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NEWS & VIEWS |
Taipei,
Friday, July 10, 2009
13:19 (GMT+8)
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NXP and TSMC deliver single-chip digital TV solution built on 45nm Monitor, TV | Jul 10, 10:21 | | NXP Semiconductors and Taiwan Semiconductor Manufacturing Company (TSMC) on July 9 announced their cooperation to deliver the industry's first single-chip 45nm global LCD TV platform, TV550, with NXP already delivering the engineering samples to its lead customers. Read more | | |
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CMO sees record large-size panel shipments in June LCD panel | Jul 9, 15:18 | | Chi Mei Optoelectronics (CMO) has announced consolidated June TFT-LCD related revenues of NT$26.7 billion (US$809.33 million), an increase of 15.3% sequentially. Read more | | |
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Sintek plans to set up new 5G plant for touch panels Display components | Jul 9, 12:27 | | Taiwan-based color filter (CF) maker Sintek Photronic is planning to set up a new 5G plant to manufacture touch panels and is currently searching for a location in southern Taiwan, according to market sources. Read more | | |
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CPT plans to issue GDRs LCD panel | Jul 9, 17:16 | | Taiwan-based TFT-LCD panel maker Chunghwa Picture Tubes (CPT) plans to issue global depository receipts (GDRs) equivalent to 2.5 billion shares with unit pricing to be set later, according to company VP James Wu. Read more | | |
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| | | | Taiwan panel makers slowing down price increases LCD panel | Jul 9, 14:48 Taiwan LCD panel makers are easing up on price increase to prevent Korea-based panel makers, Samsung Electronics and LG Display, snatching orders from... Read more | | Coretronic posts 4% on-month revenue growth in June Display components | Jul 9, 16:38 Backlight unit (BLU) maker Coretronic has announced consolidated revenues of NT$5.11 billion (US$154.68 million) for June, an increase of 4% on month,... Read more | Macroblock sales expected to grow over 20% in 3Q09 Display components | Jul 9, 16:13 LED driver IC design house Macroblock is expected to enjoy a revenue growth of more than 20% sequentially in the third quarter, thanks to growing demand... Read more | | Vizio wins US customs ruling on Funai patent claims Monitor, TV | Jul 9, 11:28 The United States Customs and Border Protection agency (Customs) on July 8, 2009 issued a ruling in agreement with Vizio that all current models of Vizio... Read more |
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AUO sees significant improvement in 2Q09 performance LCD panel | Jul 8, 11:13 | | AU Optronics (AUO) has announced a significant 62.6% sequential growth in second-quarter 2009 consolidated revenues to NT$82.48 billion (US$2.5 million), but saw a 33.2% decline on a yearly basis. Unconsolidated second-quarter revenues totaled NT$81.45 billion, up 61.4% sequentially but down 33.4% on year. Read more | | |
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Radiant ships more than 2 million notebook LED BLUs in June Display components | Jul 8, 10:12 | | Taiwan-based Radiant Opto-Electronics shipped 2.03 million LED backlight units (BLUs) for notebooks in June 2009, up from 1.88 million units in May, according to the company. Read more | | |
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LCD panel | Taiwan sees exports recover in June Jul 8, 12:42 | | | | |
Display components | Large-size BLU optical film demand grows 22% sequentially in 2Q09, says DisplaySearch Jul 8, 13:36 | | | | |
Monitor, TV | Sampo to develop inverter, digital video technologies Jul 8, 16:30 | | | | | CE market looks up, but low prices prevent true recovery, says iSuppli Jul 8, 16:15 | | | | | China market: China TV vendors looking to increase LCD TV prices Newswatch | Jul 8, 14:27 | | | |
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Wah Hong June sales up more than 30% on year Display components | Jul 7, 15:10 | | Taiwan-based LCD optical film maker Wah Hong Industrial has reported consolidated June revenues of NT$613.48 million (US$18.58 million), up 13.31% from NT$541.4 million for May and 35.43% from NT$452.78 million for June 2008. Read more | | |
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Qisda June revenues up almost 12% sequentially on LCD monitor shipment growth Monitor, TV | Jul 7, 14:59 | | Qisda has announced June consolidated revenues of NT$6.89 billion (US$208.82 million), up 11.7% from NT$6.17 billion for May, but down 23.7% from NT$9.04 billion for June 2008. The sequential revenue growth in June was attributed primarily to increased LCD monitor shipments. Read more | | |
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| | | | Wellypower June revenues up 5% Display components | Jul 7, 17:17 Taiwan-based CCFL maker Wellypower Optronics has posted June consolidated revenues of NT$652.02 million (US$19.78 million), up about 5% from NT$620.43... Read more | | Ledtech receives low temperature LED light bar orders from Europe and South America Display components | Jul 7, 14:00 LED packaging house Ledtech Electronics has received new orders for low temperature LED light bars from vending machine makers in Europe and South America... Read more | Taiwan market: Samsung sells more than 100 LED TVs since mid-June launch Monitor, TV | Jul 7, 11:40 Samsung Electronics has sold more than 100 LED TVs in Taiwan since the launch in mid-June, according to Samsung Taiwan. Read more | | KYE offers medical LCD displays Monitor, TV | Jul 7, 11:02 KYE Systems, a Taiwan-based maker of mice, keyboards and other PC accessories, has stepped into production of handwriting-input LCD screens specifically... Read more |
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Efun subsidiary DFO sees 2Q09 shipments up 50% Display components | Jul 6, 10:05 | | A China subsidiary handling back-end production for Taiwan-based optical film supplier Efun Technology saw its shipments increase by 50% sequentially in the second quarter of 2009, and it expects shipments to grow further in the third quarter, according to an executive of the subsidiary. Read more | | |
