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NEWS & VIEWS |
Taipei,
Wednesday, February 10, 2010
09:54 (GMT+8)
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Subject: Displays > LCD panel |
CMO, Innolux, TPO revise merger date again 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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Taiwan export, import values hit 16-month high in January Feb 9, 12:15 Taiwan's export and import values in January both hit the highest levels in 16 months, according to statistics released by the Ministry of Finance (MOF) on February 8. Read more |
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AUO, HannStar report January revenue growth, CMO sees slight decline 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 Optoelectronic (CMO)'s sales for the month declined 0.4%. Read more |
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Top-5 Taiwan LCD panel makers combine to lose NT$113.3 billion in 2009 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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CPT sees 4Q09 revenues decrease 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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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 |
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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 |
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AUO and HannStar hold mixed forecast for panel demand in 2Q10 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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Epson to increase panel orders to AUO and CMO, says paper Newswatch - Feb 3, 15:25 Epson reportedly will increase LCD panel orders to AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) this year, up from six million units in 2009, according to a Chinese language report on Economic Daily News (EDN). Read more |
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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 |
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AUO next to LG Display, ahead of Samsung in 2010 capex 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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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 |
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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 |
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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 |
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HannStar Display swings to losses in 4Q09 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 OEM subsidiary BriView to invest US$200 million for new plants in China 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 expects small- to medium-size panel shipments to drop less than 10% in 1Q10 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 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 aims at 20% shipment share for LED-backlit TV panels in 2010 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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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 |
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CMO, Innolux and TPO set new merger schedule 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 increases capex to NT$100 billion in 2010 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 |
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Samsung 2009 profits jump, upbeat on memory and TV outlook 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 revenues grew 23% to 89.77 trillion won. Samsung said a replacement cycle for PCs will buoy demand for DRAM chips throughout 2010, and the TV panel business is also another driver for its revenues this year. Read more |
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Samsung begins mass producing 3D TV panels 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 |
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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 |
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AUO reports losses for 4Q09 and 2009 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 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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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 |
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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 |
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Prices for 32-inch LCD TV panels increase to US$220 on China demand Jan 27, 16:09 Quotes for 32-inch LCD TV panels have recently hiked from US$199-210 to US$220 due to a short-term increase in demand from China-based makers, who have responded to a boom in sales of Sony 32-inch models following a price cut in early January, according to Taiwan-based panel makers. Read more |
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CPT puts focus on TV modules Jan 27, 15:58 Chunghwa Picture Tubes (CPT) has been shifting its focus towards the production of LCD modules (LCMs) for TVs targeting large-size panel makers including AU Optronics (AUO) and TV vendors such as Samsung Electronics and Sharp, according to industry sources. Read more |
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Monitor vendors not to hike prices despite rising panel costs Jan 27, 11:41 LCD monitor vendors in Taiwan have no plans to increase the prices of LCD monitors despite rising panel costs, fearing that raising their product prices will dampen sales during the upcoming Lunar New Year holidays, according to market sources. Read more |
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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 |
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LCD TV makers strive to meet Energy Star standards for competitiveness Jan 26, 14:54 As the 4.0 and 5.0 versions under the Energy Star TV/VCR Program will come into effect on May 2010 and May 2012 respectively, LCD TV makers are making efforts to minimize power consumption in their systems, according to Taiwan-based makers. Read more |
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CMO to hike 8.5G monthly capacity to 60,000 glass substrates Jan 26, 11:56 Chi Mei Optoelectronics (CMO) has ordered production equipment to increase the monthly capacity at its 8.5G plant in southern Taiwan to 60,000 substrates from an originally planned 24,000 substrates, according to Taiwan-based equipment suppliers. Read more |
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Foxconn receives orders for 5 million LCD TVs from Samsung, says paper Newswatch - Jan 25, 16:38 Foxconn Electronics (Hon Hai Precision Industry) has received OEM orders for five million LCD TVs from Samsung Electronics recently, according to a Chinese-language report on Economic Daily News (EDN). Read more |
