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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
06:37 (GMT+8)
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Large-size LCD panel shipments down 1% sequentially in 3Q08, says DisplaySearch Oct 31, 12:14 Weak demand and inventory adjustments by TV makers reduced large-size TFT LCD panel shipments to 116 million units in the third quarter of 2008, down 1% sequentially, according to DisplaySearch. Read more |
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CPT begins to supply Japan and first-tier handset customers Oct 31, 01:05 In addition to the white-box handset market in China, Chunghwa Picture Tubes (CPT) has cut into the supply chains of Japan-based and first-tier handset makers. Also, conversions of the company's 4G plant is finished and is in the process of beginning small- to medium-size panel production, according to company vice president SC Lin. Read more |
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Samsung to build 11G LCD fab as early as 2010 Oct 30, 12:28 Samsung Electronics will continue to invest in next generation LCD panel plants, with the prospects of starting to build an 11G fab as early as 2010-2011, according Won-Kie Chang, executive vice president of the company. Read more |
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TFT LCD equipment spending to hit record in 2008, then drop 21% in 2009, DisplaySearch says Oct 30, 11:16 DisplaySearch expects 2008 spending on TFT LCD manufacturing equipment to reach historic highs. However, rapidly dropping panel prices, low fab utilization and continued concerns about the world-wide economy will cause previously planned fab expansions to be delayed, considerably pushing down forecast 2009 spending by 21% to US$10.6 billion. Read more |
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Innolux profits drop sharply in 3Q Oct 30, 10:48 With its profitability seriously taking a hit by freefalling LCD monitor panel prices, Innolux Display reported net income of only NT$103 million (US$3.12 million) for the third quarter, a sharp drop from NT$3.46 billion for the second quarter. Read more |
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Panel makers see increasing revenues contribution of small- to medium-size panels Oct 30, 01:05 Despite that Taiwan-based panel makers have reported losses due to reductions in panel out, shipments of small- to medium-size panels continue to see growth. For some makers, revenues contribution of the small- to medium-size segment has increased from below 10% to between 14-20%, according to sources at panel makers. Read more |
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Global LCD panel revenues grow 2% in September, says DisplaySearch Oct 29, 14:40 Worldwide LCD panel shipment revenues grew 2% to US$6.5 billion in September, with the gap between the top-two players, Samsung Electronics and LG Display, narrowing, according to DisplaySearch. Read more |
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Second-tier LCD panel makers repond to weak market: CPT cuts managers' pays and 2008 shipment goals; HannStar to freeze 2009 capex Oct 29, 12:15 Chunghwa Picture Tubes (CPT) has cut salaries for ranking executives and lowered its large-size LCD panel shipment goal for the entire 2008, while HannStar Display will cut back production for the period, as the display industry braces for the impact of global economic woes. Read more |
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AUO expects LED and 16:9 format to have 40% notebook penetration rate in 2009 Oct 29, 11:20 Au Optronics (AUO) expects the 16:9 format and LED backlighting to each have a 40% penetration in the notebook market in 2009, up from 7% and 10% respectively in 2008, according to company executive vice president Paul Peng. Read more |
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Netbook panel shipments to grow in 4Q despite economic woes, say LCD panel makers CPT and HannStar Oct 29, 11:17 Chunghwa Picture Tubes (CPT) and HannStar Display are both seeing netbook applications defy the economic downturn, with shipments to the segment expected to grow further in the fourth quarter, according to the companies. Read more |
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J Touch sales driven by Samsung touch panel orders Oct 29, 01:15 Taiwan-based touch panel supplier J Touch, having swung back to profits in the third quarter, will see its October revenues hit a monthly record of NT$300 million (US$8.97 million), thanks to shipments to Samsung Electronics for use in smartphones, according to industry sources. Read more |
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LCD panel makers CPT and HannStar announce huge losses for 3Q08 Oct 29, 01:05 Chunghwa Picture Tubes (CPT) and HannStar Display have both reported huge losses for the third quarter as a result of weak demand and fast falling LCD panel prices. Read more |
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FPD International 2008: AUO to showcase multi-touch panel, image and fingerprint scanning technology Oct 28, 12:25 AU Optronics (AUO) announced it will showcase a series of innovations at the upcoming FPD International 2008 in Japan, including technologies for multi-touch panel, 2D/3D image display, and image and fingerprint scanning. Read more |
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TPO earns profits in September, but losses to remain for 2008 and 2009 Oct 28, 11:43 TPO Displays, a supplier of small- to medium-size LCD panels, swung back to profits in September, and its overall losses for the third quarter narrowed compared to the second quarter, according to company chairman Ray Chen. Read more |
