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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
11:38 (GMT+8)
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Subject: Displays > LCD panel |
TCL may invest a 8.5G plant, says reports Newswatch - Nov 6, 17:12 China-based LCD TV vendor TCL Group plans to enter into TFT-LCD panel production to vertically integrate its LCD business, Chinese-language website Sina.com.cn is reporting. The report indicated that TCL is in talks with the Shenzhen government and other optoelectronic players about investing in an 8.5G LCD panel production plant, and the company has reportedly hired a team of engineers of about one hundred from Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO). 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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AUO sees on-month revenue drop in October on seasonality Nov 6, 11:48 AU Optronics (AUO) has announced consolidated revenues of NT$39.6 billion (US$1.22 billion) for October 2009, down by 3.4% sequentially from NT$40.98 billion but up 45.3% on year from NT$27.26 billion. Accumulated consolidated revenues from January to October totaled NT$284.07 billion, down 27.4% on year. Read more |
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Innolux gains loan for capacity expansion Nov 5, 15:17 Innolux Display's board of directors has decided to sign an syndicated loan of NT$35-48 billion to gain funding to purchase equipment for capacity expansion and to enrich the medium-term operating capital requirements, according to a company filing at the Taiwan Stock Exchange (TSE). 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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Wintek October revenues down Nov 4, 15:12 Taiwan-based small- to medium-sized LCD panel maker Wintek has reported consolidated revenues of NT$2.54 billion (US$79 million) for October, dropping 13.66% on month from NT$2.94 billion and 28.51% on year from NT$3.88 billion. 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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LCD monitor panel overstock diminishing Nov 4, 14:24 An overstock of LCD monitor panels is easing, as makers have decreased output for the segment, according to industry sources. Panel makers expect the upcoming holiday shopping lasting till the Lunar New Year holiday in early 2010 will help further digest monitor panel inventory. Read more |
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Lower-than-expected yields at new Sharp 10G plant ease oversupply pressure, say sources Nov 4, 14:12 Operations at Sharp's 10G LCD panel plant have seen lower-than-expected yield rates since production started on October 1, 2009, reducing concerns at rival makers of a possible TV panel oversupply, according to industry sources. Read more |
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Taiwan makers expect mild drop in small- to medium-size LCD panel shipments in 4Q09 Nov 3, 16:03 Major LCD panel makers in Taiwan expect small- to medium-size panel shipments in the fourth quarter to remain flat or drop only 5-10% sequentially, according to company sources. Read more |
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CPT loss narrows in 3Q09 Nov 3, 15:55 Chunghwa Picture Tubes (CPT) has announced consolidated net loss of NT$4.82 billion (US$148.11 million) for the third quarter of 2009, improved from net loss of NT$9.8 billion for the second quarter. Read more |
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November LCD panel price decline to be buffered, says WitsView Nov 2, 15:46 November panel prices will still be on a downward trend though the decline will not be too steep, according to WitsView. This is mainly because sales performance during China's National Day holiday were in line with market expectations, which helped clear inventory in the channels. Read more |
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Innolux swings to profit in 3Q09 Nov 2, 15:31 Taiwan-based LCD panel and system maker Innolux Display turned profitable in the third quarter of 2009 with a net profit of NT$1.08 billion (US$33.19 million). Read more |
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HannStar Display swings to profits in 3Q09 Oct 30, 17:10 HannStar Display saw net profits of NT$491 million (US$15.11 million) in the third quarter and expects utilization rate to remain high in the fourth quarter. 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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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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CPT looking for partners to invest in China LCD production, says chairman Oct 30, 14:13 Chunghwa Picture Tubes (CPT), eyeing the China LCD TV market, is looking for partners to construct 6-8G panel plants in China while waiting for the Taiwan government to lift a ban on investment in front-end LCD production in China, according to company chairman Lin Wei-Shan. Read more |
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Wistron board approves various investments, including acquisition of rollable display specialist Polymer Vision Oct 29, 17:08 Wistron announced on October 28 that its board of directors has officially approved the company's 12 million euro (US$17.76 million) investment made to acquire Holland-based e-paper maker Polymer Vision. The board also approved Wistron investments in two chassis ventures in China, upgrades at its LCD product manufacturing facilities and an electronic waste recycling company. Read more |
