According to the latest financial results disclosed by BOE and ChinaStar, the Chinese panel makers moved from losses in 2012 to profitability in Q1’13. BOE’s Q1’13 revenues reached RMB 8,059 million ($1.3 Billion), with RMB 400 million ($64 million) operating margin and net profit margin of 5%. Continue Reading
Category Archives: Materials
Why are Chinese LCD TV Makers Demanding More Panels?
In Q1’13, the LCD TV panel supply chain is adjusting to built-up inventory from 2012. With LCD TV panel shipments 14% higher than set shipments, we would expect over-supply and inventory adjustment in the first half of 2013. Continue Reading
Apple Keeping the LCD Supply Chain Busy in 2H’12
Apple products such as the iPad, and iPhone continue to stress the LCD supply chain, given their cutting-edge performance specifications and strict quality controls. Continue Reading
Mixed Signals On iPad Panel Production
There has been some recent speculation that Apple may be cutting back on the production of iPad panels. Continue Reading
Hon Hai Invests in Sharp’s Gen 10 – Joining to Compete with Samsung and LG
Sharp has been suffering from low capacity utilization at its Gen 10 fab in Sakai, due to a lack of panel orders and strong competition from other TV brands in the worldwide TV marketplace. Continue Reading
