This one is interesting. AU Optronics (AUO) showcased a 2.8″ TFT LCD with a pixel format of 640 x 480. That in and of itself is pretty good stuff but nothing extra ordinary. But this little LCD can sense ultra-violet rays. So if you’re getting exposed to too much harmful UV rays, the 2.8″ LCD [...]

AU Optronics (AUO) originally planned a CAPEX of NT$130 to NT$140 billion for CY2008. According to the company’s president L.J. Chen, AUO will be decreasing it to NT$100 billion. The main reason for the decline is the company’s changed plans for its G7.5 TFT LCD fabrication plant. The G7.5 fab is currently in Phase I [...]

AU Optronics (AUO), the largest LCD manufacturer in Taiwan, announced September and Q3′08 shipment results and they are not very good. Due to “uncertainties of the current macro environment” the top Taiwan LCD supplier saw both revenues and unit shipments decrease in September and Q3′08. This is not a good sign as Q3′08 should see [...]

AU Optronics (AUO) is the largest LCD manufacturer in Taiwan and ranks in the top three with two others: LG Display and Samsung. AUO disclosed that the company will be constructing a 11G TFT LCD fabrication plant in 2H’09. Volume production is expected to commence in 2011 or 2012. The glass substrate size has not [...]

AU Optronics (AUO) is the largest LCD manufacturer in Taiwan and one of the largest in the world. Chi Mei Optoelectronics (CMO) is the second largest Taiwan-based LCD manufacturer. It has been reported by DigiTimes that AUO and CMO’s G7.5 TFT LCD fabrication plants are running at full speed. But.
South Korea’s LG Display, one of [...]

AU Optronics (AUO) has forecasted that its large-area LCD panel shipments will grow 5% Q/Q in Q3′08. Corresponding ASPs are expected to drop 15% Q/Q for LCD panels geared for IT applications while those for LCD TV applications are expected to drop 5% Q/Q. AUO shipped 21.81 million large-area LCD panels in Q2′08. A 5% [...]

AU Optronics (AUO) announced August shipment results on September 8, 2008. The picture is mixed. Although shipments increase on a M/M basis, consolidated net sales is down almost 16% Y/Y.

Consolidated Net Sales: Up 13.6% M/M, down 15.9% Y/Y to NT$37.1 billion
Large-area TFT LCD Shipments: Up 12.6% M/M to 7.3M units
Small/medium TFT LCD Shipments: Up 17.7% [...]

I am very tempted to simply shout out, “I told you so!” But, I won’t do that because I think Corning still doesn’t get it. Get this: “Corning said LCD TV sales remain strong in the U.S. as prices decline. But flat-panel electronics companies in Asia are cutting back on glass orders to work off [...]

July shipment results for Taiwan LCD manufacturers were weaker than expected. The top two LCD makers, AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) originally planned to reduce LCD fab utilization rates by about 10% and at most by 15%. With shipment results poorer than expected due to weak demand, AUO and CMO are planning [...]

Of course, Corning isn’t completely clueless, but according to some statements made by CFO Jim Flaws and CEO Wendell Weeks, Corning doesn’t seem to be taking into consideration current developments in the LCD supply chain when forecasting the rest of the year for LCD glass demand. Flaws was quite positive in his outlook for the [...]