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NEWS & VIEWS |
Taipei,
Tuesday, December 2, 2008
12:11 (GMT+8)
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Subject: Displays > LCD panel |
CMO purchases equipment worth about NT$1.5 billion 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 mid-size TFT-LCD shipments to decline 2% in 4Q08, iSuppli says Nov 27, 11:19 Deteriorating economic conditions are causing many consumers to delay replacing their existing handsets, spurring a decline in global fourth quarter shipments for small- to medium-size TFT-LCD panels, according to iSuppli. Read more |
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Preliminary report: Taiwan small- to mid-size LCD panels – 3Q 2008 Nov 27, 11:09
Introduction Read more |
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Preliminary report: Taiwan large-size LCD panels – 3Q 2008 Nov 27, 10:48
Introduction Read more |
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Small- to medium-size panel demand will not rebound until after January 2009 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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China market: Retail chain Gome signs 1 billion yuan LCD TV deal with Sharp, says paper Newswatch - Nov 26, 12:07 China consumer electronics retailer Gome Electrical Appliances has claimed that the company has signed a 1 billion yuan (US$146.5 million) LCD TV supply contract with Sharp, according to a Chinese-language cnYes.com report. Read more |
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LCD panel makers promise to protect workers' rights despite unpaid leave 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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China-based LCD panel maker Tianma starts its second 4.5G plant construction Nov 25, 16:52 Despite record low utilization rates among global TFT LCD panel makers and an uncertain economic outlook, China-based LCD panel maker Tianma Microelectronics has started building its second 4.5G plant as planned in Sichuan, China. Read more |
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Transcend strategic products bringing in solid revenues contributions Nov 25, 15:33 Memory-module maker Transcend Information expects the sales ratio of its profitable product segment to increase to 15% in the fourth quarter of 2008, up from 6% earlier this year, according to company chairman Peter Su. Transcend's strategic products, which bring in gross margins as high as 25%, include digital photo frames, portable hard drives and digital music players, said Su. Read more |
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120Hz panel shipments up 57% in 3Q08, says DisplaySearch Nov 25, 10:22 Shipments of 120Hz LCD TV panels reached 3.6 million units in the third quarter this year, which is 57% growth from 2.3 million units in the second quarter this year. In the third quarter, 120Hz panel shipments accounted for 16% of all 32-inch and above segment and 27% of 40-inch and above LCD TV panels. Meanwhile, due to cost reductions and the launches of new notebook PC models, shipments of notebook panels with LED backlights grew by 63% on quarterly basis to 2.1 million in the third quarter from 1.3 million in the second quarter this year. Read more |
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Taiwan's large-size LCD panel shipments to plunge in 4Q, says Digitimes Research 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 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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CMO receives orders for 55-inch LCD TV panels Nov 24, 17:20 LCD panel maker Chi Mei Optoelectronics (CMO) has received orders for its 55-inch LCD panels before volume production, according to company president Jau-Yang Ho. Read more |
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China TV maker TCL raising funds for LCM operation, says report Newswatch - Nov 24, 17:09 TCL, a major TV and handset maker in China, is looking to issue new shares through private placement to raise 1.39 billion yuan (US$203.47 million) chiefly for funding its LCD module (LCM) business, according to a Chinese-language report featured on sina.com. Read more |
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Taiwan FPD industry sees production value drop 8.4% in 3Q08, IEK says Nov 24, 16:24 With the global economy worsening, Taiwan's flat panel display (FPD) industry saw its production value in the third quarter drop 8.4% sequentially to NT$417 billion (US$12.5 billion), according to the Industrial Economics and Knowledge Center (IEK) of the Industrial Technology Information Service (ITIS). Read more |
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Kenmec introduces photo engraving process equipment for large-size panels Nov 21, 17:20 Although many panel makers are slowing down their expansion plans during the economic downturn, panel equipment supplier Kenmec Mechanical Engineering is growing stably and is expanding its business from automation equipment to wet processing by introducing photo engraving process equipment for large-size panels. Read more |
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Taiwan market: White-box 7-inch digital photo frames priced under US$30 Nov 21, 17:15 While consumer spending is decreasing amid the global economy downturn, white-box digital photo frame vendors in Taiwan are offering sub-NT$1,000 (US$30) 7-inch digital photo frames to grab market share, according to market sources. Read more |
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CMO buying back shares worth NT$6 billion Nov 21, 16:33 LCD panel maker Chi Mei Optoelectronics (CMO) is repurchasing shares from the open market for the first time ever as the price per share has already dropped below the NT$10 (US$0.3) face value, according to a decision by the company's board of directors. Read more |
