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Himax Technologies, Inc. (HIMX) Message Board

sbacchus2003 751 posts  |  Last Activity: 2 hours 55 minutes ago Member since: Sep 1, 2012
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  • Chinese smartphone maker Coolpad became the top supplier of LTE smartphones in China during the second quarter of the year, according to a study by Counterpoint Research. Coolpad accounted for 18 percent of total LTE smartphone shipments in the quarter, followed by Samsung (17%), Apple (16%), Lenovo, (11%) and Huawei (8%). According to the study, there are currently over 250 LTE smartphone models being sold in China.

  • Taipei, Aug. 29 (CNA) Shares of Asustek Computer Inc. moved higher Friday morning after the Taipei-based personal computer vendor gave positive guidance the previous day, saying that its cell phone business will turn a profit in the fourth quarter, dealers said.

  • Taipei, Aug. 29 (CNA) The output of the global touch panel industry will grow substantially over the next three years, driven by the increasing popularity of smart wearable devices, a local industry research institute said Friday.

    The revenue of the industry in 2013 totaled US$31.4 billion worldwide and is expected to grow annually over the next three years at a compound rate of 12.5 percent, reaching US$43.7 billion in 2017, according to the Industrial Economics and Knowledge Center (IEK) under the government-sponsored Industrial Technology Research Institute (ITRI).

    Smart wearable devices will take over from smartphones as the industry's main market driver, the IEK said.

    There is great potential in the smart wearable market, especially for devices with healthcare functions and services, as Taiwan becomes an aging society, the IEK said.

    Global revenues from healthcare wearable devices totaled US$860 million in 2013 and are expected to rise over the next four years at a compound annual rate of 28.1 percent to about US$3 billion in 2018, the ITRI said in a report.

    The Taipei-based Institute for Information Industry (III), one of the country's leading research institutes, also forecast in June that global shipments of wearable devices will pick up significantly after registering nearly 13 million units worldwide in 2013.

    This year, global wearable device shipments will total 34.9 million units, with 76.7 percent being bracelets and watches, the III said. It forecast that the sector's growth will continue over the next few years at a compound annual rate of 62.7 percent to reach about 145.2 million units in 2018.

    In April, market researcher International Data Corp. made a similar prediction, saying that global shipments of wearable computing devices are expected to triple in 2014 to over 19 million units.

    The growth will continue over the next few years at a compound annual rate of 78.4 percent to reach about 112 million units in 2018, the company said in a research report dated April 10.

    Asia will be a frontrunner, with an even higher compound annual growth rate of 33.9 percent, the institute said, citing a February forecast by BCC Research.

    Market research firm NPD DisplaySearch cautioned, however, that the worldwide touch module market is growing at a slower pace this year than last year because of weak demand for notebooks and all-in-one PCs.

    Global shipments of touch modules are forecast to increase 14 percent year-on-year to 1.721 billion units in 2014, compared with 17 percent growth posted last year, the company said in a report last week.

    The slowdown can be partially attributed to the sluggish demand for laptop computers and all-in-one PCs larger than 10 inches, which cost more but lack attractive form factors, said Calvin Hsieh, a research director with NPD DisplaySearch.

    Smartphones and tablet PCs, meanwhile, will likely remain the two major growth drivers of the touch module market, with estimated stable growth of more than 10 percent annually from 2014 to 2016, Hsieh predicted.

  • sbacchus2003 sbacchus2003 8 hours ago Flag

    We are not dealing with Irth communication anymore. We wanted Scott Powell and he moved to Pcg or something like that.

  • Reply to

    New oppertunity!!

    by thanajira11 17 hours ago
    sbacchus2003 sbacchus2003 17 hours ago Flag

    Correct analysis

  • Today was a first time another company released PR stating we are a customer!

  • UHD panels requires more drivers than regular LCD Panels.

  • Innolux notebook panel supply currently faces 20% shortage
    Rebecca Kuo, Taipei; Alex Wolfgram, DIGITIMES [Wednesday 27 August 2014]
    Innolux expects 1-2% growth on year in notebook panel shipments and currently faces a 20% shortage to meet current market demand.

    The company is also facing a shortage for monitor panels and expects it will last throughout the third quarter as the company has shifted production to smartphone and tablet applications. Panels sized 19.5- and 28-inch are seeing the biggest shortages.

    In terms of TV panels, Innolux has order visibility until October and its reserves will be sold out in the third quarter, added Innolux president JC Innolux notebook panel supply currently faces 20% shortage
    Rebecca Kuo, Taipei; Alex Wolfgram, DIGITIMES [Wednesday 27 August 2014]
    Innolux expects 1-2% growth on year in notebook panel shipments and currently faces a 20% shortage to meet current market demand.

    The company is also facing a shortage for monitor panels and expects it will last throughout the third quarter as the company has shifted production to smartphone and tablet applications. Panels sized 19.5- and 28-inch are seeing the biggest shortages.

