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NEWS & VIEWS |
Taipei,
Monday, September 8, 2008
01:33 (GMT+8)
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Subject: Displays > LCD panel |
AUO to expand LCM operations in China and Europe Sep 5, 10:47 AU Optronics (AUO) is expanding its LCD module (LCM) manufacturing operations by setting up a new subsidiary in China and converting its maintenance center in the Czech Republic, with both facilities being geared up for its LCM business. Read more |
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Star World sales up sharply on netbook-use LCM shipments Sep 4, 10:41 Star World Technology, a maker of small- to medium-size LCD modules (LCMs), reported sharp sales growth in August because of strong demand from the netbook segment. Read more |
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Resistive touch panels hardly profitable Sep 3, 11:59 Suppliers of four-wire resistive touch panels have found the market hardly profitable amid keen competition, shrinking demand and falling prices, with some of them swinging to losses in the first half of 2008 despite increases in sales. Read more |
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Taiwan's LCD panel industry looks at 80% equipment self-sufficiency in 2009 Sep 3, 10:51 Taiwan is aiming to achieve 80% in equipment self-sufficiency for its LCD panel industry in 2009 when AU Optronics (AUO) starts building its 10G fab and attracts foreign equipment suppliers to set up operations on the island, according to the Industrial Development Bureau (IDB) of the Ministry of Economic Affairs (MOEA). Read more |
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Wintek August revenue up on increased touch panel shipments Sep 1, 21:39 Small- to medium-size panel supplier Wintek benefit from increased shipments in the touch panel segment in August, and the company estimates related shipments may account for up to 30% of its total panel shipment in the third quarter. Read more |
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HannStar cuts LCD output 5-10% for September, says paper Newswatch | Sep 1, 12:16 HannStar Display has decided to cut production by 5-10% in September as prices for LCD panels for monitors and medium-size applications are falling close to cost, according to a Chinese-language Commercial Times report. Read more |
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Amtran and LGD to set up joint venture in China for LCM and LCD TV assembly Sep 1, 11:26 Amtran Technology has announced that it has signed an agreement with LG Display (LGD) to jointly set up a plant in China for the production of LCD modules (LCMs) and the assembly of LCD TVs. Read more |
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AUO to invest in BLU maker Forhouse Sep 1, 10:54 A subsidiary of AU Optronics (AUO) has decided to subscribe to Forhouse's private placement, investing NT$450 million (US$14.2 million) to take a 14.7% stake in the backlight unit (BLU) maker. Read more |
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TPO secures bank loan for LCD capacity expansion Sep 1, 10:36 TPO Displays has secured a syndicated bank loan of NT$5.1 billion (US$161.3 million) for capacity expansion and operational funds. TPO runs a 3.5G plant for LTPS LCD panel production currently with a monthly capacity of 75,000 substrates. The company plans to increase the capacity to 83,000 substrates per month in early 2009. Read more |
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AUO using a-Si to develop OLED panels Aug 29, 16:54 AU Optronics (AUO) plans on basing its OLED development using a-Si technology, and the company estimates it will enter into mass production in 2011. Read more |
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Equipment supplier GPM swings back to profits in 1H08 Aug 29, 12:35 Equipment supplier Gallant Precision Machining (GPM) swung back to profitability in the first half of 2008, reporting net profits of NT$81.9 million (US$2.59 million) from sales of NT$2.12 billion for the period. Read more |
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AUO promises four 10G or above LCD plants in Taiwan Aug 28, 10:42 AU Optronics (AUO) plans to invest NT$400 billion (US$12.68 billion) to build four 10G or above LCD panel plants in Taiwan in the next 10 years, company chairman KY Lee has disclosed. Read more |
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Young Fast to build touch panel plant in Vietnam Aug 28, 10:37 Young Fast Optoelectronics, a Taiwan-based touch panel maker, has announced a plan to build a new plant in Vietnam. The company has a budget of NT$550 million (US$17.47 million) for its 2008 capital expenditure (capex), which will be used for the Vietnam project, as well as capacity expansion at its existing front-end facilities. Read more |
