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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
05:02 (GMT+8)
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China LCD TV vendor Konka to produce LEDs for backlighting Dec 3, 15:48 China-base LCD TV vendor Konka is entering the LED industry, with the company planning to start construction on a plant in Kunshan, China in mid January 2009 to produce LEDs for use in backlight units (BLUs), according to media reports from China. Read more |
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BLU makers expect LED prices to drop 40-50% next year Nov 13, 16:28 While major notebook vendors continue to introduce models with LED backlighting into the market, prices for LEDs are estimated to drop by 40-50% in 2009 as clients will be in a better position to negotiate prices, according to backlight unit (BLU) makers. Read more |
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Coretronic October sales drop on weak BLU demand Nov 10, 16:02 Taiwan-based backlight units (BLUs) and DLP projectors maker Coretronic's October consolidated revenues totaled NT$5.4 billion (US$164.58 million) in October, down 23% sequentially and down 22% on year, according to the company. Read more |
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LCD component makers see sales decline in October Nov 7, 10:45 Major Taiwan-based suppliers of LCD components reported decreased sales for October in line with an industry-wide downturn that has sent panel makers cutting back their production. Read more |
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Lite-On notebook BLU used LED shipments to exceed 10% in 2009 Nov 5, 11:55 While international notebook vendors are introducing more products featuring LED backlighting, Taiwan-based LED maker Lite-On Technology estimates that the shipment proportion of its LEDs used in notebook backlight units (BLUs) may grow from 5% of its total LED business this year to surpass 10% next year. Read more |
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Taiwan major BLU makers report profits in 3Q Nov 4, 16:50 Taiwan-based backlight unit (BLU) and DLP projector maker Coretronic posted third quarter revenues of NT$11.7 billion (US$356 million), up 4% sequentially and 3% annually. The company had profits of NT$1 billion, up 13% sequentially, mainly contributed to from the projector segment, according to a filing with the Taiwan Stock Exchange (TSE). Read more |
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Coretronic September sales up 7% on strong projector and BLU shipments Oct 8, 12:21 Coretronic, a maker of backlight units (BLUs) and DLP projectors, has reported a 7% sequential rise in its September consolidated sales at NT$7.06 billion (US$217.77 million), but the company expects demand for BLUs to decline in October due to the worsening global economy. 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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Radiant September sales driven by LED BLUs for notebooks Oct 6, 11:48 Backlight unit (BLU) maker Radiant Opto-Electronics has reported strong consolidated revenues for September at NT$3.38 billion (US$104.54 million), up 3.34% on year due to strong demand for LED applications for notebooks. Read more |
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Kenmos notebook-use LED BLU shipments to pick up in 4Q08 Oct 1, 01:30 Kenmos Technology expects LED backlight unit (BLU) shipments for notebooks to hit a record in the fourth quarter, after slumping for the past few quarters, as the replacement of cold cathode fluorescent lamps (CCFLs) is accelerating, according to industry sources. Read more |
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Radiant sees strong demand for notebook-use LED BLUs, paper says Newswatch - Sep 29, 11:02 Order visibility for backlight units (BLUs) is getting shorter and shorter, barely reaching beyond one month's time. The only segment seeing continued strong demand is the notebook-use LED BLU segment, according Radiant Opto-Electronics chairman Wang Pen-jan, as cited by the Chinese-language Economic Daily News (EDN). Read more |
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Notebook LED backlighting to see 30-40% penetration next year Sep 29, 10:40 LED backlight applications will have a 30-40% penetration in the notebook market next year, according to market watchers. Read more |
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All Dell notebooks to use LED backlighting by 2010 Sep 25, 12:37 Dell plans to transition all of its new notebook displays to light-emitting diode (LED) in the next 12 months, as it strives to become the 'greenest' technology company in the world. 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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Coretronic reports August consolidated revenues of NT$6.6 billion Sep 10, 12:06 Taiwan-based backlight unit (BLU) maker Coretronic posted August consolidated revenues of NT$6.6 billion, up 15% from NT$5.8 billion in July and up 12% on year, according to a company financial report. Read more |
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BLU makers see large revenues growth in August Sep 10, 01:45 Backlight unit (BLU) makers saw large revenues growth in August as the worse of the troubles aggravating panel makers has passed, according to market sources. Read more |
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LED notebook BLUs drive Kenmos 1H08 margins Sep 1, 21:44 Benefiting from shipments of notebook-use LED backlight units (BLU), second-tier Taiwan-based BLU maker Kenmos saw its operating income reach NT$142 million (US$4.5 million) in the second quarter of this year, while its gross margins totaled 11.25%, the first time its margins surpassed 10%. The company's gross margins also outshone the 9.09% Coretronic reported and the 6.33% totaled by Radiant Opto-Electronics (ROEC), according to market sources. 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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BLU market to shrink in 2008, say makers Aug 28, 01:00 Due to a sluggish peak season in the third quarter this year as LCD panel makers have cut their output, backlight unit (BLU) makers believe that shipments in August and early September will continues to drop due to shrinking orders. Read more |
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Coretronic 1H08 sales up 17% on year Aug 15, 12:22 Taiwan LCD backlight unit (BLU) maker Coretronic announced its financial results for the second quarter, with consolidated sales revenues amounting to NT$21 billion (US$675 million) and operating income at NT$951 million. Net income was reported at NT$1 billion, of which attributable to equity holders of the parent company NT$896 million, up 53% on quarter. The basic earnings per share (EPS) for the second quarter of 2008 was NT$1.23 per common share. Read more |
