 |
NEWS & VIEWS |
Taipei,
Wednesday, February 10, 2010
09:54 (GMT+8)
|
|
|
Subject: Displays > Display components |
LCD equipment supplier Kenmec sets ambitious revenue goal for 2010 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). The figure represents a significant jump from NT$5.3 billion in 2009. Read more |
|
|
Epistar, Genesis January revenues up, Formosa down 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 (FOREPI) has reported a sequential decline of 5.56%. Read more |
|
|
|
 |
Corning sees moderate growth in 2010, demand for LCD products remains strong Feb 9, 09:22 Strong worldwide consumer demand for LCD TVs, notebook computers, and myriad handheld personal communication devices should drive increased sales and earnings for Corning in 2010, according to the company. Read more |
|
|
Everlight, Ledtech report sequential revenue growth, Unity Opto sees decrease Feb 8, 17:07 LED packaging houses Everlight Electronics and Ledtech Electronics saw their January revenues increase by 10.18% and 20.2%, respectively, on month, while Unity Opto Technology has reported a 11.51% sequential decrease. Read more |
|
|
Asustek adopts wireless PC-to-display solution from Taifatech 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 box (STB). Acer is also currently in evaluating the solution for use in notebooks, according to industry sources. Read more |
|
|
|
|
|
Taiwan market: Front projector shipments up 81% sequentially in 4Q09 Feb 5, 16:54 Front projector shipments in the Taiwan market reached 57,300 units in the fourth quarter of 2009, up 81% sequentially and 150% on year, mainly due to government procurements for education, according to market sources. Read more |
|
|
PVI planning color, flexible, touchscreen, and video EPDs, reveals chairman 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 |
|
|
Qisda reports January revenues of almost NT$7 billion 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 |
|
|
AUO subsidiaries invest in LED maker Lextar 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 Lextar Electronics, also part of the AUO Group, through a private placement in order to fund equipment purchases, according to Lextar. Read more |
|
|
LED TV price premium to drop to 50%, shipments to jump 10-fold in 2010, says AUO executive 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 |
|
|
Wah Hong reports high in January revenues Feb 4, 17:06 Optical film maker Wah Hong Industrial has announced consolidated revenues of NT$742.61 million (US$23.24 million) for January, a new historical high. Read more |
|
|
Global e-book reader shipments may exceed 10 million units in 2010, says PVI chairman 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 |
|
|
Opus expected to land scanning mirror chip orders from Sony Feb 3, 17:00 Taiwan-based Opus Microsystems is in talks with Sony for cooperation. Sony plans to design in-house pico-projector modules for use in digital still cameras (DSCs) using Opus' scanning mirror chips, according to market sources. Read more |
|
|
Radiant shipping LED BLUs for Apple iPad, says paper Newswatch - Feb 3, 16:36 Taiwan-based Radiant Opto-Electronics will ship a total of 300,000 LED backlight units (BLUs) for the Apple iPad in January, according to a Chinese-language report on Economic Daily News (EDN). Read more |
|
|
Wintek sees January revenues down on month 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 |
|
|
PVI likely to report large profit for 4Q09 Feb 3, 14:34 Taiwan-based electrophoretic display (EPD) maker Prime View International (PVI) is expected to report a large profit for the fourth quarter of 2009 and help narrow its net loss to NT$800-900 million (US$25.02-28.14 million) for the whole year of 2009 from NT$2 billion net loss for the first three quarters, according to market sources. Read more |
|
|
HannStar, Sintek cooperate to start production of touch-panel modules in 2H10 Feb 2, 16:22 HannStar Display will convert a plant in China for producing touch panel modules, which will be assembled from its own LCD panels and touch sensors from Sintek Photronic, according to HannStar. Read more |
|
|
Lextar to set up LED subsidiary in China Feb 2, 15:55 LED epitaxial wafer maker Lextar Electronics, a subsidiary of AU Optronics (AUO), will invest US$20 million to set a subsidiary of its own in Suzhou, eastern China, according to an announcement by Lextar. Read more |
|
|
LCD TV panel market returns to growth in 2010, says iSuppli Feb 2, 14:38 After three consecutive quarters of red ink, the global market for LCD TV panels returned to profitability in the second half of 2009, paving the way for a resumption of revenue growth in 2010, according to iSuppli. Read more |
|
|
Opto Tech expects 1Q10 LED order volume to rise by 20% on year Feb 2, 14:30 LED chipmaker Opto Tech is receiving many urgent orders for AlGaInP and invisible-light LED chips and thus expects the total order volume for the first quarter of 2010 to increase by 20% on year, according to the company. Read more |
|
|
HannStar to invest NT$5 billion to set up color filter plant 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 |
|
|
Wellypower announces profits for 2009 Feb 1, 16:32 Taiwan-based CCFL and LED product maker Wellypower Optronics has announced a net profit of NT$298.75 million (US$9.33 million) for 2009 with an EPS of NT$1.76. Read more |