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LCD panel makers invest in LCD drive IC suppliers to stabilize market position Aug 27, 16:21 As the number of LCD driver IC providers continues to decline due to low profitability, TFT-LCD makers are finding it increasingly important to forge close ties with the remaining industry players in order to maintain stable upstream supplies of LCD driver ICs. Read more |
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AUO to announce expansion plans on Wednesday, paper says Aug 26, 12:37 KY Lee, chairman of AU Optronics (AUO), will have a meeting with Taiwan's Premier Liu Chao-shiuan on Wednesday to discuss the LCD panel maker's major expansion projects in Taiwan, and an announcement concerning the projects is expected to follow the meeting, according to the Economic Daily News (EDN). Read more |
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AUO expects new shipment record in August for its small- to medium-size LCD panels Aug 26, 12:21 CT Liu, VP and general manager of consumer product display business group at AU Optronics (AUO) indicated that the company's small- to medium-size LCD panel shipments in August are expected to exceed July's record shipments of 17.7 million units. Read more |
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Downstream players hope LCD panel prices can stabilize Aug 26, 10:55 Downstream players are expressing the hope that LCD panel prices can stabilize, as consumers are refraining from digging into their pockets in the meantime waiting for prices to hit bottom, according to industry sources. Read more |
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CPT expands its LCD panel output cuts in September Aug 26, 01:20 While the panel market remains slow despite it being the traditional peak season, CPT will continue to cut its LCD panel output in September, according to James Wu, chief executive of Chunghwa Picture Tubes (CPT). Read more |
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China LCD makers' pricing blamed for continued drops in monitor panel prices, says paper Newswatch | Aug 25, 12:24 HannStar Display vice president Chih-Hao Chou predicts that monitor panel prices are unlikely to stabilize in September because LCD makers in China, unlike their major competitors in Taiwan and Korea who have cut their production, are still running at full capacity and are conducting pricing campaigns, according to a report by the Taiwan-based Apple Daily. Read more |
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HP shifts chunk of monitor panel orders from Taiwan to LG Display Aug 25, 11:26 Hewlett Packard (HP) has sharply decreased its LCD monitor panel orders to Taiwan makers while increasing its sourcing from LG Display in line with the US vendor's inventory control strategy, according to industry sources. Read more |
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Touch panel maker Transtouch to issue new shares Aug 22, 10:23 Touch panel maker Transtouch Technology has announced a plan to issue new shares in preparation for listing on the over-the-counter (OTC) or the main board stock market in Taiwan. Read more |
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STN LCD makers see annual revenues drop in 1H08 Aug 22, 01:00 Although Taiwan-based STN LCD makers have turned their focus to niche markets to escape pressure from dropping TFT LCD prices, the falling worldwide economy and slow white-box handset panel demand has left makers including Powertip Technology, Emerging Display Technologies (EDT) and United Radiant Technology (URT) all seeing on-year revenues drops in the first half of 2008. Read more |
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Taiwan government decides site for AUO's NT$500 billion LCD fab projects Aug 21, 12:20 The Taiwan government has selected a site in the central region of the island nation where AU Optronics (AUO) will invest NT$500 billion (US$15.91 billion) to build its next generation fabs, according to authorities with the Central Taiwan Science Park (CTSP). Read more |
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CMEL receives 7.6-inch OLED panel orders from Kodak Aug 21, 11:32 Chi Mei EL (CMEL) has received medium-size OLED panel orders from Kodak for use in the US vendor's digital photo frames, according to industry sources. Read more |
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CPT sees sales of LCD panels warming up Aug 21, 01:15 Chunghwa Picture Tubes (CPT) has said that LCD panel demand is warming up thanks to consistent price drops which have encouraged re-stocking. Read more |
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Asustek prepares launch of 10.2-inch notebook, say distributors Aug 21, 01:00 Sources at Taiwan IT distributors have indicated that Asustek Computer will unveil a 10.2-inch N-series notebook powered by Intel's Atom processor in September. The speculated launch is expected to shake up netbook market, as well as providing a potential catalyst for medium-size panel demand, some industry watchers commented. Read more |
