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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
04:59 (GMT+8)
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US market: LCD TV shipments to reach 8 million in 4Q09, says iSuppli Nov 6, 16:53 US LCD TV shipments are expected to amount to eight million units in the fourth quarter of 2009, up 7.3% from 7.5 million during the same period in 2008, according to iSuppli. 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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Sony to use MediaTek controller chips for ultra low-price LCD TVs, say sources Nov 3, 16:07 Sony is reportedly set to use TV controller chips, such as scaler ICs, from Taiwan-based MediaTek for its so-called super entry-level B series ultra low-price LCD TVs, according to market 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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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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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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Sony purchasing value from Taiwan to increase in 2010 despite reduced orders to AUO, says company Oct 29, 11:22 Sony's purchase from Taiwan in terms of value will continue to increase despite plans to reduce its order volumes to AU Optronics (AUO) in 2010, according to Kenji Sakai, chairman and managing director of Sony Taiwan. 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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Small- to medium-size LCD market set for 4Q09 slowdown, says iSuppli Oct 27, 16:19 The last six months have been very strong for small- to medium-size LCD panels mainly used in cell phones, but suppliers do not expect the good times to last in the fourth quarter, spurring them to slow production and restrain inventories, according to iSuppli. Read more |
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CMO to ramp 8.5G production in 2Q10 Oct 27, 14:04 Chi Mei Optoelectronics (CMO) plans to start volume production at its 8.5G plant with 8,000 substrates per month in the second quarter of 2010, and ramp up to its designed monthly capacity of 24,000 substrates in the fourth quarter of 2010, according to company president Wang Jyh-chau. Read more |
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Large-size LCD panel shipments hit all-time high in September, says DisplaySearch Oct 27, 12:10 September 2009 shipments of large-area TFT-LCD panels reached 52 million units, up 2% sequentially and 25% on year, setting a new record for monthly large-area TFT-LCD shipments, according to DisplaySearch. Large-size TFT-LCD revenues reached US$6.8 billion, up 6% sequentially and 15% on year. Read more |
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CMO expects further profit growth in 4Q09 Oct 27, 12:05 Having swung back to profits in the third quarter 2009, Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO) expects a further improvement in profitability in the fourth quarter as overall material costs are expected to drop 2-3%, according to company president Jyh-chau Wang. Read more |
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Corning expects worldwide LCD glass market to grow 15% in 2010 Oct 27, 10:37 Corning has reported that display business revenues rose slightly sequentially to US$679 million in the third quarter, as sales were impacted by an earthquake that affected production at the company's LCD facility in Shizuoka, Japan in August. But the company said LCD glass demand will remain strong in the fourth quarter and the worldwide market will grow 15% in 2010. Read more |
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China LCD TV shipments grow 120% during National Day holidays, says AUO VP Oct 23, 14:31 China's LCD TV shipments during the National Day holidays in October are estimated to reach 2.6 million units, a significant growth of 120% compared to the same period of 2008, according to AU Optronics (AUO) executive VP of global business unit Paul Peng. Read more |
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AUO swings to profits in 3Q09 on strong LCD panel shipments and higher prices Oct 22, 16:15 AU Optronics (AUO) swung back to profitability in the third quarter, posting a consolidated net profit of NT$7.4 billion (US$288.41 million), with revenues rising 35% sequentially and large-size LCD panel shipments hitting a record. Read more |
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Taiwan market: LG to ship ultra-thin frameless LED-backlit TVs in November Oct 22, 15:55 LG Taiwan will ship its SL90 series frameless LED TVs with a thickness of 2.9cm to the local market in November, with the 47-inch model priced at NT$86,900 (US$2,682) and the 42-inch one at NT$67,900. Read more |
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LCD equipment supplier Mirle says order visibility extended into 2Q10 Oct 22, 15:10 Flat-panel display (FPD) equipment specialist Mirle Automation has secured orders worth NT$2.8 billion (US$86.8 million), and seen its order visibility extend to the second quarter of 2010, according to the company. Of the order backlog, orders worth NT$1.6 billion are from the display industry. Read more |
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LCD panel prices continue to drop as expected in 2H October, says DisplaySearch Oct 21, 16:41 LCD panel prices for all major applications continue to drop in the second half of October as expected, as clients are cautiously managing their inventory levels, according to latest DisplaySearch pricing data. Read more |