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HannStar to outsource 80% of panels for own-brand LCD monitors in 2010, says paper Newswatch - Jan 25, 15:42 HannStar Display is shifting more of its capacity to producing small- to medium-size LCD panels in 2010, and 80% of the panels for its own- brand LCD monitors will be purchased from outside suppliers, according to a Chinese-language report on Economic Daily News (EDN). Read more |
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CMO receives smaller-size LED-backlit TV panels from Samsung in 1Q10 Jan 25, 12:29 Samsung Electronics reportedly is expanding its outsourcing of LED-backlit LCD TV panels from Chi Mei Optoelectronics (CMO) to smaller-size models in the first quarter of 2010, and the Taiwan-based panel maker also expects panel orders from Sony after its merger with Innolux Display on March 1, 2010, according to market sources. Read more |
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Monitor panel prices up; TV and notebook panel prices flat in 2H January, DisplaySearch says Jan 22, 16:31 LCD monitor panel prices for the second half of January have increased due to tight supply, while prices for TV and monitor panels mostly remain flat, according to latest pricing data from DisplaySearch. Read more |
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China TV vendors and Taiwan makers sign US$5.3 billion LCD panel purchase agreement for 2010 Jan 22, 14:56 Nine China-based vendors and three Taiwan-based LCD panel makers AU Optronics (AUO), Chi Mei Optoelectronics (CMO) and Chunghwa Picture Tubes (CPT) officially signed an agreement on January 20, 2010 in Beijing for purchases totaling US$5.3 billion or 31 million panels for 2010, up 56% and 72% from 2009, respectively, according to China's Ministry of Industry and Information Technology (MIIT). Read more |
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FPD tool makers Mirle, All Ring see profit drops in 2009 Jan 22, 14:28 Taiwan-based Mirle Automation and All Ring Tech both suffered profit falls in 2009, mainly due to their weak first-half performance. Read more |
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Global monitor shipments to remain flat or drop slightly in 2010 Jan 22, 12:08 Global LCD monitor shipments in 2010 are expected to remain flat or decrease slightly on year, and panel supply will hold key influence over overall monitor shipments for the year, according to market sources. Read more |
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AUO reportedly headhunting talent from CMO Jan 21, 15:01 AU Optronics (AUO) reportedly has set up an office in southern Taiwan to headhunt talent from Chi Mei Optoelectronics (CMO) ahead of the rival LCD panel maker's merger with Innolux Display, according to industry sources. Read more |
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Taiwan sees slight on-month rise in export order value in December 2009 Jan 21, 12:11 Taiwan received export orders worth US$31.725 billion in December 2009, increasing 1.49% on month and 52.63% on year, according to statistics released by the Ministry of Economic Affairs (MOEA) on January 20. Read more |
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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 |
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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 |
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LG Display sees 4Q09 revenues up, but profits down Jan 20, 15:13 LG Display has reported unaudited consolidated revenues of 6.08 trillion won (US$5.4 billion) for the fourth quarter of 2009, up 2% from 5.97 trillion won in the third quarter of 2009 and up 46% from 4.16 trillion won in the fourth quarter of 2008. Read more |
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AUO to continue committing investment in Taiwan even if government lifts China investment ban, says chairman Jan 20, 12:12 AU Optronics (AUO) will continue to commit new investment to build next-generation LCD panel fabs in Taiwan even if the government allows local makers to set up panel lines in China, according to company chairman KY Lee. Read more |
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China investors interested in Taiwan notebook and panel industries, says paper Newswatch - Jan 19, 15:57 China-based qualified domestic institutional investors (QDIIs) have shown their interest in Taiwan's panel and notebook industries, according to a Chinese-language report on Economic Daily News (EDN). Read more |
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Chimei Innolux lands LCD panel orders from Sony, says paper Newswatch - Jan 18, 11:21 Chimei Innolux Corporation, the new entity to be formed between Chi Mei Optoelectronics (CMO) and Innolux Display in March, has reportedly landed orders for five million LCD panels from Sony, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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Notes and corrections |
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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. |
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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 |
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Taiwan LCD TVs – 4Q 2009 (Feb 9) |
Taiwan makers shipped 7.18 million LCD TVs in the fourth quarter of 2009, up 46.9% from a year ago when the global financial crisis hit. |
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 Table of contents Full report
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Taiwan LCD monitors – 3Q 2009 (Nov 23) |
Taiwan makers shipped 31.3 million LCD monitors in the third quarter, up 6.3% sequentially. |
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Table of contents Full report |
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Taiwan large-size LCD panels – 3Q 2009 (Nov 19) |
Taiwan large-size LCD panel shipments grew 18.06% sequentially and 22.71% on year to 62.65 million units in the third quarter. |
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Table of contents Full report |
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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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Read more |
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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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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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