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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
05:07 (GMT+8)
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US market: LCD TV shipments to reach 8 million in 4Q09, says iSuppli Nov 6, 16:53 US LCD TV shipments are expected to amount to eight million units in the fourth quarter of 2009, up 7.3% from 7.5 million during the same period in 2008, according to iSuppli. Read more |
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AUO sees on-month revenue drop in October on seasonality Nov 6, 11:48 AU Optronics (AUO) has announced consolidated revenues of NT$39.6 billion (US$1.22 billion) for October 2009, down by 3.4% sequentially from NT$40.98 billion but up 45.3% on year from NT$27.26 billion. Accumulated consolidated revenues from January to October totaled NT$284.07 billion, down 27.4% on year. Read more |
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Himax posts nearly 10% revenue growth in 3Q09; expects 15-19% decline in 4Q09 Nov 5, 17:08 Himax Technologies has posted net revenues of US$203.1 million for the third quarter of 2009, representing a 11.7% decrease from US$230.1 million for the third quarter of 2008 and a 9.8% increase from US$184.9 million for the second quarter of 2009. Gross margin was 20.4% for the third quarter of 2009, down 410 basis points on year and down 40 basis points sequentially. The company expects revenues to decline by 15%-19% sequentially due to seasonality. Read more |
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Price gap between large-size LED- and CCFL-backlit panels to further narrow in 1Q10 Nov 5, 11:56 The price gap between LED- and CCFL-backlit large-size LCD panels will continue to narrow in 2010, with the difference in the 40-inch segment reducing to 29.8% in the first quarter of 2010 from 35.8% in the third quarter of 2009, according to industry sources. Read more |
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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). Read more |
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Sony to use MediaTek controller chips for ultra low-price LCD TVs, say sources Nov 3, 16:07 Sony is reportedly set to use TV controller chips, such as scaler ICs, from Taiwan-based MediaTek for its so-called super entry-level B series ultra low-price LCD TVs, according to market sources. Read more |
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Innolux swings to profit in 3Q09 Nov 2, 15:31 Taiwan-based LCD panel and system maker Innolux Display turned profitable in the third quarter of 2009 with a net profit of NT$1.08 billion (US$33.19 million). Read more |
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Compal notebook shipments to grow more than 20% in 2010, says chairman Oct 30, 17:08 Compal Electronics has forecast that its notebook shipments in 2010 will grow more than 20% on year, to about 44 million units, from its expected shipments of 36.5 million units for 2009. The company also expects to see a sequential shipment increase of 10% in the fourth quarter of 2009, though shipments will drop about 10% sequentially in the first quarter of 2010, according to company president Ray Chen. Read more |
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All AUO large-size panels to be LED-backlit by 2015, says chairman Oct 30, 16:06 AU Optronics (AUO) vice chairman HB Chen has indicated that the company's large-size panels will all be LED-backlit by 2015. In 2011, all AUO notebook panels will be LED-backlit, and 40% of its LCD TV and monitor panels will come with LED backlighting, said Chen at FPD International 2009 in Yokohama, Japan. Read more |
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CPT looking for partners to invest in China LCD production, says chairman Oct 30, 14:13 Chunghwa Picture Tubes (CPT), eyeing the China LCD TV market, is looking for partners to construct 6-8G panel plants in China while waiting for the Taiwan government to lift a ban on investment in front-end LCD production in China, according to company chairman Lin Wei-Shan. Read more |
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Vizio licenses digital TV patent portfolio to Sony Oct 29, 15:35 US-based LCD TV vendor Vizio has announced that Sony has become a licensee under Vizio's patent portfolio. Read more |
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Lite-On Tech reports 3Q09 net profit up over 50% sequentially Oct 29, 14:51 Lite-On Technology has reported third quarter 2009 consolidated revenues of NT$26.5 billion (US$812.97 million), up 17% sequentially. Net profits increased 53% sequentially and 14% on year to NT$2.49 billion, with EPS of NT$1.13 hitting a two-year high. As a result of new product launches, gains in market share, along with seasonal growth and cost efficiency programs, Lite-On's third-quarter gross margin and operating margin reached 14.4% and 6.7% respectively, according to the company. Read more |
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Sony purchasing value from Taiwan to increase in 2010 despite reduced orders to AUO, says company Oct 29, 11:22 Sony's purchase from Taiwan in terms of value will continue to increase despite plans to reduce its order volumes to AU Optronics (AUO) in 2010, according to Kenji Sakai, chairman and managing director of Sony Taiwan. Read more |
