HDTV...DSL Kabel und Sat...die beste Glotze für WM & Olympia.....65\" LCoS TV ( Seite 12)

Antwort auf Beitrag Nr.: 24.607.699 von teecee1 am 13.10.06 19:06:22UPDATE 1-Syntax-Brillian raises Q1 revenue forecastThu Oct 12, 2006 9:46am ET
(Adds consensus estimate, stock movement)

Oct 12 (Reuters) - Syntax-Brillian Corp. (BRLC.O: Quote, Profile, Research) on Thursday said it sees first-quarter revenue above the high end of its previous forecast on stronger-than-expected unit volume.

The high-definition television maker had on Aug. 22 forecast revenue of $65 million to $75 million on unit volume of 120,000 to 135,000 for the quarter.

Syntax-Brillian continues to expect gross margins to be within the 15 percent to 17 percent range, its statement said.

Analysts on average expect revenue of $71.3 million for the first quarter, according to Reuters Estimates.

Syntax-Brillian expects to report quarterly results on or after Nov. 2.

Syntax-Brillian fell 2 cents to $5.90 in early Nasdaq trade. (Reporting by Ajaya Kumar in Bangalore)

© Reuters 2006. All Rights Reserved.

Syntax-Brillian "buy," target price raised

Thursday, October 12, 2006 3:13:52 AM ET
Brean Murray, Carret & Co

NEW YORK, October 12 (newratings.com) - Analyst Michael H V Tieu of Brean Murray reiterates his "buy" rating on Syntax-Brillian Corporation (ticker: BRLC). The target price has been raised from $6 to $8.

In a research note published yesterday, the analyst mentions that the company is expected to post its F1Q07 results ahead of the estimates due to the increase in shipments in China and robust demand in North America. The valuation multiples of Syntax-Brillian's stock is expected to continue to expand going forward, driven by the company's over 100% revenue growth and the potential sustainability of its operating profits F1Q07 onwards, the analyst says.

http://www.newratings.com/analyst_news/article_1388383.html
___________________________________________________________________
11-Oct-06 07:56 ET In Play Syntax-Brillian: Anticipating upside driven by doubling volume in China and robust demand in N.A. - Brean Murray (5.78 ) : Brean Murray's says based on their latest checks, they anticipate BRLC will exceed their 1Q07 (Sept) ests, driven by a doubling of shipment volume in China and robust demand in N. A. Firm says the Olevia brand is quickly establishing itself as a new household name in N.A., and the co's supply advantage is enabling market share gains away from its nearest rivals. Firm says as BRLC continues to deliver 100%+ rev growth and should achieve sustained operating profits beginning in 1Q07, they expect BRLC's multiple will continue to expand. As such, firm raises their tgt price to $8 from $6, based on the multiple expanding to 16 (from 13) applied to their Y07 EPS est.

........ ........

Antwort auf Beitrag Nr.: 24.611.596 von teecee1 am 13.10.06 22:04:40China market: Local LCD TV brands losing price advantage
Lisa Tsai, Max Wang and Emily Chuang, DigiTimes.com, Taipei [Friday 13 October 2006]

China-based LCD TV brands are facing mounting pressure from the aggressive price-cutting strategy from international brands such as Sony, LG Electronics (LGE) and Samsung Electronics, according to a report from the Chinese-language website Sina.com.

An executive from TCL's Beijing branch was cited by the report in saying the international brands were slashing LCD TV prices by more than 30% in China during the beginning of a national holiday at the start of October, with the reduced pricing level close to those for the local brands.

Some LCD TV models from the international brands are even less expensive than those from local brands, said the report. Sony, for example, is offering its 32-inch LCD TV (KLV-32U200A) at 6,800 yuan (US$860) while LGE is pricing its 32LC2R, a 32-inch model, at 6,900 yuan. In comparison, the 32-inch LCD TVs from China-based Skyworth and Changhong Electric are priced at 8,699 yuan and 7,999 yuan, respectively, added the report.

These international brands also cut prices for their 40- and 42-inch LCD TVs during the holiday, according to a recent report from the Chinese-language Economic Daily News (EDN).

The international brands are selling LCD TVs with competitive prices in the China market since these models are using TFT LCD panels from Taiwan-based makers, explained Taiwan-based TV makers. Sony, Samsung and LGE are adopting 32-inch panels from Taiwan-based makers such as AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) while LGE and Samsung are also souring 26- and 37-inch TV panels from the suppliers, said the TV makers.

China-based Hisense, Xiamen Overseas Chinese Electronics (Xoceco), Konka , Skyworth, TCL and Changhong were the top six LCD TV brands in terms of shipments in China in the first quarter of 2006, according to DisplaySearch.

China market: Top ten LCD TV brands, 1Q06

Ranking Brand Market share

1 Hisense 10.9%
2 Xoceco 10.2%
3 Konka 9.2%
4 Skyworth 9.1%
5 TCL 9.1%
6 Changhong 8.5%
7 Samsung 6.1%
8 Haier 5.0%
9 Sharp 4.2%
10 Philips 4.0%

Source: DisplaySearch, compiled by DigiTimes, October 2006.

