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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
09:02 (GMT+8)
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Subject: Displays > LCD panel |
Innolux, CMO, TPO to hold board meeting to discuss merger Nov 20, 16:55 Innolux Display, Chi Mei Optoelectronics (CMO) and TPO Displays have agreed to call a board meeting on November 20 to discuss details of the merger of the three companies, according to a TPO filing with the Taiwan Stock Exchange (TSE). Read more |
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PVI board approves E-ink acquisition; to sign new syndicated loan Nov 19, 17:11 Electrophoretic display (EPD) maker Prime View International (PVI) has announced the company's board of directors on November 18 approved procedures for the acquisition of E-Ink. PVI chairman Scott Liu noted that the acquisition is expected to complete by the end of 2009. 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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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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Asustek announces 15.6-inch 3D notebook with price at NT$50,000 in Taiwan Nov 19, 16:05 Asustek Computer has announced a 15.6-inch 3D notebook, the G51J 3D, featuring Nvidia's 3D Vision solution priced about NT$50,000 (US$1,556), high than Acer's 15.6-inch 3D notebook's NT$37,900 (US$1,180) in Taiwan. However, Asustek's 3D solution will give consumers better image quality, according to industry sources. Read more |
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Apple tablet PC reportedly delayed until 2H10, with OLED model now included Newswatch - Nov 19, 12:34 Apple reportedly plans to postpone the launch of its tablet PC from an original March launch schedule to the second half of 2010, as the vendor has decided to switch some components and plans to launch a model using a 9.7-inch OLED panel from LG Display, according to sources from component makers. Read more |
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Innolux Display lands NT$48 billion syndicated loan Nov 18, 14:15 Innolux Display has signed with 19 banks in Taiwan for a syndicated loan of NT$48 billion (US$1.49 billion), the largest in the local LCD panel industry so far this year. 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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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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China-based TCL announces JV with Century to jointly build 8.5G plant Newswatch - Nov 17, 15:37 China-based LCD TV vendor TCL Group has signed an agreement with Century Science & Technology Investment Corporation to jointly set up a 8.5G LCD panel production plant in Shenzhen, China, according to a TCL announcement cited by the Shanghai Securities News. 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-CMO merger likely to send CPT, HannStar focusing more on small- to medium-size LCD panel market Nov 16, 16:28 Chunghwa Picture Tubes (CPT) and HannStar Display are likely to focus more on the small- to medium-size LCD panel market, as the large-size market is expected to see keener competition in the wake of the merger of Innolux Display and Chi Mei Optoelectronics (CMO), according to market sources. 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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TSE to probe CMO-Innolux deal for possible insider trading Nov 16, 16:23 The Taiwan Stock Exchange (TSE) has said that it will probe into insider trading suspicions involving the acquisition deal between Chi Mei Optoelectronics (CMO) and Innolux Display. 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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Innolux and CMO to merge; Foxconn strengthens its LCD TV hand Nov 14, 21:46 A day after dismissing reports that it was in talks with Innolux Display about a possible merger, Chi Mei Optoelectronics (CMO) announced that it will merge with Innolux to form Taiwan's largest LCD panel maker. Innolux is a subsidiary of Foxconn Electronics (Hon Hai Precision Industry). Read more |
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CMO merger speculation fuels share price growth Nov 13, 17:44 Rumors have circulated that Chi Mei Optoelectronics (CMO) is in merger talks with AU Optronics (AUO) or Innolux Display. All companies have dismissed the rumors. 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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CPT to offer 3D, multi-touch and EPD panels, says president Nov 12, 16:18 Chunghwa Picture Tubes (CPT) plans to broaden its product lines and will start shipping 3D, multi-touch and EPD (electrophoretic display) panels as early as the end of 2009, according to company president Chiu Chuang-yi. Read more |
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CPT to supply panel for Asustek 3D notebooks Nov 11, 16:35 Chunghwa Picture Tubes (CPT) is expected to supply the panel for Asustek Computer's reported 15.6-inch 3D notebook, which will be launched before the end of 2009, according to industry sources. Read more |
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CPT takeover of China company expected to be approved soon Nov 11, 15:26 Chunghwa Picture Tubes (CPT) expects its bid to take over China-listed Mindong Electric Group to receive final approval by China's finance and securities authorities around the end of November, according to the Taiwan-based LCD panel maker. Read more |
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CPT October revenues down Nov 11, 14:08 Chunghwa Picture Tubes (CPT) has announced that its consolidated revenues for October 2009 totaled NT$5.31 billion (US$164.15 million), down 17.7% sequentially from NT$6.45 billion and down 29.4% on year from NT$7.52 billion. Read more |
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Optoelectronics PCB maker TPT to see strong 1Q10 Nov 11, 14:07 Taiwan PCB Techvest (TPT) estimates revenues for the first quarter of 2010 to remain flat sequentially, bucking seasonal trends, according to the company. TPT saw October 2009 revenues slide 5.6% sequentially to NT$1.14 billion (US$35 million), in line with Taiwan panel makers' revenues performance in October. Read more |
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PVI, TPO see October revenues decline Nov 11, 12:10 Small- to medium-size panel and electrophoretic display (EPD) maker maker Prime View International (PVI) saw October revenues decrease 11.47% sequentially to NT$1.3 billion (US$40.19 million) from NT$1.47 billion for September, but last month's sum represents an on-year increase of 128.31% from NT$569.9 million, according to data from the Taiwan Stock Exchange (TSE). Read more |
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LED backlighting, 16:9 ratio remain mainstream technologies for notebook panels in 2010 Nov 11, 11:10 LED-backlighting and 16:9 aspect ratio will remain as the mainstream technologies for notebook panels in 2010 with some models featuring touchscreen and 3D functions, according to market sources. Read more |
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TPV signs joint venture agreement with LG Display Nov 10, 17:10 TPV Technology has announced that its wholly owned subsidiary Top Victory Investments has entered a joint venture (JV) agreement with LG Display. 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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CMO, HannStar, Innolux see weaker sales in October Nov 10, 14:16 TFT-LCD panel makers Chi Mei Optoelectronics (CMO), HannStar Display and Innolux Display have reported that their October revenues declined sequentially due to seasonality. Read more |
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CPT, HannStar eyeing smartphone panel market Nov 10, 11:43 Large-size panel makers Chunghwa Picture Tubes (CPT) and HannStar Display, eyeing the surging smartphone market, have started producing 2- to 3.5-inch handset panels at their 4.5G and 5.3G plants respectively, according to market sources. Read more |
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Giantplus October revenues drop on seasonal downturn Nov 9, 16:08 Taiwan-based small- to medium-size LCD panel maker Giantplus Technology has reported that its October consolidated revenues dropped 13.91% sequentially to NT$1.2 billion (US$37.09 million), but increased 10.29% on year. Read more |
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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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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 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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Taiwan small- to mid-size LCD panels – 3Q 2009 (Nov 13) |
Taiwan's small- to medium-size panel shipments hit a record in the third quarter due to strong seasonal demand. |
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Table of contents Full report |
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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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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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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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