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CPT reportedly planning management shuffle Oct 29, 12:03 Chunghwa Picture Tubes (CPT) reportedly is thinking of reorganizing its executive team due to serious losses in 2009 and is expected to make an announcement shortly, according to industry sources. Read more |
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Sony purchasing value from Taiwan to increase in 2010 despite reduced orders to AUO, says company Oct 29, 11:22 Sony's purchase from Taiwan in terms of value will continue to increase despite plans to reduce its order volumes to AU Optronics (AUO) in 2010, according to Kenji Sakai, chairman and managing director of Sony Taiwan. 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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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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Small- to medium-size LCD market set for 4Q09 slowdown, says iSuppli Oct 27, 16:19 The last six months have been very strong for small- to medium-size LCD panels mainly used in cell phones, but suppliers do not expect the good times to last in the fourth quarter, spurring them to slow production and restrain inventories, according to iSuppli. Read more |
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Sony may reduce TV panel orders to AUO in 2010, sources say Oct 27, 16:02 Sony reportedly will reduce its TV panel orders to AU Optronics (AUO) in 2010, as the client's 10G LCD panel manufacturing joint-venture with Sharp has already started production, according to market sources. Read more |
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TV panel shipments expected to grow until 1Q10 on low inventory in China Oct 27, 15:23 Taiwan-based LCD panel makers are expected to see their shipments of TV panels enjoy brisk sales in fourth-quarter 2009 and in the first quarter of 2010 due to strong demand from the TV sector in China and the roll-out of new TV models by vendors in the first quarter 2010, according to industry sources in Taiwan. 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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CMO to ramp 8.5G production in 2Q10 Oct 27, 14:04 Chi Mei Optoelectronics (CMO) plans to start volume production at its 8.5G plant with 8,000 substrates per month in the second quarter of 2010, and ramp up to its designed monthly capacity of 24,000 substrates in the fourth quarter of 2010, according to company president Wang Jyh-chau. Read more |
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Large-size LCD panel shipments hit all-time high in September, says DisplaySearch Oct 27, 12:10 September 2009 shipments of large-area TFT-LCD panels reached 52 million units, up 2% sequentially and 25% on year, setting a new record for monthly large-area TFT-LCD shipments, according to DisplaySearch. Large-size TFT-LCD revenues reached US$6.8 billion, up 6% sequentially and 15% on year. Read more |
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CMO expects further profit growth in 4Q09 Oct 27, 12:05 Having swung back to profits in the third quarter 2009, Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO) expects a further improvement in profitability in the fourth quarter as overall material costs are expected to drop 2-3%, according to company president Jyh-chau Wang. Read more |
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AUO PV modules to debut at Solar Power International 2009 Oct 26, 15:17 AU Optronics (AUO) will participate in Solar Power International 2009, scheduled to be held from Oct. 27 to Oct. 29 at the Anaheim Convention Center in California, US. The US market is regarded as a rapidly growing market for the solar PV (photovoltaics) industry, and AUO actively joins the exhibition by demonstrating its unique operating model and mono-crystalline and multi-crystalline PV modules with high module efficiency, the company said. Read more |
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CMO 3Q09 profit tops NT$5 billion Oct 26, 15:09 Chi Mei Optoelectronics (CMO) has announced that its combined TFT-LCD net sales for the third quarter of 2009 amounted to NT$89.44 billion (US$2.76 billion), a 27.3% increase over the NT$70.27 billion for the second quarter. Read more |
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Taiwan export orders hit 11-month high in September Oct 26, 10:49 Taiwan received export orders worth US$30.837 billion in September 2009, the highest since November 2008. The value represents a 9.01% sequential increase but a 3% on-year decrease, according to statistics released by the Ministry of Economic Affairs (MOEA) on October 23. Read more |
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AUO to start production at second 8.5G plant in 2H10, says president Oct 23, 16:52 AU Optronics (AUO) plans to start production at its second 8.5G plant in the second half of 2010, as the company anticipates demand growth for large-size LCD panels next year, according to company president and CEO, LJ Chen. 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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AUO aims to ship over 100MWp of PV modules in 2010, says president Oct 23, 14:50 AU Optronics (AUO) has begun production of crystalline silicon photovoltaic (PV) modules, with shipments estimated at 15-20MWp (megawatt-peak) in 2009 and over 100MWp in 2010, according to company president & CEO LJ Chen. Read more |