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China market: Cap on LCD TV price in government subsidy program may be lifted, reports say Newswatch - Oct 21, 15:20 China's Ministry of Finance has proposed plans to cancel the current price limits on LCD TVs and other electronics products from suppliers bidding to take part in the country's rural area stimulus program, according to Chinese-language reports on sina.com.cn. Read more |
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Foxconn channels in China to sell Sony LCD TVs in 2010 Oct 21, 14:39 Foxconn Electronics (Hon Hai Precision Industry) reportedly will begin selling Sony LCD TVs and other consumer electronics at its retail channels in China in 2010, according to industry sources in Taiwan. Read more |
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Sharp starts shipping 10G panels, say reports Newswatch - Oct 21, 09:51 Sharp has started shipments from its 10G LCD panel plant in Sakai City, Osaka Prefecture, Japan, according to the Japanese-language Nikkan. Read more |
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Sony to launch ultra low-price LCD TV models Oct 20, 16:27 Sony will start a fresh price war in the LCD TV market by launching ultra low-price B series LCD TV models in early 2010, according to market sources. Read more |
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Corning power disruption may help ease panel oversupply in 4Q09 Oct 20, 15:27 The power disruption that affected Corning's glass substrate production at the Central Taiwan Science Park (CTSP) may help ease the oversupply expected in the fourth quarter of 2009, according to sources with Taiwan's panel industry. Read more |
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LCD driver IC designers hold rosy 4Q09 outlook Newswatch - Oct 20, 11:11 Major Taiwan-based LCD driver IC design houses are generally optimistic about fourth-quarter prospects mainly because demand from China handset makers remains strong and clients from other countries have begun taking deliveries to meet peak demand prior to the upcoming holiday season, according to industry sources. Shipments in the fourth quarter will only drop within 10% from the third, the sources noted. Read more |
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China market: Local LCD monitor vendors start price war to clear inventory Oct 20, 10:44 Local LCD monitor vendors in China have started a price war to clear their high inventory, dropping the prices of 19-inch models to as low as 799 yuan (US$117.04), according to market sources. Read more |
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Corning 4Q09 LCD glass production to be impacted by power disruption Oct 19, 22:53 Corning has announced that its LCD glass manufacturing facility in Taichung, Taiwan, experienced a power disruption over the weekend (October 17-18) that affected some of its glass-making operations. The company said that although it will be several days before the full extent is known, the disruption is expected to have a material impact on glass volume in the fourth quarter. Read more |
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Compal reportedly lands Sharp LCD TV orders Oct 19, 16:47 Compal Electronics has reportedly landed LCD TV orders from Japan-based vendor Sharp for the North America market, according to market sources. Compal declined to comment on its relationships with clients. Read more |
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Lite-On to supply LCD TV backlight LEDs to Samsung and LG Display Newswatch - Oct 16, 16:55 Taiwan-based LED packaging house Lite-On Technology has entered the supply chains of Samsung Electronics and LG Display (LGD) for LCD TV backlighting, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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Taiwan market: Asustek ships 140,000 LCD monitors in 3Q09 Oct 16, 15:13 Asustek Computer ranked first in the third quarter in Taiwan's LCD monitor market with company record shipments of 140,000 units, a significant increase compared to 90,000 in the second quarter, amid strong demand from governmental procurement projects, according to industry sources. Read more |
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STN panel maker EDT reports growth in September revenues Oct 15, 13:59 STN LCD panel maker Emerging Display Technologies (EDT) has announced revenues of NT$272.69 million (US$8.44 million) for September, an increase of 15.46% on month, but a decrease of 7.06% on year, according to data from the Taiwan Stock Exchange (TSE). Accumulated revenues for the first three quarters of 2009 dropped 30.1% on year to NT$1.95 billion. Read more |
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China market: BenQ sells a month's worth of LCD TVs and cameras in a week Oct 15, 11:53 BenQ sold over 25,000 cameras and over 2,500 LCD TVs during the National Day holidays in China earlier in October, close to the company's average monthly sales, according to the company. Read more |
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Taiwan LCD equipment suppliers on fund-raising sprees Oct 14, 16:55 Three Taiwan-based LCD equipment specialists – Csun Manufacturing, Kenmec Mechanical Engineering and Usun Technology – have all begun fund-raising projects to finance their operations in the second half of 2009, and to gear up for an anticipated recovery in demand. Read more |
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Russia LCD TV shipments to rise almost 14% in 2009, says iSuppli Oct 14, 15:24 Defying hard economic times, the Russian LCD TV market is set for strong growth this year, with shipments rising by 13.6% in 2009, according to iSuppli. Read more |
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GMT lands LED driver IC orders from TV vendors Oct 14, 12:13 IC designer Global Mixed-mode Technology (GMT) has recently completed several driver IC design-ins for LED-backlit LCD TVs developed by China- and Taiwan-based downstream vendors, with mass shipments slated for the first quarter of 2010, according to industry sources. Read more |
