Let’s get this straight: Originally 358mm thick and now 308mm thick. That’s still thick. I don’t think you can call that thin or slim. It’s fat and probably heavy and something that only folks that can’t spend $199 on a 17″ LCD monitor will want to get. Actually, I take that back. Hardcore gamers might [...]

SVA Optoelectronics, which has a joint venture with NEC as SVA-NEC, is the LCD subsidiary of SVA Group. SVA Opto and Nippon Electric Glass (NEG) with Sumitomo will invest US$45.5 million to build a LCD glass plant. Profit margins for glass is quite good. Corning is doing well with quite a bit more than 50% [...]

The focus will be 32″ and 37″ LCD panels, so I am guessing it will be a G6 fab with rough dimensions of about 1500 x 1850mm. CMO will invest a very large amount of money to continue upgrading its LCD production capacity at larger sizes primarily geared toward LCD TV applications. Currently 32″ is [...]

I wonder why this is such a big deal. Maybe because South Korea’s Samsung and LG.Philips LCD have been partying for too long without inviting the Japanese or the Taiwanese. Maybe. I have issues with making something like this a big deal. Of course, reporters and writers have to write about something so they bite [...]

In today’s LCD economy, Dell is the biggest and baddest bully. This is nothing new. Just like in the software economy, the title goes to Microsoft. Dell wants lower prices. No surprise there. But when the price that Dell wants is lower than what it takes to make the product, we have issues. (Wait a [...]

Sharp is planning to build (and sell) about 6 million LCD TVs in 2006. Most are guessing about a total of 50 million LCD TVs will be sold this year, so that’s a 12% market share for Sharp. Not bad. But its LCD plant in Kameyama won’t be able to manufacture that many and as [...]

S-LCD’s first fab is a G7 with 1870 x 2200mm motherglass glass substrate dimensions are have been busy manufacturing 40″ LCD TV panels that are being integrated into Samsung and Sony’s 40″ LCD TV offerings.
The two companies stated that they will invest US$2 billion in the G8 fab. Mass production will start in the fall [...]

Personally, I think there should be much more unifying at Sony, but this is a good step. A good step for Sony to have better control over all of its subsidiaries and business units but also to capture the large market for material components for the LCD industry. Some analysts have claimed that materials are [...]

As material prices for the manufacture of LCD panels drop, the overall cost of production of LCD panels will drop. Procurement managers track this and will extract as much price decreases as possible. These managers know that a lower price will bring forth added demand. But sometimes, little decreases in price won’t do a thing [...]

Reducing LCD production on massive fabs is a complex calculation that requires a thorough investigation into the revenue generated from running the fabs at maximum capacity or the loss minimization from reducing capacity resulting in loss sales. The LCD market is at a point where prices need to fall further. This further decline in prices [...]