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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
05:25 (GMT+8)
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PVI sees strong EPD shipment growth in 3Q Nov 5, 11:33 Despite its net losses – mostly incurred from the recognition of Hydis Technology – in the third quarter, Prime View International (PVI) has reported strong growth in its electrophoretic display (EPD) shipments. Read more |
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Top LCD TV vendors set conservative shipment goals for 2009 Nov 5, 01:10 Sources with LCD panel makers have revealed LCD TV shipment goals of top vendors for next year, with Samsung Electronics setting the highest target at 28-29 million units. Read more |
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LCD driver IC maker Himax reports 3Q08 financial results Nov 4, 15:05 Himax Technologies has reported third-quarter net revenues at NT$230.1 million (US$7 million), representing a 5.5% decrease from NT$243.3 million for the third quarter of 2007 and 6.8% decrease from NT$246.9 million for the second quarter of 2008. Read more |
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Small- to medium-size LCD panel makers have limited order visibility for 4Q08 Nov 4, 13:46 Small- to medium-size LCD panel makers have limited order visibility for the fourth quarter, and generally expect sequential declines in shipments and revenues, according to industry and company sources. Read more |
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Employees at LCD panel and component makers take unpaid leave in line with lowered utilization Nov 4, 12:24 LCD panel makers and their component suppliers, having cut back their production to cautiously monitor inventory levels amid slumping demand, are also asking their employees to take unpaid leave, according to industry sources. Read more |
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Commentary: Samsung's planned production of monitor panel at 8G fab to leave minor competitors struggling more Nov 3, 11:51 Samsung Electronics' plan to roll out LCD monitor panels from its 8G fab is promising more threats to the survival of minor players who are already coming strong pressure from competitors' production of monitor applications at advanced lines. Read more |
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IPS Alpha 8G LCD fab project on schedule Oct 31, 15:31 IPS Alpha Technology has revealed that its 8G LCD plant project in Himeji City, Hyogo Prefecture, Japan, is on schedule, having already begun construction in July 2008. Read more |
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Rush orders may boost prices for some LCD panel segments in 1Q09, says CPT VP Oct 31, 12:28 Rush orders may boost the prices for some LCD panel segments in the first half of 2009 although such short-term demand will not be enough to return panel makers' production to full capacity, according to Chunghwa Picture Tubes (CPT) vice president Brian Lee. Read more |
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Large-size LCD panel shipments down 1% sequentially in 3Q08, says DisplaySearch Oct 31, 12:14 Weak demand and inventory adjustments by TV makers reduced large-size TFT LCD panel shipments to 116 million units in the third quarter of 2008, down 1% sequentially, according to DisplaySearch. Read more |
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Samsung to build 11G LCD fab as early as 2010 Oct 30, 12:28 Samsung Electronics will continue to invest in next generation LCD panel plants, with the prospects of starting to build an 11G fab as early as 2010-2011, according Won-Kie Chang, executive vice president of the company. Read more |
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TFT LCD equipment spending to hit record in 2008, then drop 21% in 2009, DisplaySearch says Oct 30, 11:16 DisplaySearch expects 2008 spending on TFT LCD manufacturing equipment to reach historic highs. However, rapidly dropping panel prices, low fab utilization and continued concerns about the world-wide economy will cause previously planned fab expansions to be delayed, considerably pushing down forecast 2009 spending by 21% to US$10.6 billion. Read more |
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Innolux profits drop sharply in 3Q Oct 30, 10:48 With its profitability seriously taking a hit by freefalling LCD monitor panel prices, Innolux Display reported net income of only NT$103 million (US$3.12 million) for the third quarter, a sharp drop from NT$3.46 billion for the second quarter. Read more |
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Corning expects profits and LCD glass shipments to drop in 4Q08 Oct 30, 10:32 Corning has reported a slight sequential increase in its LCD glass shipments and a sharp sequential decline in overall profits for the third quarter, and it expects LCD glass shipments and overall profits to go down in the fourth quarter due to the worsening global economy. Read more |