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China LCD TV vendors look to vertically integrate through LCM business Oct 13, 17:10 China's top-five LCD TV vendors are stepping into the LCD module (LCM) production business to reduce production costs. Players are either cooperating with panel makers or raising funds to set up their own LCM plants, according to market sources. Read more |
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AUO pays NT$120,000 fine for the labor-safety accident in March Stockwatch - Oct 13, 16:20 AU Optronics (AUO) has been slapped with administrative fines of NT$120,000 (US$3,722) by the Central Taiwan Science Park (CTSP) administration over a labor-safety incident involving the company's contractor on in March 2009. Read more |
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China becomes top LCD monitor market for 1H09, says DisplaySearch Oct 12, 16:49 LCD desktop monitor shipments rose almost 6% sequentially in the second quarter of 2009 to 40.5 million units, with China becoming the world's largest market for the quarter and for the first half of 2009, according to the DisplaySearch. Read more |
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CMO will ramp 8.5G production in Taiwan, says company president Oct 9, 14:45 Chi Mei Optoelectronics (CMO) has decided that it will ramp up production at its 8.5G fab in Taiwan while waiting for the government to lift a ban on investment in LCD panel plants in China, according to company president Wang Jyh-chau. Read more |
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All major LCD segments see panel prices drop in 1H October, says DisplaySearch Oct 9, 10:05 Panel prices for LCD TVs as well as other applications have started to drop in the first half of October 2009, as clients have become cautious about their inventory levels, according to latest pricing data from DisplaySearch. Read more |
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LG Display and Samsung reportedly to form separate joint ventures with TPV for LCM production in China Oct 8, 16:25 LG Display (LGD) and Samsung Electronics will reportedly each set up a joint venture with TPV Technology in China to manufacture LCD products, as the Korea companies are eyeing the strong demand for LCD applications from the China market, according to industry sources. Read more |
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LCD equipment maker GPM says demand pick up Oct 8, 15:45 Taiwan-based Gallant Precision Machining (GPM) has seen a pick-up in demand from the flat panel display (FPD) sector, and expects the positive business outlook to last for two or three years, according to company general manager and spokesperson Brian Sung. The equipment maker has estimated third-quarter revenues at NT$570-580 million (US$17.7-18.01 million), more than doubling its second-quarter level, said Sung. Read more |
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LCD panel prices to continue to fall in October, says paper Newswatch - Oct 5, 13:55 Price drops for LCD panels are expected to accelerate in October as panel shipments for varied segments hit their peaks at the end of September, or early in October, the Chinese-language Commercial Times quoted data from WitsView as indicating. Read more |
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AUO denies reorganization rumors Oct 2, 12:20 AU Optronics (AUO) has denied rumors that it will reorganize its operations soon in order to enhance its competitiveness. Read more |
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China market: LCD TV sales stronger than expected Oct 2, 11:43 LCD TV sales in China have been growing fast since the end of September and shipments for the ongoing National Day holidays may even surpass market expectations of 2-3 million units, according to sources with panel makers in Taiwan. Read more |
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Sharp begins production at 10G LCD fab Oct 2, 09:01 Sharp started operations at its new 10G LCD panel plant in Sakai City, Osaka Prefecture, Japan on October 1, 2009. Construction began in November 2007 on the company's manufacturing complex, Sharp Green Front Sakai, which hosts the new LCD panel fab and another plant for thin-film solar cells. Read more |
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LCD TV 2009 shipment forecast up to 130 million units, says DisplaySearch Sep 30, 16:15 Global LCD TV shipment forecast in 2009 is estimated to increase to 130 million units from previous 127 million units, for an annual growth of 24%, amid strong LCD TV shipment growth during the second quarter of 2009 in key markets like China and North America and the prospect for continuing growth during the remainder of the year, according to DisplaySearch. Read more |
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Failure as opportunity to learn: Q&A with Corning CEO Wendell P Weeks Sep 30, 15:32 Many companies went bankrupt in the financial storm, and the remaining companies also learned the lesson the hard way. In the aftermath of the financial woes, many enterprises are looking forward to recovery, but questions remain whether the crisis is really over. Read more |
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Wistron expands LCD TV, monitor line in Czech plant Sep 29, 16:43 Wistron has expanded its plant in Brno, the Czech Republic, for LCD TV and monitor production, according to the company. The company's board of directors in March 2009 approved US$20 million to add LCD TV and monitor production lines to the Brno plant. Read more |
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