10.10.2006 19:47

Das Laser-TV kommt zurück

Die Firma Arasor International hat zusammen mit dem US-Unternehmen Novalux einen Laser-Fernseher vorgestellt. Bei dem Prototyp handelt es sich um ein 50-zölliges DLP-Rückprojektions-TV von Mitsubishi, das das japanische Unternehmen bereits im April ausgewählten Kunden präsentiert hatte. Die in Mountain View (Kalifornien) beheimatete Arasor International mit Niederlassungen in China, Japan und demnächst Australien stellt optische Komponenten für Telekommunikationsnetze und eben Fernsehgeräte her. Die gleich nebenan in Sunnyvale ansässige Novalux Inc. steuert die Laser-Dioden bei.

Die aus InGaAs gefertigten Novalux-Dioden senden infrarotes Licht aus, dessen Frequenz bereits auf dem Halbleiterchip vervielfacht wird, um sichtbares Licht mit einer definierten Wellenlänge respektive Farbe zu erzeugen. Auf jedem Chip sitzen mehrere Dioden, die Novalux bereits prüfen kann, bevor der Wafer zersägt wird. Dies senkt die Fertigungskosten, weil die Ausfallrate nach dem Chip-Housing hierdurch minimiert wird. Die Novaled-Dioden in NECSL-Technik (Novalux Extended Cavity Surface Emitting Laser) emittieren anders als übliche LEDs nicht zur Seite, sondern nach oben. Hierdurch sollen sie sich mit höherer Leistung betreiben lassen: Laut Novalux kann ein einzelner Emitter sichtbares Licht mit bis zu 100 mW erzeugen, ohne dass die Diode zerstört wird.

Der präsentierte Fernsehprototyp ist an sich nichts wirklich Revolutionäres. Hier wurde für die Beleuchtung des DLP-Projektionschips lediglich an Stelle einer herkömmlichen Projektionslampe ein Array aus Laser-Dioden gewählt. Dass sich mit Laserstrahlen brillantere Farben erzielen lassen, als mit herkömmlicher Beleuchtung, ist bekannt. Insofern überrascht auch nicht die Aussage, dass das Laser-TV einen größeren Farbraum erzielt als andere Flachbildfernseher. Interessanter sind da schon die Ankündigungen, mit denen Arasor die neue Geräteklasse bewirbt: halbso schwer und halbso tief wie Plasmadisplays, nur ein Viertel des Verbrauchs herkömmlicher TVs in Plasma- und LCD-Technik und dabei halbso teuer wie diese.

Der vorgestellte Prototyp ist nicht das erste Fernsehgerät mit Lasertechnik. So päsentierte Bernhard Schneider bereits im August 1993 den Prototyp eines Laser-TVs, und die ehemalige LDT GmbH, ein Joint Venture der Schneider Rundfunkwerke und der Daimler-Benz AG, erhielt für ihre Lasertechnik 1997 den Deutschen Zukunftspreis. Seit 2002 produziert und vermarktet die Jenoptik LDT GmbH mit Sitz in Jena Laserprojektionssysteme für großflächige Anwendungen etwa auf Events. Die Fraunhofer-Institute für Angewandte Optik und Feinmechanik in Jena und für Photonische Mikrosysteme in Dresden feilen dagegen gemeinsam an Miniprojektoren auf Laser-Basis. (uk/c't)

http://www.heise.de/newsticker/meldung/79274

Color Filter Ink Jet Process to Lower Costs by 20-30%
By Chris Chinnock
October 12, 2006

Seiko Epson (Suwon, Japan, www.epson.co.jp...) reported today that it has developed color filter manufacturing equipment that will use inkjet printing. The new process could reduce the cost of color filter glass for LCDs by as much as 20-30%, said the company.

This could be a big deal. The color filter glass on a large-sized LCD display can account for 20% of the material costs of the panel. LCD-TV product costs have been declining at 20-30% per year recently, so material suppliers need to keep up the pace of innovation to lower their costs, too. The announcement from Epson means the color filter process will meet these goals.

Today, the color filter glass is fabricated using a photolithography process where each color (red, green and blue) must be exposed and deposited in a series of steps. As manufacturers move to next generation substrate sizes, the cost of equipment to continue this process increases significantly. That's why Seiko Epson turned to the inkjet process as a more cost efficient way to make the color filters.

Epson has developed equipment to handle Gen 8 sized motherglass, which is over 2meters on a side. And, it has cut a deal with Sharp to be the lead and exclusive user of the new equipment in Sharp's new Gen 8 line (Kameyama 2), which became operational last month. Epson will soon offer the equipment to other manufacturers, too.

Seiko Epson expects sales from applying its printing technology to the industrial sector to reach 50 billion yen in 2010.

Inkjet printing is being adopted in many parts of the display industry, including OLEDs. But using the technology in Sharp's Gen 8 plant represents the largest substrate size we have heard of so far. Other materials will need to do their part to keep the cost reduction train rolling, but it certainly appears that we are not yet running out of steam in the LCD cost-reduction movement yet.

