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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
08:05 (GMT+8)
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Taiwan market: 16:9 LCD monitor shipments growing Dec 2, 11:36 With LCD panel makers and monitor vendors actively promoting the 16:9 aspect ratio, LCD monitor shipments to the Taiwan market are growing, according to market sources. Read more |
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Preliminary report: Taiwan LCD monitors – 3Q 2008 Nov 27, 11:06
Introduction Read more |
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LCD monitor shipments from SIs and vendors down in October, says WitsView Nov 27, 11:03 Most of the top 10 LCD monitor system integrators (SIs) saw shipments decline in October, except Innolux Display, Samsung Electronics, LG Electronics (LGE) and Wistron, and total monthly shipments declined 3.6%, according to WitsView. The shipment performance of the top-10 vendors in October was also worse than expected, down 1.4% on month. Read more |
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Preliminary report: Taiwan large-size LCD panels – 3Q 2008 Nov 27, 10:48
Introduction Read more |
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Taiwan market: Chimei and BenQ monitor sales driven by 16:9 segment in October Nov 7, 15:19 LCD monitor sales in Taiwan dropped 15% on year in October, but major local brands, Chimei and BenQ, still saw robust sales because of their 16:9 models, according to market sources. Read more |
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Nvidia GeForce 3D stereo glasses ready for shipping this year, but what about monitor support? Nov 6, 17:09 According to sources in Taiwan's graphics card industry, Nvidia has outsourced the manufacturing of its GeForce 3D stereo glasses to EMS provider Flextronics, and the product has passed design validation tests (DVT) in October and is ready to be shipped before the end of 2008. Once the product is launched, Nvidia will not ship the product to all of its partners but will instead choose a sole distributor in each market zone to prevent price competition, and the product will be mainly targeted to system integrators (SI), especially in the China and South Korea markets, the sources explained. 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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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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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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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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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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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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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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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 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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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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Compal cuts annual notebook shipments goal to 29 million units Sep 9, 16:33 Affected by the dropping worldwide economy, Ray Chen, president of Compal Electronics has said that due to weak demand in both Europe and the US, the company's annual notebook shipments goal for 2008 has been adjusted to 28-29 million units from the original 32 million units. Read more |
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Novatek cuts 3Q sales guidance on stockpiled LCD monitor inventory Sep 8, 15:40 Novatek Microelectronics only expects its third-quarter sales to be flat or grow by a mild 1% on quarter as sales from the majority of its product lines are expected to be flat. Read more |
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China LCD makers' pricing blamed for continued drops in monitor panel prices, says paper Newswatch - Aug 25, 12:24 HannStar Display vice president Chih-Hao Chou predicts that monitor panel prices are unlikely to stabilize in September because LCD makers in China, unlike their major competitors in Taiwan and Korea who have cut their production, are still running at full capacity and are conducting pricing campaigns, according to a report by the Taiwan-based Apple Daily. Read more |
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HP shifts chunk of monitor panel orders from Taiwan to LG Display Aug 25, 11:26 Hewlett Packard (HP) has sharply decreased its LCD monitor panel orders to Taiwan makers while increasing its sourcing from LG Display in line with the US vendor's inventory control strategy, according to industry sources. 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 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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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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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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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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Innolux ships around 8 million LCD monitors in 2Q08 Jul 18, 01:05 Innolux Display shipped around eight million LCD monitors in the second quarter to surpass the company's original forecast. The company is on track to meet its goal of shipping 35 million units in 2008, according to company CFO, Thomas Hsu. Read more |
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LCD monitor industry players believe demand may recover in 4Q Jul 17, 14:11 Regardless of the disappointing performance of the LCD monitor industry in the first half of the year, industry players are optimistic that the traditional peak season will boost the shipments in the fourth quarter, according to market sources. 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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Taiwan market: BenQ claims LCD monitor market share gain in 2Q Jul 15, 16:18 BenQ increased its share in the local Taiwan LCD monitor market in the second quarter, event though the overall market fell 15-20% compared to the first quarter, BenQ stated. Read more |
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Philips to transfer PC monitor brand to TPV Jul 9, 12:25 Royal Philips Electronics today announced that it has reached an agreement with TPV Technology on key terms and conditions of a brand licensing agreement under which Philips will transfer its PC monitors business, IT Displays, to TPV. This is in line with Philips' previously communicated commitment to take decisive steps to improve the profitability levels at its Television business, of which the IT Displays unit forms part. Read more |
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TPV trims own-brand LCD monitor and TV shipments guidance Jul 3, 01:05 TPV Technology has turned more conservative about its shipments in 2008 due to inflation pressure from high crude oil pricing and has revised down its shipments forecast for own-brand LCD monitors and LCD TVs by about 15% and 20%, respectively, for 2008. Read more |
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Taiwan market: LCD monitor shipments decline 15-20% in 2Q08 Jul 1, 15:36 Demand for LCD monitors in the Taiwan market was low at about 300,000 units in the second quarter. Shipments were down 15-20% compared to the first quarter, according to market sources. Read more |
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Prices for LCD monitor panels to fall by 30-45% soon, says DisplaySearch Jun 27, 10:04 As in past Crystal Cycles, surging investment in new fab capacity is providing LCD panel buyers with the ability to drive prices down as panel suppliers become eager to sell their output. According to DisplaySearch, in the prior major cycle, the average PC monitor panel price fell at an annual rate of 50% from the second quarter of 2004 to the first quarter of 2005. Market indicators suggest the average selling price (ASP) of monitor panels may fall at a 30% to 45% annual rate in June and July 2008.The pace of price declines may slow after the summer. Read more |
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Own brand strategy: Q&A with TPV Group vice president CH Tuan Jun 10, 11:53 TPV Technology's own monitor brand AOC overtook Samsung Electronics as the number one monitor brand in China in the first quarter of 2008 and TPV aims to ship a total of 11.5 million units of its own-brand monitors worldwide in 2008. Digitimes spoke with TPV Group vice president CH Tuan about the TPV's own-brand development strategy. Read more |
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TPV and Philips reportedly to set up joint venture in China Newswatch - Jun 6, 15:50 TPV and Philips reportedly have reached a preliminary agreement to create a joint venture that will manage Philip's monitor business in China, according to Chinese-language reports on Sina.com. Read more |
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