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NEWS & VIEWS |
Taipei,
Tuesday, October 7, 2008
08:20 (GMT+8)
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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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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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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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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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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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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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AUO says to merger off Qisda's TV department Sep 11, 17:12 Recent market rumors are indicating that LCD panel maker AU Optronics (AUO) and affiliate Qisda are in talks about AUO taking more control of Qidsa's TV business. Read more |
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AUO small- to medium-size LCD panel revenues may break record in 3Q Sep 9, 12:30 AU Optronics (AUO) is seeing its small- to medium-size LCD panel shipments growing strongly, with observers estimating its sales from the segment for the third quarter of 2008 could break the company record of NT$14 billion (US$438.78 million) reported in the fourth quarter of 2007. Read more |
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CMO August sales up almost 23% Sep 9, 12:28 Chi Mei Optoelectronics (CMO) has reported August consolidated revenues of NT$ 28.5 billion (US$892.73 million), representing a sequential increase of 22.7% and an on-year decrease of 3.3%. Read more |
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Qisda begins shipping LCD TVs to Samsung Sep 9, 07:48 Qisda started shipments of Samsung OEM LCD TVs in the third quarter, and the company also has orders from LG Electronics, Phillips and BenQ, market sources indicated. Read more |
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AUO sees almost 14% sequential rise in August sales Sep 8, 17:07 AU Optronics (AUO) has announced that its August 2008 consolidated sales rose 13.6% sequentially to NT$37.1 billion (US$1.17 billion), with shipments to both the large-size and small- to medium-size segments growing. But the August sales represent a 15.9% on-year decrease. Read more |
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AUO to expand LCM operations in China and Europe Sep 5, 10:47 AU Optronics (AUO) is expanding its LCD module (LCM) manufacturing operations by setting up a new subsidiary in China and converting its maintenance center in the Czech Republic, with both facilities being geared up for its LCM business. Read more |
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Taiwan's LCD panel industry looks at 80% equipment self-sufficiency in 2009 Sep 3, 10:51 Taiwan is aiming to achieve 80% in equipment self-sufficiency for its LCD panel industry in 2009 when AU Optronics (AUO) starts building its 10G fab and attracts foreign equipment suppliers to set up operations on the island, according to the Industrial Development Bureau (IDB) of the Ministry of Economic Affairs (MOEA). Read more |
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AUO to invest in BLU maker Forhouse Sep 1, 10:54 A subsidiary of AU Optronics (AUO) has decided to subscribe to Forhouse's private placement, investing NT$450 million (US$14.2 million) to take a 14.7% stake in the backlight unit (BLU) maker. Read more |
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AUO using a-Si to develop OLED panels Aug 29, 16:54 AU Optronics (AUO) plans on basing its OLED development using a-Si technology, and the company estimates it will enter into mass production in 2011. Read more |
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LCD panel makers gear up thin-film solar deployment Aug 29, 11:47 The rumored attendance of AU Optronics (AUO) president and COO at an upcoming photovoltaic (PV) show in Spain has once again spurred speculation about Taiwan LCD panel makers' deployment in the sector. Read more |
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AUO promises four 10G or above LCD plants in Taiwan Aug 28, 10:42 AU Optronics (AUO) plans to invest NT$400 billion (US$12.68 billion) to build four 10G or above LCD panel plants in Taiwan in the next 10 years, company chairman KY Lee has disclosed. Read more |
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AUO to announce expansion plans on Wednesday, paper says Aug 26, 12:37 KY Lee, chairman of AU Optronics (AUO), will have a meeting with Taiwan's Premier Liu Chao-shiuan on Wednesday to discuss the LCD panel maker's major expansion projects in Taiwan, and an announcement concerning the projects is expected to follow the meeting, according to the Economic Daily News (EDN). Read more |
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AUO expects new shipment record in August for its small- to medium-size LCD panels Aug 26, 12:21 CT Liu, VP and general manager of consumer product display business group at AU Optronics (AUO) indicated that the company's small- to medium-size LCD panel shipments in August are expected to exceed July's record shipments of 17.7 million units. Read more |
