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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
12:05 (GMT+8)
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Taiwan market: Chimei tops LCD TV vendor ranking in October 2009 Nov 20, 17:10 Chimei shipped 15,000 LCD TVs in October 2009, remaining the top vendor in the Taiwan LCD TV market, according to market sources. Chimei expects to ship over 150,000 units in 2009, up about 30% on year, the sources noted. Read more |
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California TV power regulations could cut LCD TV energy use in half, says iSuppli Nov 20, 16:34 New TV power consumption limits imposed by California's Energy Commission (CEC) could cut aggregate annual power consumption of LCD TVs worldwide in half by the year 2013, if the standards are adopted universally, according to iSuppli. Read more |
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China will need 6-8 8G plants to fulfill panel demand in the future Nov 19, 17:06 Market watchers expect China will require six to eight 8G or above LCD panel production lines to fulfill its demand in the future. China's LCD TV panel demand in 2009 is estimated at around 27 million units, and is forecast to rise to 38 million units in 2010 and 45 million units in 2012, market sources added. Read more |
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One too many LCD driver IC backend service providers in Taiwan, says Chipbond Nov 19, 14:22 Taiwan-based Chipbond Technology has commented that reducing the number of the local LCD driver IC packaging and testing houses to three through acquisitions or mergers will help the industry grow healthily. Chipbond is open to such cooperation with fellow makers, according to an unspecified executive at the company. Read more |
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Taiwan market: Sony announces LCD TV price cuts Nov 19, 12:09 Sony has made a wave of LCD TV price cuts in the Taiwan market on products including mid-range and high-end V- and W-series models in an effort to generate more sales moving into the end of the year. Read more |
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LED to dominate LCD backlights in 2011 with 56% market penetration, says DisplaySearch Nov 18, 15:09 LEDs will become the dominant large-size TFT-LCD backlight unit (BLU) light source by 2011 with a 56% share, and to 78% in 2015, according to DisplaySearch. Traditional backlights using CCFL and EEFL for notebook, monitor, and TV displays will drop to 44% of the market in 2011. Read more |
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AUO debuts PV project in Taiwan Nov 18, 11:53 AU Optronics (AUO) has announced the completion of a building-integrated photovoltaic (BIPV) project at a Taipei school - the LCD panel maker's first project since stepping into the solar industry. Read more |
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Compal and Wistron expected to receive more LCD TV orders from Japan vendors Nov 18, 10:21 Compal Electronics and Wistron are expected to benefit from Japan-based LCD TV vendors' increased outsourcing, according to industry sources in Taiwan. Read more |
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LED chipmaker may be next Foxconn acquisition target, say observers Nov 17, 16:41 Foxconn Electronics (Hon Hai Precision Industry) is possibly eyeing the LED industry for its next acquisition, having seen its LCD panel subsidiary Innolux Display enter into a merger deal with Chi Mei Optoelectronics (CMO) an TPO Displays, market observers have suggested. Read more |
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US market: Samsung retakes leadership in LCD TV market in 3Q09, says iSuppli Nov 17, 12:08 Samsung Electronics in the third quarter of 2009 retook the top ranking in the US LCD TV market from chief competitor Vizio, according to iSuppli. Read more |
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TPV says relationship with CMO unchanged Nov 17, 11:43 TPV Technology has maintained that the company has no plans to alter its strategic relationship with Chi Mei Optoelectronics (CMO), and CMO has agreed that it will continue to supply TPV with LCD monitor and TV panels. Read more |
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CPT president resigns; CFO shows no intention of returning from leave Nov 17, 11:27 Chunghwa Picture Tubes (CPT) has announced the resignation of its president Chiu Chuang-yi, and the vacancy will be temporarily filled in by VP Lin Sheng-chang, who has been in charge of the small- to medium-size LCD panel business. Read more |
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Innolux seeking land in northern Taiwan reportedly for 8.5G LCD fab Nov 16, 10:07 In response to reports that Innolux plans to invest NT$500 billion (US$15.49 billion) to set up an 8.5G plant in a science park in Miaoli, northern Taiwan, the company has indicated that it has asked the local government for help obtain land, but whether it will use the land to build its next-generation panel fab will depend on the growth of the company and the market conditions. Read more |
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Korea to extend lead in LCD panel capacity in 2010, Digitimes Research says Nov 13, 16:44 Korea-based TFT LCD panel makers' share of global capacity in terms of area is likely to come close to 50% in 2010 due to aggressive expansion, while Taiwan competitors will account for only about 40%, according to Digitimes Research. Read more |
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Japan-based Nichia to be more aggressive in LED TV backlighting market, say sources Nov 13, 16:06 Thanks to increasing demand, Japan-based LED chipmaker Nichia is expected to be more aggressive in the LCD TV LED-backlit market in 2010 in addition to its previous focus on the notebook LED-backlit segment – a move which will bring more pressures on Taiwan competitors, according to industry sources. Read more |
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LED industry total capex to grow 158% in 2010, says LEDinside Nov 12, 14:16 Total capex in the Taiwan LED industry is expected to reach NT$35 billion (US$1.08 billion) in 2010, up 158% on year from NT$13.5 billion in 2009, according to LEDinside. Read more |
