AUSTIN, TX – Twenty-three percent of the 20.1 million LCD TV units shipped in the third quarter were made by contractors such as TPV, Jabil, AmTRAN, Quanta, Proview, Vestel and Wistron, says the latest report by research firm DisplaySearch.
Many LCD TV OEMs – including Grundig, HP, Polaroid, Vizio, ViewSonic and Westinghouse – outsourced 100% of their manufacturing.
Philips outsourced more than 60% of its LCD TVs shipped in the quarter. Some intend to increase their outsourcing share for certain regions and products as the market expands, while other brands intend to bring more volume in-house as they expand into new regions, according to DisplaySearch.
More than two million LCD monitor panels shipped in the third quarter were used for LCD TVs, a significant leap from 900,000 in the prior quarter.
LCD TVs under 26" will increasingly use LCD monitor panels, says the firm.
Some 23.7 million LCD TV modules were shipped from TFT LCD makers, while LCD TV manufacturers shipped 20.1 million units, the report adds. These variances reportedly were a result of supply chain, assembly lead-time, buffer stocks and channel inventory.
TPV led the TV set subcontract manufacturing market with a 19.9% share, followed by Proview, Jabil and AmTRAN.
The main customer for TPV is Philips, and the main customer for AmTRAN is Vizio; the main customer of Proview is Polaroid, and the main customer of Jabil is Philips, says DisplaySearch.
Philips was the top customer of LG.Philips LCD; Samsung LCD TV was the top customer of CMO and CPT. Sony was the top customer of AUO and Samsung (including S-LCD).
In addition, each of the top-five suppliers looked to their top-five customers for at least 50% of their volume, with the exception of CMO, concludes the report.
ARLINGTON, VA – Electronic component orders dipped slightly in November for the second month in a row, according to the Electronic Components Association. The 12-month average, which compares order growth to the previous year, was level.
SAN JOSE – Gartner Inc. lowered its 2007 semiconductor forecast to 2.9%, down from 3.9%.
The research firm also tempered its estimates for 2008, saying growth will hit 6.2%, versus earlier predictions of 8.2%. However, Gartner raised its 2009 forecast to 8.5% growth, up from 6.1%.
ATLANTA – UP Media Group, parent company of Circuits Assembly and Printed Circuit Design & Fab, announced today that support for Virtual PCB, the industry's first virtual trade show and conference for the PCB design, fabrication and assembly markets, continues to grow, as leading industry suppliers sign on to exhibit at the Feb. 12-13 event.
SAN JOSE –Flextronics sees weaknesses in the
industrial, automotive and telecommunications sectors, but consumer electronics
remains strong, chief executive Michael McNamara says.
“We are not seeing any slowdown in mobile phones or consumer
electronics ... things you think might be affected by a recession,” McNamara said
in published remarks.
According to McNamara, the weaknesses are "minor";
he expects the company's business segments to post double-digit growth next
year, according to published reports.