
iMacs with retina displays have reportedly been spotted in the supply chain, though no ETA exists. LCD panel makers such as AUO and LPL benefit either if they supply Apple, or if other PC makers follow Apple's lead. Post your comment!
LCD panel vendor AU Optronics ( AUO -4.5% ) underperforms after reporting April sales fell 3.4% M/M and 8.5% Y/Y. Shipments of 10"+ panels fell 3
By Shareholders Unite : At the average consumer level, display technology is being made into a commodity. This almost invariably happens when a technology becomes mature and standardized after settling on a 'dominant design' and driving cost lower as a result of mass production. These developments
and glass makers are cutting TV unit forecasts, they're also guiding for Q/Q increases in panel/glass sales. Moreover, AU Optronics ( AUO ) said the TV market will see "new entrants and technologies" arrive in 2H. Post your comment!
By Stephen Simpson : It's probably cliché now to talk about how former high-flying tech stocks like Alcatel-Lucent ( ALU ), Ciena ( CIEN ), and Corning ( GLW ) now trade at fractions of their former highs. Corning has never fallen out of the groove in terms of technology or R&D, but instead found
AU Optronics ( AUO ): Q1 EPS of -$1.54 beats by $0.21 . Revenue of $2.75B (-13% Y/Y) misses by $220M . ( PR ) Post your comment!
Notable earnings before Thursday's open: ABC , AET , AMLN , AUO , AZN , BC , BG , BLLL, BMY , BWA , CAM , CCE , CELG , CL , CMS , CNX , D , DB , DDD , DNKN , DOW , ELN , EQT , ETR , FIS , GR
Sony ( SNE ) and AU Optronics ( AUO ) are reportedly in talks to create a JV that would produce OLED TVs. The JV would represent competition for Samsung ( SSNLF
the market's history. Moreover, sales are expected to keep falling over the next 3 years. The fact TV demand in developed nations may have peaked will have major implications for names such as GLW , AUO , LPL , and STM . Post your comment!
predicting rivals will be forced to match the new iPad's much-praised ( I , II ) display. Both LCD panel makers such as AUO and LPL , and graphics chip vendors such NVDA and AMD , would benefit if high-res displays proliferate. Meanwhile, Gene Munster