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display alliance news 9.10.2010

Chimei Innolux (CMI) August TFT LCD Revenues Decline On September 9, 2010 Chimei Innolux (CMI) announced August 2010 TFT LCD related rev enues, which were down 9.9% M/M to NT$45.5 bil lion. Large-sized LCD unit ship ments also declined 3.8% M/M to 9.8M units as did small/medium LCDs, down by 8.4% M/M to 35.5M. The third quar ter of each cal en dar year is usu ally one of the busiest as the entire LCD supply chain gear up to build toward the fourth quar­ter, which is the strongest quar ter for LCD-related gear in retail. Sourced from displayblog.

IDT Introduces Industry's First Single-Chip Solution for TFT LCD Panels Integrated Device Technology, Inc. a leading provider of essential mixed signal semiconductor solutions that enrich the digital media experience, today announced the industry's first single-chip power management solution for thin film transistor (TFT) Liquid Crystal Display (LCD) panels, such as those used in netbooks, Tablet PCs and notebooks. The new solution from IDT integrates a full-function low-voltage differential signaling (LVDS) timing controller with fully integrated power management, and a four-channel LED driver for LED backlighting. Read more at marketwatch.

Inside Foxconn And The Man Who Made Your iPhone It’s not every day you get to look inside a major electronics factory. Most of the work done there is compartmentalized and the manufacturing done for one company never touches the manufacturing done for another. In fact, Foxconn’s R&D labs consist of a series of locked doors. You can only get into one and that’s only if you’re allowed in to see prototypes. It’s an amazing world of secrecy and deception. Gou got is start making connectors for Atari game machines and slowly became to go-to guy for getting it done in China. His factory now pumps out 137,000 iPhones per day. Read more at crunchgear.

Will the Bleeding End for Cree, LED Stocks? The outlook for LED lighting sector stocks, including industry bellwethersCree(CREE), Veeco(VECO) and Aixtron(AIXG)dimmed a bit on Wednesday. There were a spate of negative reports on the inventory build-up in the LCD flat-panel television sector, and a read-through for companies linked to the LED supply chain for flat panel TV backlighting. Industry consultant iSuppli was out with a report showing high inventory levels in the LCD market. The iSuppli data was one data point among a raft of negative numbers in a Wall Street Journal report on Wednesday detailing the bleak conditions among LCD TV makers, with utilization cuts coming from companies in the market. Read more at thestreet.

AUO Named for the First Time to 2010 Dow Jones Sustainability World Index AU Optronics Corp., having been named to the 2009 Dow Jones Sustainability Asia Pacific Index (DJSI Asia/Pacific), today announced that it has been further selected as a member of the 2010 Dow Jones Sustainability World Index (DJSI World), in addition to 2010 DJSI Asia/Pacific, making it the only pure TFT-LCD manufacturer worldwide to join the Index. This reaffirms the Company's achievements and firm commitment to sustainable development. Read the full press release at marketwatch.

Qualcomm's CEO confesses: tablets killed the smartbook star According to Slashgear, Paul Jacobs admitted during an event this morning that "tablets such as the iPad had already occupied the niche his company expected smartbooks to." Essentially, the iPad delivered on the concept of an "always-on, all-day device" long before smartbooks ever had a chance at gaining traction, and judging by the fact that only a handful of these guys ever made it to market, we'd say that brutally honest assessment makes a lot of sense. We aren't necessarily better off for it, mind you, but it definitely seems that the resurgence of the tablet (and the proliferation of the longevous netbook) has extinguished any hope of smartbooks dominating the world. Hey, at least this guy's man enough to know when a journey's reached its end. Sayonara, smarties. Read more at engadget.

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