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LED backlighting to be adopted in smaller-size LCD TVs in 2010, says AUO executive VP Oct 28, 15:22 LED backlighting will start to be adopted in smaller-size 19- to 24-inch LCD TVs in 2010, and LED-backlit applications will account for 15-20% of total LCD TV panels AU Optronics (AUO) will ship in 2010, according to company executive VP of global business unit Paul Peng. Read more |
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Sony may reduce TV panel orders to AUO in 2010, sources say Oct 27, 16:02 Sony reportedly will reduce its TV panel orders to AU Optronics (AUO) in 2010, as the client's 10G LCD panel manufacturing joint-venture with Sharp has already started production, according to market sources. Read more |
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Corning expects worldwide LCD glass market to grow 15% in 2010 Oct 27, 10:37 Corning has reported that display business revenues rose slightly sequentially to US$679 million in the third quarter, as sales were impacted by an earthquake that affected production at the company's LCD facility in Shizuoka, Japan in August. But the company said LCD glass demand will remain strong in the fourth quarter and the worldwide market will grow 15% in 2010. Read more |
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Consumers want bigger and better image TVs, says NPD Oct 26, 17:07 Screen size and a better picture are the two most important things for prospective TV buyers, according to NPD. Read more |
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Amtran 3Q09 profit up 163% on year Oct 26, 15:51 Taiwan-based TV maker Amtran Technology has announced third quarter revenues of NT$14.58 billion (US$450.26 million), down 9.7% sequentially but up 18% on year. Read more |
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AUO to start production at second 8.5G plant in 2H10, says president Oct 23, 16:52 AU Optronics (AUO) plans to start production at its second 8.5G plant in the second half of 2010, as the company anticipates demand growth for large-size LCD panels next year, according to company president and CEO, LJ Chen. Read more |
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China LCD TV shipments grow 120% during National Day holidays, says AUO VP Oct 23, 14:31 China's LCD TV shipments during the National Day holidays in October are estimated to reach 2.6 million units, a significant growth of 120% compared to the same period of 2008, according to AU Optronics (AUO) executive VP of global business unit Paul Peng. Read more |
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China market: Cap on LCD TV price in government subsidy program may be lifted, reports say Newswatch - Oct 21, 15:20 China's Ministry of Finance has proposed plans to cancel the current price limits on LCD TVs and other electronics products from suppliers bidding to take part in the country's rural area stimulus program, according to Chinese-language reports on sina.com.cn. Read more |
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Foxconn channels in China to sell Sony LCD TVs in 2010 Oct 21, 14:39 Foxconn Electronics (Hon Hai Precision Industry) reportedly will begin selling Sony LCD TVs and other consumer electronics at its retail channels in China in 2010, according to industry sources in Taiwan. Read more |
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Sharp starts shipping 10G panels, say reports Newswatch - Oct 21, 09:51 Sharp has started shipments from its 10G LCD panel plant in Sakai City, Osaka Prefecture, Japan, according to the Japanese-language Nikkan. Read more |
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Sony to launch ultra low-price LCD TV models Oct 20, 16:27 Sony will start a fresh price war in the LCD TV market by launching ultra low-price B series LCD TV models in early 2010, according to market sources. Read more |
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Compal reportedly lands Sharp LCD TV orders Oct 19, 16:47 Compal Electronics has reportedly landed LCD TV orders from Japan-based vendor Sharp for the North America market, according to market sources. Compal declined to comment on its relationships with clients. Read more |
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Lite-On to supply LCD TV backlight LEDs to Samsung and LG Display Newswatch - Oct 16, 16:55 Taiwan-based LED packaging house Lite-On Technology has entered the supply chains of Samsung Electronics and LG Display (LGD) for LCD TV backlighting, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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China market: BenQ sells a month's worth of LCD TVs and cameras in a week Oct 15, 11:53 BenQ sold over 25,000 cameras and over 2,500 LCD TVs during the National Day holidays in China earlier in October, close to the company's average monthly sales, according to the company. Read more |
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Russia LCD TV shipments to rise almost 14% in 2009, says iSuppli Oct 14, 15:24 Defying hard economic times, the Russian LCD TV market is set for strong growth this year, with shipments rising by 13.6% in 2009, according to iSuppli. Read more |
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China LCD TV vendors look to vertically integrate through LCM business Oct 13, 17:10 China's top-five LCD TV vendors are stepping into the LCD module (LCM) production business to reduce production costs. Players are either cooperating with panel makers or raising funds to set up their own LCM plants, according to market sources. Read more |
