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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009 13:34 (GMT+8)
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Chipbond likely to miss revenue guidance for 4Q09, say watchers Display components | Nov 20, 16:38 | | LCD driver IC packaging and testing house Chipbond Technology may see fourth-quarter 2009 revenues decline by up to 30% sequentially, as customers' inventory levels are still high, according to market watchers. Gross margin for the quarter will accordingly slide to 14-16% for the quarter, compared to 23.5% in the third quarter. Read more | |  |
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China will need 6-8 8G plants to fulfill panel demand in the future LCD panel | 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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Apple tablet PC reportedly delayed until 2H10, with OLED model now included LCD panel - Newswatch | Nov 19, 12:34 | | Apple reportedly plans to postpone the launch of its tablet PC from an original March launch schedule to the second half of 2010, as the vendor has decided to switch some components and plans to launch a model using a 9.7-inch OLED panel from LG Display, according to sources from component makers. Read more | |  |
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PVI chairman expects e-book reader market to more than double in 2010 Display components | Nov 19, 11:50 | | Electrophoretic display (EPD) maker Prime View International (PVI) chairman Scott Liu has forecast that the global e-book reader market will more than double in 2010, compared to 2009. Read more | |  |
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 |  |  |  | Asustek announces 15.6-inch 3D notebook with price at NT$50,000 in Taiwan LCD panel | Nov 19, 16:05 Asustek Computer has announced a 15.6-inch 3D notebook, the G51J 3D, featuring Nvidia's 3D Vision solution priced about NT$50,000 (US$1,556), high than... Read more |  | China-based touch controller supplier Pixcir expands cooperation with Taiwan-based touch panel suppliers Display components | 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... Read more | One too many LCD driver IC backend service providers in Taiwan, says Chipbond Display components | Nov 19, 14:22 Taiwan-based Chipbond Technology has commented that reducing the number of the local LCD driver IC packaging and testing houses to three through acquisitions... Read more |  | Taiwan market: Sony announces LCD TV price cuts Monitor, TV | 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... Read more |
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Compal and Wistron expected to receive more LCD TV orders from Japan vendors Monitor, TV | 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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BenQ debuts own-brand e-book reader, aims at global sales of 300,000 units in 2010 Display components | Nov 18
 BenQ has introduced its own-brand e-book reader, the nReader, and plan to launch it together with its online e-book trading platform in Taiwan in January 2010 and then in Japan and China. Read more |
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CPT president resigns; CFO shows no intention of returning from leave LCD panel | 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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LED chipmaker may be next Foxconn acquisition target, say observers Display components | 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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TSE to probe CMO-Innolux deal for possible insider trading LCD panel | Nov 16, 16:23 | | The Taiwan Stock Exchange (TSE) has said that it will probe into insider trading suspicions involving the acquisition deal between Chi Mei Optoelectronics (CMO) and Innolux Display. Read more | |  |
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Innolux seeking land in northern Taiwan reportedly for 8.5G LCD fab LCD panel | 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 LCD panel | 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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Korea to extend lead in LCD panel capacity in 2010, Digitimes Research says LCD panel | 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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China market: TV vendors starting price war for LED TVs Monitor, TV | 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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Wistron developing handheld device using flexible e-paper Display components | Nov 12
 Wistron is currently developing a 5- to 6-inch handheld device that will adopt a flexible e-paper display from the recently acquired Polymer Vision, according to Brian Chong, chief of product planning in Wistron. Read more |
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CPT takeover of China company expected to be approved soon LCD panel | Nov 11, 15:26 | | Chunghwa Picture Tubes (CPT) expects its bid to take over China-listed Mindong Electric Group to receive final approval by China's finance and securities authorities around the end of November, according to the Taiwan-based LCD panel maker. Read more | |  |
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PVI, TPO see October revenues decline LCD panel | Nov 11, 12:10 | | Small- to medium-size panel and electrophoretic display (EPD) maker maker Prime View International (PVI) saw October revenues decrease 11.47% sequentially to NT$1.3 billion (US$40.19 million) from NT$1.47 billion for September, but last month's sum represents an on-year increase of 128.31% from NT$569.9 million, according to data from the Taiwan Stock Exchange (TSE). Read more | |  |
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CPT October revenues down LCD panel | Nov 11, 14:08 | | Chunghwa Picture Tubes (CPT) has announced that its consolidated revenues for October 2009 totaled NT$5.31 billion (US$164.15 million), down 17.7% sequentially from NT$6.45 billion and down 29.4% on year from NT$7.52 billion. Read more | |  |
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CPT, HannStar eyeing smartphone panel market LCD panel | 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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LED companies post mixed October revenues Display components | 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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CMO, HannStar, Innolux see weaker sales in October LCD panel | 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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