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NEWS & VIEWS |
Taipei,
Monday, July 21, 2008
04:40 (GMT+8)
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Subject: Displays > Other components |
K-Bridge ships TV-use BLUs to Korea LCD panel client, paper says Newswatch | Jul 18, 10:17 Backlight unit (BLU) supplier K-Bridge Electronics has started shipping TV-use applications to a Korean panel maker, and the Taiwan company expects its overall sales to grow significantly in July, according to the Chinese-language Economic Daily News (EDN). Read more |
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Optimax ships polarizers to LGD, dismisses rumors about financial difficulties Jul 17, 11:17 Optimax Technology, dismissing rumors about its financial woes, has confirmed that it started shipping 42- and 47-inch TV-use polarizers to LG Display (LGD) in June, with shipments to the Korean client expected to continue rising. Read more |
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Asahi Glass to build 5th plant in Taiwan next month, paper says Newswatch | Jul 17, 11:06 Japan-based Asahi Glass will start construction on its fifth glass substrate plant in Taiwan next month, and it aims to further expand its capacity by running a total of 10 plants in Taiwan, according to the Chinese-language Economic Daily News (EDN). Read more |
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Big order for BLU-use LEDs rockets AOT's June revenues Jul 16, 12:07 Taiwan LED maker Advanced Optoelectronic Technology (AOT) posted June revenues of NT$693 million (US$23 million), a significant growth of 268.6% from NT$188 million in May and 235% growth on year, according to data from Taiwan Stock Exchange (TSE). Read more |
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Taiwan's FPD equipment self-sufficiency tops 40% Jul 16, 11:31 Taiwan's self-sufficiency for flat panel display (FPD) equipment has reached 41.4%, and the region is aiming to boost it to over 60% next year for a total production value of NT$73.5 billion (US$2.42 billion), according to the Taiwan government's Industrial Development Bureau. Read more |
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LED companies Everlight and Epistar to partner on CPV power plant Jul 15, 17:06 LED companies Everlight and Epistar are cooperating with Yee Fong Chemical and Everphoton to set up the first concentrator photovoltaic (CPV) power plant in Asia by the end of 2008, with the plant to have an estimated initial capacity of 1MWp, according to the market sources. Read more |
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Youngtek set revenue record in 2Q, but LED utilizations rates low Jul 14, 15:55 Taiwan LED sorting and semiconductor testing company Youngtek Electronics (YTEC) reported record second quarter revenues of NT$610.5 millions (US$20 million), up 30.2% compare to the first quarter, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Youngtek expects LCD driver IC testing demand to recover Jul 14, 14:06 Youngtek Electronics anticipates an increase in overall utilization rate from growing mixed-signal and logic IC orders, as well as recovering demand from LCD driver ICs in the third quarter, according to company executives during a July 11 investors conference. Read more |
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Kenmos and Nano Electro-Optical see June revenues drop more than expected Jul 11, 11:43 The June revenues of Taiwan-based backlight unit (BLU) makers Kenmos and Nano Electro-Optical Technology (Nano-Op) were affected by the low season and inventory adjustments leading to both companies seeing a drop in consolidated revenues for the month, according to market sources. Read more |
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Hisense said to be producing 42-inch LED backlit LCD TVs Newswatch | Jul 10, 16:14 According to a Chinese language Sina.com report, China flat-panel TV maker Hisense is mass producing its own self-developed 42-inch LED backlit LCD TV (TLM42T08GP) as part of its Anyview series of TVs. The new TV has a thickness of only 55 millimeters, the report stated. Read more |
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Single Well sees large on-year growth in June revenues Jul 10, 15:17 Taiwan LED equipment maker Single Well has posted June revenues of NT$57 million (US$1.9 million), only a slight growth sequentially but up 76.6% on year. Accumulated revenues for the first six months were NT$345 million, up 55.34% on year, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Color filters to be in oversupply in 2009, DisplaySearch says Jul 10, 11:50 Previously tight supply of color filters (CFs) for LCDs began to ease in the second quarter and will move into oversupply in 2009, according to DisplaySearch. Read more |