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LG Display said to be top LCD panel maker in September Oct 28, 01:15 Taking advantage of a weak Korean won and the LG Group's vertically integrated supply chain, LG Display shipped 9 million large-size panels in September, taking the top spot among LCD panel makers worldwide, according to market sources. Read more |
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CMO braces for further shipment and ASP drops for large-size LCD panels in 4Q08 Oct 27, 15:21 Chi Mei Optoelectronics (CMO) expects shipments of TV and IT applications to decline 15% and 10-15% sequentially in the fourth quarter respectively, with their respective average selling prices (ASPs) dropping 11-12% and 5-10%, according to company president Jau-Yang Ho. Read more |
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CMO looking to become top-two netbook panel supplier Oct 27, 11:51 Chi Mei Optoelectronics (CMO) is aspiring to become a top-two supplier of netbook-use LCD panels, with shipments to the segment doubling in the fourth quarter compared to the volume of 750,000 units in the third quarter, according to the company. Read more |
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Wintek losses continue in 3Q08 Oct 27, 10:55 TFT LCD and touch panel supplier Wintek continued to make losses in the third quarter despite a 23% sequential sales increase for the period. Read more |
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LCD panels prices are too low to drop much further, says DisplaySearch Oct 24, 17:35 TFT LCD panel price erosion has continued in the fourth quarter this year, due to the weak economic outlook and slow demand. Panel prices are approaching the cash cost of panel makers for products including 14.1-inch widescreen and 15.4-inch widescreen notebook PC panels, as well as 17-inch SXGA, 19-inch WXGA+ and 22-inch WSXGA monitor panels, and 32-inch HD and 42-inch full HD TV panels, according to DisplaySearch. Read more |
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CMO swings to losses in 3Q08 Oct 24, 15:14 CMO has reported consolidated net losses of NT$4.19 billion (US$125.23 million) for the third quarter, with sales declining 14.1% sequentially to NT$81.99 billion. Read more |
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AUO expects netbook market to reach 13-14 million units in 2008 Oct 24, 14:29 AU Optronics (AUO), claiming 50% of the netbook-use LCD panel market, estimates that the netbook market in 2008 will reach 13-14 million units, higher than the 10-12 million units predicted by market watchers previously. Read more |
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AUO to cut capex to NT$100 billion Oct 24, 01:15 AU Optronics (AUO) is to reduce capex in 2008 from NT$130-140 billion (US$3.88-4.18 billion) to NT$100 billion. Second phase expansion of the company's second 7.5G line will be delayed until 2010, according to company president LJ Chen. Read more |
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AUO announces sharp profit drop for 3Q08 Oct 23, 15:03 AU Optronics (AUO) has announced a sharp drop in consolidated net profits for the third quarter at NT$806 million (US$24.16 million), down 96.2% on year and 95.8% sequentially, as average selling prices (ASP) sank deeply amid worsening macroeconomic conditions. Read more |
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Large-size LCD panel shipments fall 4.9% in 3Q, says WitsView Oct 23, 11:45 Global aggregated large-size LCD panel shipments in the third quarter reached 105.3 million units, a sequential decrease of 4.9% and a mere 3.4% on-year growth. Thanks to preparations for China's National Day holidays and year-end sales promotions, TV panel shipments were up monthly during the third quarter. For the third quarter, they reached a new record high of 26.7 million units, up 12.7% sequentially. Read more |
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FPD International 2008: CMO to debut new LCD panel technology Oct 23, 11:42 Chi Mei Optoelectronics (CMO) will debut its latest LCD panel technology at the FPD International 2008, Japan, from October 29-31. The technologies include those built on eco-friendly LED backlight, featuring high image quality, energy efficiency and light, thin form. Read more |
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Slower growth may be trend in the flat panel market, DisplaySearch says Oct 23, 11:18 DisplaySearch has indicated that flat panel shipment may grow slowly over the long term as the market reaches maturity. Read more |
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CPT postpones 6G plant capacity expansion Oct 23, 01:05 Chunghwa Picture Tubes (CPT) will postpone its original plans to expand capacity of its current 6G plant from 2009 to after 2010 as a response to falling demand, according to James Wu, company VP. Read more |
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LCD panel makers to develop different size panels for the 16:9 format Oct 22, 16:47 While LCD panel makers are actively promoting the 16:9 format for the LCD monitor segment, they are also looking to maximize the efficiency of their respective panel cuts. However, with 5G, 6G and 7G plants all being used to target production for the 16:9 format, the market can expect to see a lack of standards in segment sizes, with sizes varying from 15-inches to 23.6-inches, according to market sources. Read more |
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FPD International 2008: AUO claims breakthrough in eco-friendly LCD panels Oct 22, 16:29 AU Optronics (AUO) will exhibit eco-friendly panels at FPD International 2008, from October 29-31 in Yokohama, Japan. Read more |
