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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
05:45 (GMT+8)
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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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AUO distributor Promate to see high sales in September; expects strong LED growth in 2010 Newswatch - Sep 29, 15:51 Promate Electronics, IC distributor of AU Optronics (AUO), is expected to see its September 2009 revenues hit a monthly high for the year due to expanding panel shipments and improving panel prices, according to market sources. The company expects sales from the LED segment to grow significantly in 2010. Read more |
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LCD panel makers expect slight shipment and revenue decrease in 4Q09 Sep 29, 12:12 Taiwan-based LCD panel makers are expected to see a slight sequential decrease in shipments and revenues in the fourth quarter, according to market sources. Read more |
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Netbook panel shipments to increase in 3Q09 Sep 29, 11:20 LCD panel shipments for netbooks, including 10.1- and 11.6-inch models, in the third quarter of 2009 are expected to continue to increase amid strong demand from telecom carriers' promotional sales bundling netbooks and their services, according to market sources. Read more |
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Panel makers may start suffering revenue drops in October Sep 24, 16:28 LCD panel makers may see their revenues drop on month in October and November as the global economic decline will continue to impact demand in Europe and North America for the year-end holiday season, and growth is unlikely to pick up until December, according to market sources. Read more |
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HannStar to launch FSC-OCB panels in 1Q10 Sep 24, 11:56 Taiwan-based LCD panel maker HannStar Display plans to launch in-house developed FSC-OCB (field sequential color-optical compensated birefringence) panels in the first quarter of 2010 featuring RGB LED backlight, according to the company. Read more |
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Innolux to increase touch panel and LCD TV capacity in 2010 Sep 23, 11:50 Innolux Display will increase its monthly capacity for resistive and capacitive touch panels from two million units of 3.5-inch touch panels currently to seven million units in 2010, according to industry sources. Read more |
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LCD monitor panel prices start to drop in 2H September, says DisplaySearch Sep 22, 16:53 LCD panel prices remain mostly unchanged for the second half of September, except for monitor panels, which are reversing to oversupply with prices beginning to drop modestly, according to DisplaySearch. Read more |
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Large-size LCD panel market shows recovery signs in June, says iSuppli Sep 22, 15:30 Shipments of large-size TFT-LCD panels reached 47.1 million units in June 2009, up 9% sequentially and up 26.2% on year, according to iSuppli. This increase represents an acceleration in the growth rate from 6.9% in May and 6.2% in April. Read more |
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Wintek reorganizes management team Sep 22, 11:30 Small- to medium-size LCD panel maker Wintek's board of directors has approved to reorganize its management team and promoted five more VPs, bringing the company's VP total to 10. Read more |
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CPT to develop in-cell touch panels, says company CFO Sep 21, 16:10 Chunghwa Picture Tubes (CPT) CFO James Wu indicated that in order to provide total solutions to clients, the company is developing touch panels of both the capacitive and resistive types, and will also develop in-cell touch panels in the future. Read more |
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LCD, touch panel orders rising for Samsung, LG handsets Sep 21, 15:39 Handset panel shipments are expected to increase significantly in the third quarter and early fourth quarter, as Samsung Electronics and LG Electronics are gearing up their handset shipments for 2009, according to industry sources. Read more |
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Altera to maintain TSMC relationship; does not rule out opportunities for additional foundry partnerships in future Sep 21, 12:09 When recently asked if Altera ruled out the possibility of partnering with more foundries in the future for low-cost chip production, Ying Chen, country manager, Altera Taiwan reiterated that the company's current strategy is to maintain its collaboration with Taiwan Semiconductor Manufacturing Company (TSMC), but he added that Altera does not rule out any possibilities for future relationships. Read more |
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