    In terms of TV panels, Innolux has order visibility until October and its reserves will be sold out in the third quarter, added Innolux president JC Wang.

    Wang also said he expects the average size TV panel shipped in 2015 to be two inches larger on year.

    Wang also said he expects the average size TV panel shipped in 2015 to be two inches larger on year.

  • LTPS to become mainstream in handset industry, says CEO of Taiwan Display
    Rebecca Kuo, Taipei; Alex Wolfgram, DIGITIMES [Thursday 28 August 2014]
    LTPS-based panels currently account for 10% of handset shipments, but with Japan Display and China-based BOE's aggressive capacity expansions, LTPS panels are expected to become the mainstream in the handset industry in 2-3 years, according to chairman and CEO of Taiwan Display, a subsidiary of Japan Display, Jeff Hsu speaking at Touch Taiwan 2014.

    Hsu said he believes LTPS will have a more competitive edge as Japan Display expands production capacity in addition to making technological improvements, adding that Japan-based makers currently show the best development, followed by makers in Taiwan and China.

    Handsets will continue to follow in the direction of having high resolution displays, said Hsu, adding that LTPS will allow for easier production of panels with increased pixel density compared to that of a-Si. The technology is also expected to reduce greatly in costs over the next few years, noted Hsu.

    Hsu added that JDI currently has a production capacity of 360 million units for 5-inch LTPS substrates and that global production capacity for the technology will reach 860 million units of the same size in 2015.

  • Large panel off the hook!

  • Innolux Corp president Wang Jyh-chau yesterday displays the company’s new curved 85-inch ultra-high-definition, or 4K, TV panel at this year’s International Touch Panel and Optical Film Exhibition in Taipei. The exhibition, which opened in the Taipei World Trade Center Nangang Exhibition Hall yesterday, closes tomorrow.
    Photo: Chen Mei-ying, Taipei Times
    Innolux Corp (群創), the nation’s top LCD-panel maker, is considering boosting capital investment to expand capacity and ease supply constraints.
    An unexpected pickup in demand for notebook computers left panels in short supply in the first quarter and Innolux expects the shortfall to continue into the next quarter for almost all its products.
    “This year, the supply and demand situation has greatly surpassed our expectations,” Innolux president Wang Jyh-chau (王志超) told a media briefing. “Supply is far below demand and this constraint is being felt across the board and could extend into the fourth quarter.”
    “As such, we are thinking of increasing our capital expenditures at an appropriate time,” Wang said, adding that Innolux is fully utilizing its equipment and has cleared its stockpiles.
    The company has budgeted NT$20 billion (US$670 million) for new facilities and equipment this year, most of which is aimed at enhancing productivity and upgrading technologies. However, it is currently only able to process 80 percent of customer’s orders for laptop panels, Wang said.
    In the TV segment, “demand usually drops in September, but this year, we are seeing strong demand continuing into October,” with the supply drought afflicting a wide range of slim television panels, including the mainstream 39-inch and 24-inch ones, Wang said.
    Local rival AU Optronics Corp (AUO, 友達光電) yesterday said that resilient demand for its products will help keep the company’s equipment loading rate at 100 percent this quarter and the next, which it expects will result in a gradual increase in revenue and profits.
    “The third quarter is the beginning of the seasonal high period and is usually the peak of the season as clients start building [inventories] in preparation of China’s October shopping season and year-end shopping sprees in Europe and the US,” AUO chief executive officer Paul Peng (彭雙浪) told reporters on the sidelines of International Touch Panel and Optical Film Exhibition in Taipei.
    Peng said that AUO was unable to fully satisfy its customers’ demand for TV and smartphone panels.
    At the exhibition, the company showcased a series of 42-inch to 85-inch curved TV panels in a bid to seize more business opportunities during the year-end shopping season.
    AUO said it has already started shipping those panels to customers and expects the uptake of such panels to grow faster than that of ultra-high-definition, or 4K, televisions, vice president Michael Tsai (蔡國新) said.
    The prices of curved 4K LCD TV panels are between 1.3 and 1.5 times higher than those of average high-definition LCD TV panels, Tsai said.
    He said about 50 to 70 percent of 4K TV panels shipped to Europe by AUO’s clients were curved.
    Innolux did not display any curved panels at the industry show, but said that it has shipped some to a client, although it declined to elaborate.

  • Pandora, not the woman that opened a box of evils and not the planet in various science fiction movies and video games, the music streaming company has some interesting news for us all, but specifically for those of us with Google Glass. Each year, the company has all its employees not work for a day, and instead do cool things in what they call the ‘Hack-a-thon’, and titles of various types are awarded to the top four choices. Last year’s Hack-a-thon yielded something quite remarkable, and it involved Google Glass. The hack let you stream music on, not to from another device, but on the Glass hardware alone. Since the eyewear came with a little single-side earbud for your listening pleasure, it made sense to want to listen to music on it. If you’re like me or many other people nowadays, you probably have music playing in the background for most activities, online or not, and this feature sounds great. It gets better.

