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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
05:29 (GMT+8)
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HannStar September sales up over 10% Oct 8, 15:19 LCD panel maker HannStar Display has announced that its net sales for September increased 10.4% sequentially to NT$5.3 billion (US$163.2 million). Read more |
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Taiwan LCD panel makers bearing brunt of market slowdown Oct 8, 12:37 While Corning vice chairman and chief financial officer James B Flaws recently stated that the LCD glass maker's third-quarter glass volume shipments were up 2% sequentially, the breakdown in shipments showed that the shipment volume from Samsung Corning Precision Glass (SCP) was up 12% in the third quarter, while the volume at Corning's wholly owned business was down 10%, which was lower than expected. Read more |
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CMO sales up 6% in September Oct 8, 01:05 Chi Mei Optoelectronics (CMO) has announced that consolidated revenues for its TFT LCD business increased 6% sequentially in September to NT$30.2 billion (US$931.81 million). Read more |
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LCD driver IC front and back-end companies report 3Q08 sales decline due to panel output reductions Oct 7, 17:00 Driver IC maker Novatek Microelectronics has reported decline in third-quarter sales due to reductions in output a panel makers. Chipbond Technology also failed to meet third-quarter expectations. Read more |
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IT LCD panel prices stable in 1H October; price drops persist in TV segment, DisplaySearch says Oct 6, 14:32 Latest DisplaySearch figures for large-size LCD panel prices show that prices for IT applications will remain stable in the first half of October, while prices for TV applications will continue to fall, with an average decline of US$10 for the period. Read more |
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CPT halts expansion as LCD down cycle expected to last through 2009 Oct 6, 11:47 Chunghwa Picture Tubes (CPT) has halted its expansion projects as the LCD panel market is expected to have a tough year in 2009, according to company chairman WS Lin. Read more |
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Wintek September sales increase on strong touch panel shipments Oct 3, 12:30 Wintek's September consolidated sales increased 10% sequentially to NT$3.54 billion (US$109.95 million), driven by strong shipments of touch panels and a seasonal upturn in demand for TFT LCD panels. Read more |
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Polarizer suppliers hit by LCD production cuts Oct 3, 12:12 LCD panel makers' production cutbacks are taking their toll on upstream suppliers, with some polarizer specialists suspending facilities or planning layoffs, according to industry sources. Read more |
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Shift to 16:9 models to top 11% of LCD monitor market in 4Q08, says WitsView Oct 2, 16:31 Depended upon to stimulate demand in the maturing LCD monitor market, 16:9 aspect ratio models will account for 11.2% of the global LCD monitor market in the fourth quarter of 2008, up from 6% in the previous quarter, according to WitsView. Read more |
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TPO runs at full capacity in September Oct 2, 15:16 Small- to medium-size panel maker TPO Displays has revealed that it was running at full capacity in September, but the company maintained that it is does not yet know whether it swung to profits last month. The company, in a filing with the Taiwan Stock Exchange (TSE) today, said it is still auditing its sales figures for last month to see whether there were profits. Read more |
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LCD panel demand rising, but not enough to cheer up makers Oct 2, 11:33 The extent of growth in demand for LCD panels in October is far from enough to give makers any feelings of euphoria, as they brace for a lengthy decline starting in November, according to industry sources. Read more |
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Taiwan market: Lower prices not boosting LCD TV demand Oct 1, 11:51 LCD TV vendors' pricing campaigns can now do little to stimulate demand in Taiwan, where consumers have grown numb to frequent price reductions, according to market sources. Read more |
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CPT continues 10% production cutbacks in October, paper says Newswatch - Oct 1, 11:42 Chunghwa Picture Tubes (CPT) has decided to continue running at reduced capacity in October as the LCD panel market is showing no signs of recovery, according to the Chinese-language Commercial Times. Read more |
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IST sees low utilization; reports losses for August Oct 1, 01:10 Packaging and testing house International Semiconductor Technology (IST) has seen its utilization rate drop significantly because of weak demand from driver IC clients. The company has reported losses for August totaling NT$99 million (US$3.1 million). Read more |
