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The End of Fungibility in the Display Business?

by Bob Raikes

In the run-up to the holiday period there were a number of news items about problems at LCD maker, Chunghwa Picture Tube (CPT), that fit my definition of ‘an inflection point’. It got me …

Tags:CPT| LCD Fabs| Reorganisation & Restructuring

What Bob Saw Around the Net…. 18/12/2018

by Bob Raikes

Most days, our editor, Bob, spends some time looking around the net for news. Here are some articles and links that he thought worth sharing… (note that registration or subscriptions may be required!) Hot …

Tags:Application Processors| CPT| Flexible Displays| HTC| Huawei| LG Electronics (LGE)| Location-based Entertainment (LBE)| OLED TVs| Reorganisation & Restructuring| Smartphones| Virtual Reality

Large Panel Makers See Mixed Fortunes

by Yvette Raikes

Total September shipments from the Taiwanese large panel makers we track were almost flat MoM but up 1% YoY to 21.358 million. AU Optronics saw September sales of NT$27.44 billion ($882 million), down 103% …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 39

Mixed Fortunes For Taiwanese Panel Makers

by Yvette Raikes

Total September shipments from the Taiwanese small and medium panel makers we track were up 9.7% MoM but down 4.2% YoY to 100.31 million. AU Optronics saw September sales of NT$27.44 billion ($882 million), …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 39

Small Panel Suppliers Have Disappointing August

by Yvette Raikes

The four Taiwanese panel suppliers that we track saw a disappointing result last month with overall shipments of 91.458 million small and medium panels, down 20.6% MoM and 17.8% YoY. AU Optronics saw its …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 35

August Large Panel Shipments Up

by Yvette Raikes

The four Taiwanese panel suppliers that we track saw an improvement last month with overall shipments of 21.31 million large panels, up 1% MoM and 4.3% YoY. AU Optronics saw its August turnover rise …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 35

Taiwan Small Panel Shipments Up in July

by Yvette Raikes

Monthly shipments of small and medium panels for the four main Taiwanese suppliers were up 6.0% MoM and 14.6% YoY to 115.249 million. Hannstar Display saw turnover for July of NT$1.6 billion ($52.9 million), …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 30

Large Taiwan Panel Suppliers See Better July Sales

by Yvette Raikes

Monthly shipments of large panels for the four main Taiwanese suppliers were down 2.2% MoM but up 17.9% YoY to 21.11 million. AUO posted July sales of NT$25.8 billion ($841.8 million), down 8.5% YoY. …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 30

June Sees Rise in Large Panel Shipments

by Yvette Raikes

Large panel shipments were up 3.2% MoM and 11.8% YoY to 21.588 million for the top four suppliers. AUO reported June turnover of NT$24.83 billion ($812 million), down 3.5% MoM and 13.1% YoY. This …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 27

Change in Smaller Panel Shipments Small Sequentially but Up on Year

by Yvette Raikes

Small and medium panel shipments were up 0.1 MoM and 11.8% YoY to 108.69 million for the top four suppliers in Taiwan. AUO reported June turnover of NT$24.83 billion ($812 million), down 3.5% MoM …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 27

CPT’s LCD Panel Lines Currently Operating At Full Capacity

by Andrew Fenn

According to its president Lin Sheng-chang, Chunghwa Picture Tubes’ (CPT) LCD panel manufacturing lines are currently operating at full production capacity, after winning full-screen panel orders from the four largest smartphone vendors in China, …

Tags:CPT| Mobile Display Monitor| Smartphones| Vol 25 - Issue 25

May Sees Rise in Small & Medium Panel Shipments

by Yvette Raikes

In May small and medium panel shipments for the “big four” rose 16.8% MoM and 25.4% YoY to 108.568 million. AUO saw monthly revenue of NT$25.744 billion ($862 million), an increase of 5.2% MoM …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Mobile Display Monitor| Vol 25 - Issue 22