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TMD and Idemitsu announce OLED panels with 60,000-hour lifetime Aug 20, 15:15 Toshiba Matsushita Display Technology (TMD) and Idemitsu Kosan have jointly developed a small-molecule OLED panel for mobile equipment, which they claim has one tenth the power consumption, and a lifetime of up to 30 times longer, as compared to existing TMD models. Read more |
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Commentary: Are China's next-generation LCD fabs really coming? Aug 20, 12:42 There have been talk coming out of China about Shanghai-based SVA Group planning to build its 6G LCD panel plant. But while the panel market is being hit by a price slump, as well as worries about serious over-supply emerging next year when major makers ramp up their next-generation productions, one cannot help but wonder how soon SVA will kick off construction of its 6G plant, if it ever materializes at all. Read more |
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LCD panel market set for recovery in September, says iSuppli Aug 20, 10:03 After nearly three months of plummeting profitability and precipitous price plunges, the large-sized LCD panel market finally is due for a recovery in September, iSuppli predicts. Read more |
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CMO's monthly LCM capacity in China to reach 6 million units by year end Aug 20, 01:20 Chi Mei Optoelectronics (CMO) expects its monthly LCD module (LCM) capacity in China to grow to six million units by the end of 2008. Read more |
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Wintek sees mild handset panel market in 3Q08 Aug 20, 01:15 Small- to medium-size panel supplier Wintek estimates that demand from the handset market will still see a seasonal upturn in the third quarter, but the momentum of growth will be milder than that in the past. Read more |
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Contrel's equipment order visibility extends to 2Q09 on next generation panel projects Aug 20, 01:05 Equipment supplier Contrel Technology is reporting strong order visibility as the LCD panel industry is gearing up the construction of next-generation fabs. Read more |
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Notebooks with 12- to 14-inch 16:9 aspect ratio panels will not mature until 2Q09, according to ODMs Aug 19, 16:49 Although notebook vendors have started to adopt 16:9 aspect ratio panels for upcoming notebooks, sources at notebook ODMs pointed out that notebooks with 12- to 14-inch 16:9 aspect ratio panels will not enter mass production until the second quarter of 2009. Read more |
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AMOLED shipments to hit 185 million by 2014, says iSuppli Aug 19, 13:11 Although many display suppliers have discontinued their Active Matrix Organic Light Emitting Diode (AMOLED) businesses, the technology continues to advance, with mass production starting in 2007, along with the rollout of multiple displays from multiple vendors, according to iSuppli. Read more |
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PVI aims to become EPD specialist Aug 19, 09:51 Prime View International (PVI) is gearing up its migration to becoming an electrophoretic displays (EPD) specialist from a small- to medium-size LCD panel supplier, according to PVI chairman Scott Liu. Read more |
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Large-size LCD panel shipments drop in July, WitsView says Aug 19, 09:36 Worldwide large-size panel shipments in July decreased 7.7% sequentially to 32.7 million units as the market continued to feel inventory and price pressure, while notebook panels are currently the only profitable segment, according to WitsView. Read more |
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LCD panel makers turning to PNDs for new orders Aug 19, 01:10 While AU Optronics (AUO) and TPD Displays have been the major LCD panel suppliers for portable navigation device (PND) applications, weakening small- to medium-size panel demand has made other LCD panel makers look to the segment as well, and prices are expected to drop accordingly, according to market sources. Read more |
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Taiwan's three science parks turned out total revenues of over NT$1 trillion in 1H08 Aug 18, 14:13 The three science parks in Taiwan, Hsinchu (HSP), Southern (STSP) and Central (CTSP), generated total revenues of NT$1.022 trillion (US$32.57 billion) during the first half of 2008, according to statistics released by the National Science Council (NSC). Read more |
