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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
20:06 (GMT+8)
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China will need 6-8 8G plants to fulfill panel demand in the future Nov 19, 17:06 Market watchers expect China will require six to eight 8G or above LCD panel production lines to fulfill its demand in the future. China's LCD TV panel demand in 2009 is estimated at around 27 million units, and is forecast to rise to 38 million units in 2010 and 45 million units in 2012, market sources added. Read more |
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China-based touch controller supplier Pixcir expands cooperation with Taiwan-based touch panel suppliers Nov 19, 16:07 China-based TFT-LCD driver IC and capacitive touch controller supplier Pixcir Microelectronics has recently expanded its cooperation with Taiwan-based touch panel suppliers including Cando and Sintek Photronic, and completed testing for 5- to 17.3-inch touchscreen modules, according to market sources. Read more |
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TPV says relationship with CMO unchanged Nov 17, 11:43 TPV Technology has maintained that the company has no plans to alter its strategic relationship with Chi Mei Optoelectronics (CMO), and CMO has agreed that it will continue to supply TPV with LCD monitor and TV panels. Read more |
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CPT president resigns; CFO shows no intention of returning from leave Nov 17, 11:27 Chunghwa Picture Tubes (CPT) has announced the resignation of its president Chiu Chuang-yi, and the vacancy will be temporarily filled in by VP Lin Sheng-chang, who has been in charge of the small- to medium-size LCD panel business. Read more |
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Solar panel glut peaks in mid-2009, says iSuppli Nov 16, 16:55 Although the global solar panel market remains in an acute state of oversupply, the inventory glut plaguing the industry has begun to abate somewhat due to surprisingly strong demand from Germany, according to iSuppli. Read more |
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Innolux-CMO merger likely to send CPT, HannStar focusing more on small- to medium-size LCD panel market Nov 16, 16:28 Chunghwa Picture Tubes (CPT) and HannStar Display are likely to focus more on the small- to medium-size LCD panel market, as the large-size market is expected to see keener competition in the wake of the merger of Innolux Display and Chi Mei Optoelectronics (CMO), according to market sources. 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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Korea to extend lead in LCD panel capacity in 2010, Digitimes Research says Nov 13, 16:44 Korea-based TFT LCD panel makers' share of global capacity in terms of area is likely to come close to 50% in 2010 due to aggressive expansion, while Taiwan competitors will account for only about 40%, according to Digitimes Research. Read more |
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Chicony to invest in touch panel maker TPK Nov 13, 16:00 PC peripheral maker Chicony Electronics has announced that it will invest NT$1 billion (US$30.96 million) in TPK Touch Solutions, a supplier of capacitive touch panels for iPhones. Read more |
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CPT to supply panel for Asustek 3D notebooks Nov 11, 16:35 Chunghwa Picture Tubes (CPT) is expected to supply the panel for Asustek Computer's reported 15.6-inch 3D notebook, which will be launched before the end of 2009, according to industry sources. Read more |
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CMO, HannStar, Innolux see weaker sales in October Nov 10, 14:16 TFT-LCD panel makers Chi Mei Optoelectronics (CMO), HannStar Display and Innolux Display have reported that their October revenues declined sequentially due to seasonality. Read more |
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CPT, HannStar eyeing smartphone panel market Nov 10, 11:43 Large-size panel makers Chunghwa Picture Tubes (CPT) and HannStar Display, eyeing the surging smartphone market, have started producing 2- to 3.5-inch handset panels at their 4.5G and 5.3G plants respectively, according to market sources. Read more |
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China-based BOE and Taiwan equipment suppliers sign letter of intent for 8.5G LCD fab Nov 6, 12:41 The Taiwan Optoelectronic and Semiconductors Equipment Association (TOSEA) and China-based panel maker BOE Technology signed a letter of intent (LOI) on November 5 in Taipei that will see BOE give priority to equipment sourced from Taiwan for its 8.5G LCD plant. Read more |
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Alcor Micro to tap touch panel controller market Nov 4, 15:43 NAND flash controller designer Alcor Micro, plans to introduce capacitive controller chips for touch panels in 2010, according to the company. Read more |
