Aapl will Gap up
Skyworks Jumps 6%: FYQ1 Beats, Q2 View Beats
Samsung will start mass-production at the end of the second quarter, while Taiwan's another TV panel maker Innolux Corp. is still developing 50", 58" and 65" display panels, with production scheduled to start in Q3. (Jan. 15, 2014).
United Daily News:
Competition between Taiwanese and Chinese display makers have become increasingly intense.
Taiwan External Trade Development Council Chairman Wang Chih-kang said Tuesday that Chinese "flat panel queen" Bai Weimi told him recently that as China's display panel production has grown rapidly, its purchase of Taiwan-produced screen could drop this year.
Bai, vice president of the China Video Industry Association, has led executives of the top eight Chinese TV makers to Taiwan on procurement mission over the past five years, with annual procurement reaching an average of 30 million pieces of large-size flat panels.
According to a Chinese market survey, China's TV sales could decline to 45 million sets from last year's 47.85 million sets.
A local market analyst said Taiwanese flat panel makers will not only face competition from their Chinese counterparts but also from South Korea's Samsung and LGD.
He said Taiwan's display makers must step up technological innovation and find new profitable niches to survive fierce market competition.
Curved UHD TVs are one of the hottest exhibits at the just-concluded 2014 Consumer Electronics Show (CES) in Las Vegas.
AUO Optronics, one of Taiwan's largest display panels manufacturers, has received orders from Japan's Sony and Toshiba as well as China's Changhong Group to supply them with curved TV display panels, according to local media reports.
The reports said AUO began mass production of curved TV panels late last year, making it the first company to mass-produce such a high-tech product.
South Korean technology giants Samsung Electronics Co. and LGD are scheduled to begin mass-producing curved TV panels in the second quarter of this year, the reports said.
Meanwhile, media reports said China's 2014 procurement of Taiwan-produced LCD flat panels may fall below the previous annual average of US$4.5 billion because of fast growth in China's production of relevant products.
The following are excerpts from local media coverage of latest developments in the technology fields:
Major TV brands such as Samsung, LG, Sony, Toshiba and Panasonic unveiled their curved ultra high definition (UHD) TV at CES.
China's top six TV makers, including Changhong, TCL and Haier, also showed off their curved UHD TVs at CES.
Industry sources said major TV suppliers will focus on promoting their new curved UHD TVs this year.
AUO already cooperated with Sony in launching 65-inch curved TV at iFA consumer electronics show in Berlin last year. The product hit store shelves in late 2013, with a price tag of US$4,000.
The collaborative project with Sony allowed AUO to take the lead in mass-producing 65-inch curved display panels late last year.
AUO has also succeeded in winning orders from China's Changhong and Japan's Toshiba Co. for its 65-inch display panels.
LGD is scheduled to begin mass-production of 55-inch and 65-inch curved TV panels between April and May.
The impressive specs are topped up by an ultra-narrow 0.9 millimeter bezel to maximize screen display while making it lighter and more compact.
AUO provides display products for the mid- and high-end smartphones market in China as well as for clients from around the world.
South Korea's LG Display beat AUO to the punch last August, when it claimed it had created the world's first quad HD smartphone display. The LG display measures in at 5.5 inches, smaller than AUO's but coming in at the same 2,560 x 1,440 pixel resolution for a higher density of 538 ppi.
LG Display did not, however, say when the screen would become available, making AUO's the first to market.
CANT BELIEVE THAT AUO IS STILL TRADING AT THESE LOW LEVELS... UNDERVALUED SO MUCH... WAITING FOR A BREAKOUT SINCE WEEKS... PATIENCE NEEDED...
Taipei, Jan. 15 (CNA) AU Optronics Corp. (AUO) announced Wednesday that its 6-inch LCD panels have become the world's highest resolution mass-produced smartphone displays after entering production in late December.
The Hsinchu-based company said that the first phones featuring the 2,560 x 1,440 panel -- an impressive 500 or so pixels-per-inch -- which it said was released into the market "recently."
A public relations officer at AUO declined to reveal more details of its client, however, saying only that it was a company in China.
Unconfirmed media reports have pointed to China's Vivo, which in December launched the Xplay 3S, an Android phone with the same resolution but packing a slightly larger display of 6.1 inches. It is unclear whether the panel is produced by AUO.
AUO said its display comes at a time when large-screen phones are gaining traction thanks to the upgrade to 4G cellular networks, allowing for faster consumption of high-definition content.
The LCD panel features Advanced Hyper-Viewing Angle technology and is made with low temperature poly-silicon (LTPS), promising a more comfortable experience for reading and watching videos.
Its high-density pixel count is four times the resolution of standard HD video, offering what the manufacturer bills as "the most exquisite details and depth."