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Coretronic projector shipments up in June, but BLU sales flat Jul 10, 11:45 Coretronic has reported mild sequential growth of 4% for its June consolidated revenues of NT$6.05 billion (US$198.93 million) as a result of strong projector shipments, and the company expects its July sales to be driven by continued growth in the projector business, as well as improved demand for backlight units (BLUs). Read more |
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Weak demand a drag on Taiwan LED chipmakers' June revenues Jul 9, 17:19 Taiwan LED chipmaker mostly reported falling June revenues, though most companies saw their revenues grow on year. Read more |
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June revenues down month-on-month for LED packaging companies, but up year-on-year Jul 9, 12:27 Taiwan LED packaging companies' June revenues were down sequentially but revenues for most firms being up through the first six months of this year, compared with the same period last year. Read more |
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LCD driver IC design houses worry about 3Q Jul 9, 12:17 With risk of oversupply in the global LCD panel market, especially for large-size panels, LCD driver IC design houses in Taiwan have expressed concerns about a setback in their July sales, and pessimism is also extending to third-quarter sales overall. Read more |
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CCFL maker Wellypower June revenues up 12% on year Jul 8, 14:42 CCFL maker Wellypower posted June consolidated revenues of NT$621 million (US$20.4 million), down 2.04% from NT$634 million in May, but up 12.38% on year, and the company's accumulated revenues for the first half of the year reached NT$3.33 billion, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Share price for LED driver IC design houses subject to downward pressure Jul 7, 15:55 Some Taiwan LED driver IC design houses have seen their share price weaken recently because of concerns about a possible oversupply in the second half of 2008. Read more |
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BLU maker Radiant sees June revenues drop 10% Jul 7, 11:51 Backlight unit (BLU) maker Radiant Opto-Electronics has reported a 10% sequential drop in consolidated revenues for June to NT$2.97 billion (US$97.75 million) as a result of delayed shipments for some higher-end applications. Read more |
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LED penetration to reach 8% of LCD TV market by 2011, says Displaybank Jul 7, 10:39 Displaybank has forecast that LCD TVs equipped with LED BLUs (backlight units) instead of CCFLs (cold cathode fluorescent lamps) will reach 8% of the total market by 2011. Read more |
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Bright LED receives more LED street lamp orders Newswatch | Jul 4, 17:10 According to a Chinese language Economic Daily News report, Taiwan LED packaging company Bright LED has received an order for 8,500 LED street lamps and the company's total order value this month has already exceeded NT$50 million (US$1.64 million). Read more |
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Neng Tyi to ship LED cooling module in 2H08 Jul 4, 14:55 Taiwan heat sink maker Neng Tyi Precision has successfully developed a solution for LED lighting heat diffusion, with the modules expected to start shipping in the second half of this year, according to market sources. Read more |
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Epistar to get high-brightness LED shipment boost in 3Q Jul 3, 16:20 With the Beijing Olympics set to begin soon, Taiwan LED players are receiving rush orders from system providers in China that are behind in producing LED-based devices such as outdoor billboards and lighting applications, according to market sources. Read more |
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Everlight to reduce its proportion of shipments to the handset segment Jul 3, 12:04 Taiwan LED packaging company Everlight is going to adjust its shipment proportion going to the handset segment from 40% in 2007 to 33% this year due to weaker demand, according to company chairman Robert Yeh. Read more |
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BLU maker Forhouse unlikely to swing back to profits in 2Q; aims to break even for year Jul 3, 11:44 While Backlight-unit (BLU) maker Forhouse reported losses for the first quarter because of declines in average selling prices (ASPs), low utilization rates, and rising operating costs, the company is not expecting a turnaround for the second quarter. Read more |
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SiPix to launch electronic books by year end Jul 3, 11:15 US-based SiPix Imaging, which develops electrophoretic display (EPD) technologies, expects to launch electronic books by the end of this year, according to the company. Read more |