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CMO utilization rate drops below 60% in November 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 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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CPT says no plans to shut down LCD fab 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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Epson Imaging Devices to ship capacitive touch panels in April 2009 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 of capacitive touch panels, and volume production is expected to begin in April 2009, according to market sources. Read more |
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LG Display stays on top in large-size LCD unit shipments in October, says Displaybank Nov 20, 11:47 LG Display (LGD), which climbed to the top in terms of unit shipments to the large-size LCD panel segment in September 2008, was the only one of the top-four makers to show an increase in shipment volume in October, during which it maintained its lead with a 25.5% market share, according to Displaybank. Read more |
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LCD TV panel prices drop up to 8% in 2H November 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 latest pricing data released by DisplaySearch. Read more |
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Sharp turns aggressive as 10G plant prepares to come online 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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Handset-related IC design house to enter large-size segment in 2009 Newswatch - Nov 19, 15:40 Taiwan-based ILI Technology, which specializes in handset panel-use LCD driver ICs, is extending its presence to include large-size applications. The company is currently at the sample design stage, with volume shipments slated for 2009, according to the company. Read more |
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Corning withdraws 4Q08 and 2009 guidance Nov 19, 10:47 Citing declining LCD glass demand, Corning has announced that it will withdraw its previously disclosed financial guidance for the fourth quarter of 2008 and the entire 2009. Read more |
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CMO to delay production ramp at 8.5G LCD fab 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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Some small- to medium-size LCD panel makers see utilization drop to 20% Nov 19, 01:05 The small- to medium-size LCD panel sector is experiencing unprecedented weak demand, with some players' utilization dropping to as low as 20%, according to industry sources. Read more |
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Transtouch to ship Touch Lens panels in December Nov 18, 16:20 Taiwan-based touch panel maker Transtouch Technology will start shipping its frame-less Touch Lens products, developed in cooperation with CMC Magnetics, in December, according to market sources. Read more |
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LCD panel prices expected to continue falling in 2H November 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 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 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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Optical glass processor G-Tech to expand China plant Nov 17, 15:36 Taiwan-based optical glass processing service provider G-Tech Optoelectronics, in which Foxconn (Hon Hai Precision Industry) owns a major stake, recently announced an additional investment of US$8.74 million in the company's Dongguan plant in China. In early 2008, G-tech already injected US$12 million to expand the plant, which completed new production lines on July 31 this year. Read more |
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AUO executives to take 10-15% pay cuts 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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Notebook makers keep low component inventories at 3-4 weeks Nov 17, 10:38 Notebook makers are cautiously monitoring their component inventories, keeping the levels at as low as three to four weeks, according to industry sources. The makers' cautious monitoring of their inventories is creating heavy price pressure on suppliers of such components as panels, DRAM and NAND flash. Read more |
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CMO remains upbeat about future of LCD panel market Nov 14, 14:24 In contrast with the pessimism permeating the market, Chi Mei Optoelectronics (CMO) is optimistic about the LCD panel market, expecting that it will start to recover in the second half of 2009, according to L Y Chen, director of marketing and sales of CMO's LCD TV division. Read more |
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Slowing handset market weakening demand for displays, says DisplaySearch Nov 14, 12:22 Coming into the holiday shopping season, worldwide shipments of displays for mobile phones are slowing significantly. According to the latest forecast from DisplaySearch, mobile phone display unit shipments will only be 2.5% higher on year in the fourth quarter of 2008. Read more |
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LCD panel market to recover in 2H09, says DisplaySearch Nov 14, 11:58 According to DisplaySearch, the LCD panel market will start to recover in the second half of 2009, as history of the panel industry indicates that oversupply in panel market usually will not last for more than three quarters. Read more |
