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    1. It's not just the upcoming MacBook Pros that will feature retina displays, according to 9to5 Mac: the site now claims Apple (AAPL) will also release MacBook Airs next month that sport high-res ...

      Headlines

      Tue, 15 May 2012

      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!

    2. 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 3.9% M/M, while shipments of sub-10" panels fell ...

      Headlines

      Tue, 8 May 2012

      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

    3. The Likely Winners From The Retina Revolution

      Headlines

      Tue, 1 May 2012

      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

    4. More on Apple: Jefferies, which has already written extensively about Apple's (AAPL) TV ambitions, argues recent comments from LCD industry firms suggest an Apple set could arrive later this year. ...

      Headlines

      Fri, 27 Apr 2012

      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!

    5. Corning May Be Chipped And Scratched, But It Can Be Polished

      Headlines

      Fri, 27 Apr 2012

      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

    6. AU Optronics ( AUO ): Q1 EPS of -$1.54 beats by $0.21. Revenue of $2.75B (-13% Y/Y) misses by $220M. (PR)

      Headlines

      Thu, 26 Apr 2012

      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!

    7. Notable earnings before Thursday's open: [[ABC]], [[AET]], [[AMLN]], [[ AUO ]], [[AZN]], [[BC]], [[BG]], [[BLLL]], [[BMY]], [[BWA]], [[CAM]], [[CCE]], [[CELG]], [[CL]], [[CMS]], [[CNX]], [[D]], [[DB]], ...

      Headlines

      Thu, 26 Apr 2012

      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

    8. 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.PK) and LG, and would be music to the ears ...

      Headlines

      Wed, 18 Apr 2012

      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

    9. As a greater chunk of consumer electronics spending goes to mobile devices, TVs are looking like a big casualty. Even with prices continuing to drop, IHS expects U.S. flat-panel TV shipments to fall ...

      Headlines

      Tue, 27 Mar 2012

      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!

    10. "Apple has just ushered in the era of the super high-resolution computer display," says James Kendrick, predicting rivals will be forced to match the new iPad's much-praised (I, II) display. Both LCD ...

      Headlines

      Fri, 16 Mar 2012

      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

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