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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
08:38 (GMT+8)
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Polarizer suppliers hit by LCD production cuts Oct 3, 12:12 LCD panel makers' production cutbacks are taking their toll on upstream suppliers, with some polarizer specialists suspending facilities or planning layoffs, according to industry sources. Read more |
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TPO runs at full capacity in September Oct 2, 15:16 Small- to medium-size panel maker TPO Displays has revealed that it was running at full capacity in September, but the company maintained that it is does not yet know whether it swung to profits last month. The company, in a filing with the Taiwan Stock Exchange (TSE) today, said it is still auditing its sales figures for last month to see whether there were profits. Read more |
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LCD panel demand rising, but not enough to cheer up makers Oct 2, 11:33 The extent of growth in demand for LCD panels in October is far from enough to give makers any feelings of euphoria, as they brace for a lengthy decline starting in November, according to industry sources. Read more |
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Panel production cutbacks may last until 1Q09 Oct 2, 01:00 With the panel market entering the traditional slow season in the fourth quarter, industry sources have warned that production cutbacks at makers could last until the first quarter of 2009. Read more |
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CPT continues 10% production cutbacks in October, paper says Newswatch - Oct 1, 11:42 Chunghwa Picture Tubes (CPT) has decided to continue running at reduced capacity in October as the LCD panel market is showing no signs of recovery, according to the Chinese-language Commercial Times. Read more |
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KCUC teams up with Innolux to offer one-stop shopping to China white-box handset makers Oct 1, 11:03 According to market sources, Taiwan IC distributor Kuen Chaang Uppertech (KCUC) has teamed up with LCD panel and system maker Innolux Display with the goal of offering one-stop-shopping solutions to players in China's white-box handset market in 2009. Read more |
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IST sees low utilization; reports losses for August Oct 1, 01:10 Packaging and testing house International Semiconductor Technology (IST) has seen its utilization rate drop significantly because of weak demand from driver IC clients. The company has reported losses for August totaling NT$99 million (US$3.1 million). Read more |
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CMEL shifting AMOLED focus to medium- and large-size panels Sep 30, 11:55 Chi Mei El (CMEL) is adjusting its AMOLED focus to medium- and large-size panels as result of pricing pressure from TFT LCD in the small- to medium-size segment, according to company chairman Jau-Yang Ho. Read more |
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Commentary: AUO-Qisda LCD TV joint venture highlights integration trend in panel industry Sep 29, 10:24 The joint venture between AU Optronics (AUO) and Qisda for LCD TV assembly highlights the trend where players in the panel industry are gearing up their business diversification and vertical integration in order to secure outlets for their products in a market that is expected to mature in a few years time. Read more |
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LCD IC packaging and testing players facing tough 3Q due to reduced LCD panel output Sep 26, 16:20 With panel makers having reduced their output in the third quarter, LCD driver IC makers have been conservative about placing orders with back-end packaging and testing companies, with related back-end players having to cut prices in order to attract orders and improve their utilization rates, according to industry players. Read more |
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Innolux secures NT$30 billion loan for 6G LCD fab Sep 26, 11:40 Innolux Display has secured a syndicated bank loan for NT$30 billion (US$936.65 million) chiefly to fund its 6G LCD panel fab project in Chunan, northern Taiwan. Read more |
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CMO not confident about LCD market in 2009, but 8.5G fab to start production as scheduled Sep 26, 11:36 Chi Mei Optoelectronics (CMO) will start volume production at its 8.5G fab in 2009 as scheduled although it does not have too much confidence in next year's LCD panel market, according to company president Jau-Yang Ho. Read more |
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Synaptics and Elan see Android-related demand potential for touch-screen chip solutions Sep 25, 16:57 According to market watchers, Synaptics has won orders for touch-panel chip solutions for the Android-based T-Mobile G1 handset. Elan Microelectronics is also negotiating with the customer and the company aims to have shipments for other Android handsets in 2008. Read more |
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HTC Dream features LCD panel from Sharp and touch solutions from Synaptics and TPK Sep 24, 12:06 High Tech Computer (HTC) builds its newly unveiled HTC Dream, or known as T-Mobile G1 in the US, using LCD panels from Sharp and capacitive touch screen solutions from Synaptics, according to industry sources. 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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CPT 6G fabs to focus more on smaller TV panels Newswatch - Sep 23, 12:06 Chunghwa Picture Tube (CPT) will devote more of its 6G capacity next year to applications for smaller-size TVs, as related market demand is growing fast, according to the Chinese-language Commercial Times. Read more |
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AUO to build 11G LCD plant in 2009 Sep 23, 11:53 AU Optronics (AUO) will start building an 11G LCD panel fab in the second half of 2009, with volume production expected in 2011-2012, the company has disclosed. Read more |
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Chi Mei-managed LCD TV zone opens service center Sep 22, 10:46 Tree Valley Park, a Chi Mei Group-managed industrial zone devoted to LCD TVs in southern Taiwan, has opened its service center, with the entire project scheduled for completion in May 2009. 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 to remain stable until October Sep 19, 01:10 September panel shipments for TV and IT applications are expected to increase from levels in August, and unit prices will begin to stabilize from late September and remain steady until October due to peak season effects, according to market watchers. Read more |