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ChipMOS expects 4Q09 revenues to stay flat or drop slightly on quarter Nov 12, 12:17 Packaging and testing house ChipMOS Technologies has said revenues for the fourth quarter of 2009 may remain flat or drop by single-digits compared to the third quarter. Demand for LCD driver IC services looks weaker during the quarter, though services for DRAM and mixed-signal ICs stay strong, according to the company. Read more |
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China market: TV vendors starting price war for LED TVs Nov 12, 12:02 Domestic and international vendors in China are cutting prices for LED-backlit LCD TVs to stimulate sales, with Hisense offering the deepest cuts, according to reports from China. Read more |
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Taiwan LCD equipment self-sufficiency estimated at 60% in 2009 Newswatch - Nov 11, 17:08 Taiwan's self-sufficiency for flat panel display (FPD) equipment is estimated to reach 60% in 2009, and is poised to grow over the next five years, according to the Industrial Development Bureau (IDB) of the Ministry of Economic Affairs (MOEA). Taiwan is forecast to achieve 83% self-sufficiency in 2015. Read more |
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PCB maker Dynamic 4Q09 revenues to drop 10% sequentially Nov 11, 14:10 PCB maker Dynamic Electronics expects revenues for the fourth quarter of 2009 to slide 10% sequentially, as demand from the notebook and TFT LCD sectors has slowed down on seasonality, according to the company. Read more |
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US LCD digital signage shipments up 41% sequentially in 3Q09, says DisplaySearch Nov 10, 14:35 US LCD digital signage shipments increased 41% sequentially and 19% on year in the third quarter of 2009, according to DisplaySearch. September sell-through was up 49% from shipments in August, and was the largest sell-through month on record for LCD commercial-use displays. Read more |
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Glass supply disruption will not spur LCD price hike, says iSuppli Nov 10, 14:23 A manufacturing interruption at a Corning plant in Taiwan will reduce availability of glass used for making LCDs in the fourth quarter of 2009, but will not drive up panel prices, according to iSuppli. Read more |
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US market: LCD TV shipments to reach 8 million in 4Q09, says iSuppli Nov 6, 16:53 US LCD TV shipments are expected to amount to eight million units in the fourth quarter of 2009, up 7.3% from 7.5 million during the same period in 2008, according to iSuppli. 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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Sony to use MediaTek controller chips for ultra low-price LCD TVs, say sources Nov 3, 16:07 Sony is reportedly set to use TV controller chips, such as scaler ICs, from Taiwan-based MediaTek for its so-called super entry-level B series ultra low-price LCD TVs, according to market 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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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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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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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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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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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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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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China LCD TV shipments grow 120% during National Day holidays, says AUO VP Oct 23, 14:31 China's LCD TV shipments during the National Day holidays in October are estimated to reach 2.6 million units, a significant growth of 120% compared to the same period of 2008, according to AU Optronics (AUO) executive VP of global business unit Paul Peng. 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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Taiwan market: LG to ship ultra-thin frameless LED-backlit TVs in November Oct 22, 15:55 LG Taiwan will ship its SL90 series frameless LED TVs with a thickness of 2.9cm to the local market in November, with the 47-inch model priced at NT$86,900 (US$2,682) and the 42-inch one at NT$67,900. 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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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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China market: Cap on LCD TV price in government subsidy program may be lifted, reports say Newswatch - Oct 21, 15:20 China's Ministry of Finance has proposed plans to cancel the current price limits on LCD TVs and other electronics products from suppliers bidding to take part in the country's rural area stimulus program, according to Chinese-language reports on sina.com.cn. Read more |
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Foxconn channels in China to sell Sony LCD TVs in 2010 Oct 21, 14:39 Foxconn Electronics (Hon Hai Precision Industry) reportedly will begin selling Sony LCD TVs and other consumer electronics at its retail channels in China in 2010, according to industry sources in Taiwan. 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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Sony to launch ultra low-price LCD TV models Oct 20, 16:27 Sony will start a fresh price war in the LCD TV market by launching ultra low-price B series LCD TV models in early 2010, according to market sources. 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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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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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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