AU Optronics (AUO) announced that it has successfully manufactured a 46″ LCD TV panel from its G8.5 TFT LCD fabrication plant. The G8.5 LCD fab is located at the Taichung Science Park and candle handle motherglass substrates with 2200 x 2500mm dimensions with a monthly input capacity of 40K. On a single G8.5 motherglass eight [...]

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) may delay the ramp of its hybrid G7.5/8.5 LCD fabrication plant depending on the health of the LCD market in 2009. This is in light of AUO and CMO announcing that they will move forward as planned for G8.5 LCD fab construction just reported days ago.
Many have forecasted a significant oversupply situation [...]

AU Optronics (AUO) is Taiwan’s largest LCD manufacturer and the world’s third largest. AUO released Q2′08 results on July 24, 2008. Here are the details:

Revenues: Down 9.6% Q/Q to NT$123.48 billion
Net Income: Down 24.4% Q/Q and up 245% Y/Y to NT$20.4 billion
Gross Margin: 25.0% down from 27.1%
Operating Margin: 19.5% down from 22.2%
Shipments:
Large-Area: Down 0.8% Q/Q [...]

The LCD industry is in a state of flux right now. With increasing inventory for LCD panels, shifting demand for smaller LCD TVs, LCD panel prices nosediving, LCD manufacturers throttling utilization rates, it isn’t an easy time for anyone involved in the LCD supply chain. But AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) are [...]

Chi Mei Optoelectronics (CMO) is planning to build a 10th (G10) or 11th (G11) generation TFT LCD fabrication plant and commence operations in the 2011 to 2012 time frame. CMO is expected to invest between NT$120 - 150 billion (US$3.95 - 4.93 billion) to build the new plant. The final glass input capacity is slated [...]