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NEWS & VIEWS |
Taipei,
Wednesday, February 10, 2010
18:09 (GMT+8)
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Taiwan may end ban on LCD fab investments in China today, sources say LCD panel | Feb 10, 13:09 | | The Taiwan government is expected to announce the lifting of a cross-strait investment ban later today, allowing Taiwan makers to build LCD panel fabs in China, according to market sources. Read more | | |
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CPT revenues increase in January; Innolux sees flat growth LCD panel | Feb 10, 11:57 | | Chunghwa Picture Tubes (CPT) has posted an over 13% sequential increase in its January revenues, while Innolux Display has reported flat growth for the month. Read more | | |
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CMO, Innolux, TPO revise merger date again LCD panel | Feb 9, 16:17 | | Chi Mei Optoelectronics (CMO), Innolux Display and TPO Displays have rescheduled the date of their merger to March 18 from April 1, the date they set just last week, according to companies' filings with the Taiwan Stock Exchange (TSE). Read more | | |
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Top-5 Taiwan LCD panel makers combine to lose NT$113.3 billion in 2009 LCD panel | Feb 9, 11:26 | | The five largest Taiwan-based TFT-LCD panel makers suffered an aggregate net loss of NT$113.3 billion (US$3.45 billion) in 2009, with Chunghwa Picture Tubes (CPT) recording the highest net loss of NT$37.766 billion, and Innolux Display the lowest of NT$2.73 billion. Read more | | |
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| | | | AUO, HannStar report January revenue growth, CMO sees slight decline LCD panel | Feb 9, 12:04 Panel makers AU Optronics (AUO) and HannStar Display have reported on-month revenue increase of 3.8% and 7.4%, respectively, for January, while Chi Mei... Read more | | LCD equipment supplier Kenmec sets ambitious revenue goal for 2010 Display components | Feb 9, 16:57 FPD (flat panel display) equipment maker Kenmec Mechanical Engineering has set its 2010 consolidated revenues target at NT$20 billion (US$623 million)... Read more | Epistar, Genesis January revenues up, Formosa down Display components | Feb 9, 16:47 Taiwan-based LED chipmakers Epistar and Genesis Photonics saw their January revenues up sequentially by 3% and 12.1%, respectively, while Formosa Epitaxy... Read more | | Corning sees moderate growth in 2010, demand for LCD products remains strong Display components | Feb 9, 09:22 Strong worldwide consumer demand for LCD TVs, notebook computers, and myriad handheld personal communication devices should drive increased sales and... Read more |
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CPT sees 4Q09 revenues decrease LCD panel | Feb 8, 11:44 | | Chunghwa Picture Tubes (CPT) has announced consolidated revenues of NT$16.77 billion (US$522.39 million) for the fourth quarter of 2009, down 12.8% sequentially from NT$19.25 billion and down 0.2% on year from NT$16.57 billion. Read more | | |
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Amtran reports almost 30% revenue sequential drop for January 2010 Monitor, TV | Feb 8, 11:45 | | Taiwan-based LCD TV maker Amtran Technology has posted revenues of NT$4.25 billion (US$132.41 million) for January 2010, down 29.52% sequentially from NT$6.04 billion in December, and down 7.04% on year from NT$4.58 billion, according to data from the Taiwan Stock Exchange (TSE). Read more | | |
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PVI planning color, flexible, touchscreen, and video EPDs, reveals chairman Display components | Feb 5, 16:50 | | Besides color and flexible EPDs (electrophoretic displays), Prime View International (PVI) also plans to introduce touch-capable EPDs and EPDs that support animation in 2010, according to PVI chairman Scott Liu. Read more | | |
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Qisda reports January revenues of almost NT$7 billion Monitor, TV | Feb 5, 15:55 | | Qisda has announced January revenues of NT$6.73 billion (US$210.08 million), down 3.6% sequentially from NT$6.98 billion, but up 22.4% on year from NT$5.5 billion. Read more | | |
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LED TV price premium to drop to 50%, shipments to jump 10-fold in 2010, says AUO executive Monitor, TV | Feb 5, 15:30 | | The premium for LED-backlit LCD TVs is expected to drop to 50% more than the price of CCFL-backlit models in 2010, compared to double in 2009, and sales are expected to increase 10-fold, according to AU Optronics (AUO) executive VP of global business unit Paul Peng. Read more | | |
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| | | | AUO subsidiaries invest in LED maker Lextar Display components | Feb 5, 15:35 AU Optronics (AUO) subsidiaries including polarizer maker Daxon Technology, Qisda and LCD TV inverter maker Darfon Electronics have invested in LED chipmaker... Read more | | Asustek adopts wireless PC-to-display solution from Taifatech Monitor, TV | Feb 5, 17:00 Taiwan-based IC designer Taifatech's wireless PC-to-display connecting solution, the TF-600, has recently being adopted by Asustek Computer for a set-top... Read more | China market: Over 63 million digital cable TV users at end of 4Q09 Monitor, TV | Feb 5, 10:05 There were 63.48 million subscribers of digital cable TV services in China as of the end of the fourth-quarter 2009, growing 9% on quarter and 40.8%... Read more | | Synnex Technology posts strong revenues and profit for 2009 Monitor, TV | Feb 5, 10:04 Synnex Technology International, a distributor of IT and consumer electronics products, has reported 2009 consolidated revenues of NT$220.7 billion (US$6.74... Read more |
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AUO and HannStar hold mixed forecast for panel demand in 2Q10 LCD panel | Feb 4, 16:58 | | AU Optronics (AUO) expects panel demand in the second quarter of 2010 to drop, while HannStar Display expects demand will sustain throughout the quarter, according to the companies. Read more | | |
