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NEWS & VIEWS |
Taipei,
Monday, November 9, 2009
02:43 (GMT+8)
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LCD monitor panel overstock diminishing Nov 4, 14:24 An overstock of LCD monitor panels is easing, as makers have decreased output for the segment, according to industry sources. Panel makers expect the upcoming holiday shopping lasting till the Lunar New Year holiday in early 2010 will help further digest monitor panel inventory. Read more |
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Large-size LCD panel shipments hit all-time high in September, says DisplaySearch Oct 27, 12:10 September 2009 shipments of large-area TFT-LCD panels reached 52 million units, up 2% sequentially and 25% on year, setting a new record for monthly large-area TFT-LCD shipments, according to DisplaySearch. Large-size TFT-LCD revenues reached US$6.8 billion, up 6% sequentially and 15% on year. Read more |
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CMO expects further profit growth in 4Q09 Oct 27, 12:05 Having swung back to profits in the third quarter 2009, Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO) expects a further improvement in profitability in the fourth quarter as overall material costs are expected to drop 2-3%, according to company president Jyh-chau Wang. Read more |
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China market: Local LCD monitor vendors start price war to clear inventory Oct 20, 10:44 Local LCD monitor vendors in China have started a price war to clear their high inventory, dropping the prices of 19-inch models to as low as 799 yuan (US$117.04), according to market sources. Read more |
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China becomes top LCD monitor market for 1H09, says DisplaySearch Oct 12, 16:49 LCD desktop monitor shipments rose almost 6% sequentially in the second quarter of 2009 to 40.5 million units, with China becoming the world's largest market for the quarter and for the first half of 2009, according to the DisplaySearch. 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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Chimei, Asustek to enter LED-backlit monitor market Sep 29, 15:15 Chimei and Asustek Computer are eyeing the LED-backlit LCD monitor market and plan to launch products by the end of 2009 and early 2010, according to market sources. Read more |
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BenQ launches 5 LED-backlit monitors Sep 25, 16:05 BenQ has started shipping five LED-backlit LCD monitors with sizes ranging from 15.6- to 24-inch to the Taiwan market, and they will be shipped later to Japan, Australia and China, according to Danny Yao, general manager, BenQ Taiwan. Read more |
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Innolux expected to become top LCD monitor maker in 4Q09, says paper Newswatch - Sep 22, 17:11 Innolux Display is estimated to replace TPV Technology to become the largest LCD monitor maker worldwide in the fourth quarter of 2009, according to a Chinese-language Economic Daily News (EDN) report. 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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Samsung ahead in LED monitor market Sep 18, 16:50 Samsung Electronics has introduced a 23-inch ultra-thin LED-backlit monitor, the XL2370, in Taiwan and the model is expected to be available in other markets soon, according to the company. Read more |
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Monitor panel production moving to 6G and larger fabs, says DisplaySearch Sep 17, 15:46 As panel manufacturers increase production of 16:9 aspect ratio and larger LCD monitor panels, their third-quarter 2009 plans indicate that 56% of LCD monitor panels are expected to be manufactured on 6-8G fabs, according to DisplaySearch. In the third quarter of 2008, only 28% of LCD monitor panels were made in 6G and larger facilities, but as panel makers increased production of 16:9 aspect ratio and larger-size panels (such as 18.5-inch widescreen, 21.5-inch widescreen, 23-inch widescreen, 23.6-inch widescreen, 24-inch widescreen, 25-inch widescreen and 27-inch widescreen), this figure is growing, reaching 49% in the second quarter of 2009. Meanwhile, the share of LCD monitors produced in 5G fell from 52% in the fourth quarter of 2008 to 42% in the second quarter of 2009, and is expected to fall to 34% in the fourth quarter of 2009. Read more |
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Prices for LCD monitor panels expected to fall slightly in 4Q09 Sep 16, 15:23 Taiwan-based LCD panel makers expect LCD monitor panel prices to drop slightly in the fourth quarter of 2009, while Korea makers have forecast a 6-7% drop as tight supply of glass substrates has eased, according to market sources. Read more |
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Qisda August revenues drop on lower LCD monitor shipments Sep 7, 13:38 Qisda has announced consolidated revenues of NT$7.07 billion (US$215.27 million) for August, decreasing 5.3% from NT$7.47 billion for July and 15.9% from NT$8.4 billion for August 2008. Read more |
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TPV announces on-year drop in 1H09 revenues and net profits Sep 3, 12:19 TPV Technology has posted revenues of US$3.1 billion for the first half of 2009, a drop of 37% on year, while net profits also dropped 43.6% to US$54.65 million. Read more |
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LCD players vying for LED monitor market in 2010 Aug 18, 16:50 LCD players are vying to develop the LED-backlit monitor market, with LG Display (LGD) aiming to narrow the price gap between its LED and CCFL segments to under US$5 in 2010, according to market sources. Read more |
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BLU maker Coretronic reports 4% sequential increase in July revenues Aug 11, 16:37 Backlight unit (BLU) maker Coretronic has announced consolidated revenues of NT$5.32 billion (US$162.17 million) for July, up 4.18% from NT$5.11 billion for June, but down 8% from NT$5.78 billion for July 2008. Read more |
