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NEWS & VIEWS |
Taipei,
Sunday, September 7, 2008
19:29 (GMT+8)
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Taiwan's LCD panel industry looks at 80% equipment self-sufficiency in 2009 Sep 3, 10:51 Taiwan is aiming to achieve 80% in equipment self-sufficiency for its LCD panel industry in 2009 when AU Optronics (AUO) starts building its 10G fab and attracts foreign equipment suppliers to set up operations on the island, according to the Industrial Development Bureau (IDB) of the Ministry of Economic Affairs (MOEA). Read more |
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HannStar cuts LCD output 5-10% for September, says paper Newswatch - Sep 1, 12:16 HannStar Display has decided to cut production by 5-10% in September as prices for LCD panels for monitors and medium-size applications are falling close to cost, according to a Chinese-language Commercial Times report. Read more |
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TPO secures bank loan for LCD capacity expansion Sep 1, 10:36 TPO Displays has secured a syndicated bank loan of NT$5.1 billion (US$161.3 million) for capacity expansion and operational funds. TPO runs a 3.5G plant for LTPS LCD panel production currently with a monthly capacity of 75,000 substrates. The company plans to increase the capacity to 83,000 substrates per month in early 2009. Read more |
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LCD panel makers gear up thin-film solar deployment Aug 29, 11:47 The rumored attendance of AU Optronics (AUO) president and COO at an upcoming photovoltaic (PV) show in Spain has once again spurred speculation about Taiwan LCD panel makers' deployment in the sector. Read more |
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AUO promises four 10G or above LCD plants in Taiwan Aug 28, 10:42 AU Optronics (AUO) plans to invest NT$400 billion (US$12.68 billion) to build four 10G or above LCD panel plants in Taiwan in the next 10 years, company chairman KY Lee has disclosed. Read more |
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LCD panel makers invest in LCD drive IC suppliers to stabilize market position Aug 27, 16:21 As the number of LCD driver IC providers continues to decline due to low profitability, TFT-LCD makers are finding it increasingly important to forge close ties with the remaining industry players in order to maintain stable upstream supplies of LCD driver ICs. Read more |
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AUO to announce expansion plans on Wednesday, paper says Aug 26, 12:37 KY Lee, chairman of AU Optronics (AUO), will have a meeting with Taiwan's Premier Liu Chao-shiuan on Wednesday to discuss the LCD panel maker's major expansion projects in Taiwan, and an announcement concerning the projects is expected to follow the meeting, according to the Economic Daily News (EDN). Read more |
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AUO expects new shipment record in August for its small- to medium-size LCD panels Aug 26, 12:21 CT Liu, VP and general manager of consumer product display business group at AU Optronics (AUO) indicated that the company's small- to medium-size LCD panel shipments in August are expected to exceed July's record shipments of 17.7 million units. Read more |
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Downstream players hope LCD panel prices can stabilize Aug 26, 10:55 Downstream players are expressing the hope that LCD panel prices can stabilize, as consumers are refraining from digging into their pockets in the meantime waiting for prices to hit bottom, according to industry sources. 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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Touch panel maker Transtouch to issue new shares Aug 22, 10:23 Touch panel maker Transtouch Technology has announced a plan to issue new shares in preparation for listing on the over-the-counter (OTC) or the main board stock market in Taiwan. Read more |
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Taiwan government decides site for AUO's NT$500 billion LCD fab projects Aug 21, 12:20 The Taiwan government has selected a site in the central region of the island nation where AU Optronics (AUO) will invest NT$500 billion (US$15.91 billion) to build its next generation fabs, according to authorities with the Central Taiwan Science Park (CTSP). Read more |
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CMEL receives 7.6-inch OLED panel orders from Kodak Aug 21, 11:32 Chi Mei EL (CMEL) has received medium-size OLED panel orders from Kodak for use in the US vendor's digital photo frames, according to industry sources. Read more |
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Commentary: Are China's next-generation LCD fabs really coming? Aug 20, 12:42 There have been talk coming out of China about Shanghai-based SVA Group planning to build its 6G LCD panel plant. But while the panel market is being hit by a price slump, as well as worries about serious over-supply emerging next year when major makers ramp up their next-generation productions, one cannot help but wonder how soon SVA will kick off construction of its 6G plant, if it ever materializes at all. Read more |
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LCD panel market set for recovery in September, says iSuppli Aug 20, 10:03 After nearly three months of plummeting profitability and precipitous price plunges, the large-sized LCD panel market finally is due for a recovery in September, iSuppli predicts. Read more |
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Wintek sees mild handset panel market in 3Q08 Aug 20, 01:15 Small- to medium-size panel supplier Wintek estimates that demand from the handset market will still see a seasonal upturn in the third quarter, but the momentum of growth will be milder than that in the past. Read more |
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Contrel's equipment order visibility extends to 2Q09 on next generation panel projects Aug 20, 01:05 Equipment supplier Contrel Technology is reporting strong order visibility as the LCD panel industry is gearing up the construction of next-generation fabs. Read more |
