Samsung announced Q2′08 results on July 24, 2008. Of particular interest was the LCD division.

Revenues: Up 9% Q/Q and 41% Y/Y to KRW4.71 trillion
Consolidated Net Sales: Up 8% Q/Q and 30% Y/Y to KRW3.94 trillion
Operating Profit: Down 1% Q/Q and up 244% Y/Y to KRW1.00 trillion
Consolidated OP: Down 3% Q/Q and up 239% Y/Y to [...]

According to a Reuters report, Sanyo Electric announced on May 23, 2008 that it has commenced procuring LCD TV panels from Sharp. Sanyo will incorporate Sharp LCD TV panels for its LCD TVs geared for North America. Sanyo has focused on rechargeable batteries and solar cells.
This is another big win for Sharp as the [...]

Sharp is serious about competing in the 32″ LCD TV space as they have cut prices on 32″ LCD TV panels according to DigiTimes who is pointing to panel industry sources in Taiwan. For low-brightness 32″ LCD TV panels, Sharp is quoting US$280-290 when typically they go for an average of US$320. My question for [...]

Samsung and Sony announced on April 25, 2008 that they will establish a second G8 TFT LCD manufacturing line, 8-2, for its S-LCD joint venture.

Startup Date, Glass Input Capacity, Motherglass Dimension

G7 Line: April 2005, 100K/mo, 1870 x 2200mm

8-1: August 2007, 50K/mo, 2200 x 2500mm

8-2: Q2′09, 60K/mo, 2200 x 2500mm

Total investment for 8-2 will be around [...]

Sharp is forecasting that its profits will increase 3% Y/Y to JPY100 billion to JPY101.9 billion in FY2008 that just ended on March 31, 2008. The company stated that increased sales of cheaper LCD TVs were part of the reason for the increase. In a previous blog post, I referred to a report by Pacific [...]

On April 9, 2009, Photon Dynamics announced that LG Display has placed a multiple-system order for its ArrayChecker product and will use them as the sole array test solution for its eighth generation TFT LCD P8 fabrication facility located in Paju, South Korea.
The ArrayChecker is an equipment that checks for defects on the panel. As [...]

There is an oversupply of LCD TV panels and that means prices are expected to fall. According to DisplaySearch, April average selling prices (ASPs) for 32″ 720p LCD panels dropped $2 from $330 to $328 (typical) while 42″ 720p ASPs were down $10 from $532 to $522. 46″ 1080p ASPs were also down $10 from [...]

On February 15, 2008, IPS Alpha Technology announced plans to construct a Gen. 8 TFT LCD plant in Himeji City, Hyogo Prefecture, Japan. IPS Alpha currently has a Gen. 6 LCD plant running. As the name suggests, IPS Alpha makes use of In-Plane Switching (IPS) technology that was originally developed by Hitachi, who is part [...]

It is final, according to DigiTimes. Sharp’s G10 (generation 10) LCD plant will be able to process glass substrates with a dimension of 2880 x 3080mm. This is slightly larger than the 2850 x 3050mm that was considered. Sharp will focus on manufacturing 57″ and 65″ LCD TV and large public display panels at its [...]

Corning announced on February 7, that the board of directors approved a capital expenditure plan of US$160 million to expand its G8 LCD glass substrate manufacturing capacity in Shizuoka, Japan. The approved CAPEX will be incurred from now until mid-2008, which would be the timeframe in which expanded G8 production will be increased. This is [...]