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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
05:21 (GMT+8)
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As LCD market matures, CMO to eye LED, solar markets over next 10 years Aug 15, 12:16 Chi Mei Optoelectronics (CMO), marking its tenth anniversary, has spelt out its roadmap for the next 10 years, during which it will slow down its expansion in the LCD panel industry and will instead gear up the development for LEDs, eco-friendly lighting, and solar energy. Read more |
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Worst of 3Q is over, says CMO Aug 15, 11:37 Chi Mei Optoelectronics (CMO) already had the worst month of the third quarter in July, and revenues and shipments will rebound in August and September, according to the LCD panel maker's president Jau-Yang Ho. 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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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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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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CMO LED subsidiary rapidly increasing capacity Aug 1, 12:28 Chi Mei Optoelectronics (CMO) is speeding up its development in LED backlighting market, the company's LED subsidiary Chi Mei Lighting Technology (CMLT) is fully equipped and has started production in small amounts. Read more |
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CMO braces for decline in large-size LCD panel shipments in 3Q08, but keeps 2008 goal Aug 1, 11:32 Chi Mei Optoelectronics (CMO) expects its large-size LCD panel shipments to decline or stay flat in the third quarter because of weak demand for monitor applications, but it still hopes to maintain its earlier annual shipments goal for the segment. Read more |
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CMO to reduce panel output an average of 15% in 3Q08 Aug 1, 01:10 After reducing its panel production by 10% in July, Chi Mei Optoelectronics (CMO) is planning to reduce output by 20% of maximum in August and 15% in September, equaling an average reduction of 15% for the third quarter this year. If demand remains weak after the third quarter, the company will continue to run at under utilization and plans to cut capex for 2009. Read more |
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CMO expecting increased small- to medium-size panel shipments in 3Q08 Aug 1, 01:05 Although small- to medium-size panel demand was weak in the second quarter this year, Jau-Yang Ho, president of Chi Mei Optoelectronics (CMO) has pointed out that demand in the third quarter recently started to pick up, adding the company expects shipments will see a sequential growth of around 5% for the quarter. 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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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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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 and CMO not delaying construction of 8.5 lines Jul 23, 01:05 While the LCD panel industry is seeing its players delaying equipment installation for their 6G plants because of weak demand, AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) have not changed their schedules for equipment move-in at their 8.5G lines, according to sources at TFT LCD equipment suppliers. Read more |
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Taiwan market: Pricing campaign launched for Chimei 52-inch LCD TVs Jul 22, 12:08 Chimei, the LCD TV brand operated by panel maker Chi Mei Group, has launched a pricing campaign in Taiwan for its 52-inch model, offering a major price cut as well as a smaller-sized model as a free gift. Read more |
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Commentary: 6G LCD lines fall prey to miscalculations Jul 17, 16:08 With the urge to cut production appearing to be rippling across the LCD panel industry amid a bleak market outlook, makers are axing output from their 6G lines first. It is not hard to see why 6G lines are falling prey, judging from the makers' reshuffling of their capacities earlier this year. Read more |
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Innolux slows down 6G LCD plant project; CMO said to be doing the same Jul 16, 12:27 An Innolux Display executive has disclosed that the company is cutting capacity for the first phase of its 6G LCD plant project because of a bleak market outlook, while sources with equipment suppliers claim that Chi Mei Optoelectronics (CMO) is considering slowing down expansion at its 6G line. Read more |
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Samsung executive said to be arriving in Taiwan for LCD panel supply talks Jul 16, 11:04 An executive handling Samsung Electronics' display business will arrive in Taiwan this week for talks with LCD panel makers to secure supply for TV and monitor applications, according to industry sources. Read more |
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CMO to cut production 10% Jul 16, 01:10 Chi Mei Optoelectronics (CMO) has decided to cut LCD panel output by 10% effective immediately, as the outlook for the market remains bleak, according to industry sources. Read more |
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Dell said to be planning launch of low-cost notebook in August Jul 15, 01:00 Dell is planning to introduce a low-cost notebook in August to join the low-cost notebook market, according to the market sources. The notebook will be manufactured by Compal Electronics, according to the sources. Read more |
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Samsung said to be cutting inventory reserves by half starting July Jul 11, 01:00 In order to counter the falling worldwide economy, Samsung Electronics reportedly will implement a new inventory management strategy aiming to cut reserves by around half in the second half this year, according to sources at Taiwan-based panel makers. Read more |
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Commentary: What awaits LG Display, AUO and CMO in 3Q LCD panel market Jul 10, 15:54 LG Display (LGD) has reported strong results for the second quarter, as well as a rosy outlook for its third-quarter shipments, with 20% growth. Despite its optimism about shipment growth, LGD has forecasted 11-14% declines in its average selling prices (ASPs). LGD's guidance, coupled with messages from competitors and the general market sentiments, has provided a glimpse into what the market in the third quarter would be like. Read more |
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Small- to medium-size LCD panel shipments miss 2Q targets Jul 10, 01:05 Taiwan LCD panel makers have seen shipments of small- to medium-size panels fall short of expectations in the second quarter, according to estimates by industry watchers. Read more |
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CMO supplies panels for Sony 42-inch LCD TVs Jul 9, 12:21 Chi Mei Optoelectronics (CMO) is a chief supplier of panels for the 42-inch LCD TVs that Sony has just launched in the North American market, according to industry sources. Read more |
