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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
05:06 (GMT+8)
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Subject: Displays > Display components |
LCD component suppliers hit seasonal revenue lull Nov 6, 17:10 Taiwan-based CCFL maker Wellypower Optronics and color filter (CF) maker Sintek Photronic saw their October revenues drop 9.15% and 1.99%, respectively, in October 2009 due to seasonality. Read more |
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China-based BOE and Taiwan equipment suppliers sign letter of intent for 8.5G LCD fab Nov 6, 12:41 The Taiwan Optoelectronic and Semiconductors Equipment Association (TOSEA) and China-based panel maker BOE Technology signed a letter of intent (LOI) on November 5 in Taipei that will see BOE give priority to equipment sourced from Taiwan for its 8.5G LCD plant. Read more |
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Chipbond and IST 4Q09 revenues to drop 20% on quarter Nov 5, 16:23 Chipbond Technology and International Semiconductor Technology (IST) may see sequential revenue drops of almost 20% in the fourth quarter of 2009, in accordance with driver IC design houses' conservative outlooks for the quarter, according to market watchers. Read more |
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Epistar, Formosa, Everlight report net profit for 3Q09 Nov 5, 15:32 Taiwan-based LED chipmakers Epistar, Formosa Epitaxy (FOREPI) and LED packaging house Everlight Electronics have reported net profits for the third quarter of 2009 at NT$606.93 million (US$18.65 million), NT$74.97 million and NT$566.6 million, respectively. Read more |
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Optical film maker Wah Hong sees on-month drop in October revenues Nov 5, 15:23 Taiwan-based optical film maker Wah Hong Industrial has posted consolidated revenues of NT$651.28 million (US$20.01 million) for October, down 6.49% sequentially from NT$696.5 million but up 25.19% on year from NT$520.22 million, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Epson expects 1080p projectors to become mainstream for home market in 2010 Nov 5, 15:09 Epson Taiwan expects 1080p front projector shipments worldwide will surpass those of 720p models in 2010 and become the mainstream product for the home-use market due to falling prices. Read more |
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Price gap between large-size LED- and CCFL-backlit panels to further narrow in 1Q10 Nov 5, 11:56 The price gap between LED- and CCFL-backlit large-size LCD panels will continue to narrow in 2010, with the difference in the 40-inch segment reducing to 29.8% in the first quarter of 2010 from 35.8% in the third quarter of 2009, according to industry sources. Read more |
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IC designer GMT positive about 1Q10, says president Nov 4, 16:46 Analog IC design house Global Mixed-mode Technology (GMT) expects revenues to decline 15% sequentially to NT$1.08 billion (US$33.13 million) in fourth-quarter 2009 before climbing in first-quarter 2010, company president Jin-chuan Wu has said at an investors conference. Read more |
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Acer chairman calls for cross-strait cooperation on WiMAX, e-book readers Nov 4, 16:14 Acer chairman JT Wang, who also serves as chairman of the Taipei Computer Association (TCA), has invited China-based players to attend Computex 2010 and hopes participation could further expand Taiwan players' cooperation with China players over WiMAX products and e-book readers. Read more |
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Alcor Micro to tap touch panel controller market Nov 4, 15:43 NAND flash controller designer Alcor Micro, plans to introduce capacitive controller chips for touch panels in 2010, according to the company. Read more |
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Taiwan equipment makers post mixed 1Q-3Q09 earnings Nov 4, 14:26 Taiwan-based Usun Technology has reported on-year profit growth of 89% for the first three quarters of 2009, whereas fellow equipment maker Csun Manufacturing saw a 54% decline. Both Gallant Precision Machining (GPM) and Kenmec Mechanical Engineering swung to losses in the nine-month period, compared to profits a year ago. Read more |
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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). Read more |
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Cando, Pixcir provide touchscreen solution for Acer notebook Nov 3, 15:35 Taiwan-based color filter (CF) maker Cando and China-based TFT-LCD driver IC and capacitive touch controller supplier Pixcir Microelectronics are providing touch panels and touch ICs for a 15.6-inch Acer touchscreen notebook, according to market sources. Read more |