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Global LCD panel revenues grow 2% in September, says DisplaySearch Oct 29, 14:40 Worldwide LCD panel shipment revenues grew 2% to US$6.5 billion in September, with the gap between the top-two players, Samsung Electronics and LG Display, narrowing, according to DisplaySearch. Read more |
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Second-tier LCD panel makers repond to weak market: CPT cuts managers' pays and 2008 shipment goals; HannStar to freeze 2009 capex Oct 29, 12:15 Chunghwa Picture Tubes (CPT) has cut salaries for ranking executives and lowered its large-size LCD panel shipment goal for the entire 2008, while HannStar Display will cut back production for the period, as the display industry braces for the impact of global economic woes. Read more |
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AUO expects LED and 16:9 format to have 40% notebook penetration rate in 2009 Oct 29, 11:20 Au Optronics (AUO) expects the 16:9 format and LED backlighting to each have a 40% penetration in the notebook market in 2009, up from 7% and 10% respectively in 2008, according to company executive vice president Paul Peng. Read more |
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Netbook panel shipments to grow in 4Q despite economic woes, say LCD panel makers CPT and HannStar Oct 29, 11:17 Chunghwa Picture Tubes (CPT) and HannStar Display are both seeing netbook applications defy the economic downturn, with shipments to the segment expected to grow further in the fourth quarter, according to the companies. Read more |
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LCD panel makers CPT and HannStar announce huge losses for 3Q08 Oct 29, 01:05 Chunghwa Picture Tubes (CPT) and HannStar Display have both reported huge losses for the third quarter as a result of weak demand and fast falling LCD panel prices. Read more |
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September LCD TV prices down 22% on year for Internet shoppers, says DisplaySearch Oct 28, 12:33 Global average e-tail, or Internet-based, prices for LCD TVs fell by an average of 22% on year, while the average PDP TV e-tail price fell 27% on year in September this year. CRT TV e-tail prices, on the other hand, rose 4% on year, according to DisplaySearch. Read more |
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LG Display said to be top LCD panel maker in September Oct 28, 01:15 Taking advantage of a weak Korean won and the LG Group's vertically integrated supply chain, LG Display shipped 9 million large-size panels in September, taking the top spot among LCD panel makers worldwide, according to market sources. Read more |
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Orise to see 8% shipment decline in 4Q08 because of weak demand for small-size LCD driver ICs Oct 27, 16:31 Institutional investors expect Orise Technology's shipments of small-size LCD driver ICs to decline 8% sequentially in the fourth quarter due to weak season effects. Read more |
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CMO braces for further shipment and ASP drops for large-size LCD panels in 4Q08 Oct 27, 15:21 Chi Mei Optoelectronics (CMO) expects shipments of TV and IT applications to decline 15% and 10-15% sequentially in the fourth quarter respectively, with their respective average selling prices (ASPs) dropping 11-12% and 5-10%, according to company president Jau-Yang Ho. Read more |
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CMO looking to become top-two netbook panel supplier Oct 27, 11:51 Chi Mei Optoelectronics (CMO) is aspiring to become a top-two supplier of netbook-use LCD panels, with shipments to the segment doubling in the fourth quarter compared to the volume of 750,000 units in the third quarter, according to the company. Read more |
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Wintek losses continue in 3Q08 Oct 27, 10:55 TFT LCD and touch panel supplier Wintek continued to make losses in the third quarter despite a 23% sequential sales increase for the period. Read more |
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Qisda to phase out LCD TV OEM business Oct 24, 17:09 With Qisda and AU Optronics (AUO) announcing a joint venture for LCD TV assembly in September, Qisda has now stated that all aspects of its LCD TV OEM business will be transferred to the new venture and Qisda will exit from the LCD TV business. Read more |
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CMO swings to losses in 3Q08 Oct 24, 15:14 CMO has reported consolidated net losses of NT$4.19 billion (US$125.23 million) for the third quarter, with sales declining 14.1% sequentially to NT$81.99 billion. Read more |