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Atom shortage may affect low-cost notebook panel shipments in July Jul 3, 10:57 LCD panel makers are afraid that a shortage of Intel Atom processors may affect their July shipments of 7- to 10-inch panels targeted to the low-cost notebook and MID (mobile Internet device) applications, according to industry sources. Read more |
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LG Display orders to boost Optimax sales Jul 3, 01:10 Optimax Technology is expected to see a big boost in June and July sales as it has started shipping LCD polarizers to LG Display for large-size LCD TVs, according to company sources. Read more |
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TPV trims own-brand LCD monitor and TV shipments guidance Jul 3, 01:05 TPV Technology has turned more conservative about its shipments in 2008 due to inflation pressure from high crude oil pricing and has revised down its shipments forecast for own-brand LCD monitors and LCD TVs by about 15% and 20%, respectively, for 2008. Read more |
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LED houses may not benefit from netbooks in 3Q Jul 2, 15:26 Low-cost notebook (netbooks) are expected to become popular in 2008, however, LED players have pointed out that material costs have increased while ASPs continue to fall leading to lower-than-expected gross margins. Orders from netbook backlight applications may contribute to LED revenues but not necessarily to profits in the third quarter, industry players warn. Read more |
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Blue LEDs with red and green phosphors may become mainstream for TV-use BLUs in 2009 Jul 2, 15:24 With costs for LED backlights using a mix of red, green and blue LEDs remaining high, LED industry players are considering using a combination of blue LEDs with red and green phosphors for TV-use backlights. Such designs may become popular in 2009. Read more |
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PDP module shipments increase 10% to 1.39 million units in May, says Displaybank Jul 2, 11:25 Worldwide PDP module shipments reached 1.39 million units in May, rising 10% compared to April because of increases in Matsushita shipments, according to Displaybank. Revenues for the month rose 6% sequentially to US$620 million, but average selling prices (ASP) declined 4% to US$445. Read more |
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Chipbond finding it hard to raise packaging and testing quotes for driver ICs amid sluggish panel demand Jul 2, 01:05 Chipbond Technology is facing stronger resistance from clients to its planned increases in driver IC packaging and testing quotes, as the LCD panel market is turning more conservative about demand in the second half of the year, according to industry sources. Read more |
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Efun sees explosive growth in medium-size BEF shipments Jul 2, 01:00 Taiwan-based optical film maker Efun Technology is seeing explosive growth in brightness enhancement film (BEF) shipments to the medium-size LCD panel segment, with the volume already ballooning to two million units in June, thanks to strong demand from the low-cost notebook (netbook) market, according to company president Ying-Tsung Lu. Read more |
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Worldwide TV chip market expected to be US$1.33 billion in 2008, says DisplaySearch Jul 1, 12:16 The worldwide market for flat panel TV ICs is expected to be US$1.33 billion in 2008, and is forecast to grow to US$1.35 billion in 2011, according to DisplaySearch. Read more |
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Kenmos secures US$50 million bank loan Jul 1, 11:38 Backlight unit (BLU) maker Kenmos Technology has secured a syndicated bank loan of US$50 million over a period of three years to fund its operations and to expand production in China. Read more |
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BLU makers to feel pressure to reduce prices in 3Q08 Jul 1, 01:00 BLU makers are expected to face increasing pressure to reduce prices in the third quarter, according to industry sources. Read more |
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FATC extends to LED backend production Jun 30, 12:16 In order to diversify its business coverage and expand business scale, Formosa Advanced Technologies Company (FATC) announced it will enter into LED chip backend production, with corresponding sales contribution set to double on year. Read more |
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TFT LCD production in 2008-2009 to be enabled by plentiful supply of glass substrates, says DisplaySearch Jun 30, 11:05 There appears to be no constraint on TFT LCD panel production for PC and TV applications this year or next, as 20 tanks of TFT LCD glass substrate capacity will come on-line in 2008, according to DisplaySearch. Read more |
