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NEWS & VIEWS |
Taipei,
Friday, August 22, 2008
08:40 (GMT+8)
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IC distributors see growing demand for smaller-sized LCD TVs Aug 21, 16:54 While the world eyes the demand status for larger sized TVs, IC distributors are noting that demand for 32-inch and smaller-sized LCD TVs has rebounded, according to sources in the industry. The sources pointed out that with concerns about a weak global economy, consumers are turning to smaller-sized TVs amid a more limited budget. 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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More LCD TV outsourcing expected, says iSuppli Aug 21, 11:39 Hard economic times actually may be a boon for contract manufacturers serving the LCD TV market, as brand names increasingly outsource production to reduce risk, according to iSuppli. Read more |
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CMEL receives 7.6-inch OLED panel orders from Kodak Aug 21, 11:32 Chi Mei EL (CMEL) has received medium-size OLED panel orders from Kodak for use in the US vendor's digital photo frames, according to industry sources. Read more |
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CPT sees sales of LCD panels warming up Aug 21, 01:15 Chunghwa Picture Tubes (CPT) has said that LCD panel demand is warming up thanks to consistent price drops which have encouraged re-stocking. Read more |
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Commentary: Are China's next-generation LCD fabs really coming? Aug 20, 12:42 There have been talk coming out of China about Shanghai-based SVA Group planning to build its 6G LCD panel plant. But while the panel market is being hit by a price slump, as well as worries about serious over-supply emerging next year when major makers ramp up their next-generation productions, one cannot help but wonder how soon SVA will kick off construction of its 6G plant, if it ever materializes at all. Read more |
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LCD panel market set for recovery in September, says iSuppli Aug 20, 10:03 After nearly three months of plummeting profitability and precipitous price plunges, the large-sized LCD panel market finally is due for a recovery in September, iSuppli predicts. Read more |
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Wintek sees mild handset panel market in 3Q08 Aug 20, 01:15 Small- to medium-size panel supplier Wintek estimates that demand from the handset market will still see a seasonal upturn in the third quarter, but the momentum of growth will be milder than that in the past. Read more |
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Contrel's equipment order visibility extends to 2Q09 on next generation panel projects Aug 20, 01:05 Equipment supplier Contrel Technology is reporting strong order visibility as the LCD panel industry is gearing up the construction of next-generation fabs. Read more |
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PVI aims to become EPD specialist Aug 19, 09:51 Prime View International (PVI) is gearing up its migration to becoming an electrophoretic displays (EPD) specialist from a small- to medium-size LCD panel supplier, according to PVI chairman Scott Liu. Read more |
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Large-size LCD panel shipments drop in July, WitsView says Aug 19, 09:36 Worldwide large-size panel shipments in July decreased 7.7% sequentially to 32.7 million units as the market continued to feel inventory and price pressure, while notebook panels are currently the only profitable segment, according to WitsView. Read more |
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LCD panel demand warming up; prices expected to stabilize next month Aug 18, 11:48 With LCD panel prices falling to new lows, demand is starting to show signs of a rebound that makers expect may boost shipments and stabilize prices in September, according to industry sources. Read more |
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CMO subsidiary to increase small- to medium-size LCM capacity next year, says paper Newswatch - Aug 18, 11:09 Chi Hsin Electronics, a subsidiary of Chi Mei Optoelectronics (CMO), will add a monthly capacity of 400,000 small- to medium-size LCD modules (LCMs) at its plant in Ningbo, China in the first half of next year, and will continue to expand in the future, according to the Taiwan-based Commercial Times newspaper. 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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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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Innolux reports strong profit growth for 1H08 Aug 14, 11:27 Innolux Display, an LCD panel and system maker, reported that its net profits for the first half of 2008 totaled NT$6.77 billion (US$216.94 million), up more than 50% from NT$4.5 billion for the same period of 2007. Read more |
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LCD panel downturn not a bad thing, says CPT Aug 14, 01:15 Chunghwa Picture Tubes (CPT) president Chuang-Yi Chiu has commented that a sharp reverse of demand for LCD panel is not necessarily a bad thing for the industry as this may possibly lead to earlier-than-expected shortages in 2009. Read more |
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32-inch PDP prices drop to unprofitable levels Aug 13, 12:34 Prices for 32-inch PDP panels have been driven down to unprofitable levels by continued price declines for LCD competition, according to industry sources. Read more |
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MicroSolar LED heat-transfer technology attracting attention, paper says Newswatch - Aug 13, 11:39 The Chinese language Economic Daily News is reporting that Taiwan LED maker MicroSolar has attracted the attention of LCD panel makers such AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) with its developments in LED lighting heat-transfer technology. 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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Falling prices to boost LCD TV sales in 4Q Aug 12, 12:11 LCD TV players believe that as LCD TV prices continue to drop, sales in the second half of the year may improve and reach a peak point in the fourth quarter of this year. 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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TPO to expand its 3.5G capacity Aug 12, 01:10 Taiwan low-temperature polysilicon (LTPS) TFT LCD panel maker TPO Displays is going to expand its 3.5G production capacity, with the company estimating the new capacity will come online in the first quarter of 2009. Read more |