    After the Hack-a-thon last year, given the novelty of the hack, Pandora’s team showed it off to Google, and they seemed to have liked it, since today marks the release of the Pandora for Glass app. How cool is that? Anyway, the Glass-based app lets you make use of the customized stations from your Pandora account, and listen to your heart’s content, thumbing-up when necessary. The set up of the new app is simple, and steps are on Pandora’s official blog posting about it, but we also have them here.

  • Earlier this month, I mentioned that Consumer Reports was planning to write about Glass in its next issue — October 2014. And I shared my fear that, even though it’s one of my favorite magazines, CR would “review a device that’s not ready to be reviewed” and give it a poor score on its famous product ratings.

    If what’s been posted on Consumer Reports’ website is the same as what’ll appear in print soon, that’s not what happened.

    The new issue appears to feature wearable tech in general, including a couple articles specifically about Glass. Here’s what’s on the website:

    What is wearable tech?
    Apple iWatch Rumors: What We Know
    What you need to know about Google Glass
    4 reasons why people object to Google Glass
    That third article is the one where Consumer Reports talks about its experiences with Glass since buying the device in the spring when Google opened the Explorer program to anyone interested.

    There are some minor errors in the article, but overall it’s a very fair piece about what Glass does well and where it’s still lacking. Consider this paragraph, for example:

    Our testers found that it took some time to learn the gestures, but eventually they became second nature. It was more difficult getting used to the display, which appears to float in the air above your right eye. You can swivel the screen to improve the viewing experience, but at any angle our testers noticed a faint double image when text was being displayed and found it difficult to read in bright sunlight.

    I think a lot of Explorers, myself included, can identify with that commentary on the display.

    The article briefly mentions how Glass is being used successfully in the healthcare field. It praises the voice recognition capability, and touts apps like GolfSight, StarChart and WordLens as positives.

    At the same time, CR correctly points out some of the devices flaws: audio isn’t great in loud environments and not ideal for listening to Google Play Music; website navigation is clumsy; and i

    Sentiment: Strong Buy

  • sbacchus2003 sbacchus2003 Aug 27, 2014 1:34 AM Flag

    Wow..that's all I can say!!!!!

  • sbacchus2003 sbacchus2003 Aug 26, 2014 2:38 PM Flag

    Look at press release from 1st stake. It states google invested in himax to help with ramp up. If they don't invest it means we are good and will be added plus to PPS. You have to understand This type of investment from Google is NOT normal. They have a lot of trust in himax!

    Sentiment: Strong Buy

  • Reply to

    NYPD is beta testing google glass..

    by yupengchiang Aug 26, 2014 9:13 AM
    sbacchus2003 sbacchus2003 Aug 26, 2014 12:32 PM Flag

    NYPD is one of largest police department in the world. If they adopt Glass it will be a big win for Google and himax. Police forces around the world model there department after NYPD. I think it will be adopted because we have had some serious cases recently that Glass would have come in handy.

    Sentiment: Strong Buy

  • 2014/08/26 13:08:24

    Taipei, Aug. 26 (CNA) The market penetration rate of fourth-generation (4G) mobile broadband smartphones in China is expected to grow significantly this year, a local research firm said Tuesday.

    In a research note, TrendForce predicted that the penetration rate of 4G smartphones in China will rise from 24.6 percent to 67 percent by the end of this year, as Chinese telecom carriers invest in building 4G Long-Term Evolution network infrastructure and expanding coverage.

    In addition, the release of the new iPhone "will definitely be a strong driver," the research firm said.

    Although Chinese mobile carriers have recently shifted their spending priority from subsidies on 4G smartphones to 4G network building, the situation could change again with the release of the new iPhone, TrendForce contended.

    It said the iPhone is expected to bring "huge profits," thus convincing carriers to step up subsidies on 4G devices, according to TrendForce.

    Another market research company, Digitimes Research, said vendors and telecom operators in China have actually increased subsidies for 4G smartphones since June to boost the number of new 4G network users in the country.

    There were only 8 million new 4G users in the first five months of the year, far lower than expected, the research institute said.

    U.S.-based industry analyst firm IHS Technology held a similar view, predicting a growing 4G handset market in China.

    IHS Technology said in a report in late May that the market for China's 4G handsets will reach an estimated 90 million units in 2014, as the main wireless carriers make strong marketing pushes to attract 4G customers.

    The strong demand will be driven by China Mobile Ltd., the world's biggest mobile carrier by subscribers, although the Chinese operator has reportedly cut its 4G device sales target to 70 million units this year, from an earlier projection of 100 million units, the research firm said.

    Sentiment: Strong Buy

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