Thursday 19 October 2023
Panel component suppliers aware of demand volatility in 4Q23
LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat...
Wednesday 28 June 2023
Polarizer prices to stay flat in 3Q23
Polarizer prices will likely remain in a standstill in the third quarter of this year despite recent rallies in panel prices and a 20% hike for glass substrates by Corning starting...
Thursday 1 June 2023
Polarizer ASPs may rise in 2H23, says BenQ Materials
BenQ Materials expects its ASP (average selling price) for LCD polarizers to stay flat sequentially in the second quarter before bouncing up in the year's second half.
Wednesday 17 May 2023
Polarizer makers see capacity utilization improve
Taiwan-based polarizer suppliers BenQ Materials and Cheng Mei Materials Technology (CMMT) have recently seen their factory utilization rates improve in line with increasing demand.
Thursday 20 April 2023
BenQ Materials sees improvement in capacity utilization
Polarizer specialist BenQ Materials expects its capacity utilization rate to improve in second-quarter 2023 compared to the previous quarter, driven by a rebound in panel demand.
Tuesday 21 February 2023
Polarizer maker CMMT eyeing orders from India
Polarizer manufacturer Cheng Mei Materials Technology (CMMT) may land orders from India's panel industry supply chain now that its primary customer, Innolux, has decided to build...
Monday 13 February 2023
2022 global polarizer shipments estimated to drop 20.7% on year
Japan-based Yano Research institute estimated global shipments of polarizers used in TFT-, TN-, STN-LCD and AMOLED panels in 2022 at 489.2 million square meters, decreasing 20.7%...
Tuesday 20 December 2022
Polarizer maker CMMT expects revenue to decline in 4Q22
Taiwan-based polarizer maker Cheng Mei Materials Technology (CMMT) has seen its product ASP stabilize but expects revenues to slip 5% sequentially in the fourth quarter of 2022.
Tuesday 20 September 2022
Polarizer maker CMMT sees factory utilization rate hit historic low
Cheng Mei Materials Technology (CMMT) has seen its capacity utilization rate fall to 50-60% in the third quarter of 2022 - a historic low, according to the Taiwan-based polarizer...
Tuesday 26 July 2022
Polarizer makers to see factory utilization rates drop in 3Q22
Taiwan-based polarizer makers are poised to lower their capacity utilization rates in the third quarter of 2022, affected by sluggish sales performance in the LCD panel sector, according...
Tuesday 28 June 2022
CMMT to post shipment falls in June, July
Cheng Mei Materials Technology (CMMT) expects its polarizer shipments to fall in June and July, as panel vendors scale down their output.
Monday 18 April 2022
Ongoing lockdowns in China threaten disruptions in global electronics supply chain
Lockdowns underway in China to control the spread of COVID-19 are raising the specter of significant disruptions in the global supply chain for electronic components and consumer...
Friday 18 March 2022
Polarizer material prices rise
Polarizer material prices have started rising to reflect increasing oil prices and unstable logistics due to the ongoing Russia-Ukraine conflict, according to industry sources.
Thursday 10 March 2022
BenQ Materials expects polarizers to bring less than 80% of revenue
BenQ Materials expects that polarizers will contribute less than 80% of 2022 consolidated revenues, but Li-ion battery separator films and medical product lines together may contribute...
Friday 5 November 2021
BenQ Materials expanding production capacity for separator film of batteries
Polarizer maker BenQ Materials is expanding production capacity for separator film used in batteries, with the capacity to increase to 40 million square meters at the end of 2021...
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