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LG Display to Build 10.5G Fab?

by Bob Raikes

We have seen a couple of reports, quoting the Maeil Business News as a source, that suggest that LG Display has decided to built a 10.5G LCD fab in Paju, with a start in …

Tags:Large Display Monitor| LCD Fabs| LG Displays (LGD)| Vol 24 - Issue 07

auo

AUO To Boosts 8.5G Capacity in 2017

by Bob Raikes

AUO has responded to the tightness in the market and its relatively good financial performance to increase the capacity of its existing 8.5G fab by 25,000 to 30,000 substrates per month in 2017. The …

Tags:AUO| Large Display Monitor| LCD Fabs| Mobile Display Monitor| Vol 24 - Issue 06

JPMorgan Negative on Panel Makers

by Bob Raikes

The flood of press releases has switched from ISE to MWC over the last week. The MWC event has a very high quality attendance (it costs around €800 just to walk the show floor!) …

Tags:Editorial| Large Display Monitor| LCD Fabs| Mobile Display Monitor| Vol 24 - Issue 06

ISE & Sharp

by Bob Raikes

Apologies for the late shipment of the newsletters this week. We tried to keep up while dealing with the ISE overload, but this year the event went on until Friday afternoon and we needed …

Tags:Editorial| Large Display Monitor| LCD Fabs| Mobile Display Monitor| sharp| Vol 24 - Issue 05

Is Sharp Plan for LCD in US Firming?

by Milos Pavlovic

The Nikkei has quoted an executive at Sharp as saying that the firm would take the lead in a plan to build a new LCD fab in the US, with investment mainly from Sharp …

Tags:Large Display Monitor| LCD Fabs| sharp| USA| Vol 24 - Issue 05

Samsung Changes Plans on Second Fab Closure

by Milos Pavlovic

After its successful Q4 from a financial point of view (Samsung Results 24/01/2017). The company said that it sold 90 million smartphones in Q4, 8 million tablets while TV shipments were down at 16 …

Tags:Large Display Monitor| LCD Fabs| Mobile Display Monitor| Samsung| Vol 24 - Issue 03

Foxconn Talks Up US Display Investment

by Bob Raikes

Terry Gou of Foxconn said that in the light of the recent comments from the new US President, the company would consider building a display plant, through its Sharp subsidiary. The information was inadvertently …

Tags:Foxconn (Honhai)| Large Display Monitor| LCD Fabs| Mobile Display Monitor| USA| Vol 24 - Issue 03

New SDP $8.8 billion LCD Plant Confirmed

by Bob Raikes

Sakai Display Products (SDP), which is now majority owned by Foxconn Group, rather than by Sharp, is to build a new G10.5 plant in Guangzhou province, China. The target start date of the plant …

Tags:China| Foxconn (Honhai)| Large Display Monitor| LCD Fabs| sharp| Vol 24 - Issue 01

Will TV Set Makers be in the Sun or Rain?

by Bob Raikes

I was struggling among the stream of news that is pouring in to find a topic for my Display Daily today, but as I worked on our weekly newsletter, I realised that the news …

Tags:China| Large LCD Supply| LCD Fabs| LG Electronics (LGE)| Samsung| TVs (TV Sets)| Vol 23 - Issue 50

HKC To Expand Panel Making to G11

by Bob Raikes

HKC is planning to build a new fab that will use G11 substrates in China to support supply for the TV industry. The plant is to be built in Kunming, according to some sources, …

Tags:China| Large Display Monitor| Large LCD Supply| LCD Fabs| Vol 23 - Issue 49

Orbotech Wins BOE Inspection Deal

by Bob Raikes

Orbotech of Israel said that it has done a deal worth $61 million, with BOE of China to supply inspection and testing systems for the BOE G10.5 LCD fab line in Hefei. The plant …

Tags:BOE| China| Large Display Monitor| LCD Fabs| Mobile Display Monitor| Test Equipment| Vol 23 - Issue 48

eink

E Ink Still in Dispute with Hydis Staff

by Bob Raikes

The Taipei Times reported that E Ink has confirmed to previous employees of the Hydis factory that it has no possibility of re-opening the factories and appealed for agreement with the trade unions that …

Tags:E Ink| LCD Fabs| Mobile Display Monitor| Vol 23 - Issue 47