HannStar Adds Additional Investment in Nanjing Touch Panel Module Plant
DigiTimes:
HannStar Display has announced it will make an additional investment of US$65 million in a touch panel module subsidiary in Nanjing, China to build up production lines for cover glass and thin glass.
Most notebook PCs, smartphones, some LCD monitors and LCD TVs make use of cover glass to create that edge-to-edge look. Thin glass will become more in demand as most of these display products get thinner and thinner.
Notebook Makers Do Not Rule Out Supporting Upstream Partners to Avoid Labor Shortages
DigiTimes:
As labor shortages in coastal areas of China in 2011 are expected to be even more serious than in previous years, sources from notebook makers said that they will not rule out the possibility of sending workers to support upstream component partners, who are expected to suffer the most impact from any shortages.
China is the manufacturing center for all things with displays and a labor shortage will impact the global market. Integrators like Quanta Computer and Compal Electronics are highly automated, which alleviates the need for adding more workers when demand spikes.
Chunghwa Picture Tubes (CPT) Agrees to Sell 4.5G Color Filter Plant to Compal Subsidiary
DigiTimes:
Chunghwa Picture Tubes (CPT) will sell a 4.5G color filter (CF) plant to a Compal Electronics subsidiary for NT$1.4 billion (US$47.67 million), the companies disclosed today.
CPT's CF plant has a monthly capacity of 70K 730x920mm glass substrates per month with most of the capacity for in-house consumption. In-house CF production capability is important to reduce manufacturing costs as CF from merchants are more costly.
Notebook Vendors Seeing R&D Delays for Android 3.0 Tablets
DigiTimes:
Notebook vendors have expressed concerns about the launch schedule of their Android 3.0 tablet PCs as Google is currently giving priority for Android 3.0 support mainly to smartphone players such as Motorola, Samsung Electronics, LG Electronics, High Tech Computer (HTC) and Nokia, leaving notebook vendors facing delays in their R&D schedules.
Google is betting that smartphone manufacturers are better poised to develop tablets using its Android 3.0 operating system that is geared for tablets. According to this report, notebook brands will be put on the sidelines. This is a stressful situation for notebook brands since tablet sales have been eating into notebook sales.
China May See LCD Panel Oversupply in the Second Half of 2012
DigiTimes:
Local and foreign players are scrambling to build next-generation large-size TFT LCD panel fabs in China, which is expected to become the largest LCD TV market in the world in 2011. Digitimes Research senior analyst Tony Huang thinks that oversupply may occur in China in 2011, but that will depend on whether China-based makers can ramp up their production as scheduled.
Currently China has 5G lines, which are limited in production capacity for larger LCD TVs. China will become the largest LCD TV market in 2011 according to DigiTimes and wants to develop LCD manufacturing infrastructure within the country to fulfill local demand. However, if capacity is built too quickly there is a chance for oversupply resulting in a pricing collapse. That's not all bad though since historically lower prices have catalyzed lower priced LCD TVs and demand.
Taiwan Display Industry Not Yet Open to China Investment
DigiTimes:
While Taiwan-based panel makers are hoping to solicit equity investment from China-based customers so as to secure orders, the display industry was not listed among the industries that will be opened to China investment initially, according to the Ministry of Economic Affairs (MOEA).
One component of competitive advantage in LCD manufacturing is intellectual property, which is concentrated in Japan, South Korea, and Taiwan. By locating LCD manufacturing plants in China the aforementioned countries are worried that key technology will be diluted reducing competitive advantage.
Tatung Monitor Shipments Reach High in 2010
DigiTimes:
LCD monitor shipments of Tatung are expected to set a record high of three million units in 2010, and with orders from Hewlett-Packard (HP), Tatung's monitor shipments could increase more than 30% to over four million units in 2011, according to industry sources.
Tatung is the seventh largest LCD monitor manufacturer in Taiwan and Tatung-branded TVs are ranked third in Taiwan.
HiTi Digital Aims to Set Up One Millions Photo-Printing Kiosks Globally in 2015
DigiTimes:
HiTi Digital, which makes photo/card printers and related consumable materials, and develops HiTi-branded printing software solutions, plans to set up a retail network of over 10,000 photo-printing kiosks - including those operated by photo studios - around Taiwan in 2011 and one million kiosks around the world in 2015, according to the company.
Touch Screen Shipments on Track for More Than 30% Y/Y Growth in 2010
DisplaySearch:
The mini-note/slate PC category is the fastest growing application for touch screens in 2010, with 6.3 million shipped in the first half. Touch suppliers are very optimistic about this application, with more than 20 million units planned in the second half of the year. There is uncertainty about the timing, as some shipments may be delayed to Q1’11. A majority of the mini-note/slate PC touch shipments are from Wintek, who led in the segment, followed by TPK Touch Solutions.
Mini-note/slate PC touch suppliers top five ranking in 1H'10: Wintek, TPK, EELY, Liyitec, Cando. As tablets become more mainstream in 2011 touch screen shipments will continue to grow. Apple is expected to unveil is next iPad, which will undoubtedly lift the entire tablet market.
Foxconn Acquires Hitachi Dispplay
DisplaySearch Blog:
Hon Hai is part of the Foxconn group, the largest contract electronics manufacturer in the world and the parent of Chimei Innolux (the product of a merger of CMO, TPO, and Innolux), as well as a group of LCD and touch-panel related subsidiaries. Hitachi Displays, a 75/25 joint venture between Hitachi Ltd. and Canon, is a manufacturer of small and medium size LCD panels, focusing on IPS and LTPS (low-temperature poly-silicon) technologies.
The reports indicate that Foxconn will acquire 45% of Hitachi Displays, reducing Hitachi Ltd’s stake to 30%. There are also indications that the investment plans include a new Gen 5.5 fab using LTPS and IPS technologies to produce smart phone and other small/medium panels.
IPS is the favored wide-viewing angle LCD technology by Apple and is used in the iPhone 4, iPad, Cinema Displays and iMacs.
Making Digital Signage Work in Shopping Malls
Digital Signage Today:
Shopping malls, with their diverse audiences and variety of stores, can be ideal places for digital signage. But in such a crowded, noisy space, it can be hard for the signage to stand out. When deploying digital signage in a mall, it's important to consider: Location, Content, Demographics.