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China market: Rural subsidy program revenues drop for two months straight Oct 13, 15:57 Revenues of the China rural area subsidy program dropped in September for the second month in a row, going down 18.66% to 6.18 billion yuan (US$905.68 million) compared 7.6 billion yuan for August, according to statistics of the program. Read more |
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All major LCD segments see panel prices drop in 1H October, says DisplaySearch Oct 9, 10:05 Panel prices for LCD TVs as well as other applications have started to drop in the first half of October 2009, as clients have become cautious about their inventory levels, according to latest pricing data from DisplaySearch. Read more |
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Heads of AUO and Innolux optimistic about 4Q09 LCD panel demand Oct 8, 14:39 The chairmen of AU Optronics (AUO) and Innolux Display are optimistic about LCD panel demand in the fourth quarter of 2009, and have said they do not expect to feel much impact from declining panel prices. Read more |
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OLED TV revenues to rise nearly by a factor of 200 by 2015, says iSuppli Oct 7, 17:02 Shipments of OLED panels for TV will account for only a tiny portion of the global TV market during the next six years, despite a nearly 200 times increase in AMOLED panel revenues during the same period, according to iSuppli. Consumers are turned on by the bright, clear pictures produced by OLED TVs, but they are tuning out to the smaller-sizes and prohibitively high prices of these sets. Read more |
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Amtran September revenues up almost 50% on year Oct 7, 13:56 Taiwan-based TV maker Amtran Technology has reported revenues of NT$5.31 billion (US$165.22 million) for September, down slightly by 0.94% from the NT$5.36 billion recorded in August, but up 49.75% from NT$3.54 billion in September 2008, according to data from the Taiwan Stock Exchange (TSE). Accumulated revenues from January to September totaled NT$46.35 billion, down 0.64% on year. Read more |
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Passive component maker Cyntec expected to report higher gross margins in 3Q09 Oct 6, 14:59 Cyntec's gross margins are estimated to grow 3-4pp in the third quarter of 2009, from 33.7% in the previous quarter, according to market watchers. The company saw its revenues increase 27.3% sequentially to NT$1.52 billion (US$47.3 million) in the third quarter. Read more |
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AUO denies reorganization rumors Oct 2, 12:20 AU Optronics (AUO) has denied rumors that it will reorganize its operations soon in order to enhance its competitiveness. Read more |
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China market: LCD TV sales stronger than expected Oct 2, 11:43 LCD TV sales in China have been growing fast since the end of September and shipments for the ongoing National Day holidays may even surpass market expectations of 2-3 million units, according to sources with panel makers in Taiwan. Read more |
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LCD TV 2009 shipment forecast up to 130 million units, says DisplaySearch Sep 30, 16:15 Global LCD TV shipment forecast in 2009 is estimated to increase to 130 million units from previous 127 million units, for an annual growth of 24%, amid strong LCD TV shipment growth during the second quarter of 2009 in key markets like China and North America and the prospect for continuing growth during the remainder of the year, according to DisplaySearch. Read more |
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Failure as opportunity to learn: Q&A with Corning CEO Wendell P Weeks Sep 30, 15:32 Many companies went bankrupt in the financial storm, and the remaining companies also learned the lesson the hard way. In the aftermath of the financial woes, many enterprises are looking forward to recovery, but questions remain whether the crisis is really over. Read more |
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Low-density NOR flash supply tightens, says Macronix VP Sep 30, 14:42 The supply of low-density (below 64Mb) NOR flash memory has recently fallen short of demand, according to Wen-Sen Pan, vice president of mask ROM and NOR flash maker Macronix International Company (MXIC). Improved demand has been pushed by the PC and LCD TV sectors, said Pan. Read more |
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Wistron expands LCD TV, monitor line in Czech plant Sep 29, 16:43 Wistron has expanded its plant in Brno, the Czech Republic, for LCD TV and monitor production, according to the company. The company's board of directors in March 2009 approved US$20 million to add LCD TV and monitor production lines to the Brno plant. Read more |
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Ju Teng expects 15% of revenues to come from non-notebook products in 2010 Sep 28, 16:14 Chassis maker Ju Teng International Holdings aims to increase its revenue contributions from non-notebook product lines from only around 5% in 2009 to 15% in 2010, according to the company. Read more |
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China market: Major retail chains to drop LCD TV prices for holidays, reports say Sep 24, 14:48 China-based retail vendors including Gome and Suning Electronics have both said they will drop LCD TV prices significantly in time for the upcoming National Day holidays in October, according to Chinese-language reports on sina.com.cn. Read more |