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BLU demand weakened by reduced LCD panel utilization rates Aug 8, 15:38 Taiwan backlight unit (BLU) maker Coretronic posted July consolidated revenues of NT$5.8 billion (US$187 million), a 4% drop sequentially. Coretronic indicated that while its projector shipments totaled about 106,000 units and contributed NT$1.6 billion to its revenues, its BLU revenues were NT$3.8 billion, down 8% sequentially due to reduced utilization rates at LCD panel makers. Read more |
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LED players singing the BLUs for notebook applications Aug 5, 12:34 Despite AU Optronics (AUO)'s optimism about the penetration rate of LED backlighting for notebook applications in 2008, many Taiwan LED players are conservative regarding such penetration rate growth. As the world becomes more concerned about the economic outlook for the year, and the price difference between LED and CCFL lighting sources in backlight units (BLUs) has not narrowed as much as had been expected, the 20% penetration rate forecasted by AUO may not be achieved, the LED players predicted, while revising their own goal to below 10%. Read more |
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Panel makers mount cost-down pressure on component suppliers, says WitsView Aug 4, 10:11 The recent large-size panel price drops are causing makers to heap more pressure on upstream component makers for additional cost downs. Component suppliers are at a disadvantage to resist the pressure, as panel clients' production cuts are resulting in weaker demand, according to WitsView. 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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Taiwan LED makers see improved gross margins in 2Q Jul 22, 01:15 Although LED demand did not surge during the industry's traditional peak season in the second quarter, LED makers are expected to see improved gross margins in the second quarter as compared to the slow season in the first quarter. Read more |
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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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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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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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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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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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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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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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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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BLU makers revenues down in June due to taking of inventory Jun 20, 11:31 Backlight unit (BLU) makers, Radiant, Nano and Coretronic are seeing their June revenues go down due to annual taking of inventory by panel makers, according to industry sources. As shipments will be delayed until July, the BLU makers are expected to see their revenues recover during the month. Read more |
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Kenmos expects to ship over 15.25 million BLUs in 2008 Jun 20, 01:00 Taiwan-based backlight unit (BLU) maker Kenmos Technology expects annual revenues to continue to grow, with BLU sales volumes forecast to surpass 15.25 million units in 2008. Read more |
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Coretronic aiming for 30% on-year growth in BLU shipments for 2008 Jun 16, 16:27 Taiwan backlight unit (BLU) maker Coretronic indicated that its monthly production capacity of BLUs in Taiwan and China reached eight million units after its Guangzhou, China plant joined production in the first quarter and that shipments were up 14% on year. The company forecasts a 30% on-year growth in its annual BLU shipments in 2008. Read more |
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Radiant BLU shipments boosted by Korean market Jun 11, 16:57 Radiant's success in entering the Korean market increased its shipment volume for large-size BLUs in the first quarter to 16.52 million units, up 83.76% on year, according to sources, which noted that the company's shipment volume for the first four months reached 22.55 million units, up 82.3% on year. Read more |
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Coretronic BLU shipments feel effects of low season Jun 10, 01:15 Taiwan backlight unit (BLU) maker Coretronic had unconsolidated May revenues of NT$3.5 billion, down 11% from NT$3.9 billion in April, while its consolidated revenues, which include sales from its projector and BLU plant in China totaled NT$5.8 billion, down 9% from April but up 12% on year. Read more |
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BEF price drop benefiting LCD panel makers, says paper Newswatch - Jun 4, 15:51 The component costs of LCD panel makers are expected to drop as prices for brightness enhancement films (BEFs) have decreased sharply amid a price war triggered by 3M, which has cut its prices for BEFs by about 20%, according to the Chinese-language Economic Daily News (EDN). Read more |
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Radiant to start shipping LED BLUs to Korea in June, says paper Newswatch - May 30, 16:53 Radiant Opto-Electronics Corporation will start shipping LED backlight units (BLUs) to Korean clients starting in June, according to the Chinese-language Economic Daily News (EDN). The company's monthly shipments of LED BLUs is expected to reach 100,000 units, noted the paper. Read more |
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Wellypower to expand BLU-use LED packaging capacity May 29, 16:30 CCFL (cold cathode fluorescent lamp) specialist Wellypower Optronics, in addition to expanding production of CCFLs, also plans to expand its packaging capacity of BLU-use LEDs to 30-40 million units this year, according to industry sources. Read more |
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LED and CCFL backlighting costs in notebooks continue to narrow May 23, 15:25 The penetration rate of LED backlighting in notebook PCs with may reach 15% this year as the cost difference between LED-based backlight units (BLUs) and those of cold-cathode fluorescent lamps (CCFLs) narrows, according to industry sources. Read more |
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