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Innolux to see record LCD monitor panel shipments in 2Q09 LCD panel | Jul 3, 12:27 | | Taiwan-based LCD panel maker Innolux Display had second quarter LCD monitor panel shipments surpassing 9.5 million units, a company record, according to market sources. The company is also expected to swing to profits in June, the sources added. Read more | | |
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Taiwan panel makers expected to see profits in 3Q09 LCD panel | Jul 2, 12:10 | | Taiwan-based LCD panel makers expect to see profits in the third quarter as large-size panel prices continue to climb due to glass substrate shortages, according to industry sources. Read more | | |
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AUO releases Lextar stocks to investment subsidiary Display components | Jul 2, 15:11 | | AU Optronics (AUO) has released its 68 million-share holdings in its LED subsidiary Lextar Electronics to its investment arm Ronly Venture with price of NT$10 (US$0.30) per share, according to the LCD panel maker. Read more | | |
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Taiwan LCD makers call for allowing next-generation lines investment in China LCD panel | Jul 1, 14:44 | | Tatung chairman WS Lin and Chi Mei Optoelectronics (CMO) vice chairman Wu Biing-Seng, at a June 30 press conference, urged the Taiwan government to allow Taiwan-based companies to set up 6G and below LCD production lines in China, or to allow China makers to make the same investment in Taiwan. Read more | | |
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Asahi Glass increases utilization to nearly 100%, sources say Display components | Jul 1, 11:34 | | Asahi Glass has re-started glass tanks to increase its utilization to nearly 100% and plans to start operation at its plant in Korea in the third quarter of 2009, according to market sources. Read more | | |
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| | | | Corning ups 2Q09 LCD glass volume growth guidance LCD panel | Jul 1, 11:00 Corning vice chairman and CFO James B Flaws has updated the company's guidance of sequential second-quarter LCD glass volume growth, citing significant... Read more | | Small-size driver IC price likely to be raised in July Display components | Jul 1, 16:58 Taiwan small-size driver IC makers have said they may raise product prices in July at the earliest to reflect the costs. The backend production quotes,... Read more | Bright LED cancels SMD LED expansion plans Display components | Jul 1, 12:27 Taiwan-based LED packaging house Bright LED Electronics has decided to cancel plans to expand surface-mount device (SMD) LED capacity since the company's... Read more | | LED IC player Grenergy enters LED lighting market Display components | Jul 1, 11:10 LED IC player Grenergy, a subsidiary of IC designer Anpec Electronics, is eyeing the LED lighting market and has set up a new company, Ecolighting, to... Read more |
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LCD panel | AUO, Giantplus benefit from booming sales of Samsung handsets Jul 1, 15:12 | | | | | Taiwan lists manufacturing industries eligible for China-based investment Jul 1, 13:59 | | | | |
Display components | TSMC in partnership talks with LED chipmaker Epistar, says paper Newswatch | Jul 1, 17:01 | | | | | Optoma increases 2009 China front projector sales target by 50% Jul 1, 16:43 | | | | |
Monitor, TV | Taiwan market: Tatung aims to sell 170,000 LCD TVs in 2009, says president Jul 1, 16:54 | | | | | Taiwan retail chain Tsann Kuen raises HK$59 million from selling shares in China subsidiary Jul 1, 14:25 | | | |
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Notes and corrections |
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A July 8 article regarding the CMMB market has been updated with comments from mobile TV solution provider Siano. Siano has pointed out that a recent licensing dispute referenced in the article between it and TiMi was a temporary mistake, which was quickly resolved. Siano also expressed its view that the CMMB market is seeing an increase, not a decline as claimed by the sources in the article. |
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2009 AUO China China market Display components LCD LCD panel LCD TV LED LED backlight Monitor, TV notebook panel Portable revenues Samsung shipments Taiwan touch panel TV |
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Taiwan small- to mid-size LCD panels –1Q 2009 (Jun 11) |
Shipments managed to stay flat sequentially in the first quarter, thanks to a recent surge in rush orders that prevented shipments from plunging further. But shipments went down on a yearly basis, as demand remained sluggish amid the uncertain economic outlook. |
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 Table of contents Full report
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Large-size LCD panel overview (Jun 20) |
Global large-size LCD panel market revenues are expected to increase at a compound annual growth rate (CAGR) of 12.5% to US$96.2 billion by 2011, up from US$53.5 billion in 2006, driven by major growth in the TV market, according to iSuppli in May 2007. |
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Taiwan panel makers (Jun 20) |
As of June 2007, the major Taiwan-based large-size TFT LCD makers are AU Optronics (AUO), Chi Mei Optoelectronics (CMO), Chunghwa Picture Tubes (CPT) and HannStar Display. Innolux Display is different from the key players since it is using a multiple-focus strategy (from panel production to monitor products), while Prime View International (PVI) tends to focus on niche markets. |
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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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