panel suppliers' reliance on China white box handset clients, according to industry sources. Read more |
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LCM specialists reluctant to take white box makers' orders Sep 16, 12:00 Small- to medium-size LCD module (LCM) specialists are reluctant to take orders from China's white box makers so as to reduce their risk of inventory pileup and losses amid fast falling panel prices, according to industry sources. Read more |
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HannStar to increase medium-size panel output ratio in 4Q Sep 16, 01:05 HannStar Display will increase its monthly input of glass substrates used to make medium-size panels from 25,000 substrates in the third quarter to 30,000 substrates in the fourth quarter of 2008 mainly because of growing demand for such panels used in low-cost PCs, according to the company. Read more |
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Commentary: LGD's lowered forecast sets tone for LCD panel industry's coming quarters Sep 12, 16:30 The price slumps for LCD panels, as expected, are taking their toll on suppliers' profits, with LG Display (LGD) having lowered its earnings guidance for the third quarter. The Korean maker's grimmer outlook actually sets the tone for the coming quarters during which the panel market will be put to a tough test. Read more |
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LCD panels in oversupply in China white box handset market, AUO executive says Sep 12, 12:26 Oversupply of LCD panels will persist in the white box handset market in China, as the low technological barrier has allowed competition from a lot of suppliers, according to CT Liu, vice president and general manager of Consumer Product Display Business Group at AU Optronics (AUO). Read more |
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AUO and CMO reiterate 3Q outlook, but it may be hard to achieve large-size LCD panel shipment goals Sep 12, 12:16 AUO Optronics (AUO) and Chi Mei Optoelectronics (CMO) have reiterated their previous respective guidances for the third quarter despite Korean rival LG Display (LGD) having cut its forecasts for the period. However, the two Taiwan LCD panel makers may have difficulty in reaching their shipment goals for the large-size segment. Read more |
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STN LCD makers see slight on-month revenues drop in August Sep 12, 01:05 Taiwan-based STN LCD makers Emerging Display Technologies (EDT) and Powertip Technology both saw an on-month drop in revenues in August largely due to low demand, according to sources at the makers. Read more |
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LCD panel prices still sinking closer to the bottom in September, WitsView says Sep 11, 12:44 According to WitsView's panel price survey for September, the price pressure on the three main applications can still be felt. This stems from the weaker-than-usual end market demand during the traditional strong seasonality, as the global economy remains weighed by inflation and credit squeeze problems--resulting in weak consumer confidence and buying power. Read more |
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Small- to medium-size panel suppliers report strong August results Sep 11, 12:43 Major suppliers of small- to medium panels have reported strong sales growth for August amid as demand from international clients was picking up amid a seasonal upturn. Read more |
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CMO likely to continue cutting LCD panel capacity in October Sep 11, 01:05 Chi Mei Optoelectronics (CMO), who used to be the most aggressive LCD panel maker in regards to expansion, may also take the lead in terms of cutting its capacity. Company executives have indicated that a cautious inventory control, as well as discussions about potential capacity reductions, are underway. Read more |
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LG Display lowers 3Q08 guidance Sep 10, 16:09 LG Display (LGD) has lowered its outlook for the third quarter of 2008, saying earnings for the period are unlikely to meet its initial guidance due to the sluggish global economy and falling LCD panel prices. Read more |
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AUO BLU CMO Display components LCD LCD panel LCD TV LED monitor Monitor, TV notebook panel Portable revenues sales Samsung Sony Storage, peripherals Taiwan TV |
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FPD Report: Taiwan small- to mid-size LCD panels – 2Q 2008 (Sep 29) |
Shrinking demand from China's whitebox handset market and a weakening global economy resulted in a sequential decline in second-quarter shipments for the first time since 2002. Shipments in the third quarter should rebound as the Chinese government is relaxing its crackdown on the whitebox handset market. |
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 Table of contents Full report
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FPD Report: Taiwan large-size LCD panels – 2Q 2008 (Sep 29) |
Early in the second quarter demand continued with the strong momentum built up from the first quarter when clients stocked up their inventories in anticipation of sharp increases in prices during the high season later in the year. But inventory issues emerged toward the latter part of the second quarter when the impact of a weakening global economy was beginning to be felt. |
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Table of contents Full report |
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FPD Report: Taiwan large-size LCD panels – 1Q 2008 (Jun 19) |
Shipments saw a slight sequential drop in the first quarter; but on an on-year basis, growth was still significant. The snowstorms and inventory issues in the retail channel in China did hit large-size panel suppliers during January and February. But strong shipments of monitor panels from AUO Optronics (AUO) and Chi Mei Optoelectronics (CMO) in March managed to send overall fist-quarter shipments to the monitor segment up 2.4% sequentially. |
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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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Taiwan's display system makers (Jun 1) |
In addition to pure display makers such as Amtran, Chi Mei, HANNspree, Taiwan-based home appliance makers such as Tatung, Proton, Kolin, several major IT makers such as Acer, Quanta Computer, BenQ, Asustek are also eying the LCD TV market with their brands and have set aggressive plans for 2007. |
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