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Global e-book reader shipments may exceed 10 million units in 2010, says PVI chairman Display components | Feb 4, 16:41 | | Prime View International (PVI) chairman Scott Liu has said he expects global e-book reader shipments in 2010 will have a chance to surpass 10 million since over 50 new vendors are expected to launch e-book devices this year. Read more | | |
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AUO next to LG Display, ahead of Samsung in 2010 capex LCD panel | Feb 3, 11:55 | | LG Display leads the top-three panel makers in its 2010 capex plans at four trillion won (US$3.431 billion), followed by AU Optronics (AUO) with NT$100 billion (US$3.121 billion) and Samsung Electronics' three trillion won for the LCD business. Read more | | |
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Wintek sees January revenues down on month LCD panel | Feb 3, 15:12 | | Wintek has reported consolidated revenues of NT$2.339 billion (US$73 million) for January, down 6.8% on month from NT$2.51 billion, but up 66.2% on year from NT$1.44 billion. Market watchers expect Wintek to post a net loss of NT$2.0-2.1 billion for 2009. Read more | | |
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HannStar to invest NT$5 billion to set up color filter plant Display components | Feb 2, 12:19 | | TFT-LCD panel maker HannStar Display decides to invest NT$5 billion (US$156 million) to establish a color filter (CF) plant with a monthly capacity of 50,000 sheets to meet the demand from in-house panel production and from its partner Sintek Photronic, according to the company. Read more | | |
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HannStar Display swings to losses in 4Q09 LCD panel | Feb 2, 11:51 | | Taiwan-based TFT-LCD panel maker HannStar Display swung to an operating loss of NT$2.568 billion (US$80.3 million) and net loss of NT$4.304 billion in fourth-quarter 2009, partly due to an anti-trust fine payment of NT$1.6 billion, according to the company. Read more | | |
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AUO expects small- to medium-size panel shipments to drop less than 10% in 1Q10 LCD panel | Feb 1, 14:30 | | AU Optronics (AUO) expects small- to medium-size panel shipments for the first quarter of 2010 to drop about 7% from 60.08 million units in the fourth quarter of 2009 due to seasonality, according to company executive VP of global business unit Paul Peng. Read more | | |
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LCD panel makers vying for China government subsidies, says AUO executive LCD panel | Feb 1, 12:00 | | LCD panel makers from Taiwan, Korea and Japan are all eyeing subsidies from the China government for setting up production fabs in China, but there may be only one or two openings left for them, according to AU Optronics (AUO) executive VP of global business unit Paul Peng. Read more | | |
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AUO OEM subsidiary BriView to invest US$200 million for new plants in China Monitor, TV | Feb 1, 14:53 | | BriView Electronics, a LCD TV OEM subsidiary of AU Optronics (AUO), will invest US$20 million to set up two new plants in Hefei and Kunshan, China, according to an AUO filing with the Taiwan Stock Exchange (TSE). Read more | | |
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AUO aims at 20% shipment share for LED-backlit TV panels in 2010 LCD panel | Jan 29, 16:07 | | AU Optronics (AUO) expects its LED-backlit panels to account for 20% of its total LCD TV panels in 2010, up from 10% in 2009, according to company executive VP of global business unit Paul Peng. Read more | | |
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CMO, Innolux and TPO set new merger schedule LCD panel | Jan 29, 15:20 | | Chi Mei Optoelectronics (CMO), Innolux Display and TPO Displays have rescheduled their merger date for April 1, a month later than the date they last set, according to the companies. Read more | | |
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AUO to start OLED production in 2011, says CEO Display components | Jan 29, 15:50 | | AU Optronics (AUO) expects its OLED line to complete equipment installation by the end of 2010 and start production in 2011, according to company president and CEO, LJ Chen. Read more | | |
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| | | | AUO increases capex to NT$100 billion in 2010 LCD panel | Jan 29, 15:00 AU Optronics (AUO) has increased its capex by 64% to NT$100 billion (US$3.13 billion) for 2010, up from NT$61 billion in 2009. Read more | | Samsung 2009 profits jump, upbeat on memory and TV outlook LCD panel | Jan 29, 14:31 Samsung Electronics, the world's top memory and LCD panel maker, has announced net income for 2009 soared 75% to 9.65 trillion won (US$8 billion) while... Read more | Samsung begins mass producing 3D TV panels LCD panel | Jan 29, 12:22 Samsung Electronics has announced that it has started mass production of panels for 3D LED-backlit TVs and 3D LCD TVs. Read more | | Apple iPad may take away netbook demand, says AUO executive VP LCD panel | Jan 29, 12:17 Paul Peng, executive VP of AU Optronics' (AUO's) global business unit has commented that Apple's new iPad may take away some demand from the netbook... Read more |
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AUO reports losses for 4Q09 and 2009 LCD panel | Jan 28, 16:21 | | AU Optronics (AUO) has reported net losses for fourth-quarter and full-year 2009 despite previous speculation that the Taiwan-based LCD panel maker would turn a profit in the last quarter of the year. Read more | | |
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First-tier panel makers to face glass substrate shortage of 10-20% in 1Q10 Display components | Jan 28, 14:45 | | Taiwan-based first-tier LCD panel makers estimate their glass substrate shortage will reach 10-20% of their total demand in the first quarter of 2010 due to glass substrate suppliers' conservative attitude towards expanding capacity to meet strong market demand, according to sources from the panel makers. Read more | | |
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