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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
18:31 (GMT+8)
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Taiwan market: Chimei tops LCD TV vendor ranking in October 2009 Nov 20, 17:10 Chimei shipped 15,000 LCD TVs in October 2009, remaining the top vendor in the Taiwan LCD TV market, according to market sources. Chimei expects to ship over 150,000 units in 2009, up about 30% on year, the sources noted. Read more |
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California TV power regulations could cut LCD TV energy use in half, says iSuppli Nov 20, 16:34 New TV power consumption limits imposed by California's Energy Commission (CEC) could cut aggregate annual power consumption of LCD TVs worldwide in half by the year 2013, if the standards are adopted universally, according to iSuppli. Read more |
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Global TV shipments reach 54.9 million in 3Q09, says DisplaySearch Nov 19, 16:13 Global TV shipments increased 1% on year for the first time since the third quarter of 2008 to 54.9 million units in the third quarter of 2009, according to DisplaySearch. Read more |
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Taiwan market: Sony announces LCD TV price cuts Nov 19, 12:09 Sony has made a wave of LCD TV price cuts in the Taiwan market on products including mid-range and high-end V- and W-series models in an effort to generate more sales moving into the end of the year. 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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Compal and Wistron expected to receive more LCD TV orders from Japan vendors Nov 18, 10:21 Compal Electronics and Wistron are expected to benefit from Japan-based LCD TV vendors' increased outsourcing, according to industry sources in Taiwan. 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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US market: Samsung retakes leadership in LCD TV market in 3Q09, says iSuppli Nov 17, 12:08 Samsung Electronics in the third quarter of 2009 retook the top ranking in the US LCD TV market from chief competitor Vizio, according to iSuppli. 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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Japan-based Nichia to be more aggressive in LED TV backlighting market, say sources Nov 13, 16:06 Thanks to increasing demand, Japan-based LED chipmaker Nichia is expected to be more aggressive in the LCD TV LED-backlit market in 2010 in addition to its previous focus on the notebook LED-backlit segment – a move which will bring more pressures on Taiwan competitors, according to industry sources. Read more |
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LG Chemical remains top supplier of large-size polarizers in 2Q09, says Displaybank Nov 12, 17:06 LG Chemical recorded 29% market share in the global large-size TFT-LCD polarizer market in the second quarter of 2009, ranking first for three consecutive quarters, according to Displaybank. Read more |
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LED industry total capex to grow 158% in 2010, says LEDinside Nov 12, 14:16 Total capex in the Taiwan LED industry is expected to reach NT$35 billion (US$1.08 billion) in 2010, up 158% on year from NT$13.5 billion in 2009, according to LEDinside. Read more |
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China market: TV vendors starting price war for LED TVs Nov 12, 12:02 Domestic and international vendors in China are cutting prices for LED-backlit LCD TVs to stimulate sales, with Hisense offering the deepest cuts, according to reports from China. Read more |
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Amtran October revenues up Nov 10, 14:41 Taiwan-based TV maker Amtran Technology has posted October revenues of NT$5.4 billion (US$167.05 million), up 1.62% sequentially from NT$5.31 billion and up 35.54% on year from NT$3.98 billion, according to data from the Taiwan Stock Exchange (TSE). Read more |
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LED companies post mixed October revenues Nov 10, 10:11 LED packaging house Ledtech Electronics and LED chipmaker Tekcore have both posted record revenues for October, while LED packaging house Unity Opto Technology saw a 4.77% sequential decline last month. Read more |
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Taiwan market: Chimei aims at NT$5 billion in revenues for 2010 Nov 9, 16:41 Chimei aims to challenge NT$5 billion (US$154.68 million) for revenues in Taiwan in 2010 as the company plans to launch large-size LCD TVs with features including white LED backlighting, 240Hz refresh rate and DLNA wireless, and LCD monitors with features including LED backlighting and 3D display in Taiwan. Read more |
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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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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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Himax posts nearly 10% revenue growth in 3Q09; expects 15-19% decline in 4Q09 Nov 5, 17:08 Himax Technologies has posted net revenues of US$203.1 million for the third quarter of 2009, representing a 11.7% decrease from US$230.1 million for the third quarter of 2008 and a 9.8% increase from US$184.9 million for the second quarter of 2009. Gross margin was 20.4% for the third quarter of 2009, down 410 basis points on year and down 40 basis points sequentially. The company expects revenues to decline by 15%-19% sequentially due to seasonality. 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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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). 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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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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Compal notebook shipments to grow more than 20% in 2010, says chairman Oct 30, 17:08 Compal Electronics has forecast that its notebook shipments in 2010 will grow more than 20% on year, to about 44 million units, from its expected shipments of 36.5 million units for 2009. The company also expects to see a sequential shipment increase of 10% in the fourth quarter of 2009, though shipments will drop about 10% sequentially in the first quarter of 2010, according to company president Ray Chen. 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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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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Vizio licenses digital TV patent portfolio to Sony Oct 29, 15:35 US-based LCD TV vendor Vizio has announced that Sony has become a licensee under Vizio's patent portfolio. Read more |