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Taiwan LED chipmakers expanding capacity on strong backlight demand Nov 3, 12:26 The total blue LED chip capacity of Taiwan-based LED chipmakers Epistar, Formosa Epitaxy, Tekcore, Arima Optoelectronics, Genesis Photonics and Huga Optotech is expected to increase by 25% to five billion chips per month in 2010 to meet increasing demand for LEDs used in large-size panel backlighting and general lighting applications, according to market sources. Read more |
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Projector chips supply to remain tight through end of 2009 Nov 3, 11:59 Front projector vendors are seeing chip shortage, especially for DLP chips from Texas Instruments (TI), amid surging demand since the second quarter of 2009, and they expect the shortage to last until the end of 2009, according to industry players. Read more |
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Pico projectors for handsets to see staggering growth in 2012, says Young Optics president Nov 2, 16:57 Claude Hsu, president of Taiwan-based light engine maker Young Optics, has predicted that shipments of pico projectors for handsets will grow to 10-25 million units in 2012, compared to 20,000-30,000 in 2009. Read more |
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PVI turns profitable in 3Q09; sets share exchange ratio for E-ink acquisition Nov 2, 16:26 Electrophoretic display (EPD) maker Prime View International (PVI) has posted net profit of NT$56.85 million (US$1.75 million) for the third quarter of 2009, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Coretronic 3Q09 net profit reaches almost NT$900 million Oct 30, 16:53 Backlight unit (BLU) and projector maker Coretronic has announced third-quarter consolidated revenues of NT$21.05 billion (US$647.14 million) with an operating income of NT$463 million. Net profit was reported at NT$899 million, with an EPS of NT$1.18. Read more |
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All AUO large-size panels to be LED-backlit by 2015, says chairman Oct 30, 16:06 AU Optronics (AUO) vice chairman HB Chen has indicated that the company's large-size panels will all be LED-backlit by 2015. In 2011, all AUO notebook panels will be LED-backlit, and 40% of its LCD TV and monitor panels will come with LED backlighting, said Chen at FPD International 2009 in Yokohama, Japan. Read more |
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Unity Opto, Harvatek report net profit for 3Q09 Oct 30, 15:46 LED packaging houses Unity Opto Technology and Harvatek have reported net profits of NT$328.85 million (US$10.12 million) and NT$102.58 million, respectively, for the third quarter of 2009. Read more |
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HannStar Display to begin shipping touch panels in March 2010 Oct 30, 14:58 LCD panel maker HannStar Display has entered design-in for the production of touch panels in cooperation with color filter (CF) maker Sintek Photronic with volume shipments slated to begin in March 2010, according to company president David Joe. Read more |
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Shortage of LED chips to continue in 1Q10, say sources Oct 29, 16:45 The current shortage in the supply of LED chips is expected to continue in the first quarter of 2010 due to significant demand for LED backlighting from the LCD TV and notebook segments, according to industry players. Read more |
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Digital photo frame market to decline in 2009 and 2010, says IDC Oct 29, 15:08 Global digital photo frames shipments grew 6.3% on year to 9.1 million units in 2008, with the US being the dominant region of nearly 5.9 million units, according to IDC. The global market is expected to decline by about 10% in 2009 with shipments falling to 8.2 million units while the US market will decline by 11%. Single digit growth is forecast to resume in 2011 and continue to improve throughout the rest of the forecast period, resulting in a 2008-2013 CAGR of 0.4%. Read more |
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PVI to ramp up flexible and color EPD in 2010 Oct 29, 15:02 Electrophoretic display (EPD) maker Prime View International (PVI) will ramp up production of its 6-inch and 9.7-inch flexible EPDs in the first half of 2010 and color EPDs in the second half of the same year, according to the company. Read more |
