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NEWS & VIEWS |
Taipei,
Tuesday, December 2, 2008 12:16 (GMT+8)
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LED packager Everlight to ax employees in December Display components | Dec 1, 16:27 | | Taiwan-based LED packaging company Everlight has decided to reduce its expenses on human resource by laying off employees starting December, according to company spokesman Pang-Yen Liu. Read more | |  |
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CMO purchases equipment worth about NT$1.5 billion LCD panel - Stockwatch | Nov 28, 12:30 | | Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO) purchased total NT$788.6 million (US$23.7 million) worth of equipments from US-based Espec and NT$787.7 million worth of equipments from Hitachi Plant Technology due to capacity expansion, according to company's filing to the Taiwan Stock Exchange (TSE). Read more | |  |
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Small- to medium-size panel demand will not rebound until after January 2009 LCD panel | Nov 27, 01:10 | | Several small- to medium-size panel and component makers believe that demand is unlikely to recover until after the Lunar New Year, which will start at the end of January in 2009. Read more | |  |
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LCD panel makers promise to protect workers' rights despite unpaid leave LCD panel | Nov 26, 01:05 | | Taiwan's LCD panel makers, which are being hit hard by the market slump, have promised to the do their best to look after their employees in line with labor laws, despite scaling back production by having many of them take unpaid leave. Read more | |  |
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Taiwan's large-size LCD panel shipments to plunge in 4Q, says Digitimes Research LCD panel | Nov 25, 01:30 | | Taiwan's large-size LCD panel shipments are expected to drop in the fourth quarter – the first time Taiwan's sector will see a decline for two quarters in a row – as major clients continue to cut orders amid weakening demand in the TV market, according to Digitimes Research. Read more | |  |
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CMO, CPT and LG Display share Funai 2009 LCD TV panel orders LCD panel | Nov 25, 01:00 | | Taiwan-based LCD panel makers Chi Mei Optoelectronics (CMO) and Chunghwa Picture Tubes (CPT), and Korea-based LG Display will share orders for LCD panels from Japan-based Funai Electric in 2009, according to market sources. Read more | |  |
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Penetration rate of LED backlighting for LCD TV applications to only reach 10% in 2012, says AUO Display components | Nov 25, 17:12 | | Due to high production costs, the penetration rate of LED backlighting in LCD TV applications may only reach 10% of the total LCD TV market by 2012, according to LCD panel maker AU Optronics (AUO). Read more | |  |
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CMO utilization rate drops below 60% in November LCD panel | Nov 21, 16:13 | | LCD panel maker Chi Mei Optoelectronics (CMO)'s utilization rate has dropped below 60% in November as the company now in principle only takes orders whose quotes are higher than the cash cost levels, according to company president Jau-Yang Ho. Read more | |  |
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Samsung visit to Taiwan sparks widespread comments LCD panel | Nov 21, 01:05 | | JK Kim, vice president of Digital Media Business at Samsung Electronics, came to visit AU Optronics (AUO), Chi Mei Optoelectronics (CMO) and Chunghwa Picture Tubes (CPT) this week sparking speculation that Samsung is looking to cut either TV panel orders or prices, according to market sources. Read more | |  |
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Corning to lay off 200 contract workers worldwide and 85 employees in Kentucky Display components | Nov 21, 15:49 | | Corning has denied speculation that it would lay off salaried employees in Taiwan. But the glass substrate supplier has revealed that it plans to discontinue about 200 contract workers worldwide and lay off 85 employees at its Kentucky facilities in the US because of the impact of the global economic downturn on retail demand for LCD TVs and monitors. Read more | |  |
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CPT says no plans to shut down LCD fab LCD panel | Nov 20, 16:28 | | In response to a Chinese-language Economic Daily News (EDN) report that stated LCD panel maker Chunghwa Picture Tubes (CPT) would close down a 4.5G plant due to the sluggish economy, CPT said the company currently has no plan to shut down its fabs. Read more | |  |
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Sharp turns aggressive as 10G plant prepares to come online LCD panel | Nov 20, 01:00 | | With Sharp's new 10G line scheduled to start volume production early in the second half of 2009, the company has begun to aggressively sell its capacity, which is expected impact the panel supply chain, according to sources at panel makers. Read more | |  |
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 |  |  |  | Epson Imaging Devices to ship capacitive touch panels in April 2009 LCD panel | Nov 20, 15:47 With the iPhone success generating much attention to the multi-touch capacitive technologies, Epson Image Devices (EID) is also gearing up its development... Read more |  | LCD TV panel prices drop up to 8% in 2H November LCD panel | Nov 20, 10:46 With LCD panel price pressure remaining strong, prices for large-size applications continue to drop in the second half of November, according to the... Read more | Cree to migrate to 6-inch LED wafer production in 2009 Display components | Nov 20, 14:56 Cree has revealed that it will ramp up 6-inch LED wafer production in 2009, which is expected to help raise yield, cut production costs and lower end... Read more |  | CF maker Cando's utilization rate drops to 30% Display components | Nov 20, 11:52 Affected by sharp drops in demand for small- to medium-size LCD panels, Taiwan-based color filter (CF) maker Cando has seen its utilization rate fall... Read more |
