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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
09:28 (GMT+8)
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Subject: Displays > Display components |
Chipbond likely to miss revenue guidance for 4Q09, say watchers Nov 20, 16:38 LCD driver IC packaging and testing house Chipbond Technology may see fourth-quarter 2009 revenues decline by up to 30% sequentially, as customers' inventory levels are still high, according to market watchers. Gross margin for the quarter will accordingly slide to 14-16% for the quarter, compared to 23.5% in the third quarter. Read more |
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China-based touch controller supplier Pixcir expands cooperation with Taiwan-based touch panel suppliers Nov 19, 16:07 China-based TFT-LCD driver IC and capacitive touch controller supplier Pixcir Microelectronics has recently expanded its cooperation with Taiwan-based touch panel suppliers including Cando and Sintek Photronic, and completed testing for 5- to 17.3-inch touchscreen modules, according to market sources. 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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PVI chairman expects e-book reader market to more than double in 2010 Nov 19, 11:50 Electrophoretic display (EPD) maker Prime View International (PVI) chairman Scott Liu has forecast that the global e-book reader market will more than double in 2010, compared to 2009. 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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BenQ debuts own-brand e-book reader, aims at global sales of 300,000 units in 2010 Nov 18, 14:58 BenQ has introduced its own-brand e-book reader, the nReader, and plan to launch it together with its online e-book trading platform in Taiwan in January 2010 and then in Japan and China. 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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CMO-Innolux merger to revamp supply chain, say Taiwan equipment makers Nov 16, 16:26 With the upstream industry becoming more consolidated, the trend is expected to vertically integrate their supply chain, according to Taiwan-based LCD equipment makers, which have pinned their hopes on operating more efficiently with domestic customers and partners. 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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Chicony to invest in touch panel maker TPK Nov 13, 16:00 PC peripheral maker Chicony Electronics has announced that it will invest NT$1 billion (US$30.96 million) in TPK Touch Solutions, a supplier of capacitive touch panels for iPhones. Read more |
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LG Chemical remains top supplier of large-size polarizers in 2Q09, says Displaybank Nov 12, 17:06 LG Chemical recorded 29% market share in the global large-size TFT-LCD polarizer market in the second quarter of 2009, ranking first for three consecutive quarters, according to Displaybank. Read more |
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Network equipment maker Netronix expanding e-book reader production lines Nov 12, 14:53 Taiwan-based network equipment maker Netronix will begin to expand its production lines for e-book readers at the end of 2009 instead of the first quarter of 2010 as originally planned due to increasing demand, according to the company. 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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Wistron developing handheld device using flexible e-paper Nov 12, 12:08 Wistron is currently developing a 5- to 6-inch handheld device that will adopt a flexible e-paper display from the recently acquired Polymer Vision, according to Brian Chong, chief of product planning in Wistron. 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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LED chipmakers see October revenues increase Nov 11, 16:32 LED chipmakers saw their October revenues increase on the high demand for high-brightness blue LEDs, while LED packaging houses saw sequential drop for October revenues. Read more |
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E-readers will take off for holiday shoppers in 2010, says Gartner Nov 11, 15:37 This year is likely to be remembered as a watershed in the evolution of e-books and e-readers with several milestones and product launches standing out as catalysts for change in the market, according to Gartner. However, while the number of electronic readers sold is likely to increase in 2009, it expects 2010 to be the year when e-book readers really become popular consumer electronic devices, culminating in e-reader "mania" for the 2010 holiday season. 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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TSMC board approves US$2.5 billion for 12-inch capacity expansion Nov 11, 12:05 Taiwan Semiconductor Manufacturing Company (TSMC) has announced its board of directors on November 10 approved a budget of around US$2.24 billion to expand advanced technology capacity for 300mm (12-inch) wafer fabs and wafer-level chip scale packaging. The board also approved the allocation of US$254.6 million to expand 12-inch wafer fab facilities. Read more |
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BLU makers report mixed results for October Nov 10, 16:15 Backlight unit (BLU) and projector maker Coretronic saw its October consolidated revenues increase 5% sequentially and 28% on year to NT$8.36 billion (US$258.54 million). 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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LED companies post mixed October revenues Nov 10, 10:11 LED packaging house Ledtech Electronics and LED chipmaker Tekcore have both posted record revenues for October, while LED packaging house Unity Opto Technology saw a 4.77% sequential decline last month. Read more |
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Young Fast reports strong growth for October revenues Nov 9, 15:13 Taiwan touch panel maker Young Fast Optoelectronics has posted revenues of NT$1.56 billion (US$48.2 million) for October, up 14.47% sequentially from NT$1.36 billion and up 81.06% on year from NT$859.45 million, according to data from the Taiwan Stock Exchange (TSE). Read more |
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LCD component suppliers hit seasonal revenue lull Nov 6, 17:10 Taiwan-based CCFL maker Wellypower Optronics and color filter (CF) maker Sintek Photronic saw their October revenues drop 9.15% and 1.99%, respectively, in October 2009 due to seasonality. 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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Chipbond and IST 4Q09 revenues to drop 20% on quarter Nov 5, 16:23 Chipbond Technology and International Semiconductor Technology (IST) may see sequential revenue drops of almost 20% in the fourth quarter of 2009, in accordance with driver IC design houses' conservative outlooks for the quarter, according to market watchers. Read more |
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Epistar, Formosa, Everlight report net profit for 3Q09 Nov 5, 15:32 Taiwan-based LED chipmakers Epistar, Formosa Epitaxy (FOREPI) and LED packaging house Everlight Electronics have reported net profits for the third quarter of 2009 at NT$606.93 million (US$18.65 million), NT$74.97 million and NT$566.6 million, respectively. Read more |
