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2008/8/7

HannStar sees majority of shipments as small- to medium-size panels

With 70-80% of shipments contributed by small- to medium-size panels, HannStar Display aims to ship 10 million units for the segment in the second half of 2008, according to company vice president Chih-Hao Chou. HannStar recorded that sales contribution from 12-inch and below sizes rose to 7% in the second quarter, up from 3% in the first, translating to two million units. The company projected shipments will rocket to five million units each in the third and fourth quarters, implying that over 10% of its sales will be contributed by this segment, said Chou. Chou indicated that HannStar is aggressively targeting digital and high-resolution small- to medium-size panel production. All digital panels will be LED-backlit. Since average selling prices (ASPs) from this segment are relatively high, Chou said corresponding price erosion will be mild. Among all key applications of small- to medium-size panels, Chou said netbooks account for 40%, and the remainder goes to digital photo frames and portable DVD players. Commenting on sluggish demand for digital photo frames in the second quarter, Chou stressed that HannStar kept its overall inventory low throughout the quarter including panels for digital photo frames. Given that HannStar has limited capacity, adjustments have to be made time from time, meaning that the company will not have high inventory concerns, he explained.
 
 

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AUO

2008/7/25 AUO has reported consolidated revenues for the second quarter of 2008 down 9.6% sequentially to NT$123.48 billion (US$4.1 billion), with net income totaling NT$20.39 billion for the period.

Toshiba

2008/7/22 Toshiba and Matsushita will mass produce next-generation organic displays, spending roughly $140 million to cash in on the growing market for the ultra-thin screens.

Innolux

2008/7/21 Innolux around eight million LCD monitors in the second quarter to surpass the company's original forecast. Shipments in the first quarter were around 6.4 million units and sequential growth in the second quarter was 24%, higher than original expectations of 15%.

AUO

2008/7/18 AUO registered revenue of NT$36.72 billion (US$1.2 billion at US$1: NT$30.5) in June, a 12-month low, representing a 17% monthly decrease and a 5.7% drop from the same month of last year.

TCL

2008/7/16 TCL has approved the issue of 200-440.62 mln additional A-shares to up to 10 institutional investors. In a statement filed with the Shenzhen Stock Exchange, the company said the new shares will be placed at no less than 3.85 yuan each, generating proceeds of 1.696 bln yuan.

Pioneer

2008/6/30 Pioneer has announced the launch of three KURO-branded LCD TVs, the 32in KRL-32V, 37in KRL-37V and 46in KRL-46V.

CMO

2008/6/18 TFT LCD panel maker CMO is focusing on 16:9 aspect ratio and LED backlight products, estimating such applications will reach a penetration rate of around 55% of the company's shipments by 2010, outpacing the global average.

 
 
 
 
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