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AUO to enter e-book display market 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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PVI to ship force sensing touch EPDs in 2Q09 Nov 13, 15:29 Prime View International (PVI) will soon start shipping TFT LCD panels and electrophoretic displays (EPDs) featuring force sensing touch technology developed by US-based F-Origin, according to PVI president YS Fu. Read more |
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CPT maintains US$65 million LCD price-fixing fine won't hurt its finances Nov 13, 11:38 Chunghwa Picture Tubes (CPT) has maintained that the US$65 million fines it will receive from the US Department of Justice for price fixing will not have much impact on its finances and sales, as the sum has already been recognized on its accounts. Read more |
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LG Display, Sharp and CPT to be fined US$585 million for LCD price fixing, says US Justice Department Nov 13, 11:36 Three leading LCD panel makers, LG Display (LGD), Sharp, and Chunghwa Picture Tubes (CPT), have agreed to plead guilty and pay a total of US$585 million in criminal fines for their roles in conspiracies to fix prices in the sale of LCD panels, the US Department of Justice has announced. Read more |
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SMT solution provider TSMT to see 10% sales decline in 4Q08 due to gloomy LCD industry Nov 12, 15:52 Taiwan Surface Mounting Technology (TSMT), a LCD surface-mount technology (SMT) production solutions provider, estimates its fourth-quarter sales to decline 10% because of panel makers' production cuts. Read more |
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MEMS-based digital micro shutters as an alternative to LCD: Q&A with display start-up Pixtronix founder Nesbitt Hagood Nov 12, 12:16 Pixtronix, a US-based start-up with a staff size of about 45, claims it has been doing what everyone else in the flat panel display industry has been trying to achieve: low-cost and energy-saving solutions without trading off picture quality. After three years of product development since the company's establishment in 2005, Pixtronix is now looking for manufacturing partners to produce its MEMS-based display using its own Digital Micro Shutter (DMS) technology. The display has a similar architecture to that of an LCD panel, but it uses micro shutters instead of liquid crystals. And unlike LCDs, DMS displays do not need polarizers or color filters. Pixtronix founder, CTO and president Nesbitt Hagood stresses that DMS displays have better light transmission efficiency than LCDs, hence lower power consumption. He claims that the manufacturing costs of DMS displays will be 10% less than those for LCDs. Read more |
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China market: Digital photo frame vendors start price war Nov 12, 11:48 With prices of small- to medium-size TFT LCD panel dropping, Samsung Electronics and other local digital photo frame vendors have started the price war in China this month in order to clear their inventories, according to market sources. Read more |
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Touch panel makers see strong October sales Nov 12, 01:20 Despite a gloomy display industry outlook, Taiwan's touch panel makers have reported strong results for October chiefly driven by shipments of high-end handset applications, according to company and industry sources. Read more |
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Sintek aims to become touch panel specialist Nov 12, 01:15 With sales dropping due to production cuts by LCD panel makers, color filter (CF) maker Sintek Photronic is gearing up to shift towards becoming a touch panel supplier, with plans to turn one-third of its capacity to producing touch panels in the second quarter of 2009, according to the company. Read more |
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AUO may see decline in annual revenues for the first time Nov 11, 11:56 Due to the worsening global economy, AU Optronics (AUO) this year may see decline in its annual consolidated revenues for the first time since the company was formed in 1996, according to market sources. Read more |
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Small- to medium-size LCM specialist Star World reports 39% sequential drop in October sales Nov 11, 11:42 With demand in the LCD panel market decreasing, small- to medium-size LCD modules (LCMs) specialist Star World Technology has reported a 39% sequential decrease in revenues for October. Read more |
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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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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 large-size LCD panels – 3Q 2008 (Nov 27) |
Taiwan shipped 50.1 million large-size LCD panels in the third quarter of 2008, down 7.6% sequentially and down 2.4% from the same period one year earlier. |
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Table of contents Full report |
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Taiwan small- to mid-size LCD panels – 2Q 2008 (Sep 29) |
Shrinking demand from China's whitebox handset market and a weakening global economy resulted in a sequential decline in second-quarter shipments for the first time since 2002. Shipments in the third quarter should rebound as the Chinese government is relaxing its crackdown on the whitebox handset market. |
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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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