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Amtran to move its LCD monitor production to China Stockwatch - Oct 24, 12:06 Taiwan-based Amtran Technology, one of Top-3 branded LCD TV vendors in North America is going to transfer its LCD monitor production from its Hukou, Hsinchu County factory to its subsidiary in Suzhou China. The company expects this plan to help to lower operation costs and to increase production efficiency. Read more |
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Samsung LCD sales flat in 3Q08; profit margin dives Oct 24, 11:55 Samsung Electronics has reported that its LCD panel sales for the third quarter climbed just 2% sequentially to 4.81 trillion won (US$3.43 billion), with operating profit margins for the segment going down to 8% in the period compared to 21% in the second quarter. Read more |
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AUO announces sharp profit drop for 3Q08 Oct 23, 15:03 AU Optronics (AUO) has announced a sharp drop in consolidated net profits for the third quarter at NT$806 million (US$24.16 million), down 96.2% on year and 95.8% sequentially, as average selling prices (ASP) sank deeply amid worsening macroeconomic conditions. Read more |
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Large-size LCD panel shipments fall 4.9% in 3Q, says WitsView Oct 23, 11:45 Global aggregated large-size LCD panel shipments in the third quarter reached 105.3 million units, a sequential decrease of 4.9% and a mere 3.4% on-year growth. Thanks to preparations for China's National Day holidays and year-end sales promotions, TV panel shipments were up monthly during the third quarter. For the third quarter, they reached a new record high of 26.7 million units, up 12.7% sequentially. Read more |
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FPD International 2008: CMO to debut new LCD panel technology Oct 23, 11:42 Chi Mei Optoelectronics (CMO) will debut its latest LCD panel technology at the FPD International 2008, Japan, from October 29-31. The technologies include those built on eco-friendly LED backlight, featuring high image quality, energy efficiency and light, thin form. Read more |
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Slower growth may be trend in the flat panel market, DisplaySearch says Oct 23, 11:18 DisplaySearch has indicated that flat panel shipment may grow slowly over the long term as the market reaches maturity. Read more |
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LCD panel makers to develop different size panels for the 16:9 format Oct 22, 16:47 While LCD panel makers are actively promoting the 16:9 format for the LCD monitor segment, they are also looking to maximize the efficiency of their respective panel cuts. However, with 5G, 6G and 7G plants all being used to target production for the 16:9 format, the market can expect to see a lack of standards in segment sizes, with sizes varying from 15-inches to 23.6-inches, according to market sources. Read more |
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FPD International 2008: AUO claims breakthrough in eco-friendly LCD panels Oct 22, 16:29 AU Optronics (AUO) will exhibit eco-friendly panels at FPD International 2008, from October 29-31 in Yokohama, Japan. Read more |
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IC testing and LCD equipment vendors report declined profits for Jan-Sep period Oct 22, 14:12 Two leading Taiwan IC testing and LCD equipment suppliers Mirle Automation and Test Research (TRI) have seen a decline in profits for the first three quarters of 2008 due to weak market conditions, according to the companies. Read more |
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FPD International 2008: CPT to showcase eco-friendly LCD solutions Oct 22, 12:00 Chunghwa Picture Tubes (CPT) will demonstrate eco-friendly solutions at FPD International 2008 from October 29-31 in Yokohama, Japan, according to the company. Read more |
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AUO plans to recruit 250 managerial professionals, but CMO managers reportedly take pay cuts Oct 22, 11:25 AU Optronics (AUO) has announced a five-year plan to recruit over 250 managerial professionals despite the downturn hitting the LCD panel industry that reportedly has sent its competitor Chi Mei Optoelectronics (CMO) cutting the salaries for its management staff. Read more |
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Monitor migration to 16:9 format posing challenge for China LCD makers Oct 21, 11:09 LCD panel makers in China are facing a tough challenge from the market's shift toward a 16:9 ratio format for monitors, according to industry sources. Read more |
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Large-size LCD panel prices trending down again Oct 20, 11:24 Large-size LCD panel prices are trending down again, after stabilizing for about a month, as the global economy continues to worsen. Read more |