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Lite-On Tech reports 3Q09 net profit up over 50% sequentially Oct 29, 14:51 Lite-On Technology has reported third quarter 2009 consolidated revenues of NT$26.5 billion (US$812.97 million), up 17% sequentially. Net profits increased 53% sequentially and 14% on year to NT$2.49 billion, with EPS of NT$1.13 hitting a two-year high. As a result of new product launches, gains in market share, along with seasonal growth and cost efficiency programs, Lite-On's third-quarter gross margin and operating margin reached 14.4% and 6.7% respectively, according to the 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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Sony may reduce TV panel orders to AUO in 2010, sources say Oct 27, 16:02 Sony reportedly will reduce its TV panel orders to AU Optronics (AUO) in 2010, as the client's 10G LCD panel manufacturing joint-venture with Sharp has already started production, according to market sources. 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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Consumers want bigger and better image TVs, says NPD Oct 26, 17:07 Screen size and a better picture are the two most important things for prospective TV buyers, according to NPD. Read more |
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Amtran 3Q09 profit up 163% on year Oct 26, 15:51 Taiwan-based TV maker Amtran Technology has announced third quarter revenues of NT$14.58 billion (US$450.26 million), down 9.7% sequentially but up 18% on year. Read more |
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AUO to start production at second 8.5G plant in 2H10, says president Oct 23, 16:52 AU Optronics (AUO) plans to start production at its second 8.5G plant in the second half of 2010, as the company anticipates demand growth for large-size LCD panels next year, according to company president and CEO, LJ Chen. 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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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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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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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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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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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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China market: Rural subsidy program revenues drop for two months straight Oct 13, 15:57 Revenues of the China rural area subsidy program dropped in September for the second month in a row, going down 18.66% to 6.18 billion yuan (US$905.68 million) compared 7.6 billion yuan for August, according to statistics of the program. 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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Heads of AUO and Innolux optimistic about 4Q09 LCD panel demand Oct 8, 14:39 The chairmen of AU Optronics (AUO) and Innolux Display are optimistic about LCD panel demand in the fourth quarter of 2009, and have said they do not expect to feel much impact from declining panel prices. Read more |
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| 434 news tagged LCD TV (1/9) | |
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2009 2010 3Q09 4Q09 China China market Display components DRAM IC design IC manufacturing LCD LCD panel LCD TV Memory Mobile phone and PDA Mobo, chipset Monitor, TV Networking notebook Passive, PCB, other IC components Portable profit revenues shipments Software, Internet Solar Storage, peripherals Taiwan Taiwan market Telecom service
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FPD Report: 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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FPD Report: Taiwan LCD TVs – 2Q 2009 (Sep 28) |
Taiwan's LCD TV shipments grew 8.6% sequentially in the second quarter of 2009, as channel distributors began to replenish inventory. Inventory in the channel fell below its normal level in the first quarter. China's stimulus program for rural areas played a significant role in Taiwan's shipment growth in the second quarter. LCD TV makers saw an influx of rush orders in April and May. |
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Table of contents Full report |
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FPD Report: Taiwan LCD TVs – 1Q 2009 (May 21) |
Taiwan LCD TV shipments slid 11.2% sequentially to 4.34 million units in the first quarter of 2009. Historically, the first quarter is a slow season for the LCD TV market, as global demand slackens after the end-of-year holiday season. |
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Table of contents Full report |
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LCD TV overview (Jun 2) |
Like in 2005, the worldwide TV market did not grow strongly in 2006 and remained at 188.4 million units, compared to 188.24 million units shipped in 2005, DisplaySearch said in February 2007. |
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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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LCD TV overview (Jun 27) |
The global TV market did not grow much in 2005, with shipments staying flat at 188 million units, up from 187 million units in 2004, according to research from CIBC World Markets. |
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