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I-Chiun sees strong SMD LED leadframe orders in September Sep 23, 16:38 LED leadframe maker I-Chiun Precision Industry is expected to see September revenues increase by 8-10% sequentially, recording a new peak in monthly revenues, as the company has already landed orders for over 700 million SMD LED leadframes for the month, according to market sources. Read more |
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Innolux to increase touch panel and LCD TV capacity in 2010 Sep 23, 11:50 Innolux Display will increase its monthly capacity for resistive and capacitive touch panels from two million units of 3.5-inch touch panels currently to seven million units in 2010, according to industry sources. Read more |
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LCD monitor panel prices start to drop in 2H September, says DisplaySearch Sep 22, 16:53 LCD panel prices remain mostly unchanged for the second half of September, except for monitor panels, which are reversing to oversupply with prices beginning to drop modestly, according to DisplaySearch. Read more |
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Huga wins LED patent lawsuit against Epistar Sep 22, 12:25 Taiwan's intellectual property court has ruled in favor of LED chipmaker Huga Optotech in a patent infringement lawsuit filed by its competitor Epistar, according to Huga's filing at Taiwan Stock Exchange (TSE). Read more |
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LED chipmakers and packaging houses expect strong demand in 4Q09 Sep 21, 17:10 LED chipmakers and packaging houses are unlikely to see seasonal decline in the fourth quarter, expecting revenues to remain at the levels seen in the third-quarter peak season due to strong demand for LED backlighting in notebooks, netbooks and LCD TVs, according to market sources. Read more |
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TCL begins third-phase construction at LCD TV plant, says paper Newswatch - Sep 18, 17:05 The China-based TCL Group has begun third-phase construction at its LCD TV production base, according to a China Business News (CBN) report. Read more |
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China expected to sell 2-3 million LCD TVs during October holiday season Sep 18, 16:15 The upcoming National Day holiday in October in China is expected to boost sales of LCD TVs, with shipments for the period reaching 2-3 million units to account for more than 10% of total LCD TV sales in China in 2009, according to industry sources. Read more |
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| 416 news tagged LCD TV (1/9) | |
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2009 2010 3Q09 4Q09 China China market Desktop, server Display components DRAM handset IC IC design IC manufacturing LCD LCD panel Memory Mobile phone and PDA Monitor, TV Networking notebook Passive, PCB, other IC components Portable profit revenues shipments Solar Storage, peripherals Taiwan Taiwan market Telecom service
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FPD Report: Taiwan LCD TVs – 3Q 2009 (Nov 6) |
LCD TV shipments in the third quarter grew 20.7% sequentially, much stronger than Digitimes Research's previous prediction of 9.5%, as the market was recovering from the global recession with vendors stepping up their preparation for the upcoming shopping seasons. |
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 Table of contents Full report
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FPD Report: Taiwan LCD TVs – 2Q 2009 (Sep 28) |
Taiwan's LCD TV shipments grew 8.6% sequentially in the second quarter of 2009, as channel distributors began to replenish inventory. Inventory in the channel fell below its normal level in the first quarter. China's stimulus program for rural areas played a significant role in Taiwan's shipment growth in the second quarter. LCD TV makers saw an influx of rush orders in April and May. |
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Table of contents Full report |
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FPD Report: Taiwan LCD TVs – 1Q 2009 (May 21) |
Taiwan LCD TV shipments slid 11.2% sequentially to 4.34 million units in the first quarter of 2009. Historically, the first quarter is a slow season for the LCD TV market, as global demand slackens after the end-of-year holiday season. |
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Table of contents Full report |
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LCD TV overview (Jun 2) |
Like in 2005, the worldwide TV market did not grow strongly in 2006 and remained at 188.4 million units, compared to 188.24 million units shipped in 2005, DisplaySearch said in February 2007. |
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Taiwan's display system makers (Jun 1) |
In addition to pure display makers such as Amtran, Chi Mei, HANNspree, Taiwan-based home appliance makers such as Tatung, Proton, Kolin, several major IT makers such as Acer, Quanta Computer, BenQ, Asustek are also eying the LCD TV market with their brands and have set aggressive plans for 2007. |
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LCD TV overview (Jun 27) |
The global TV market did not grow much in 2005, with shipments staying flat at 188 million units, up from 187 million units in 2004, according to research from CIBC World Markets. |
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