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Taiwan market: LCD product sales drop 20% at TCAS 2009 Aug 6, 11:08 Sales of LCD monitors and TVs at the Taipei Computer Application Show 2009 (TCAS 2009) dropped around 20% compared those seen a year ago, causing LCD product vendors to become more conservative about demand in the second half of 2009, according to vendors at the show. Read more |
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HannStar likely to up its own-brand monitor shipment goal to 4 million for 2009 Aug 4, 12:02 HannStar Display may increase its own-brand LCD monitor shipment goal to four million units in 2009 given the company already shipped 1.9 million units in the first half of 2009, accounting for 63.3% of the three million units projected for this year, according to market sources. Read more |
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3M to increase purchases from Taiwan by 10% in 2009, says company executive Aug 4, 09:55 US-based 3M is switching more of its purchase budget to Taiwan, with purchases from Taiwan expected to increase by 10% in 2009, according to 3M Taiwan managing director George Chao. Read more |
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HannStar monitor panels to be all LED-backlit in 2010, says president Aug 3, 15:48 HannStar Display expects all of its monitor panel shipments will feature LED backlighting in 2010, according to company president David Joe. Read more |
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China market: BenQ to increase LCD monitor price in August Jul 21, 15:15 BenQ, which has already twice raised its LCD monitor prices in July in China, may hike the prices further in August amid continued rises in panel costs, according to BenQ China president Hank Horng. Read more |
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LG Display swings to profits in 2Q09 Jul 17, 16:03 LG Display (LGD) swung back to profits in the second quarter, reporting net profits of 302 billion won (US$237.65 million), up from net losses of 255 billion won for the first quarter. Read more |
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LED-backlit monitor shipments to grow fast, says Innolux chairman Jul 15, 11:40 Demand for LED-backlit monitors will start picking up in the third quarter as the price gap between LED backlight units (BLU) and CCFL BLUs narrows, according to Hsing C Tuan, chairman of Taiwan-based LCD panel maker Innolux Display. Read more |
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Innolux to increase LED monitor share in 2010, says report Newswatch - Jul 14, 16:17 Innolux Display aims to increase the share of LED-backlit monitors to 50% of its total LCD monitor shipments in 2010, according to a Chinese language Commercial Times report citing company chairman Hsing C Tuan. Read more |
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FPD sales look flat over long term after 8 years of growth, says DisplaySearch Jul 13, 12:21 Global flat panel display (FPD) revenues may rise only at a compound annual growth rate (CAGR) of 1% each year from 2008 to 2016 after rising at 20% from 2000 to 2008, according to DisplaySearch. Read more |
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Taiwan market: LCD monitor prices to increase in 3Q09 Jul 10, 16:03 Monitor ASPs in Taiwan are likely to rise by 10-15% in the third quarter to reflect the increased price of panels, with 18- to 22-inch products seeing the highest price increases, according to BenQ Asia Pacific VP Danny Yao. Read more |
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Qisda June revenues up almost 12% sequentially on LCD monitor shipment growth Jul 7, 14:59 Qisda has announced June consolidated revenues of NT$6.89 billion (US$208.82 million), up 11.7% from NT$6.17 billion for May, but down 23.7% from NT$9.04 billion for June 2008. The sequential revenue growth in June was attributed primarily to increased LCD monitor shipments. Read more |
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Taiwan market: LCD monitor prices to increase in August Jul 7, 10:56 LCD monitor prices are expected to increase by NT$300-500 (US$9.10-15.16) in the Taiwan market in August 2009 amid increasing panel prices, according to market sources. Read more |
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LED monitor penetration rate only 3% in 2009, sources say Jul 6, 16:10 LED-backlit monitor penetration rate will only be 3% in 2009 because of LED supply shortage and slower-than-expected drop of LED backlight unit (BLU) cost, according to market sources. Read more |
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Innolux to see record LCD monitor panel shipments in 2Q09 Jul 3, 12:27 Taiwan-based LCD panel maker Innolux Display had second quarter LCD monitor panel shipments surpassing 9.5 million units, a company record, according to market sources. The company is also expected to swing to profits in June, the sources added. Read more |
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LG Chemical ranks first for global large-size LCD polarizer in 1Q09, says Displaybank Jul 2, 13:55 LG Chemical ranked first in the global large-size TFT-LCD polarizer market with a 30% share in the first quarter of 2009, according to Displaybank. Japan-based Nitto Denko was second place with 24%, followed by Sumitomo with 19%. Read more |
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Taiwan market: Consumers considering lawsuit against Dell pricing mistake, says paper Newswatch - Jun 29, 16:39 Consumers in Taiwan are considering a group lawsuit against Dell Taiwan as the company has not yet handed out compensation for a pricing mistake on its website on June 25, according to a Chinese-language The Liberty Times report. Read more |
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LCD backlight LEDs to reach 34 billion units in 2012, says DisplaySearch Jun 23, 12:06 In 2012, 34 billion LEDs will be used in TFT-LCD backlights, in sizes ranging from 1-inch to more than 70-inch, up more than 300% from eight billion units in 2008, according to DisplaySearch. Read more |