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Optical film maker Wah Hong sees on-month drop in October revenues Nov 5, 15:23 Taiwan-based optical film maker Wah Hong Industrial has posted consolidated revenues of NT$651.28 million (US$20.01 million) for October, down 6.49% sequentially from NT$696.5 million but up 25.19% on year from NT$520.22 million, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Epson expects 1080p projectors to become mainstream for home market in 2010 Nov 5, 15:09 Epson Taiwan expects 1080p front projector shipments worldwide will surpass those of 720p models in 2010 and become the mainstream product for the home-use market due to falling prices. 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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IC designer GMT positive about 1Q10, says president Nov 4, 16:46 Analog IC design house Global Mixed-mode Technology (GMT) expects revenues to decline 15% sequentially to NT$1.08 billion (US$33.13 million) in fourth-quarter 2009 before climbing in first-quarter 2010, company president Jin-chuan Wu has said at an investors conference. Read more |
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Acer chairman calls for cross-strait cooperation on WiMAX, e-book readers Nov 4, 16:14 Acer chairman JT Wang, who also serves as chairman of the Taipei Computer Association (TCA), has invited China-based players to attend Computex 2010 and hopes participation could further expand Taiwan players' cooperation with China players over WiMAX products and e-book readers. Read more |
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Alcor Micro to tap touch panel controller market Nov 4, 15:43 NAND flash controller designer Alcor Micro, plans to introduce capacitive controller chips for touch panels in 2010, according to the company. 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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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). Read more |
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Cando, Pixcir provide touchscreen solution for Acer notebook Nov 3, 15:35 Taiwan-based color filter (CF) maker Cando and China-based TFT-LCD driver IC and capacitive touch controller supplier Pixcir Microelectronics are providing touch panels and touch ICs for a 15.6-inch Acer touchscreen notebook, according to market 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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Projector chips supply to remain tight through end of 2009 Nov 3, 11:59 Front projector vendors are seeing chip shortage, especially for DLP chips from Texas Instruments (TI), amid surging demand since the second quarter of 2009, and they expect the shortage to last until the end of 2009, according to industry players. Read more |
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Pico projectors for handsets to see staggering growth in 2012, says Young Optics president Nov 2, 16:57 Claude Hsu, president of Taiwan-based light engine maker Young Optics, has predicted that shipments of pico projectors for handsets will grow to 10-25 million units in 2012, compared to 20,000-30,000 in 2009. Read more |
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PVI turns profitable in 3Q09; sets share exchange ratio for E-ink acquisition Nov 2, 16:26 Electrophoretic display (EPD) maker Prime View International (PVI) has posted net profit of NT$56.85 million (US$1.75 million) for the third quarter of 2009, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Coretronic 3Q09 net profit reaches almost NT$900 million Oct 30, 16:53 Backlight unit (BLU) and projector maker Coretronic has announced third-quarter consolidated revenues of NT$21.05 billion (US$647.14 million) with an operating income of NT$463 million. Net profit was reported at NT$899 million, with an EPS of NT$1.18. 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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Unity Opto, Harvatek report net profit for 3Q09 Oct 30, 15:46 LED packaging houses Unity Opto Technology and Harvatek have reported net profits of NT$328.85 million (US$10.12 million) and NT$102.58 million, respectively, for the third quarter of 2009. 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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Shortage of LED chips to continue in 1Q10, say sources Oct 29, 16:45 The current shortage in the supply of LED chips is expected to continue in the first quarter of 2010 due to significant demand for LED backlighting from the LCD TV and notebook segments, according to industry players. Read more |
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Digital photo frame market to decline in 2009 and 2010, says IDC Oct 29, 15:08 Global digital photo frames shipments grew 6.3% on year to 9.1 million units in 2008, with the US being the dominant region of nearly 5.9 million units, according to IDC. The global market is expected to decline by about 10% in 2009 with shipments falling to 8.2 million units while the US market will decline by 11%. Single digit growth is forecast to resume in 2011 and continue to improve throughout the rest of the forecast period, resulting in a 2008-2013 CAGR of 0.4%. Read more |
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PVI to ramp up flexible and color EPD in 2010 Oct 29, 15:02 Electrophoretic display (EPD) maker Prime View International (PVI) will ramp up production of its 6-inch and 9.7-inch flexible EPDs in the first half of 2010 and color EPDs in the second half of the same year, according to the company. Read more |
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Lite-On Tech reports 3Q09 net profit up over 50% sequentially Oct 29, 14:51 Lite-On Technology has reported third quarter 2009 consolidated revenues of NT$26.5 billion (US$812.97 million), up 17% sequentially. Net profits increased 53% sequentially and 14% on year to NT$2.49 billion, with EPS of NT$1.13 hitting a two-year high. As a result of new product launches, gains in market share, along with seasonal growth and cost efficiency programs, Lite-On's third-quarter gross margin and operating margin reached 14.4% and 6.7% respectively, according to the company. 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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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 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. |
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 Table of contents Full report
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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. |
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Table of contents Full report |
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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. |
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Table of contents Full report (free sample) PDF version |
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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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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). |
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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. |
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