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NEWS & VIEWS |
Taipei,
Wednesday, July 9, 2008
11:15 (GMT+8)
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Panel prices tumble down in July, but makers expect a turnaround in September LCD panel | Jul 8, 11:06 | | The sharp drop in large-size panel quotes for July have signaled a slow start for the LCD panel high season, but that has not prevented suppliers from believing that prices will begin to stabilize in August and go up in September when demand picks up, according to industry sources. Read more | | |
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| | | | LCD panel maker AUO reports revenues down 17.2% in June LCD panel | Jul 8, 16:10 AU Optronics Corporation (AUO) announced June consolidated revenue of NT$36,7 billion (US$1.21 billion), a 17.2% sequential decrease, and 5.7% decrease... Read more | | CCFL maker Wellypower June revenues up 12% on year Other components | Jul 8, 14:42 CCFL maker Wellypower posted June consolidated revenues of NT$621 million (US$20.4 million), down 2.04% from NT$634 million in May, but up 12.38% on... Read more | June revenues down for CMO and HannStar, LCD panel prices to continue falling in July LCD panel | Jul 8, 01:15 Chi Mei Optoelectronic (CMO) posted June consolidated revenues of NT$29 billion (US$954 million), down 14.7% sequentially, and its revenues for the second... Read more | | Lackluster small- to medium-size panel demand affects June revenues for makers LCD panel | Jul 8, 01:05 Demand for small- to medium-size LCD panels dropped rapidly in the second quarter and the drop was reflected in revenues for small- to medium-size panel... Read more |
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CPT president expects panel industry to be weaker than usual in 2H 2008 LCD panel | Jul 7, 11:35 | | The LCD panel industry is likely to see weaker-than-usual demand in the second half of 2008 during the high season because of rising oil prices, the prolonged impact of the subprime issues, and the global economic slowdown, according to Chuang-Yi Chiu, president of Chunghwa Picture Tubes (CPT). Read more | | |
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Star World sees growth in June revenues LCD panel | Jul 4, 01:00 | | Taiwan-based small- to medium-size TFT LCD module maker Star World Technology recorded consolidated revenues of NT$455 million (US$14.96 million) in June, an increase of 30% on month and 303% on year, thanks to increasing low-cost notebook (netbook) demand. Read more | | |
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Atom shortage may affect low-cost notebook panel shipments in July LCD panel | Jul 3, 10:57 | | LCD panel makers are afraid that a shortage of Intel Atom processors may affect their July shipments of 7- to 10-inch panels targeted to the low-cost notebook and MID (mobile Internet device) applications, according to industry sources. Read more | | |
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TPV trims own-brand LCD monitor and TV shipments guidance Other components | Jul 3, 01:05 | | TPV Technology has turned more conservative about its shipments in 2008 due to inflation pressure from high crude oil pricing and has revised down its shipments forecast for own-brand LCD monitors and LCD TVs by about 15% and 20%, respectively, for 2008. Read more | | |
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CPT ramps up production at medium-size LCM plant in China LCD panel | Jul 2, 01:10 | | Chunghwa Picture Tubes (CPT) has already ramped up production of medium-size LCD modules (LCMs) at its Fuzhou plant in China, with an initial monthly capacity of 500,000 units, according to a company executive. Read more | | |
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Chipbond finding it hard to raise packaging and testing quotes for driver ICs amid sluggish panel demand Other components | Jul 2, 01:05 | | Chipbond Technology is facing stronger resistance from clients to its planned increases in driver IC packaging and testing quotes, as the LCD panel market is turning more conservative about demand in the second half of the year, according to industry sources. Read more | | |
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Kenmos secures US$50 million bank loan Other components | Jul 1, 11:38 | | Backlight unit (BLU) maker Kenmos Technology has secured a syndicated bank loan of US$50 million over a period of three years to fund its operations and to expand production in China. Read more | | |
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2008 is like 2006: Strong growth for small- to medium-size panels to appear in fourth quarter, says CPT executive LCD panel | Jul 1, 11:11 | | The small- to medium-size panel market this year looks similar to the one in 2006 with weak demand from January to August, but sharp growth can be expected to appear in the fourth quarter, according to SC Lin, vice president of small- to medium-size TFT business group at Chunghwa Picture Tubes (CPT). Read more | | |
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Some panel makers remain optimistic that year-end holiday shopping will boost digital photo frame shipments LCD panel | Jun 30, 12:19 | | Some LCD panel makers are still hoping that shipments to the digital photo frame segment will be boosted by the shopping season in the gift market in the second half of the year although major panel makers have already lowered their forecasts for the segment for 2008, according to industry sources. Read more | | |