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Lite-On Tech reports 3Q09 net profit up over 50% sequentially Oct 29, 14:51 Lite-On Technology has reported third quarter 2009 consolidated revenues of NT$26.5 billion (US$812.97 million), up 17% sequentially. Net profits increased 53% sequentially and 14% on year to NT$2.49 billion, with EPS of NT$1.13 hitting a two-year high. As a result of new product launches, gains in market share, along with seasonal growth and cost efficiency programs, Lite-On's third-quarter gross margin and operating margin reached 14.4% and 6.7% respectively, according to the company. Read more |
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LED backlighting to be adopted in smaller-size LCD TVs in 2010, says AUO executive VP Oct 28, 15:22 LED backlighting will start to be adopted in smaller-size 19- to 24-inch LCD TVs in 2010, and LED-backlit applications will account for 15-20% of total LCD TV panels AU Optronics (AUO) will ship in 2010, according to company executive VP of global business unit Paul Peng. Read more |
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Young Fast 3Q09 net profit reaches almost NT$1 billion Oct 28, 11:54 Taiwan touch panel maker Young Fast Optoelectronics has posted net profit of NT$958 million (US$29.48 million) for the third quarter, up 28% sequentially and up 205% on year. Net profit totaled NT$2.16 billion for the first three quarters of 2009. Read more |
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AUO says limited impact from strike at China SMT supplier Oct 28, 11:16 AU Optronics (AUO) has said it expects to see limited impact from ongoing strike action at the factory of Fuchi Electronics (Suzhou FDK) in Suzhou, eastern China which supplies SMT components to AUO. Read more |
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DRAM backend supplier FATC nears full utilization Oct 27, 16:41 Formosa Advanced Technologies (FATC), a Taiwan-based memory packaging and testing service provider, has seen its capacity reach almost full utilization thanks to increased demand for DRAM and niche memory chips, according to market watchers. FATC is a major backend supplier for Nanya Technology and Inotera Memories. Read more |
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AUO exhibits ultra wide, 3D, OLED display technologies at FPD International 2009 Oct 27, 14:41 AU Optronics (AUO) has announced that its new display technologies, including 3D, in-cell touch panel, and e-paper, will be exhibited at FPD International 2009, held in Yokohama Japan, from October 28-30, 2009. The exhibition highlights include a 20-inch e-paper module, a 6-inch flexible e-paper, 65-inch 4K2K (4,000x2,000 resolution) 2D/3D mixed mode display, 58-inch HD ultra wide 2.35:1 display, AMVA5 16,000:1 high static contrast ratio and 65-inch QFHD ultra thin 7.9mm LED panel with high dynamic contrast. Read more |
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CMO to starts shipping e-book display panels in 4Q09 Oct 27, 14:18 LCD panel maker Chi Mei Optoelectronics (CMO) will start shipping 6- and 9-inch e-book reader panels to its e-paper production partner Prime View International (PVI) in the fourth quarter, according to company president Jyh-chau Wang. Read more |
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Camera module maker AOET ready for LED chip production Oct 27, 14:11 Camera lens and module maker Ability Opto-Electronics Technology (AOET), a subsidiary of Foxconn Electronics (Hon Hai Precision Industry), has reportedly entered the production of LED chips, according to industry sources. Read more |
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Delta revenues for first three quarters decrease, but profit increases Oct 27, 14:09 Delta Electronics has announced that consolidated revenues for the first three quarters of totaled NT$89.13 billion (US$2.75 billion), down 19.5% from NT$110.73 billion in 2008. Read more |
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Corning expects worldwide LCD glass market to grow 15% in 2010 Oct 27, 10:37 Corning has reported that display business revenues rose slightly sequentially to US$679 million in the third quarter, as sales were impacted by an earthquake that affected production at the company's LCD facility in Shizuoka, Japan in August. But the company said LCD glass demand will remain strong in the fourth quarter and the worldwide market will grow 15% in 2010. Read more |
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PVI expected to ship up to 3 million EPDs in 2009 Oct 26, 16:24 Electrophoretic display (EPD) maker Prime View International (PVI) is expected to ship 2.5-3 million EPDs in 2009, accounting for about 90% of the global e-book reader market, according to market sources. Read more |
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AUO aims to ship 1-2 million e-book reader panels in 2010 Oct 23, 15:50 LCD panel maker AU Optronics (AUO) aims to ship 1-2 million e-book reader panels in 2010, taking as much as almost one third of the global market for the segment, according to company president and CEO LJ Chen. Read more |