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Latest DisplaySearch data show LCD panel prices stabilizing Sep 18, 12:25 With most major makers cutting back their production amid a seasonal upturn in the end market, DisplaySearch has reported that LCD panel prices have stabilized across all major segments in September except for the 32-inch WXGA segment, which will continue to see slight price declines in the second half of the month. Read more |
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CF suppliers hit hard by LCD panel production cuts Sep 18, 11:33 Among the component suppliers who have been hit by LCD panel makers' production cuts, color filter (CF) specialists have suffered most, with the prices of 6G CFs dropping more than 10% sequentially in the third quarter, according to industry sources. Read more |
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Large-size LCD panel shipments grow 7.8% in August, WitsView says Sep 17, 10:23 Worldwide large-size LCD panel shipments rose 7.8% sequentially and 2.2% on year to 35.3 million units, with the prospect of further growth in the coming few months because of seasonality, according to WitsView. Read more |
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AUO and CMO have not cut back 7.5G production Sep 17, 01:00 Although Taiwan's first-tier LCD panel makers AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) have cut back overall production because of weakened demand, their 7.5G lines are still running at full capacity for the 40-inch-and-above TV market, according to industry sources. Read more |
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Touch panel suppliers less dependent on China's white box handset market Sep 16, 12:11 Growing orders from international handset vendors have reduced Taiwan-based touch panel suppliers' reliance on China white box handset clients, according to industry sources. Read more |
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LCM specialists reluctant to take white box makers' orders Sep 16, 12:00 Small- to medium-size LCD module (LCM) specialists are reluctant to take orders from China's white box makers so as to reduce their risk of inventory pileup and losses amid fast falling panel prices, according to industry sources. Read more |
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HannStar to increase medium-size panel output ratio in 4Q Sep 16, 01:05 HannStar Display will increase its monthly input of glass substrates used to make medium-size panels from 25,000 substrates in the third quarter to 30,000 substrates in the fourth quarter of 2008 mainly because of growing demand for such panels used in low-cost PCs, according to the company. Read more |
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Commentary: LGD's lowered forecast sets tone for LCD panel industry's coming quarters Sep 12, 16:30 The price slumps for LCD panels, as expected, are taking their toll on suppliers' profits, with LG Display (LGD) having lowered its earnings guidance for the third quarter. The Korean maker's grimmer outlook actually sets the tone for the coming quarters during which the panel market will be put to a tough test. Read more |
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AUO and CMO reiterate 3Q outlook, but it may be hard to achieve large-size LCD panel shipment goals Sep 12, 12:16 AUO Optronics (AUO) and Chi Mei Optoelectronics (CMO) have reiterated their previous respective guidances for the third quarter despite Korean rival LG Display (LGD) having cut its forecasts for the period. However, the two Taiwan LCD panel makers may have difficulty in reaching their shipment goals for the large-size segment. 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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Small- to medium-size panel suppliers report strong August results Sep 11, 12:43 Major suppliers of small- to medium panels have reported strong sales growth for August amid as demand from international clients was picking up amid a seasonal upturn. Read more |
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CMO likely to continue cutting LCD panel capacity in October Sep 11, 01:05 Chi Mei Optoelectronics (CMO), who used to be the most aggressive LCD panel maker in regards to expansion, may also take the lead in terms of cutting its capacity. Company executives have indicated that a cautious inventory control, as well as discussions about potential capacity reductions, are underway. Read more |
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LG Display lowers 3Q08 guidance Sep 10, 16:09 LG Display (LGD) has lowered its outlook for the third quarter of 2008, saying earnings for the period are unlikely to meet its initial guidance due to the sluggish global economy and falling LCD panel prices. 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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AUO small- to medium-size LCD panel revenues may break record in 3Q Sep 9, 12:30 AU Optronics (AUO) is seeing its small- to medium-size LCD panel shipments growing strongly, with observers estimating its sales from the segment for the third quarter of 2008 could break the company record of NT$14 billion (US$438.78 million) reported in the fourth quarter of 2007. Read more |
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CMO August sales up almost 23% Sep 9, 12:28 Chi Mei Optoelectronics (CMO) has reported August consolidated revenues of NT$ 28.5 billion (US$892.73 million), representing a sequential increase of 22.7% and an on-year decrease of 3.3%. Read more |
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AUO sees almost 14% sequential rise in August sales Sep 8, 17:07 AU Optronics (AUO) has announced that its August 2008 consolidated sales rose 13.6% sequentially to NT$37.1 billion (US$1.17 billion), with shipments to both the large-size and small- to medium-size segments growing. But the August sales represent a 15.9% on-year decrease. Read more |
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HannStar medium-size LCD panel shipments rise sharply in August, but revenues decline Sep 8, 10:16 HannStar Display saw sharp growth in medium-size LCD panels in August, but revenues for the month still dropped slightly because of price declines for all segments. Read more |
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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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| 239 news tagged panel (3/5) | |
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