On December 22, 2008, Taiwan’s LCD company stocks increased after China announced that it would purchase $2 billion worth of Taiwanese LCDs in 2009 to support the global economy. The announcement was made during the 4th cross-strait economic and cultural forum that was held in China with Taiwan. Shares of AU Optronics (AUO) increased 4.54% [...]

Back in November, Chunghwa Picture Tubes (CPT), LG Display (LPL) and Sharp all pled guilty to LCD price fixing. The US Justice Department announced that LPL and Sharp will be sentenced in mid-December. LPL will be sentenced December 15 according to reports and will pay US$400 million. Sharp will be sentenced the very next day [...]

Normal utilization rates hover around 90%. 50% is really low and is the result of weak demand for LCD goods. But the news is that Taiwan’s LCD manufacturers are suffering quite a bit from this downturn. AU Optronics (AUO), Taiwan’s top LCD supplier, is at about 50% utilization in Q4′08. Chi Mei Optoelectronics (CMO)’s average [...]

On November 12, 2008, the US Justice Department stated that LG Display (Korea), Sharp (Japan) and Chunghwa Picture Tubes (CPT, Taiwan) pleaded guilty for participating in fixing the prices of LCD panels. LG Display will pay a US$400 million fine. The three companies have agreed to cooperate with the Justice Department to continue investigating the [...]

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 [...]

Chunghwa Picture Tubes (CPT), the third largest LCD manufacturer in Taiwan, announced that it has decreased its large-area LCD shipment forecasts for 2008 by 6%. The reduction in its goal for the year is in response to weaker-than-expected demand for LCD panels. Here is the breakdown by large-area LCD application:

LCD Monitor Panels: Original goal [...]

On June 9, 2008, Chunghwa Picture Tubes (CPT), a smaller display manufacturer behind AU Optronics (AUO) and Chi Mei Optoelectronics (CMO), announced June shipment results. CPT reported consolidated TFT LCD sales of NT$9.05 billion, down 18.3% M/M and 26.3% Y/Y. AUO also experienced roughly the same declines in revenues in June.
In terms of unit shipments, [...]

The Eee PC must be extremely popular. At least Asus thinks so because it has fully booked Chunghwa Picture Tubes’ (CPT) 8.9″ LCD panel capacity. The Eee PC 900/901 ultra-portable notebook PCs sport an 8.9″ LCD with a pixel format of 1024 x 600, perfect for on-the-go web surfing. CPT and AU Optronics (AUO) are [...]

Chunghwa Picture Tubes (CPT) announced its April 2008 shipment results and the picture isn’t all that great. Large-size TFT LCD panel shipments were sequentially unchanged at 2.349 million units but the consolidated revenue generated from those shipments were down 8.5% M/M from NT$13.345 billion to NT$12.281 billion. On a Y/Y basis, consolidated sales were up [...]

Chunghwa Picture Tubes (CPT) is expected to volume manufacture and ship low-cost notebook PC LCD panels starting in May. The low-cost notebook PC LCD segment will comprise 13% of CPT’s Q2′08 shipments according to SC Lin, VP of Small/Medium TFT at CPT. In 2H’08 the share of low-cost notebook PC panel shipments will reach 30% [...]