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CMO to delay production ramp at 8.5G LCD fab LCD panel | Nov 19, 01:25 | | Chi Mei Optoelectronics (CMO) is moving back the production ramp-up at its 8.5G LCD panel plant to 2010, as the maker is slowing down construction of the new fab to ease pressure on its cash in hand, according to industry sources. Read more | |  |
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LCD panel prices expected to continue falling in 2H November LCD panel | Nov 18, 01:25 | | Despite LCD panel prices closing in on material costs, or even lower, for some applications, panel price still expected to drop further in the second half of November, according to WitsView. However, the research firm did not release any specific estimates for the price drop. Read more | |  |
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LCD panel makers CMO and CPT comment on reports they are delaying payments to suppliers LCD panel | Nov 18, 01:20 | | In response to a Chinese language Economic Daily News (EDN) report that stated LCD panel makers Chi Mei Optoelectronics (CMO) and Chunghwa Picture Tubes (CPT) are delaying their payments to suppliers, CMO stated that adjustments in its payment terms were done in consideration of long-term cooperation with suppliers and are a benefit to all parties involved, according to a company filing with the Taiwan Stock Exchange (TSE). Read more | |  |
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TPO to set up glass thinning plant in China LCD panel | Nov 17, 16:52 | | Taiwan-based small- to medium-size panel maker TPO Displays have announced plan to set up a new subsidiary in Nanjing, China for glass thinning operations, with maximum investment of US$3 million, according to a company filing with the Taiwan Stock Exchange (TSE). Read more | |  |
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AUO executives to take 10-15% pay cuts LCD panel | Nov 17, 15:28 | | LCD panel maker AU Optronics (AUO) has decided to cut salaries by 10-15% for its ranking executives due to the uncertainty of the global economy outlook, according to market sources. Read more | |  |
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AUO to enter e-book display market LCD panel | Nov 14, 01:15 | | Taiwan-based first-tier LCD panel maker AU Optronics (AUO) has decided to enter the e-book display market in 2009, according to market sources. Read more | |  |
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Taiwan LED industry to grow by 7% next year Display components | Nov 14, 01:00 | | Taiwan's LED industry is estimated to see growth of 7% in 2009, compared to global LED industry growth of 5%, according estimates by the Industrial Economics and Knowledge Center (IEK) of the Taiwan government-backed Industrial Technology Research Institute (ITRI). Read more | |  |
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Preliminary report: Taiwan small- to mid-size LCD panels – 3Q 2008 (Nov 27) |
Taiwan shipped 173 million small- to medium-size panels in the third quarter of 2008, an increase of 28.6% sequentially and 24.5% from the same period one year earlier. |
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Table of contents Full report
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Preliminary report: Taiwan LCD monitors – 3Q 2008 (Nov 27) |
Taiwan shipped 33.3 million LCD monitors in the third quarter of 2008, up 7.9% sequentially and up 0.2% from the same period one year earlier. |
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Table of contents Full report
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Preliminary report: Taiwan LCD TVs – 3Q 2008 (Nov 27) |
Taiwan shipped 5.35 million LCD TVs in the third quarter of 2008, up 12.6% sequentially and up 28.3% from the same period one year earlier. |
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Table of contents Full report
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AUO CMO CPT Display components DisplaySearch LCD LCD panel LCD TV LED Monitor, TV notebook panel Portable price revenues sales Samsung Taiwan touch panel TV |
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Large-size LCD panel overview (Jun 20) |
Global large-size LCD panel market revenues are expected to increase at a compound annual growth rate (CAGR) of 12.5% to US$96.2 billion by 2011, up from US$53.5 billion in 2006, driven by major growth in the TV market, according to iSuppli in May 2007. |
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Taiwan panel makers (Jun 20) |
As of June 2007, the major Taiwan-based large-size TFT LCD makers are AU Optronics (AUO), Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT) and HannStar Display. Innolux Display is different from the key players since it is using a multiple-focus strategy (from panel production to monitor products), while Prime View International (PVI) tends to focus on niche markets. |
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LCD TV overview (Jun 2) |
Like in 2005, the worldwide TV market did not grow strongly in 2006 and remained at 188.4 million units, compared to 188.24 million units shipped in 2005, DisplaySearch said in February 2007. |
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