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Notebooks with 12- to 14-inch 16:9 aspect ratio panels will not mature until 2Q09, according to ODMs Aug 19, 16:49 Although notebook vendors have started to adopt 16:9 aspect ratio panels for upcoming notebooks, sources at notebook ODMs pointed out that notebooks with 12- to 14-inch 16:9 aspect ratio panels will not enter mass production until the second quarter of 2009. Read more |
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Large-size LCD panel shipments drop in July, WitsView says Aug 19, 09:36 Worldwide large-size panel shipments in July decreased 7.7% sequentially to 32.7 million units as the market continued to feel inventory and price pressure, while notebook panels are currently the only profitable segment, according to WitsView. Read more |
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LCD panel demand warming up; prices expected to stabilize next month Aug 18, 11:48 With LCD panel prices falling to new lows, demand is starting to show signs of a rebound that makers expect may boost shipments and stabilize prices in September, according to industry sources. Read more |
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LCD panel downturn not a bad thing, says CPT Aug 14, 01:15 Chunghwa Picture Tubes (CPT) president Chuang-Yi Chiu has commented that a sharp reverse of demand for LCD panel is not necessarily a bad thing for the industry as this may possibly lead to earlier-than-expected shortages in 2009. Read more |
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Nokia requires panel suppliers to be AMOLED-capable Aug 13, 01:10 Nokia has set the capability of AMOLED development as a condition for the selection of its panel suppliers, as the handset vendor expects AMOLED to play a major role in the market in the future, according to industry sources. Read more |
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Elan not expecting significant touch panel IC sales until 4Q Aug 12, 16:55 Due to weak demand for consumers electronics (CE) products and delayed shipments of touch panel ICs and modules, Taiwan IC design house Elan Microelectronics expects its sales to decline in August, stay flat in September and recover in the fourth quarter. 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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Weakening LCD panel industry spreads to backend Aug 11, 12:14 As most upstream LCD panel and LCD driver IC vendors are guiding for a conservative second half of 2008, major LCD driver IC packaging and testing houses' expect to feel the effect. Read more |
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Small-to-medium size LCD panel demand rebounds in July Aug 8, 14:17 Small-to-medium size panel shipments saw a recovery based on shipments from Taiwan panels makers, amid stronger shipments for handset and netbook applications, according to market sources Read more |
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TPO seeking syndicated bank loan for LCD capacity expansion Aug 8, 11:44 TPO Displays, a Taiwan-based supplier of small- to medium-size LCD panels, has announced that it will seek a syndicated bank loan to fund its operations and capacity expansion. Read more |
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July sales down for LCD panel makers, panel quotes falling faster than expected Aug 8, 10:40 Major LCD panel makers have reported significant declines in sales for July amid weak demand and falling prices, and industry sources have indicated that panel quotes in August are dropping at a pace faster than initially expected amid "chaotic" price negotiations between suppliers and clients. Read more |
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Taiwan panel makers to cut utilization rates more than they expected Aug 8, 01:05 Although Taiwan-based panel makers AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) originally planned to cut their panel utilization rates by an average of 10-15% in the third quarter, actual reductions are now expected to be 5-10 percentage points higher due to weak consumer demand, 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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HannStar sees majority of shipments as small- to medium-size panels Aug 7, 01:00 With 70-80% of shipments contributed by small- to medium-size panels, HannStar Display aims to ship 10 million units for the segment in the second half of 2008, according to company vice president Chih-Hao Chou. Read more |
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AUO claims up to 50% reduction in power consumption with new 32 inch LCD panel Aug 6, 12:10 AU Optronics (AUO) stated that it started mass production of a 32-inch power-saving LCD panel in the second quarter this year; with the panel saving up to 50% in power consumption compared to traditional LCD TV panels of the same size. 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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Commentary: The impact of netbooks on the LCD panel industry Aug 5, 14:08 With low-cost notebooks (netbooks) having become a major application for LCD panels, no panels makers want to be shut out of the market. While panel makers have each set their own shipment goals for the new segment, none of them can be certain how big the market will really be, or the extent of the impact on the overall notebook market. Read more |
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LCD maker HannStar aims to ship 4 million low-cost notebook panels in 2H08 Aug 5, 12:14 HannStar Display is stepping up the development of low-cost notebook LCD panels, and the panel maker aims to ship 4 million units to the market in the second half of the year, according to company vice president Chih-Hao Chou. Read more |