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Nichia LEDs in low-cost notebooks, something to watch for? Jun 27, 16:45 Some LED industry players in Taiwan believe that because the low-cost notebook market is becoming increasingly popular, Japan-based Nichia plans to re-enter the market for top-view LED modules for use in backlighting applicaitons. Read more |
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ITRI's liquid crystal recycling technology helps Taiwan panel makers cut costs Jun 27, 14:46 The Taiwan government-sponsored Industrial Technology Research Institute (ITRI) has claimed that its TFT liquid crystal recycling technology has helped Taiwan's panel makers save as much as NT$5 billion (US$164.45 million) that they would have incurred from wasted liquid crystal since 2007. Read more |
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ITO film supplier Join Well starts volume production at new plant Jun 27, 10:07 Join Well Technology, a Taiwan-based supplier of ITO (indium tin oxide) PET (poly ethylene terephthalate) films, has just started volume production at a new plant, taking the company's total capacity to 75,000 square meters a month, according to the company. Read more |
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Crackdown on China's white-box handset market said to be affecting LED packaging company Harvatek's sales Jun 27, 01:00 A government crackdown on white-box handset shipments in China has affected LED shipments from Taiwan-based LED packaging company Harvatek since the beginning of this year, with the effect becoming increasingly worse, according to industry sources. Read more |
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Taiwan Market: Ledtech receives LED light bar orders from Taiwan convenience stores Jun 26, 14:50 Taiwan LED packaging company Ledtech Electronics has received LED light bar orders for 200 Taiwan convenience stores, according to market sources. Read more |
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LCD glass substrate suppliers optimistic about market Jun 26, 11:30 With LCD panel makers fast expanding their capacities and a TV market continuing to grow despite an economic downturn, major glass substrate suppliers remain optimistic about demand. Read more |
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MediaTek top TV chip supplier in 1Q, DisplaySearch says Jun 25, 12:23 MediaTek rose to the top of the global flat panel TV chip market for the first time in the first quarter, taking 19.5% of the market, according to DisplaySearch. Read more |
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Formosa increases LED brightness for use in NB backlighting Jun 25, 11:31 LED chipmaker Formosa Epitaxy has successfully increased its LED brightness to meet the requirement for use in notebook backlighting applications, which is 1,800mcd, according to market sources. Read more |
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CMEL expects to volume produce AMOLED TV panels in next two to three years Jun 25, 01:05 Chi Mei EL (CMEL) expects that its AMOLED TV-panel technologies, which are being developed with help from Kodak and DuPont, will see a breakthrough next year, and volume production may start in 2010 or 2011, according to company vice chairman Peter Chen. Read more |
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Star World's AMOLED module shipments surge Jun 25, 01:00 Taiwan-based Star World Technology's monthly shipments of small-size AMOLED modules have increased sharply to 100,000-200,000 units recently compared to the beginning of the year because of strong demand from OEM clients, according to the company. Read more |
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Taiwan PC case maker Casing Macron reportedly crosses into the LED ODM market Newswatch | Jun 24, 14:08 Taiwan PC case maker Casing Macron Technology has entered into the LED ODM industry, according to the Chinese-language Economic Daily News (EDN). Read more |
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Taiwan LED packaging players to enter China LED street lamps market Jun 24, 13:54 LED packaging company Bright LED Electronic has received LED tunnel lamp orders from China for lamps of 50W, 100W and 200W, according to sources, who estimate that the company will ship 8,000 unit starting from the third quarter, helping Bright LED achieve its annual LED street lamp shipment goal of 35,000 units. Read more |
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Taiwan LED chipmaker Tekcore to swing to profits in 2Q Jun 24, 01:00 While Taiwan LED chipmaker Tekcore lost NT$16 million (US$526,300) in the first quarter of 2008, market watchers estimate the company will swing to profits in the second quarter. Read more |
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