|
|
iPad will not impact China e-book reader market, says Hanwang chairman Feb 1, 15:40 The launch of Apple's iPad will not impact China's e-book and e-book reader market, and may actually help to further promote the market, according to China-based e-book reader vendor Hanwang chairman Liu, Ying-jian. Read more |
|
|
AUO to start OLED production in 2011, says CEO 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 |
|
|
Apple iPad may take away netbook demand, says AUO executive VP 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 market as their pricing is similar. Read more |
|
|
TV backlight applications to contribute more to Epistar sales in 2010 Jan 28, 16:53 LED chipmaker Epistar expects TV backlight applications' revenues share to increase from 15-20% in 2009 to 35% in 2010 as it has cut into the supply chain of several LED TV players, according to the company. Read more |
|
|
Taiwan handset makers hold conservative outlook for projector handsets Jan 28, 15:26 Although a number of branded handset vendors, including Samsung Electronics, LG Electronics (LGE) and RIM, have launched handsets with built-in pico-projectors, handset makers in Taiwan are conservative about the outlook for projector handsets, according to industry sources. Read more |
|
|
First-tier panel makers to face glass substrate shortage of 10-20% in 1Q10 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 |
|
|
Lextar receives LED orders for TV backlights from Samsung Newswatch - Jan 27, 16:59 Lextar Electronics, an LED subsidiary of AU Optronics (AUO), reportedly has received LED orders for LCD TV backlights from Samsung Electronics, according to a Chinese-language report on Economic Daily News (EDN). Read more |
|
|
Driver IC backend supply to tighten, says Chipbond chairman Jan 27, 16:56 Fei-Jain Wu, chairman of driver-IC backend house Chipbond Technology, has predicted that demand for wafer probe testing will exceed supply in March 2010. Wu also believes a similar scenario may take place in the chip-on-film (COF) segment, a mainstream packaging process for large-size panels, during the second half of the year. Read more |
|
|
LED to surpass CCFL in large-size LCD backlights in 2011, says DisplaySearch Jan 27, 16:40 LED backlight units (BLUs) will surpass CCFL/EEFL BLUs in large-size TFT-LCD panels in 2011, and achieve 74% penetration in 2013, according to DisplaySearch. Read more |
|
|
Supreme expects high revenues in January 2010 on increased demand for LED products Jan 27, 16:16 IC distributor Supreme Electronics estimates its consolidated revenues will reach NT$4 billion (US$124.77 million) in January 2010 thanks to shipments of LED products used in TV backlights. Revenue share of LED products has reached 15% and the product line is expected to be the company's major growth driver for the year, the company noted. Read more |
|
|
Corning profit soars in 4Q09 Jan 27, 15:23 Corning has reported net income of US$740 million for the fourth quarter of 2009, up 15% from US$643 million for the previous quarter and up 197% on year from US$249 million. Read more |
|
|
LCD equipment maker Kenmec to raise NT$915 million in capital Jan 26, 16:42 Chip-manufacturing automation tool maker Kenmec Mechanical Engineering, which also makes production equipment for the FPD and solar-module sectors, has announced the price of its latest rights issue will be set at NT$30.50 per share (US$0.95). The company expects to raise a total of NT$915 million. Read more |
|
|
Chipbond capex to more than double in 2010 Jan 26, 15:07 Chipbond Technology has set a capex goal of NT$1.5 billion (US$47 million) for 2010 compared to NT$700 million allocated for the previous year, according to company chairman Fei-Jain Wu. Wu said Chipbond's revenues and profits will grow substantially in 2010, as it integrates International Semiconductor Technology (IST) into a new entity. Read more |
|
|
Acer executive confirms Chrome OS netbook launch in 3Q10 Jan 26, 14:44 During a recent interview with Bloomberg, Jim Wong, senior corporate vice president and president of IT product business group at Acer, confirmed earlier Digitimes reports that Acer will launch Chrome OS-based netbooks in the second half of 2010. Read more |
|
|
Asustek to launch two e-book readers in 2Q10, say sources Jan 26, 11:23 Taiwan-based vendor Asustek Computer is expected to launch a 6-inch e-book reader (DR-57) and a 9-inch model (DR-950) for sale in the US and Europe markets as soon as the second quarter of 2010 to test market response, according to market sources. Read more |
|
|
LCD equipment maker Favite swings to losses in 2009 Jan 25, 16:54 Taiwan-based Favite, which mainly makes automatic optical inspection (AOI) and measurement machines for flat panel display (FPD) and touch panel production, has reported net losses of NT$0.51 per share for 2009, compared to profits of NT$3.07 for 2008. Read more |
|
|
Asia Optical to ship 8 million pico projectors for handsets in 2011, say chairman Jan 25, 15:24 Asia Optical expects to ship eight million pico projector modules for handsets in 2011 to meet the strong demand from high-end handsets and smartphones, up from the 100,000 units in 2010, according to company chairman Robert Lai. Read more |