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LCD panel makers cutting small- to medium-size output amid weakening demand Jul 9, 12:02 LCD panel makers, including Chi Mei Optoelectronics (CMO), are reducing their output for the small- to medium-size segment as demand continues weakening, according to industry sources. Read more |
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IC distributor Zenitron secures LCD panel distribution rights Jul 8, 12:12 Eyeing the business potential from the small- and medium-size LCD panel market, IC distributor Zenitron has secured distribution rights from panel makers HannStar Display and Giantplus Technology recently, with the company expected to drive sales by offering a complete panel package with related components, according to industry sources. Read more |
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June revenues down for CMO and HannStar, LCD panel prices to continue falling in July Jul 8, 01:15 Chi Mei Optoelectronic (CMO) posted June consolidated revenues of NT$29 billion (US$954 million), down 14.7% sequentially, and its revenues for the second quarter reached NT$96.5 billion, up 4.8% from the NT$92.1 billion it posted in the first quarter, according to a company press release. 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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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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LCD panel makers gear up for 14-inch notebook panel production Jun 24, 12:16 With notebook vendors expected to launch 14-inch models soon, LCD panel makers are also gearing up the development for the new size segment, according to industry sources. Read more |
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CMO invests in lighting product makers Jun 20, 15:44 Chi Mei Optoelectronics (CMO) has invested a total of NT$850 million (US$28 million) in two Taiwan-based lighting product makers, as it aims at the eco-friendly lighting market. Read more |
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Equipment makers eyeing huge opportunities from next-generation LCD panel fabs Jun 20, 11:53 Taiwan-based equipment suppliers are eagerly looking forward to having a share of the huge business opportunities offered by Taiwan's LCD panel makers, who are expected to invest over NT$800 billion (US$26.37 billion) in the next five years to build next-generation fabs, according to Contrel Technology. Read more |
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Prices for IT and TV panels drop in 2H of June Jun 19, 15:15 The large-size LCD panel market has seen prices for both IT and TV applications drop for the second half of June, as clients are digesting their inventory or conducting mid-year inventory accounting, according to industry sources. Read more |
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CMO to focus on 16:9 and LED backlight panels Jun 17, 01:00 Following recent trends in the industry, TFT LCD panel maker Chi Mei Opotelectronics (CMO) is focusing on 16:9 aspect ratio and LED backlight products, estimating such applications will reach a penetration rate of around 55% of the company's shipments by 2010, outpacing the global average. Read more |
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CMO claims will outpace industry average in capacity expansion in 2008 Jun 16, 10:42 Chi Mei Optoelectronics (CMO) claims its 2008 capacity expansion will outpace the LCD panel industry average, thanks to the ramp-up at its 6G and 7G lines, according to company president Jau-Yang Ho. Read more |
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CMO remains optimistic about 2H08 Jun 12, 12:11 Chi Mei Optoelectronics (CMO) remains optimistic about the LCD panel market in the second half of the year, and has no plans to lower its 2008 forecasts, according to company president Jau-Yang Ho. Read more |
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AUO to decide on substrate size for 10G-or-above lines in 2H08; CMO has no timetable Jun 12, 11:46 AU Optronics (AUO) president LJ Chen has revealed that the company will decide on the substrate size for its 10G-or-above LCD panel line in the second half of 2008 so that volume production can start by the beginning of 2012. But fellow competitor Chi Mei Optoelectronics (CMO) has no timetable for deciding whether it will build a 10G or 11G fab, according to CMO Jau-Yang Ho. Read more |
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Display Taiwan 2008: CMO emphasizes slimness and eco-friendliness Jun 11, 10:50 Chi Mei Optoelectronics (CMO) is showcasing at Display Taiwan 2008 its eco-friendly 42-inch 120Hz ultra-high-contrast LCD panel, which the company calls the thinnest in the world. Also on display is an ultra-slim, high brightness and energy-saving 13.3-inch WLED-backlit widescreen LCD panel and a full range of slim-profile, energy-saving widescreen panels of the 16:9 format. Read more |
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Photonics Festival and Display Taiwan expos to kick off in Taipei Jun 10, 12:06 Photonics Festival in Taiwan 2008, along with Display Taiwan 2008, will kick off on June 12 and run until June 13, at the Taipei World Trade Center (TWTC). Read more |
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LCD panel makers see flat growth in May Jun 9, 12:23 The flat growth in revenues that Chi Mei Optoelectronics (CMO) and HannStar Display have just reported for May 2008 further attested to the impact of seasonality on the LCD panel industry during the second quarter. Read more |
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Asustek to push 16:9 ratio notebooks in the US and Europe in 2H08 Jun 9, 11:41 Asustek Computer will officially cut into the 16:9 ratio notebook market in the second half of 2008. In order to preserve profits, the company will initially only push 15.6-inch models in Europe and the US. The first wave of launches will start in July in the US, according to industry sources. Read more |
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CMO invests NT$645 million more in CMEL Jun 3, 01:25 CMO announced it has invested another NT$645 million (US$21.4 million) in its OLED subsidiary Chi Mei EL (CMEL), according to industry sources. Read more |
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CMO to roll out 32-, 47- and 55-inch TV panels at 8.5G line May 30, 15:42 Chi Mei Optoelectronics (CMO) has confirmed that its 8.5G LCD panel line, which is expected to start volume production in the third quarter of 2009, will roll out economical cuts of 32-, 47-, and 55-inch TV applications. Read more |
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CMO expects 100/120Hz LCD TV market to take off next year, paper says Newswatch - May 28, 12:30 Chi Mei Optoelectronics (CMO) expects demand for 100/120Hz LCD TVs to take off next year, accounting for 30-40% of the 40-inch-and-larger segment, an unnamed company executive was cited as saying by the Chinese-language Economic Daily News (EDN) newspaper. Read more |
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LCD panel makers pushing 15.6-inch as next notebook mainstream May 28, 01:10 LCD panel suppliers are gearing up for the promotion of 15.6-inch 16:9 aspect ratio panels as the next mainstream standard in the notebook market. PC vendors are expected to roll out products towards the end of the second quarter or early in the third quarter, according to industry sources. Read more |
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