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 [...]

Sony announced FYQ1′08 (April - June 2008) earnings on July 29, 2008. Sony trails Samsung as the world’s second largest consumer electronics company. I will spotlight some interesting trends that were presented by Sony:
1. Electronics Inventory: Inventory for Sony’s electronics division swelled in FYQ1′08 to 57 days (up 4 days). Inventory increased 23.6% Q/Q and [...]

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 [...]

On February 25, The Nikkei reported that Sony plans to invest JPY100B (US$926M) in Sharp’s Gen. 10 TFT LCD plant. Sony is expected to have a news conference later on Tuesday. Sony has had experience in investing in LCD fabs to secure panel supply. With Samsung, Sony invested 50% of the cost of a Gen. [...]

Sony is in final stages of negotiations to procure LCD TV panels from Sharp as early as April 2008, based on a news report by Reuters. S-LCD, a joint venture between Samsung and Sony, currently supplies most of the high-end LCD TV panels that Sony needs. The lower-end and smaller panels are procured from Taiwan-based [...]

According to DigiTimes, the source of either accurate information or inaccurate rumor, is reporting that Samsung Corning Precision (SCP), a joint venture between Samsung and Corning that makes LCD glass primarily for Samsung, will be producing G8 glass 2,200mm x 2,500mm to support S-LCD’s (a joint venture between Samsung and Sony) new G8 LCD fab [...]

Samsung Corning will start to develop larger flat fluorescent lamp (FFL) based backlights. Currently, the company’s FFL backlights can be used for 32″ LCD TVs. In the very near future, Samsung Corning will produce larger FFL backlights for use in 40″ and 46″ LCD TVs. The sizes correspond very well to S-LCD’s optimized sizes of [...]

Samsung's Kris Lee, GM of Samsung's CE Division in the Middle East stated that its LCD TVs are better than Sony's. S-LCD, a joint venture between the two companies supply both with LCD TV panels including the popular 40" size. Unless Samsung is building special LCD TV modules for its Samsung brand and supplying Sony [...]

The BRAVIA XBR3, the top of the line XBR, series include full HD pixel formats: 1920 x 1080. Models include the KDL-46XBR3, a 46" LCD TV with 1920 x 1080. The surprising bit is its KDL-40XBR3, a 40" with the same pixel format! You will have to pay for it: 46XBR3 at $5000 and 40XBR3 [...]

CPT will invest NT$220 billion (~US$7 billion) to build a G7 or larger fab in Taiwan's Central Taiwan Science Park (CTSP). CTSP's preparatory office disclosed that CPT will acquire a 40-hectare land located at CTSP Houli Base. CPT clearly wants to compete with the big guys (Sharp, LG.Philips LCD, Samsung, AUO, CMO) in the large [...]