Large LCD Supply – Page 18

TCL’s CSOT Commences Production of High Generation Panel Modules

by Andrew Fenn

TCL-owned panel supplier Shenzhen China Star Optoelectronics Technology (CSOT) has announced it has commenced production of its high generation panel modules, underpinning TCL’s vertical integration strategy. The High Generation Panel Module Project, which started …

BC06 Corning Suggests Sustainable G10.5 Growth

by Bob Raikes

Chris Hudson is from Corning where he is International Division VP and Commercial Director and he talked what Corning likes to describe as the current ‘glass age’. The company is 165 years old and …

BC05 Applied Materials Explains Boost in Capex

by Bob Raikes

Max McDaniel is from Applied Materials, the production equipment maker, where he is CMO for the Display and Flexible Technology group. Applied Materials is 50 years old, started in Mountain View, California and is …

BC02 Mizhuo Thinks Investment is a ‘Bit Crazy’

by Bob Raikes

Nakane-san is from Mizhuo Securities and, like Ross Young, the previous speaker, he is another veteran of the display industry. He had more than 150 slides – also with a lot of text! Not …

BC01 Young Sets out the Development of LCDs & OLEDs

by Bob Raikes

The first speaker was Ross Young, who talked about the year and introduced DSCC which is now two years old and has eight employees. The company now has four OLED reports, two display cost …

Innolux Confirms It Has No Plans to Adjust Production Capacity

by Andrew Fenn

Innolux has rebuffed recent claims by market analysts that it will reduce production output at two of its facilities, due to consistently high inventories. The company has said that it believes its inventory levels …

Tags:Innolux| Large Display Monitor| Large LCD Supply| LCD Fabs| Vol 25 - Issue 20

Falling LCD Panel Prices Could Lead to Production Cuts

by Andrew Fenn

Industry sources have indicated to Digitimes that falling prices of LCD TV panels could lead to production cuts. They highlighted, for instance, that many companies have cut the price of their 32″ open cell …

Tags:Large Display Monitor| Large LCD Supply| Pricing| Vol 25 - Issue 19

Foxconn Sets Date for US Groundbreaking

by Bob Raikes

DSCC reports that it has received a ‘save the date’ invitation to go to Wisconsin for the groundbreaking ceremony for the new Foxconn campus which is being developed there. The invitation said that 13,000 …

Tags:Foxconn (Honhai)| Large Display Monitor| Large LCD Supply| sharp| Vol 25 - Issue 19

IHS: LG Retains Lead in Large Display Area Shipments in 2018 Q1

by Andrew Fenn

Despite the low seasonality factor and brands turning their focus away from volume growth, the demand for large display panels showed better-than-expected results in the first quarter of 2018, albeit still weak, according to …

Taiwan Large Panel Shipments Down in April

by Yvette Raikes

Overall large panel shipments for the “big four” fell 11% MoM in April to 18.485 million, although this was up 0.5% from last year. AU Optronics posted revenue for April of NT$24.477 billion ($817.8 …

Taiwan Large-Size LCD Panel Shipments to Slip in 2018 Q2

by Andrew Fenn

Shipments of large LCD panels (9″ and above) out of Taiwan (excluding Sharp) are expected to fall a further 1.4% quarter-on-quarter during the second quarter of 2018, having declined 4.3% in the first three …

BOE is Biggest LCD Panel Supplier in Q1

by Bob Raikes

BOE put out a statement reported by the Global Times claiming that it hit the top spot in terms of TV panel supply, with shipments of 12.5 million in Q1. However, we checked with …

Tags:BOE| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 17