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Asustek expects WiMAX device shipments to gain momentum in 2010 Oct 23, 15:17 Asustek Computer has said it expects shipments of its own-brand WiMAX devices, including data network cards, routers and integrated access devices (IADs) to gain momentum in 2010. Shipments of the company's WiMAX devices will reach 100,000 units in 2009. Read more |
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Wintek 3Q09 loss narrows Oct 22, 15:28 Taiwan-based Wintek saw its third-quarter loss narrow significantly, with market sources saying the small- to medium-size LCD panel maker stands a chance of swinging to profitability in the fourth quarter because of strong seasonal demand. Read more |
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LCD equipment supplier Mirle says order visibility extended into 2Q10 Oct 22, 15:10 Flat-panel display (FPD) equipment specialist Mirle Automation has secured orders worth NT$2.8 billion (US$86.8 million), and seen its order visibility extend to the second quarter of 2010, according to the company. Of the order backlog, orders worth NT$1.6 billion are from the display industry. Read more |
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Sintek to raise funding to expand touch panel capacity Oct 21, 14:58 Taiwan-based color filter (CF) maker Sintek Photronic will apply for a NT$3.6 billion (US$111 million) syndicated bank loan and issue new shares to raise another NT$1.8 billion, with both sums to be used chiefly to transform its 5G plant into a facility that can also produce touch panels, according to the company. Read more |
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Qisda announces net profit for 3Q09 Oct 21, 11:48 Qisda has released its third-quarter financial report, recording a consolidated net profit of NT$841 million (US$26 million), 17.3% gross margin, and EPS of NT$0.44. Operating income totaled NT$430 million for the third quarter. Read more |
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Global flat panel display industry to recover in 2010, says DisplaySearch Oct 20, 17:06 Global flat panel display revenues for 2009 will be US$87.6 billion, down 15% on year, according to DisplaySearch. The major reason for the decline is erosion in large-size TFT-LCD panel prices compared to 2008, despite the fact that the TFT-LCD market started to recover in the second quarter of 2009. Despite the gloomy forecast results for 2009, the market is expected to recover in 2010 with a 5% compound annual growth rate (CAGR) and revenues of US$93.3 billion. Read more |
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AUO unveils flexible e-paper technology and 20-inch e-paper module Oct 20, 16:41 AU Optronics (AUO) today announced a series of e-paper products, including a 20-inch e-paper module and a 6-inch flexible e-paper. AUO plans to offer flexible e-paper samples in 2010, and relevant e-paper technologies will be showcased at FPD International 2009, held in Yokohama Japan, from Oct. 28-30, according to the company. Read more |
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Packaging material and equipment supplier Laser Tek positive about 4Q09 Newswatch - Oct 20, 16:00 Laser Tek, a major supplier of SMD (surface-mount-device) packaging materials and semiconductor equipment in Taiwan, has reported clearer order visibility for LED packagers and laser trimmers through the fourth quarter of 2009. Read more |
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LED chipmaker Tyntek to merge with Ubilux Oct 20, 15:45 Taiwan-based LED chipmaker Tyntek has announced a merger deal with LED epitaxy maker Ubilux, a subsidiary of Powerchip Semiconductor Corporation (PSC), to secure supply of high brightness blue LED chips. Read more |
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Young Fast September revenues double on year Oct 20, 15:38 Taiwan touch panel maker Young Fast Optoelectronics has reported revenues of NT$1.36 billion (US$41.98 million) for September, up 14.21% sequentially and up 101.91% on year, according to data from the Taiwan Stock Exchange (TSE). Accumulated revenues for the first three quarters were NT$8.76 billion, up 83.75% on year. Read more |
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Corning power disruption may help ease panel oversupply in 4Q09 Oct 20, 15:27 The power disruption that affected Corning's glass substrate production at the Central Taiwan Science Park (CTSP) may help ease the oversupply expected in the fourth quarter of 2009, according to sources with Taiwan's panel industry. Read more |