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HannStar and CPT may stop supplying 7-inch analog panels if prices fall below US$20 LCD panel | Jun 30, 10:39 | | Both HannStar Display and Chunghwa Picture Tubes (CPT) may choose to stop supplying 7-inch panels if prices fall too below, and will shift the capacities to producing applications for low-cost notebooks (netbooks) and monitors, according to company executives. Read more | | |
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Small-size panel pricing expected to trend down LCD panel | Jun 27, 01:15 | | Although the third quarter is the peak season for consumer electronics products, there is still no sign of increasing growth in small- to medium-size panel applications compared to in 2007. Panel makers expect small-size panel pricing to begin to drop over the remainder of 2008. Read more | | |
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Development of eco-friendly applications is a must for panel makers, says CPT R&D executive LCD panel | Jun 26, 14:40
LCD panel makers must step up the development eco-friendly applications now, as it is a way to help save the planet, as well as preventing companies from being caught off-guard when governments start imposing strict environmental regulations on the displays industry, according to a Chunghwa Picture Tubes (CPT) R&D executive. Read more |
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Innolux rumored to have secured touch panel orders from Apple LCD panel | Jun 26, 01:20 | | Innolux Display is said to have secured touch panel orders from Apple, with shipments slated to begin soon, according to industry sources. Read more | | |
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Notes and corrections |
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Titles of KYEC executives have been amended in a June 23 article. |
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Asustek China Desktop, server display Display components handset IC design IC manufacturing Intel LCD LCD panel LED Memory Mobile phone and PDA Mobo, chipset Monitor, TV Networking notebook panel Passive, PCB, other IC components Portable revenues sales Software, Internet Solar Storage, peripherals Taiwan Taiwan market Telecom service WiMAX |
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OLED to come under attack from rival tech in late '09 - Current.com.au OLED faces a renewed attack from rival technology Field Emission Displays (FED), after Sony spin-off Field Emission Technologies (FET) confirmed it will purchase Pioneer's plasma factory next year.
| LED chandelier bulb consumes 1.2 W of power - ThomasNet With E12 candelabra base, Model DEC01-B10E12 Flame Tip Chandelier white LED bulb can directly replace E12 candelabra-base incandescent bulbs, allowing lifespan of up to 50,000 hr.
| Sony may outsource more LCD TV production - Manufacturing Business Technology Sony Corp. is considering outsourcing more of its liquid crystal display television production, President Ryoji Chubachi said.
| Luminus Devices collects 10 more patents - Business Wire Luminus Devices,the developer and manufacturer of PhlatLight (Photonic Lattice) LEDs that are used in display and lighting applications, today announced it has received its 21st United States patent for its PhlatLight technology.
| LEDs lights giving homebuilders a brighter future - SmartOffice With all the talk about green alternatives, LED lighting is set to become a multi-billion industry in Australia, with the state and federal governments set to pass legislation dictating to both electricians and installers as to what they can install in terms of new and retrofitted lighting.
| Portable analog TVs may be lost in digital transition (Jul 7) - LA Times Almost all the battery-powered televisions stashed in drawers, closets and garages in case of emergency will be rendered useless when broadcasters switch to digital-only signals....nobody manufactures a battery-powered converter box. And the few battery-powered digital TV models on the market start at about US$200 ¡Va costly option for replacing portable sets that have become increasingly inexpensive in recent years.
| Sip SSLD modules accurately drive LEDs - ECNmag.com | Dialight LED technology included in Juno fixtures - LEDs Magazine | LG Display Q2 seen surging but LCD outlook dimmer - Reuters | Flat panel retailers slash TV prices - HDTV UK |
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FPD Report: Taiwan large-size LCD panels – 1Q 2008 (Jun 19) |
Shipments saw a slight sequential drop in the first quarter; but on an on-year basis, growth was still significant. The snowstorms and inventory issues in the retail channel in China did hit large-size panel suppliers during January and February. But strong shipments of monitor panels from AUO Optronics (AUO) and Chi Mei Optoelectronics (CMO) in March managed to send overall fist-quarter shipments to the monitor segment up 2.4% sequentially. |
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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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