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Digital TV transition may help to boost LCD TV sales in the North America market during year-end Oct 17, 16:29 With North America switching from analog signals to digital TV by February 2009, LCD TV players expect that the switch will boost the sales of LCD TV in the US market at the end of this year, according to market sources. Read more |
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VA remains dominant wide view angle technology for LCD TV panels, but sees growing competition, says DisplaySearch Oct 17, 10:38 DisplaySearch has indicated that 70% of the LCD TV panels shipped in 2008 on an area basis will be of the vertical alignment (VA) type. The share for in-plane switching (IPS) panels will be 24%, and the TN+WVF (wide viewing film) share will be 6%. Read more |
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Weak market demand, tougher competition from Korea expected to weaken Taiwan LCD driver IC sales in 4Q Oct 16, 17:04 In addition to facing an overall sluggish LCD panel market, Taiwan LCD component suppliers of LCD driver ICs and analog ICs are facing the added pressure of a relatively strong Taiwan dollar compared to the Korean Won. Read more |
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Sony retains Fiscal 2008 global LCD TV shipment goal of 17 million units Oct 16, 11:33 Despite the global financial crisis leading panel makers to cut their output during the peak season this year, Sony has retained its 2008 fiscal year (April 2008 to March 2009) global LCD TV shipment goal of 17 million units, according to Toshinari Sengoku, general manager of Sony's flat TV business division. Read more |
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Taiwan market: LCD monitor shipments may fall 35% in 2008 Oct 15, 12:29 Affected by the economic downturn, Taiwan LCD monitor shipments have declined this year. ViewSonic indicated that overall LCD monitor shipments in the first three quarters in Taiwan were about 800,000 units and the company estimates that total shipments for the market this year should only reach 1.1 million units, down from previous estimates of 1.2-1.4 million units. Read more |
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Commentary: Samsung production adjustment to help provide healthier supply situation in LCD market Oct 15, 11:59 News of Samsung Electronics adjusting production has come as more of a relief than surprise to the LCD panel industry. After all, the LCD giant cannot be immune to the downturn in the displays market. But its move has helped allay fears of an oversupply hitting the fourth quarter. Read more |
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LG Display reports sharp falls in 3Q08 profits Oct 15, 01:00 LCD panel maker LG Display has reported sharp declines in profits for the third quarter amid falling LCD panel prices and worsening global economic woes, but the results beat estimates previously made by market observers. Read more |
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LCD TV to become largest consumer electronics market by 2012, says iSuppli Oct 13, 16:43 Defying challenging economic conditions, the global LCD TV market is expected to continue its rapid growth during the coming years, causing it to become the largest segment of the consumer electronics industry by 2012, according to iSuppli. Read more |
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To reduce costs, panel makers considering white LEDs over RGB LEDs in TV BLUs Oct 9, 17:16 Although using LED-backlighting for large-sized LCD TVs expands the color gamut and improves the quality of the viewing experience, as well as reducing power consumption for the TVs, LEDs are seldom adopted in LCD TVs due to the higher price of LEDs compared to CCFL backlighting. Such LED backlit TVs are only available on the high end of the market, seen in a few models from major international vendors such as Sony and Samsung Electronics. Read more |
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CPT sales up over 7% in September Oct 9, 16:43 Chunghwa Picture Tubes (CPT) has announced that its consolidated sales for September totaled NT$9.49 billion (US$292.5 million), up 7.3% sequentially but down 40.1% on year. Read more |
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Gap between AUO and CMO narrows much in September Oct 9, 14:26 The gap between Taiwan's number one LCD panel maker AU Optronics (AUO) and second-place Chi Mei Optoelectronics (CMO) narrowed significantly in September, as the former's revenues for the month declined more than expected, and the latter's went up. Read more |
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| 327 news tagged LCD (2/7) | |
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