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Taiwan jobless rate edges down in September Oct 22, 16:51 Taiwan's unemployment rate slid from the record high of 6.13% in August 2009 to 6.04% in September, ending a four-month streak of consecutive increases in the jobless rate, according to statistics published by the government's Directorate General of Budget, Accounting and Statistics (DGBAS). The jobless rate still remained high at 6.04%, compared to 4.27% a year ago. Read more |
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AT&T lawsuit raises concerns among panel makers that more will follow Oct 22, 16:27 Panel makers in Taiwan have expressed their concern about AT&T's lawsuit against global small-size panel makers for antitrust violations. If AT&T wins the case, other companies are likely to follow suit with further litigation, the panel makers said. Read more |
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AUO swings to profits in 3Q09 on strong LCD panel shipments and higher prices Oct 22, 16:15 AU Optronics (AUO) swung back to profitability in the third quarter, posting a consolidated net profit of NT$7.4 billion (US$288.41 million), with revenues rising 35% sequentially and large-size LCD panel shipments hitting a record. 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 panel prices continue to drop as expected in 2H October, says DisplaySearch Oct 21, 16:41 LCD panel prices for all major applications continue to drop in the second half of October as expected, as clients are cautiously managing their inventory levels, according to latest DisplaySearch pricing data. 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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Sharp starts shipping 10G panels, say reports Newswatch - Oct 21, 09:51 Sharp has started shipments from its 10G LCD panel plant in Sakai City, Osaka Prefecture, Japan, according to the Japanese-language Nikkan. 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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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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China market: Local LCD monitor vendors start price war to clear inventory Oct 20, 10:44 Local LCD monitor vendors in China have started a price war to clear their high inventory, dropping the prices of 19-inch models to as low as 799 yuan (US$117.04), according to market sources. Read more |
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Taiwan science parks see revenue drops narrower in July and August 2009 Oct 19, 16:22 Taiwan's government-run science parks – Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) – continued to see revenues drop on year during January-August 2009, but the negative growth showed some improvement in July and August, according to the National Science Council (NSC). Read more |
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Foxconn Chengdu investment to focus on optoelectronics Oct 19, 16:21 The recent US$1 billion investment Foxconn Electronics (Hon Hai Precision Industry) promised to make in Chengdu, China will focus on manufacturing of optoelectronics products, according to the company. Read more |
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Lite-On to supply LCD TV backlight LEDs to Samsung and LG Display Newswatch - Oct 16, 16:55 Taiwan-based LED packaging house Lite-On Technology has entered the supply chains of Samsung Electronics and LG Display (LGD) for LCD TV backlighting, according to a Chinese-language Economic Daily News (EDN) report. 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 LCD TVs – 3Q 2009 (Nov 6) |
LCD TV shipments in the third quarter grew 20.7% sequentially, much stronger than Digitimes Research's previous prediction of 9.5%, as the market was recovering from the global recession with vendors stepping up their preparation for the upcoming shopping seasons. |
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 Table of contents Full report
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Taiwan small- to mid-size LCD panels – 2Q 2009 (Sep 30) |
Small- to medium-size LCD panel shipments grew significantly in the second quarter of 2009, driven by orders from first-tier handset and digital still camera (DSC) vendors, as well as orders from China's white-box handset vendors who were replenishing their inventories. |
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Table of contents Full report |
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Taiwan large-size LCD panels – 2Q 2009 (Sep 25) |
Large-size panel shipments rebounded 54.9% in the second quarter from the exceptionally low levels recorded in the first quarter, during which demand froze amid the global economic downturn. Shipments of all major applications grew significantly in the second quarter, as demand recovered. |
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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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