Comments on Simon Lewis' articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/simon-lewis/articles http://seekingalpha.com/article/13462-lg-philips-and-au-optronics-challenge-in-large-screen-lcd-tvs-lpl-auo?source=feed#comment-106685 106685 Mon, 24 Dec 2007 04:23:47 -0500 http://seekingalpha.com/article/13462-lg-philips-and-au-optronics-challenge-in-large-screen-lcd-tvs-lpl-auo?source=feed#comment-89698 89698 Tue, 26 Jun 2007 17:06:22 -0400
I regret to inform you that I am no longer covering this space - and as a result don't have the information available to answer your question. Sorry.

Simon]]> http://seekingalpha.com/article/13462-lg-philips-and-au-optronics-challenge-in-large-screen-lcd-tvs-lpl-auo?source=feed#comment-89513 89513 Mon, 25 Jun 2007 01:28:19 -0400
Can you tell me Do AU Optronics is still supplying LCD Panles to Sharp's Spain Facility?
If yes how many units they are shipping?

It will be great help for me

Thanks]]> http://seekingalpha.com/article/13462-lg-philips-and-au-optronics-challenge-in-large-screen-lcd-tvs-lpl-auo?source=feed#comment-52848 52848 Thu, 13 Jul 2006 03:51:29 -0400
The available data I have comes from Display Search's "Design Win" listings. This tells you who is a "qualified" supplier for a given brand model size but doesn't tell you the relative proportions supplied. I have invested a great deal of effort in the past in trying to figure out the answer to the question. The best I can give you is as follows:

AUO is a "strategic" supplier to Polaroid, Vizio and Westinghouse - all of them respectable second tier brands.

AUO is a "second/third source" supplier to almost all leading top-tier brands including Samsung, Sharp, Sony and Philips, all of whom have an in-house or affiliated panel supplier. These brands have both strategic and tactical reasons to work with AUO:

Strategic -
- to gain some leverage over their primary suppliers
- as an insurance policy for the day that their strategic suppliers are short of capacity and they an existing relationship with another supplier makes it easier to secure enough panels when there's a shortage in the market

Tactical -
- primarily to compensate for shortages in capacity in specific screen sizes

This basic dynamic is a challenge from which AUO and CMO suffer. The question is whether LPL will also find itself suffering from the same challenge as Philips reduces both its ownership stake and its loyalty to LPL as a supplier.]]>