Antwort auf Beitrag Nr.: 24.611.596 von teecee1 am 13.10.06 22:04:40Discussion

-Doubling shipment volume in China drives upside. Our checks in China reveal
Syntax-Brillian recently won a distribution with GOME, one of the largest
big-box retailers on the mainland. During 1QFY07, the company shipped more
than twice the monthly volume over the prior quarter, and this pace can
sustain for the foreseeable future, as demand for its Olevia TVs outstrips
supply. Our research suggests the Olevia brand commands a 20% premium over
comparable Chinese domestic brands, while gaining audience over Samsung and
Sony.

-LCoS partnership is proceeding well. Though there was some initial
skepticism from some central planners, we are hearing that the government is
now fully won over by the JV’s LCoS products. The 150,000 square-foot factory
is waiting a new clean room and should begin volume production by the end of
this year.

-Olevia premium LCoS TVs sold out at CEDIA. Featured by Silicon Optix
(alongside with Sony premium BRAVIA), the Olevia 747 ($3,500 per unit)
out-displayed its rival and impressed attendees at the CEDIA conference. The
company sold out its initial production run and is now ramping up volume in
anticipation of additional orders.

-Olevia becomes household brand. Our research suggests the company’s
marketing campaign with ESPN/ABC is gaining higher visibility than planned,
and the Olevia brand is quickly establishing itself a new household name in
North America.

-Supply advantage is winning in the market place. Syntax-Brillian’s Tier 1
status with LPL (one of the largest panel suppliers) is a substantial
advantage, as panel supply trails demand. Its nearest competitors must buy
at a higher price on the spot market (with no guaranteed supply) and,
therefore, we are optimistic Syntax-Brillian can gain market share away from
its nearest rivals.

-New California factory should drive further North America sales. Later this
month, Syntax-Brillian will open its Ontario, CA factory, which should add
approximately 100,000 to 200,000 units capacity per shift per year. The
company plans to produce the larger units (32” and above) to fully leverage
lower shipment costs in North America for larger/bulkier units. Being the
only North America factory for LCD TVs, this can become a significant
advantage, in our analysis.

-The company is in the hunt for big-box retailers in North America. Though
already a limited partner with Circuit City for Black Friday, Syntax-Brillian
lacks a big-box retailer in the U.S. However, as the Olevia brand is quickly
establishing its might in the U.S. and the company is enforcing it MAP
pricing, we are optimistic Syntax-Brillian will win at least one big retailer
in 2007.

-Risks to the achievement of our target price include fierce competition in
LCD TV market, slower market adoption of LCoS TVs, supplier concentration and
inadequate cash.

Syntax-Brillian Opens LCD TV Manufacturing Facility in Nanjing, China
Monday October 16, 8:45 am ET

Joint Venture Projects Output of 300,000 Units Annually

TEMPE, Ariz.--(BUSINESS WIRE)--Syntax-Brillian Corp. (Nasdaq: BRLC - News), a manufacturer and marketer of LCD and LCoS(TM) HDTVs and digital entertainment products, last Friday celebrated the grand opening of an LCD TV manufacturing facility in Nanjing, China, under its Nanjing Huahai Display Technology Co., Ltd. joint venture. With a projected capacity of approximately 300,000 units annually, the facility will significantly bolster output of the company's Olevia-brand LCD TVs for the burgeoning Chinese consumer electronics market.

In addition to manufacture and assembly, the joint venture supports Syntax-Brillian's participation in a strategic alliance with a consortium of Asia-based companies to accelerate expansion of Olevia LCD TVs in China and the Pacific Rim, conduct ongoing research and development, and market, distribute and support the Olevia product family throughout the region.

"We are very proud to bring this excellent 30,000+ sq. ft. facility on line to support our production and marketing objectives in China and North America," said James Li, president of Syntax-Brillian. "This modern facility with a fully automated production line, as well as the supplemental support provided by the joint venture, represents an important milestone in Syntax-Brillian's strategy to build a global manufacturing, marketing and distribution network for the Olevia brand."

Since the company entered the Hong Kong and China markets in August 2004, sales of Olevia LCD TVs have grown quickly, and Olevia is now one of the three top-selling LCD TV brands in the 25"-29" category and among the top ten brands in the 35"-39" category according to DisplaySearch.

Syntax-Brillian currently distributes Olevia LCD TVs in China through five major consumer electronics distributors serving eight cities on China's east coast. The Nanjing facility is expected to provide the company with more cost-effective, just-in-time-delivery for channel partners throughout China, as well as capacity to support the growing demand for Olevia LCD TVs in the United States, Canada and Latin America.

Contact:
Syntax-Brillian Corporation
Hope Frank, Vice President(in), Marketing
602-389-8986
hope.frank@syntaxbrillian.com

http://biz.yahoo.com/bw/061016/20061016005340.html?.v=1

........ ........ ........Spekulatius zu Weihnachten........

Syntax-Brillian "buy," target price raised

Saturday, October 14, 2006 10:41:38 AM ET
CE Unterberg Towbin

NEW YORK, October 14 (newratings.com) - Analysts at CE Unterberg Towbin reiterate their "buy" rating on Syntax-Brillian (ticker: BRLC). The target price has been raised from $6 to $9.