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Weak LCD demand to constrain growth at related Taiwan IC design houses Aug 11, 16:31 Due to weak demand for TFT LCD panels and consumers electronics (CE) products, Taiwan IC design house Advanced Analog Technology (AAT) may see its sales decline this quarter, while Novatek Microelectronics, Pixart Imaging (PXI) and Sunplus Technology expect to see slow sales for the third quarter as well. Read more |
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Weakening LCD panel industry spreads to backend Aug 11, 12:14 As most upstream LCD panel and LCD driver IC vendors are guiding for a conservative second half of 2008, major LCD driver IC packaging and testing houses' expect to feel the effect. 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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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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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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VIS halts expansion on weaker-than-expected LCD driver IC demand Aug 8, 12:31 Vanguard International Semiconductor (VIS) will cut its capex as demand for LCD driver IC has been weaker than expected. The company has also decided to slow down its pace to convert capacity to logic IC production, according to the company during a recent investors conference. Read more |
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TPO seeking syndicated bank loan for LCD capacity expansion Aug 8, 11:44 TPO Displays, a Taiwan-based supplier of small- to medium-size LCD panels, has announced that it will seek a syndicated bank loan to fund its operations and capacity expansion. 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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LCD monitor panel prices may drop to cash costs levels in August, WitsView says Aug 7, 12:12 LCD monitor panel prices may drop below their fully-loaded costs in August, and may even come close to the cash cost levels, which would mark the lowest acceptable average selling prices (ASPs) for makers, according to WitsView. 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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PDP TVs see staggering growth in 1H08 in China, but LCD TVs remain the favorite, says GfK Aug 6, 13:40 PDP TVs registered a staggering on-year growth of 154.4% to 579,000 units in China in the first half of 2008, but they were still outnumbered by LCD TVs, whose sales rose 39% to 5.28 million units, according to GfK China. 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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Innolux revenues up in July on increased LCD shipments despite falling prices Aug 6, 11:04 Innolux Display saw its July revenues rise 7% sequentially to NT$14.16 billion (US$459.08 million) on increased shipments of LCD monitors and medium-size panels, according to the company CFO Thomas Hsu. Read more |
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Commentary: The impact of netbooks on the LCD panel industry Aug 5, 14:08 With low-cost notebooks (netbooks) having become a major application for LCD panels, no panels makers want to be shut out of the market. While panel makers have each set their own shipment goals for the new segment, none of them can be certain how big the market will really be, or the extent of the impact on the overall notebook market. Read more |
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LCD maker HannStar aims to ship 4 million low-cost notebook panels in 2H08 Aug 5, 12:14 HannStar Display is stepping up the development of low-cost notebook LCD panels, and the panel maker aims to ship 4 million units to the market in the second half of the year, according to company vice president Chih-Hao Chou. Read more |
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Wintek July sales grow more than 12% on rising demand for small- to medium-size panels Aug 4, 16:35 Wintek has reported a 12.2% rebound in consolidated sales for July to NT$2.55 billion (US$83.15 million) amid an upturn in demand in the small- to medium-size panel market. 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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Taiwan market: LCD monitor market to shrink in 2008, says Chimei Aug 1, 15:46 Ben Cheng, vice president at Nexgen Mediatech, which operates the Chimei brand under the Chi Mei Group, indicated that demand for LCD monitors in Taiwan may show negative growth in 2008, with shipments now only expected to reach 1.4 million units, down from 1.7 million units in 2007. Read more |
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Analog 7-inch LCD panel prices drop below production costs Aug 1, 15:36 Prices for 7-inch analog panels, which are mostly adopted for digital photo frames, have fallen to as low as US$15, a price that panel makers would not be able to derive profits from, according to SC Lin vice president of small- to medium-size TFT business at Chunghwa Picture Tubes (CPT). 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 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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Korean LCD panel makers said to be more price competitive in notebook segment Newswatch - Jul 31, 11:54 Samsung Electronics and LG Display (LGD) are more price competitive in the notebook panel market than their Taiwan-based counterparts, as the Korean makers have already recognized all the depreciation expenses for their 5G plants where notebook applications are produced, according to HP Chang, head of WitsView's TFT-LCD research team, as cited by the Economic Daily News (EDN). Read more |
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PVI expects 10x growth in EPD market over next three years Jul 31, 11:04 Despite a lackluster small- to medium-size TFT LCD panel market, demand for electrophoretic displays (EPDs) remains strong, and the EPD market is expected to grow 10 times over the next three years, according to Prime View International (PVI). Read more |
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LCD TV and monitor makers trimming shipment targets, says CPT Jul 31, 01:10 Chunghwa Picture Tubes (CPT) vice president Brian Lee has revealed the company is seeing branded LCD monitor and second-tier TV vendors trimming their shipments targets. CPT has already cut its own shipments target, and Lee said only a short-term recovery will be seen in the second half of 2008. Read more |
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Taiwan makers to see growth in LCD TV shipments in 3Q, paper says Newswatch - Jul 30, 12:02 LCD TV shipments from Taiwan will grow in the third quarter as a result of increased outsourcing for low-cost models from international vendors, such as Samsung Electronics and Sony, according to the government-sponsored Market Intelligence Center (MIC), as cited by the Economic Daily News (EDN). Read more |
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| 152 news tagged LCD (1/4) | |
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