Dell is planning to transition all of its notebook PC LCDs from CCFL backlight technology to LED backlight. Why? LED has many advantages over CCFL. First off, LED consumes less energy than CCFL. And this is a good thing in light of our current energy situation. Not only that, less energy consumption will mean less [...]

Sony VIAO TT VGN-TT190UB Specifications
Display: 11″ Wide TFT LCD with LED Backlight
Aspect Ratio: 16:9
Pixel Format: 1366 x 768
Color Gamut: 100% NTSC
GPU: Mobile Intel GMA 4500HD (1.3GB max)
Connectivity: HDMI, WWAN (Sprint EV-DO Rev. A), VGA, Bluetooth, Ethernet, WiFi (802.11a/b/g/n), FireWire, USB 2.0 (2), Mic-In, Headphone-Out
CPU: 1.40GHz Intel Core 2 Duo SU9400, 800MHz FSB, 3MB L2 Cache
Chipset: [...]

LG Display 17.1″ Notebook PC LCD Panel with RGB LED Backlight Specifications
Display: 17.1″ Wide TFT LCD with RGB LED Backlight
Aspect Ratio: 16:10
Pixel Format: 1920 x 1200
Color Gamut: 105% NTSC

On September 16, 2008, LG Display announced that it has begun mass production of its 17.1″ TFT LCD panel with a RGB LED backlight. The RGB LED [...]

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 [...]

Sony VAIO Type A Specifications
Display: 18.4″ TFT LCD with LED Backlight
Aspect Ratio: 16:9
Pixel Format: 1920 x 1080
GPU: NVIDIA GeForce 9600M GT
CPU: 2.53GHz Intel Core 2 Duo T9400
RAM: Up to 4GB
HDD: 250GB x2
Optical: Blu-ray burner
Connectivity: USB 2.0 (3), eSATA (1), CF (UDMA compatible), HDMI, WiFi (802.11n)
Battery: 2 hours
Weight: 3.9kg (8.6lbs)
Availability: End of October 2008 in Japan
Price: [...]

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% [...]

Toshiba Portege M800 Specifications
Display: 13.3″ TFT LCD
Aspect Ratio: 16:9
Pixel Format: 1280 x 800
GPU: Intel X4500 HD
CPU: 2.26GHz Intel Core 2 Duo P8400
RAM: 2GB DDR2 800MHz SDRAM
HDD: 250GB 5400RPM
Optical: DVD+/-RW Super Multi DL
Connectivity: Bluetooth, WiFi (AGN), 9-in-1 Multi-card Reader, USB 2.0 (3), FireWire, VGA, Headphone-Out, Mic-In, ExpressCard
Weight: 1.97kg
Price: KRW1,590,000

Toshiba’s Portege M800, along with the Satellite A300 [...]

Lenovo ThinkPad W700 Specifications
Display: 17″ TFT LCD
Aspect Ratio: 16:10
Pixel Format: 1440 x 900 or 1920 x 1200 (+$225 option)
Brightness: 200 cd/m2 (1440 x 900), 400 cd/m2 (1920 x 1200)
Color Gamut: 72% NTSC (1920 x 1200)
Webcam: Optional
GPU: 512MB NVIDIA Quadro FX-2700 or 1GB NVIDIA Quadro FX-3700
CPU: 2.53 (T9400) - 2.8GHz (T9600) Intel Core 2 Duo, 3.0GHz [...]

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 [...]