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Qisda reports net loss of over NT$3 billion for 2008 Jun 17, 11:15 Qisda has reported a net loss of NT$3.1 billion (94.3 million) for 2008 on unconsolidated revenues of NT$75.5 billion. Consolidated revenues for the year totaled NT$111.3 billion. Read more |
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CPT expects TV panel shipments to double in 2009 Jun 15, 16:45 Taiwan-based TFT-LCD panel maker Chunghwa Picture Tubes (CPT) expects to ship 6-7 million LCD TV panels in 2009, doubling from 3-3.5 million units in 2008, while its small- to medium-size panel shipments are expected to challenge 100 million units, according to company VP Wu Jiun-Yi. Read more |
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Taiwan market: LCD monitor sales estimated down 40% in May Jun 4, 11:14 LCD monitor sales in the Taiwan market are estimated to have dropped about 40% in May because last month was the local tax season., according to market observers. The growing popularity of netbooks and falling notebook prices also squeezed the market for desktops as well as LCD monitors, whose prices were rising. Read more |
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HannStar Display holds positive 3Q09 outlook on extended order visibility May 27, 11:52 LCD panel maker HannStar Display is positive about its business outlook for the third quarter as the company has seen the order visibility for its small- to medium-size LCD panels extend to July, according to the company. Read more |
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Top-10 LCD monitor vendors see shipments down in April, says WitsView May 26, 10:49 The top-10 LCD monitor makers shipped a total of 12.9 million units in April, up 2.7% sequentially, while shipments from the top-10 monitor vendors went down 0.8% sequentially to 10.5 million units, according to WitsView. Read more |
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Opto Tech and Harvatek benefiting from LED monitor backlighting orders May 25, 16:50 Taiwan-based LED chipmaker Opto Tech and packaging house Harvatek are benefiting from monitor vendors' launch of LED-backlit models, according to market sources. Read more |
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LCD TV and monitor panel prices continue to rise on China demand in 2H May, says DisplaySearch May 20, 11:08 LCD TV and monitor panel prices continue to rise as supply has been unable to meet rising demand from the China market, according to latest pricing data released by DisplaySearch. Read more |
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Market demand for LCD monitor dropping, says BenQ VP May 14, 12:28 Market demand for LCD monitors has recently began showing signs of decline, according to BenQ Asia Pacific VP Danny Yao. Read more |
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Monitor panel prices to continue rising through July May 12, 14:29 Prices for monitor panels in the 18.5-, 19-, 20- and 21.5-inch segments are expected to continue increasing through July, which may push branded monitor vendors to raise their FOB prices by US$10 on average, according to sources within the monitor industry. Read more |
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Qisda April revenues decline over 7% sequentially May 8, 14:06 Qisda's April revenues totaled NT$6.61 billion (US$199.51 million), down 7.3% on month and 39.7% on year because of a decline in short-lead time orders, as well as its withdrawal from the LCD TV market, according to the company. Read more |
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Panel makers conservative toward 3D notebooks May 7, 16:36 Panel makers are conservative about the market demand for 3D notebooks and believe the products will face difficulty in the market despite optimism from notebook makers, according to industry sources. Read more |
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China market: Holiday sales help to reduce TV and IT inventory in the channel May 7, 14:54 Significant May Day holiday sales in China have reduced inventories of IT (monitor and notebook) and TV products in the local channel and have helped increase LCD panel quotes for the first half of May, according to market sources. Read more |
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Radiant 1Q09 revenues up 11% sequentially Apr 30, 11:44 Taiwan-based backlight unit (BLU) maker Radiant Opto-Electronics has reported first-quarter consolidated revenues of NT$7.21 billion (US$214.01 million), up 11% compared to the fourth quarter of 2008. The company had net profits of NT$94.41 million for the first quarter. Read more |
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Large-size panel shipments up 27.8% sequentially in March, says WitsView Apr 17, 11:40 Global large-size LCD panel shipments (8.9-inch and above) reached 35.56 million units in March, up 27.8% sequentially, but down 4.2% on year, according to WitsView. Read more |
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LCD monitor shipments increase for both makers and vendors in February, says WitsView Mar 26, 12:48 The top-10 LCD monitor makers shipped a total of 10.5 million LCD monitors in February, up by 16.2% on a monthly basis amid persisting shorter-lead-time orders, according to WitsView. Although February is the traditional weak season, a high level of business activity was seen, as vendors and retailers have continued to replenish their inventory. SIs will continue to experience a tight panel supply in the near term, as upstream players are reluctant to increase both inventory levels and utilization rates. Read more |
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LCD panel makers worry about May outlook Mar 24, 12:31 LCD panel makers are concerned about the industry's outlook for May, as their order visibility has only extended to April so far, with downstream monitor clients having almost completed their inventory build-up, according to market sources. Read more |
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