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LCD panel demand warming up; prices expected to stabilize next month Aug 18, 11:48 With LCD panel prices falling to new lows, demand is starting to show signs of a rebound that makers expect may boost shipments and stabilize prices in September, according to industry sources. Read more |
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CMO subsidiary to increase small- to medium-size LCM capacity next year, says paper Newswatch | Aug 18, 11:09 Chi Hsin Electronics, a subsidiary of Chi Mei Optoelectronics (CMO), will add a monthly capacity of 400,000 small- to medium-size LCD modules (LCMs) at its plant in Ningbo, China in the first half of next year, and will continue to expand in the future, according to the Taiwan-based Commercial Times newspaper. Read more |
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As LCD market matures, CMO to eye LED, solar markets over next 10 years Aug 15, 12:16 Chi Mei Optoelectronics (CMO), marking its tenth anniversary, has spelt out its roadmap for the next 10 years, during which it will slow down its expansion in the LCD panel industry and will instead gear up the development for LEDs, eco-friendly lighting, and solar energy. Read more |
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Worst of 3Q is over, says CMO Aug 15, 11:37 Chi Mei Optoelectronics (CMO) already had the worst month of the third quarter in July, and revenues and shipments will rebound in August and September, according to the LCD panel maker's president Jau-Yang Ho. Read more |
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Star World receives strong orders for netbook LCMs from CMO, CPT and HannStar Aug 14, 11:36 Star World Technology, a Taiwan-based maker of LCD modules (LCMs), has received strong orders for netbook applications from Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT), and HannStar Display, according to industry sources. Read more |
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Innolux reports strong profit growth for 1H08 Aug 14, 11:27 Innolux Display, an LCD panel and system maker, reported that its net profits for the first half of 2008 totaled NT$6.77 billion (US$216.94 million), up more than 50% from NT$4.5 billion for the same period of 2007. Read more |
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LCD panel downturn not a bad thing, says CPT Aug 14, 01:15 Chunghwa Picture Tubes (CPT) president Chuang-Yi Chiu has commented that a sharp reverse of demand for LCD panel is not necessarily a bad thing for the industry as this may possibly lead to earlier-than-expected shortages in 2009. Read more |
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Wintek sees sharp rises in panel orders from Motorola, paper says Newswatch | Aug 13, 11:23 Wintek is seeing sharp increases in panel orders from Motorola - either directly from the US vendor or via its ODMs, Compal Communications and Qisda, as the handset vendor has swung back to profitability, according to Wintek chairman Hyley Huang, as cited by the Economic Daily News (EDN) newspaper. Read more |
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Nokia requires panel suppliers to be AMOLED-capable Aug 13, 01:10 Nokia has set the capability of AMOLED development as a condition for the selection of its panel suppliers, as the handset vendor expects AMOLED to play a major role in the market in the future, according to industry sources. Read more |
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Hsinchu Science Park reports 1H08 production value of US$18.0 billion Aug 12, 12:19 Hsinchu Science Park, the largest of three government-developed science parks in Taiwan, recorded a total production value of NT$553.379 billion (US$18.0 billion) during the first half of 2008, according to the administration. Read more |
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J Touch shipping touch panels to Korean handset vendor Aug 12, 11:59 J Touch has started shipping touch panels to a major Korean handset vendor, whose orders are expected to boost the Taiwan supplier's sales significantly in August, according to the company. Read more |
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LCD panel production cuts causing insufficient supply to monitor vendors Aug 12, 11:58 LCD panel makers' production cuts, coupled with the launch of new monitor screen sizes, have already resulted in insufficient supply for some brand name monitor vendors, according to industry sources. Read more |
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TPO to expand its 3.5G capacity Aug 12, 01:10 Taiwan low-temperature polysilicon (LTPS) TFT LCD panel maker TPO Displays is going to expand its 3.5G production capacity, with the company estimating the new capacity will come online in the first quarter of 2009. Read more |
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