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CMEL shifting AMOLED focus to medium- and large-size panels Sep 30, 11:55 Chi Mei El (CMEL) is adjusting its AMOLED focus to medium- and large-size panels as result of pricing pressure from TFT LCD in the small- to medium-size segment, according to company chairman Jau-Yang Ho. 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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LCD IC packaging and testing players facing tough 3Q due to reduced LCD panel output Sep 26, 16:20 With panel makers having reduced their output in the third quarter, LCD driver IC makers have been conservative about placing orders with back-end packaging and testing companies, with related back-end players having to cut prices in order to attract orders and improve their utilization rates, according to industry players. Read more |
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LCD TV shipments may reach 120-130 million units in 2009, said TPV chairman Sep 26, 12:32 Jason Hsuan, chairman and chief executive officer of TPV Technology indicated that though the economic outlook for 2009 is not good, priced for LCD TVs are getting cheaper and cheaper which will help stimulate demand. Hsuan estimates that global LCD TV shipments this year may reach 100 million units and market demand may reach 120-130 million units in 2009. Read more |
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Innolux secures NT$30 billion loan for 6G LCD fab Sep 26, 11:40 Innolux Display has secured a syndicated bank loan for NT$30 billion (US$936.65 million) chiefly to fund its 6G LCD panel fab project in Chunan, northern Taiwan. Read more |
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CMO not confident about LCD market in 2009, but 8.5G fab to start production as scheduled Sep 26, 11:36 Chi Mei Optoelectronics (CMO) will start volume production at its 8.5G fab in 2009 as scheduled although it does not have too much confidence in next year's LCD panel market, according to company president Jau-Yang Ho. Read more |
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HTC Dream features LCD panel from Sharp and touch solutions from Synaptics and TPK Sep 24, 12:06 High Tech Computer (HTC) builds its newly unveiled HTC Dream, or known as T-Mobile G1 in the US, using LCD panels from Sharp and capacitive touch screen solutions from Synaptics, according to industry sources. 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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CPT 6G fabs to focus more on smaller TV panels Newswatch - Sep 23, 12:06 Chunghwa Picture Tube (CPT) will devote more of its 6G capacity next year to applications for smaller-size TVs, as related market demand is growing fast, according to the Chinese-language Commercial Times. 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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LCD pricing stable in IT segments, said WitsView Sep 23, 01:10 According to WitsView's panel price survey for the second half of September, prices for IT panels (notebook and monitor segments) remained stable as panel makers sought to avoid cutting prices any further due to the enormous profit pressure they are facing. Therefore, any space for a price drop was limited. Read more |
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Chi Mei-managed LCD TV zone opens service center Sep 22, 10:46 Tree Valley Park, a Chi Mei Group-managed industrial zone devoted to LCD TVs in southern Taiwan, has opened its service center, with the entire project scheduled for completion in May 2009. Read more |
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Commentary: Are 18.5-inch LCD monitors in limbo? Sep 19, 12:33 LCD panel makers are set on pushing 16:9 aspect ratio monitor applications to maximize their production at 6G lines. One of the new sizes is 18.5-inch and some monitor vendors have already shipped products to that segment. But some industry players have called for caution in handling 18.5-inch panels as acceptance in the end market is failing to meet expectations. Read more |
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LCD panel prices to remain stable until October Sep 19, 01:10 September panel shipments for TV and IT applications are expected to increase from levels in August, and unit prices will begin to stabilize from late September and remain steady until October due to peak season effects, according to market watchers. Read more |
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Amtran expects Vizio to ship 4 million flat panel TVs in 2008 Sep 18, 17:22 Amtran Technology expects its total shipments of LCD TV this year may reach three million units and the maker expects shipments of flat-panel TV from its Vizio brand to exceed four million units this year, according to market sources. Read more |
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Latest DisplaySearch data show LCD panel prices stabilizing Sep 18, 12:25 With most major makers cutting back their production amid a seasonal upturn in the end market, DisplaySearch has reported that LCD panel prices have stabilized across all major segments in September except for the 32-inch WXGA segment, which will continue to see slight price declines in the second half of the month. 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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Amtran expects to see LCD TV shipments boost Sep 18, 01:00 In order to satisfy demand during the year-end holiday season, Amtran Technology's channel partners in North America started to refill their LCD TV inventory since the beginning of September, and are expected to boost the company's LCD TV shipments in September and October, according to Alpha Wu, president and CEO of Amtran. Read more |