|
|
Daxin aims at 50% revenue growth for 2010 Jan 22, 12:26 LCD component supplier Daxin Materials, an affiliate of AU Optronics (AUO), saw its 2009 revenues increase over 50% to around NT$2 billion (US$62.57 million), and is aiming for another 50% growth to reach NT$3 billion in 2010, according to market sources. Read more |
|
|
Sintek to raise 5G capacity for capacitive touch panels to 100,000 substrates in 3Q10 Jan 21, 15:46 Color filter (CF) maker Sintek Photronic will have a monthly capacity of 24 million projected capacitive touch panels (3.5-inch equivalents) from its 5G plant in the third quarter of 2010, according to the company. Read more |
|
|
AAT looks to 20% sequential growth in 1Q10 revenues on panel IC demand Jan 21, 11:56 Taiwan-based IC design house Advanced Analog Technology (AAT) expects its revenues to grow over 20% sequentially in the first quarter of 2010 due to increasing demand for LCD analog ICs, according to the company. The company has posted revenues of NT$46 million (US$1.47 million) for December 2009, the company's lowest level in 10 months. Read more |
|
|
Wintek says strike at China plant ended with no impact on production Jan 21, 11:04 Taiwan-based LCD and touch panel maker Wintek has maintained that a strike by workers at its Suzhou plant in China has been resolved, with production unaffected. Read more |
|
|
AUO acquires FED technology and equipment from Sony affiliate Jan 21, 10:17 AU Optronics (AUO) has announced that it has entered into an agreement with Field Emission Technologies (FET) and FET Japan (FETJ) to purchase certain assets and to transfer certain technology from FET, a leader in FED (field emission displays) technology who is 39.8% owned by Sony. AUO said it will acquire certain assets that include patents, know-how, inventions, and relevant equipment related to FED technology and materials. Read more |
|
|
Epistar receives LED orders for TV backlights from China, says paper Newswatch - Jan 20, 15:06 LED chipmaker Epistar has recently received LED orders for LCD TV backlighting from China vendors, and expects revenues for the first half of 2010 to exceed NT$1.5 billion (US$47.12 million), according to a Chinese-language report on Economic Daily News (EDN). Read more |
|
|
Leadframe maker I-Chiun sees net profits grow over 76% in 2009 Jan 20, 14:06 Taiwan-based leadframe maker I-Chiun Precision Industry saw its net profits increase 76.2% on year to NT$656.61 million (US$20.63 billion) in 2009 from NT$372.6 million in 2008, with EPS reaching NT$3.51, according to a company filing at the Taiwan Stock Exchange (TSE). Read more |
|
|
Chipbond, IST merger may complete ahead of schedule Newswatch - Jan 20, 12:17 LCD driver IC packaging house Chipbond Technology has said its merger with International Semiconductor Technology (IST) may be finalized on April 1, 2010 at the earliest. The merger was originally scheduled to complete on June 1. Read more |
|
|
Tight MOCVD supply to continue through 2H10 Jan 20, 10:25 MOCVD machines used in the production of LED epitaxial wafers have been in tight supply since the end of 2009, according to industry sources, who added that the shortage will continue through the second half of 2010. The lead time for MOCVD tools has been extended to 6-9 months, which may not keep up with LED makers' capacity expansion schedules. Read more |
|
|
Qisda sheds equity in Darfon, Gallant Precision; invests in Lextar Jan 19, 12:44 Qisda on January 18 announced the sale of parts of its stakes in Darfon Electronics, a Taiwan-based LCD TV and notebook PC component maker, and all of its stake in Gallant Precision Machining, a Taiwan-based LCD production equipment maker, with its share of the companies decreasing from 30.7% to 16.1% and from 6.91% to 0%, respectively. Read more |
|
|
Lite-On Technology to begin shipping pico projectors in 2Q10 or 3Q10 Jan 19, 12:38 Lite-On Technology has stepped into the pico projector market and will start shipments on an ODM basis in the second or third quarter of 2010, according to the company. Read more |
|
|
Notes and corrections |
|
A February 5 article incorrectly stated that STMicroelectronics' capex growth for 2010 will be 5-7%. For 2010, the company plans on continuing its policy of maintaining an average capex allocation ratio of about 5-7% of its total revenues. |
|
© DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2009 2010 AUO China China market CMO Display components IC manufacturing LCD LCD panel LCD TV LED LED backlight Monitor, TV panel Portable revenues shipments Taiwan TV |
|
|
|
|
|
|
|
|
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. |
|
|
|
 Table of contents Full report
|
|
|
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. |
|
|
|
Table of contents Full report |
|
|
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. |
|
|
|
Table of contents Full report (free sample) PDF version |
|
|
|
|
|
|
|
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. |
|
Read more |
|
|
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). |
|
Read more |
|
|
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. |
|
Read more |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