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LCD driver IC designers hold rosy 4Q09 outlook Newswatch - Oct 20, 11:11 Major Taiwan-based LCD driver IC design houses are generally optimistic about fourth-quarter prospects mainly because demand from China handset makers remains strong and clients from other countries have begun taking deliveries to meet peak demand prior to the upcoming holiday season, according to industry sources. Shipments in the fourth quarter will only drop within 10% from the third, the sources noted. Read more |
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Corning 4Q09 LCD glass production to be impacted by power disruption Oct 19, 22:53 Corning has announced that its LCD glass manufacturing facility in Taichung, Taiwan, experienced a power disruption over the weekend (October 17-18) that affected some of its glass-making operations. The company said that although it will be several days before the full extent is known, the disruption is expected to have a material impact on glass volume in the fourth quarter. Read more |
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Ledtech posts net profit of NT$93 million for 3Q09 Oct 19, 15:41 LED product supplier Ledtech Electronics has posted net profit of NT$93.23 million (US$2.88 million) for the third quarter of 2009 with EPS of NT$0.82, according to the company. Read more |
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Notes and corrections |
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A November 2 report incorrectly stated Transcend Information reported net profits of NT$114 million for the third quarter of 2009. The correct figure is NT$1.14 billion. |
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2009 2010 3Q09 4Q09 AUO China China market Display components LCD LCD panel LCD TV LED LED backlight Monitor, TV panel Portable revenues shipments Taiwan TV |
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Taiwan TFT-LCD component sector – 2005 (Jun 30) |
LCD panel makers’ increased capacities at their next-generation fabs boosted the growth of Taiwan-based LCD components suppliers in 2005. The backlight unit (BLU) and color filter sectors had stronger growth than the polarizer sector, which came under strong competition from Japan and Korea makers. |
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 Table of contents Full report
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Taiwan’s small-to-mid-size LCD panels – 2Q 2005 (Sep 21) |
Taiwan’s small-to-mid-size TFT LCD panel shipments in the second quarter rebounded 45% sequentially, with the volume and value totaling 22.94 million units and US$410 million respectively. AU Optronics (AUO) accounted for more than 50% of the total shipments. |
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Table of contents Full report |
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Taiwan’s LCD monitors – 1Q 2005 (Aug 17) |
For Taiwan’s LCD monitor sector, the usual low season following Christmas did not occur this year. Instead it registered on-quarter and on-year shipment growths of 12.5% and 34%, respectively, and reached a record high of 13.8 million units in the first quarter of 2005, boosted by a continued decline in panel prices that contributed to lower retail prices for LCD monitors. |
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Table of contents Full report (free sample) PDF version |
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Taiwan's display system makers (Jun 1) |
In addition to pure display makers such as Amtran, Chi Mei, HANNspree, Taiwan-based home appliance makers such as Tatung, Proton, Kolin, several major IT makers such as Acer, Quanta Computer, BenQ, Asustek are also eying the LCD TV market with their brands and have set aggressive plans for 2007. |
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Front projector overview (Jun 27) |
Global front projector shipments rose 17% to more than 4.1 million units in 2005 and the industry finished the year on a strong note – shipments in the fourth quarter reached a record high 1.22 million units, which was nearly 20% higher than the fourth quarter in 2004, according to Pacific Media Associates (PMA). |
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Taiwan OLED displays industry overview (Jul 8) |
While the flat-panel display industry readily acknowledges that organic light-emitting diode (OLED) displays offer plenty of theoretical advantages over TFT LCD, including a high contrast ratio and very fast response times, OLEDs also have limitations, currently. Notably they have a relatively short lifetime. Nevertheless, worldwide, a number of companies are continuing to develop OLED displays, typically starting out with small displays for MP3 players, the sub-displays in mobile phones and the like, while TV displays and even printable displays remain the holy grail for R&D teams. |
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