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CPT expands its LCD panel output cuts in September Aug 26, 01:20 While the panel market remains slow despite it being the traditional peak season, CPT will continue to cut its LCD panel output in September, according to James Wu, chief executive of Chunghwa Picture Tubes (CPT). Read more |
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Taiwan government decides site for AUO's NT$500 billion LCD fab projects Aug 21, 12:20 The Taiwan government has selected a site in the central region of the island nation where AU Optronics (AUO) will invest NT$500 billion (US$15.91 billion) to build its next generation fabs, according to authorities with the Central Taiwan Science Park (CTSP). Read more |
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LCD panel makers turning to PNDs for new orders Aug 19, 01:10 While AU Optronics (AUO) and TPD Displays have been the major LCD panel suppliers for portable navigation device (PND) applications, weakening small- to medium-size panel demand has made other LCD panel makers look to the segment as well, and prices are expected to drop accordingly, according to market sources. Read more |
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Star World receives strong orders for netbook LCMs from CMO, CPT and HannStar Aug 14, 11:36 Star World Technology, a Taiwan-based maker of LCD modules (LCMs), has received strong orders for netbook applications from Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT), and HannStar Display, according to industry sources. Read more |
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Nokia requires panel suppliers to be AMOLED-capable Aug 13, 01:10 Nokia has set the capability of AMOLED development as a condition for the selection of its panel suppliers, as the handset vendor expects AMOLED to play a major role in the market in the future, according to industry sources. Read more |
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LCD panel production cuts causing insufficient supply to monitor vendors Aug 12, 11:58 LCD panel makers' production cuts, coupled with the launch of new monitor screen sizes, have already resulted in insufficient supply for some brand name monitor vendors, according to industry sources. Read more |
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Commentary: Increased output for small- to medium-size LCD panels may result in oversupply and price slumps Aug 11, 10:56 LCD panel makers are increasing their output for the small- to medium-size segment as prices for large-size applications continue to drop amid weak demand. Although demand for small- to medium-size panels is relatively strong, increased output is likely to result in oversupply and price slumps. Read more |
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Small-to-medium size LCD panel demand rebounds in July Aug 8, 14:17 Small-to-medium size panel shipments saw a recovery based on shipments from Taiwan panels makers, amid stronger shipments for handset and netbook applications, according to market sources Read more |
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July sales down for LCD panel makers, panel quotes falling faster than expected Aug 8, 10:40 Major LCD panel makers have reported significant declines in sales for July amid weak demand and falling prices, and industry sources have indicated that panel quotes in August are dropping at a pace faster than initially expected amid "chaotic" price negotiations between suppliers and clients. Read more |
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Taiwan panel makers to cut utilization rates more than they expected Aug 8, 01:05 Although Taiwan-based panel makers AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) originally planned to cut their panel utilization rates by an average of 10-15% in the third quarter, actual reductions are now expected to be 5-10 percentage points higher due to weak consumer demand, according to industry sources. Read more |
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AUO matches expectations in July, flat growth expected for August Aug 7, 10:44 Industry observers commented that AUO's revenue drop of 11.1% for July matched market expectations. Although the panel industry generally predicts a weak third quarter, AUO has guided that its shipments for August will stay flat or increase. Read more |
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AUO sales down 11% in July; small- to medium-size LCD panels shipments jump Aug 6, 17:19 AU Optronics (AUO) announced July consolidated revenues of NT$32.6 billion. Owing to the loading rate adjustment of the company as a cautious inventory control in the third quarter, revenues were down 11.1% sequentially and 18.6% on year. Read more |
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AUO claims up to 50% reduction in power consumption with new 32 inch LCD panel Aug 6, 12:10 AU Optronics (AUO) stated that it started mass production of a 32-inch power-saving LCD panel in the second quarter this year; with the panel saving up to 50% in power consumption compared to traditional LCD TV panels of the same size. Read more |