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Large-size LCD panel shipments grow 7.8% in August, WitsView says Sep 17, 10:23 Worldwide large-size LCD panel shipments rose 7.8% sequentially and 2.2% on year to 35.3 million units, with the prospect of further growth in the coming few months because of seasonality, according to WitsView. 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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Touch panel suppliers less dependent on China's white box handset market Sep 16, 12:11 Growing orders from international handset vendors have reduced Taiwan-based touch panel suppliers' reliance on China white box handset clients, according to industry sources. Read more |
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LCM specialists reluctant to take white box makers' orders Sep 16, 12:00 Small- to medium-size LCD module (LCM) specialists are reluctant to take orders from China's white box makers so as to reduce their risk of inventory pileup and losses amid fast falling panel prices, according to industry sources. Read more |
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HannStar to increase medium-size panel output ratio in 4Q Sep 16, 01:05 HannStar Display will increase its monthly input of glass substrates used to make medium-size panels from 25,000 substrates in the third quarter to 30,000 substrates in the fourth quarter of 2008 mainly because of growing demand for such panels used in low-cost PCs, according to the company. Read more |
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Taiwan market: Amtran aims to expand Vizio LCD TV share, says paper Newswatch - Sep 15, 12:32 Amtran Technology aims to have Vizio take 10% of Taiwan's LCD TV market, which is estimated to have a size of one million units in 2008, according to the Chinese-language Economic Daily News (EDN). 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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STN LCD makers see slight on-month revenues drop in August Sep 12, 01:05 Taiwan-based STN LCD makers Emerging Display Technologies (EDT) and Powertip Technology both saw an on-month drop in revenues in August largely due to low demand, according to sources at the makers. Read more |
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LCD panel prices still sinking closer to the bottom in September, WitsView says Sep 11, 12:44 According to WitsView's panel price survey for September, the price pressure on the three main applications can still be felt. This stems from the weaker-than-usual end market demand during the traditional strong seasonality, as the global economy remains weighed by inflation and credit squeeze problems--resulting in weak consumer confidence and buying power. Read more |
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Small- to medium-size panel suppliers report strong August results Sep 11, 12:43 Major suppliers of small- to medium panels have reported strong sales growth for August amid as demand from international clients was picking up amid a seasonal upturn. Read more |
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CMO likely to continue cutting LCD panel capacity in October Sep 11, 01:05 Chi Mei Optoelectronics (CMO), who used to be the most aggressive LCD panel maker in regards to expansion, may also take the lead in terms of cutting its capacity. Company executives have indicated that a cautious inventory control, as well as discussions about potential capacity reductions, are underway. Read more |
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LG Display lowers 3Q08 guidance Sep 10, 16:09 LG Display (LGD) has lowered its outlook for the third quarter of 2008, saying earnings for the period are unlikely to meet its initial guidance due to the sluggish global economy and falling LCD panel prices. Read more |
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Innolux August sales down on flat LCD monitor shipments and falling ASP Sep 10, 12:07 Innolux Display, a maker of LCD panels and systems, saw its revenues decline 11.9% sequentially to NT$12.47 billion (US$390.87 million), as average selling prices (ASPs) for panels dropped and monitor shipments stayed flat in the month, according to company CFO Thomas Hsu. Read more |
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CPT August sales up on small- to medium-size and monitor panel shipments Sep 10, 01:55 Chunghwa Picture Tubes (CPT) has reported an 11.7% sequential increase in consolidated sales at NT$8.85 billion (US$278.13 million), thanks to growing demand for monitor applications and small- to medium-size panels. 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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| 327 news tagged LCD (3/7) | |
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