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Wintek October revenues down Nov 4, 15:12 Taiwan-based small- to medium-sized LCD panel maker Wintek has reported consolidated revenues of NT$2.54 billion (US$79 million) for October, dropping 13.66% on month from NT$2.94 billion and 28.51% on year from NT$3.88 billion. 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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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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November LCD panel price decline to be buffered, says WitsView Nov 2, 15:46 November panel prices will still be on a downward trend though the decline will not be too steep, according to WitsView. This is mainly because sales performance during China's National Day holiday were in line with market expectations, which helped clear inventory in the channels. 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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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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TV panel shipments expected to grow until 1Q10 on low inventory in China Oct 27, 15:23 Taiwan-based LCD panel makers are expected to see their shipments of TV panels enjoy brisk sales in fourth-quarter 2009 and in the first quarter of 2010 due to strong demand from the TV sector in China and the roll-out of new TV models by vendors in the first quarter 2010, according to industry sources in Taiwan. 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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AUO aims to ship 1-2 million e-book reader panels in 2010 Oct 23, 15:50 LCD panel maker AU Optronics (AUO) aims to ship 1-2 million e-book reader panels in 2010, taking as much as almost one third of the global market for the segment, according to company president and CEO LJ Chen. Read more |
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AT&T lawsuit raises concerns among panel makers that more will follow Oct 22, 16:27 Panel makers in Taiwan have expressed their concern about AT&T's lawsuit against global small-size panel makers for antitrust violations. If AT&T wins the case, other companies are likely to follow suit with further litigation, the panel makers said. 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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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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Sintek to raise funding to expand touch panel capacity Oct 21, 14:58 Taiwan-based color filter (CF) maker Sintek Photronic will apply for a NT$3.6 billion (US$111 million) syndicated bank loan and issue new shares to raise another NT$1.8 billion, with both sums to be used chiefly to transform its 5G plant into a facility that can also produce touch panels, according to the company. 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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Global flat panel display industry to recover in 2010, says DisplaySearch Oct 20, 17:06 Global flat panel display revenues for 2009 will be US$87.6 billion, down 15% on year, according to DisplaySearch. The major reason for the decline is erosion in large-size TFT-LCD panel prices compared to 2008, despite the fact that the TFT-LCD market started to recover in the second quarter of 2009. Despite the gloomy forecast results for 2009, the market is expected to recover in 2010 with a 5% compound annual growth rate (CAGR) and revenues of US$93.3 billion. Read more |
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Young Fast September revenues double on year Oct 20, 15:38 Taiwan touch panel maker Young Fast Optoelectronics has reported revenues of NT$1.36 billion (US$41.98 million) for September, up 14.21% sequentially and up 101.91% on year, according to data from the Taiwan Stock Exchange (TSE). Accumulated revenues for the first three quarters were NT$8.76 billion, up 83.75% on year. 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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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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Korea panel makers still dominate notebook panel market in 3Q09, says Digitimes Research Oct 14, 16:05 Taiwan LCD panel makers only accounted for 38.48% of the total notebook panel shipments in the third quarter, while Korean makers Samsung Electronics and LG Display dominated the market with about 60% share, according to Digitimes Research. 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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Transtouch, Cando, TPK plans to list on TSE mainboard Oct 13, 15:22 Touch panel makers Transtouch Technology, Cando, and TPK Touch Solutions are planning to apply for listing on the Taiwan Stock Exchange mainboard amid increasing demand for touch panels, according to market sources. 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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PDP module shipments up 12% sequentially in August, says Displaybank Oct 8, 16:39 Global PDP module shipments increased 12% sequentially to 1.3 million units in August, with revenues rising 8% to US$410 million, according to Displaybank. With the economy recovering, shipments were on the rise on a monthly basis, but still declined on year, the research firm said. 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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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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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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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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Demand for 11.6-inch panels dropping, say LCD makers Oct 1, 14:30 Some second-tier panel makers originally expected 11.6-inch panels could become the mainstream standard for netbooks and ultra-thin notebooks, but their expectations may not be realized as notebook vendors are slowing down their promotion of netbooks, which Intel has defined as 10.1-inch and smaller, according to market sources. Read more |
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CPT lands Nokia handset panel orders, says paper Newswatch - Sep 29, 16:47 Taiwan-based LCD panel maker Chunghwa Picture Tube (CPT) has landed orders from Nokia for 2-inch entry-level to mid-range handset panels, according to a Chinese-language Commercial Times report. Read more |
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