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Large-size LCD panel shipments grow 23% on year to new high in 2Q08, says DisplaySearch Aug 4, 12:15 Shipments of large-size TFT LCD panels grew 6% on quarter and 23% on year to 117.9 million units in the second quarter of 2008, the largest number of large-area panels ever shipped in a quarter, according to DisplaySearch. Read more |
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Panel makers mount cost-down pressure on component suppliers, says WitsView Aug 4, 10:11 The recent large-size panel price drops are causing makers to heap more pressure on upstream component makers for additional cost downs. Component suppliers are at a disadvantage to resist the pressure, as panel clients' production cuts are resulting in weaker demand, according to WitsView. Read more |
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Analog 7-inch LCD panel prices drop below production costs Aug 1, 15:36 Prices for 7-inch analog panels, which are mostly adopted for digital photo frames, have fallen to as low as US$15, a price that panel makers would not be able to derive profits from, according to SC Lin vice president of small- to medium-size TFT business at Chunghwa Picture Tubes (CPT). Read more |
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CMO braces for decline in large-size LCD panel shipments in 3Q08, but keeps 2008 goal Aug 1, 11:32 Chi Mei Optoelectronics (CMO) expects its large-size LCD panel shipments to decline or stay flat in the third quarter because of weak demand for monitor applications, but it still hopes to maintain its earlier annual shipments goal for the segment. Read more |
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CMO to reduce panel output an average of 15% in 3Q08 Aug 1, 01:10 After reducing its panel production by 10% in July, Chi Mei Optoelectronics (CMO) is planning to reduce output by 20% of maximum in August and 15% in September, equaling an average reduction of 15% for the third quarter this year. If demand remains weak after the third quarter, the company will continue to run at under utilization and plans to cut capex for 2009. Read more |
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CMO expecting increased small- to medium-size panel shipments in 3Q08 Aug 1, 01:05 Although small- to medium-size panel demand was weak in the second quarter this year, Jau-Yang Ho, president of Chi Mei Optoelectronics (CMO) has pointed out that demand in the third quarter recently started to pick up, adding the company expects shipments will see a sequential growth of around 5% for the quarter. Read more |
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Korean LCD panel makers said to be more price competitive in notebook segment Newswatch - Jul 31, 11:54 Samsung Electronics and LG Display (LGD) are more price competitive in the notebook panel market than their Taiwan-based counterparts, as the Korean makers have already recognized all the depreciation expenses for their 5G plants where notebook applications are produced, according to HP Chang, head of WitsView's TFT-LCD research team, as cited by the Economic Daily News (EDN). Read more |
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AUO and CPT eyeing different LCD panel segments for netbooks Jul 30, 17:13 While the netbook PC market has shown strong growth, LCD panel makers have had to keep up with ever changing screen sizes, though AU Optronics (AUO) and Chunghwa Picture Tubes (CPT) are taking a different approach about where they think the mainstream will be. Read more |
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CPT sees recovery in small- to medium-size panel shipments Jul 30, 01:05 The small- to medium-size panel market is showing signs of a rebound in the third quarter, with demand from the digital photo frame and white-box handset segments beginning to pick up, according to a Chunghwa Picture Tubes (CPT) executive. Read more |
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Commentary: LCD panel makers may still have satisfactory 3Q if production cut can accelerate inventory clearance Jul 29, 11:46 With most major LCD players having cut their production amid slumping prices and a global economic downturn, the LCD panel market in the third quarter looks bleak. But global panel shipments in the third quarter may still stay flat, rather than drop, compared to the second quarter if the market is able to clear its inventory in time. Read more |
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AUO to launch 10-inch netbook panel in 3Q08 Jul 28, 12:36 AUO senior VP and general manager of IT display business group, Paul Peng has noted that AUO is planning to launch a 10-inch panel for netbooks in the third quarter this year. Read more |
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AUO and TPO see Nokia orders driving small- to medium-size panel shipments, say sources Jul 25, 14:41 Demand for small- to medium-size LCD panels from the handset market is warming up, with major vendor Nokia increasing orders at AU Optronics (AUO) and TPO Displays, according to industry sources. Read more |
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AUO may delay ramp at hybrid 7.5-8.5G plant if panel market is weak next year Jul 25, 11:44 AU Optronics (AUO) may delay the ramp-up at its hybrid 7.5-8.5G LCD panel plant if the panel market is weak next year, but the company does not believe that the market will be as bad as others are predicting, according to AUO CEO HB Chen. Read more |
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Large-size panel shipments increase 6.7% in 2Q, says WitsView Jul 25, 10:06 Global aggregated large-size panel shipments in the second quarter of 2008 reached 110.8 million units, a quarter-on-quarter increase of 6.7% and a year-on-year growth of 22.4%, according to WitsView. The growth mainly stemmed from increases in IT panel shipments, especially the notebook segment, where shipments jumped 12.9% to 35.4 million units. Monitor panels were up quarterly by 5.5% to 51.6 million units. Read more |
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| 101 news tagged panel (1/3) | |
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