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FPD International 2008: CPT to showcase eco-friendly LCD solutions Oct 22, 12:00 Chunghwa Picture Tubes (CPT) will demonstrate eco-friendly solutions at FPD International 2008 from October 29-31 in Yokohama, Japan, according to the company. Read more |
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AUO plans to recruit 250 managerial professionals, but CMO managers reportedly take pay cuts Oct 22, 11:25 AU Optronics (AUO) has announced a five-year plan to recruit over 250 managerial professionals despite the downturn hitting the LCD panel industry that reportedly has sent its competitor Chi Mei Optoelectronics (CMO) cutting the salaries for its management staff. Read more |
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Worsening global economic problems push down LCD panel prices, says WitsView Oct 22, 01:00 According to WitsView's panel price survey for the second half of October, in the monitor segment, which is already relatively saturated (more than a 90% market penetration rate), panel prices dropped by 5-6% (US$5). Supported by the PC desktop replacement effect, notebook panel prices slipped by a smaller 2-4% (US$2-3). TV panel prices, which still have some room for further cost down, fell by 2-6% (US$10-15), as panel makers are trying to obtain more orders aimed for the year-end holiday sales. 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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Large-size LCD panel prices trending down again Oct 20, 11:24 Large-size LCD panel prices are trending down again, after stabilizing for about a month, as the global economy continues to worsen. Read more |
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VA remains dominant wide view angle technology for LCD TV panels, but sees growing competition, says DisplaySearch Oct 17, 10:38 DisplaySearch has indicated that 70% of the LCD TV panels shipped in 2008 on an area basis will be of the vertical alignment (VA) type. The share for in-plane switching (IPS) panels will be 24%, and the TN+WVF (wide viewing film) share will be 6%. Read more |
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Asustek plans to launch touch panel notebooks in 1H09 Oct 16, 01:00 Asustek Computer is planning to launch notebooks featuring a touch panel in the first or second quarter of 2009, according to sources at panel makers, in addition to Eee PCs as previously reported. Read more |
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Commentary: Samsung production adjustment to help provide healthier supply situation in LCD market Oct 15, 11:59 News of Samsung Electronics adjusting production has come as more of a relief than surprise to the LCD panel industry. After all, the LCD giant cannot be immune to the downturn in the displays market. But its move has helped allay fears of an oversupply hitting the fourth quarter. Read more |
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LG Display reports sharp falls in 3Q08 profits Oct 15, 01:00 LCD panel maker LG Display has reported sharp declines in profits for the third quarter amid falling LCD panel prices and worsening global economic woes, but the results beat estimates previously made by market observers. Read more |
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J Touch expects 50-60% touch panel shipment growth in 4Q Oct 14, 12:01 Touch panel supplier J Touch expects its shipments to grow 50-60% sequentially in the fourth quarter because of steady growth in orders for its high-price frameless Touch Lens line and its capacitive touch panels, according to a company filing with the Taiwan Stock Exchange (TSE). Read more |
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To reduce costs, panel makers considering white LEDs over RGB LEDs in TV BLUs Oct 9, 17:16 Although using LED-backlighting for large-sized LCD TVs expands the color gamut and improves the quality of the viewing experience, as well as reducing power consumption for the TVs, LEDs are seldom adopted in LCD TVs due to the higher price of LEDs compared to CCFL backlighting. Such LED backlit TVs are only available on the high end of the market, seen in a few models from major international vendors such as Sony and Samsung Electronics. Read more |
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CPT sales up over 7% in September Oct 9, 16:43 Chunghwa Picture Tubes (CPT) has announced that its consolidated sales for September totaled NT$9.49 billion (US$292.5 million), up 7.3% sequentially but down 40.1% on year. Read more |
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Gap between AUO and CMO narrows much in September Oct 9, 14:26 The gap between Taiwan's number one LCD panel maker AU Optronics (AUO) and second-place Chi Mei Optoelectronics (CMO) narrowed significantly in September, as the former's revenues for the month declined more than expected, and the latter's went up. 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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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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To increase notebook BLU penetration rates, LCD panel makers to allow thicker BLUs Oct 7, 01:10 In response to demand for energy saving and environmental protection, LCD panel makers continues to introduce LED-backlight notebook panels, and in order to increase the penetration rates, the makers are loosening the specifications for LED backlight units (BLUs) for notebooks, according to market sources. 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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| 239 news tagged panel (2/5) | |
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