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Profits for Taiwan LCD panel maker top NT$90 billion in 1H 2008 Aug 5, 01:20 Though the panel market only started to recover in the end of the second quarter, Taiwan top five panel makers handed out an NT$90 billion (US$2.9 billion) net profit performance in the first half of the year. Read more |
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Large-size LCD panel shipments grow 23% on year to new high in 2Q08, says DisplaySearch Aug 4, 12:15 Shipments of large-size TFT LCD panels grew 6% on quarter and 23% on year to 117.9 million units in the second quarter of 2008, the largest number of large-area panels ever shipped in a quarter, according to DisplaySearch. Read more |
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HannStar outperforms competitors in 2Q profit growth Aug 4, 11:06 HannStar Display has reported a sequential growth in net profits for the second quarter, with the company attributing the rise to it shifting focus to medium-size LCD panels and stable own-brand shipments to the end market. Read more |
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Quanta to manufacture Lenovo netbooks, says paper Newswatch - Aug 1, 11:36 Lenovo has picked Quanta Computer to manufacture its netbook products which will launch in the third quarter, while panels will be supplied by AU Optronics (AUO), according to a Chinese-language Economic Daily News (EDN) citing sources at notebook component makers. Read more |
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CMO 2Q08 profit down more than 10% Jul 31, 16:46 Chi Mei Optoelectronics (CMO) has announced that combined TFT-LCD net sales for the second quarter of 2008 rose 3.7% sequentially to NT$95.49 billion (US$3.18 billion), but net income dropped 10.2% to NT$13.74 billion. Read more |
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AUO and CPT eyeing different LCD panel segments for netbooks Jul 30, 17:13 While the netbook PC market has shown strong growth, LCD panel makers have had to keep up with ever changing screen sizes, though AU Optronics (AUO) and Chunghwa Picture Tubes (CPT) are taking a different approach about where they think the mainstream will be. Read more |
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Commentary: LCD panel makers may still have satisfactory 3Q if production cut can accelerate inventory clearance Jul 29, 11:46 With most major LCD players having cut their production amid slumping prices and a global economic downturn, the LCD panel market in the third quarter looks bleak. But global panel shipments in the third quarter may still stay flat, rather than drop, compared to the second quarter if the market is able to clear its inventory in time. Read more |
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AUO to launch 10-inch netbook panel in 3Q08 Jul 28, 12:36 AUO senior VP and general manager of IT display business group, Paul Peng has noted that AUO is planning to launch a 10-inch panel for netbooks in the third quarter this year. Read more |
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AUO expects to achieve goal of adopting LED BLUs for all of its notebook LCD panels by 2010 Jul 25, 14:42 HB Chen, vice-chairman and CEO of AU Optronics (AUO) indicated that the company's goal of adopting LED backlighting for all of its notebook panels by 2011 may be achieved one year earlier in 2010. Read more |
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AUO and TPO see Nokia orders driving small- to medium-size panel shipments, say sources Jul 25, 14:41 Demand for small- to medium-size LCD panels from the handset market is warming up, with major vendor Nokia increasing orders at AU Optronics (AUO) and TPO Displays, according to industry sources. Read more |
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AUO will not build 10G line in China Jul 25, 12:26 AU Optronics (AUO) will not build its 10G plant in China although the Taiwan government is considering allowing the island's LCD panel makers to set up front-end production lines in China, according to AUO president LJ Chen. Read more |
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AUO may delay ramp at hybrid 7.5-8.5G plant if panel market is weak next year Jul 25, 11:44 AU Optronics (AUO) may delay the ramp-up at its hybrid 7.5-8.5G LCD panel plant if the panel market is weak next year, but the company does not believe that the market will be as bad as others are predicting, according to AUO CEO HB Chen. Read more |
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Large-size panel shipments increase 6.7% in 2Q, says WitsView Jul 25, 10:06 Global aggregated large-size panel shipments in the second quarter of 2008 reached 110.8 million units, a quarter-on-quarter increase of 6.7% and a year-on-year growth of 22.4%, according to WitsView. The growth mainly stemmed from increases in IT panel shipments, especially the notebook segment, where shipments jumped 12.9% to 35.4 million units. Monitor panels were up quarterly by 5.5% to 51.6 million units. Read more |
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AUO considering to re-open OLED production line Jul 25, 01:05 AU Optronics (AUO) is showing interest in re-opening its OLED product line, according to market sources. Read more |
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