Thats the Truth.... Doubles Iphone Sales, means double Ipad Sales.... AAPL will be the Winner
January 14, 2014
DigiTimes Research is predicting global smartphone shipments are to top 1.24 billion units in 2014, with
Apple, Samsung Electronics, LG Electronics, Sony Mobile Communications, Lenovo, Huawei, Microsoft, ZTE, Coolpad and TCL serving as the top-10 vendors. DigiTimes notes that Apple will have the greatest growth potential of all.
DigiTimes Research states that "Apple may see its shipments double in 2014 largely due to increased shipments to China and Japan as it will benefit from its cooperation with the largest telecom operators in the two countries.
DigiTimes further notes that "The growth rate for Samsung will be limited in 2014 as its sales in the US, China and Japan will be depressed by growing popularity of iPhones." With Samsung's Q4 financial guidance already being lowered for Q4 2013, the prospect of sales being further depressed by Apple's iPhones doesn't bode well for Samsung in 2014.
Lets say 2M 5s/5c for one Month, 24M a Year. Followed by 6M iPad Sales... When you have your first iPhone Experience, than you want an iPad... Urgent! Apple Ecosystem will blow all Estimates the coming Years...
GOOG is chasing Apple.... Pathetic.... 3.2B for a Start Up.....
IFRS revenue for Q4 2013 of approximately $352 million, up 31% on Q4 2012
Dialog Semiconductor (FWB:DLG), a provider of highly integrated innovative power management, audio, AC/DC and short range wireless technologies, today announces record Q4 2013 IFRS revenue of approximately $352 million driven by stronger than anticipated demand in its Mobile Systems segment during December.
This represents a 31% year on year Q4 growth with full year IFRS revenue now expected to end at approximately $903 million, representing 17% growth over FY 2012. This will result in underlying full year revenue of approximately $910 million, up 18% on full year 2012.
On 29 October 2013 Dialog Semiconductor outlined expectations for a sequential and year-on-year improvement in Q4 2013 underlying gross margin that would result in an underlying gross margin improvement for FY2013 over FY2012. Given the increased revenue reported today, the Company anticipates a further positive contribution to its original underlying gross margin expectation.
NOW EVERYONE SHOULD NOW, THAT AAPL WILL HAVE A BLOWOUT Q4!!!!!
Ninelu Tu, Taipei; Adam Hwang, DIGITIMES [Monday 13 January 2014]
Foxconn Electronics (Hon Hai Precision Industry) saw consolidated revenues of NT$490.932 billion (US$16.4 billion) for December hit a monthly record for the second time with growth of 7.62% on month and 18.87% on year, according to the company.
The growth in December consolidated revenues mainly came from shipments of consumer electronics, PCs and communication devices, Foxconn indicated.
Foxconn posted consolidated revenues of NT$1.33 trillion for the fourth quarter, historically its highest quarterly level, and increasing 44.77% on quarter, and NT$3.954 trillion for 2013, inching up 1.25% on year.
As Foxconn is globally the largest server OEM and one of the world's three-largest storage equipment makers, the company is expected to see revenue growth due to increasing demand for cloud computing data centers in 2014, market analysts said.
Q4 Outlook from last Call:
Now, I would like to share with you the company's expectation of our Q4 outlook. Based on our current business outlook, our larger-size panel shipment is expected to come down high-single-digit percentage Q-on-Q, while panel size booked to Asians [ph] is expected to be more moderate.
For small and medium products, the small and medium panel shipment is expected to be down 10% to 20% Q-on-Q due to seasonality. Please note that the above is our current best forecast based on our current business outlook, but it may be changed subject to actual market supply/demand and economic condition...
AU Optronics Corp. ("AUO" or the "Company") (TAIEX: 2409; NYSE: AUO) today announced its unaudited consolidated December 2013 revenue of NT$33,399 million, down by 5.7% month-over-month and up by 4.2% year-over-year. Consolidated revenues in the fourth quarter of 2013 were NT$102,733 million, down by 4.1% from the previous quarter and increased by 3.4% year-over-year.
For the year ended December 31, 2013, unaudited consolidated revenues increased by 10% year-over-year to NT$416,393 million.
Shipments of large-sized panels(a) for LCD TV, desktop monitor, notebook PC, and other applications totaled 10.34 million units in December 2013, down by 1.6% from the previous month. As for small-and-medium-sized panels, the shipments decreased by 6.9% month-over-month to around 12.79 million units.
In the fourth quarter of 2013, large-sized panel shipments totaled around 30.17 million units, up by 2.8% quarter-over-quarter and down by 2.6% year-over-year. Shipments of small-and-medium-sized panels in the same quarter exceeded 41.18 million units, down by 6.6% quarter-over-quarter and up by 9.4% year-over-year.
For the full year 2013, large-sized panel shipments reached 116.97 million units, down by 5.1% from 2012. Small and medium-sized panel shipments totaled around 152.52 million units, down by 1.3% compared to the previous year