We could be looking a a second half delivery for the Vizio Mxx1i HDTVs. There are two interesting articles and one interesting web page. The first article is from Today's (April 11, 2013) Taipei Times and the second one is from today's Digitimes. AmTran Technology of Taiwan is Vizio's HDTV manufacturer. Am Tran Technology has two main panel suppliers: LG of South Korea and Au Optronics of Taiwan. My guess is that the LG panels go into the E series and the AU Optronics panels go into the M series. However AUO says its panels are limited to 65". It could be that either AUO has not updated its website or that Visio has another source for the 70" and 80" HDTV.
The Tapei Times Article:
Amtran Technology which makes flat-screen TVs for Vizio Inc, yesterday reported 41 percent growth in revenue for last month because of higher shipments.
Amtran shipped 220,000 units of TVs and monitors last month, surging 46 percent from 150,000 units in February, company spokesman Scottie Chiu said Shipments are expected to grow by “double-digit percentage” this quarter from last quarter’s 670,000 units, he added.
Demand “looks okay in the second quarter,” Amtran chairman Alpha Wu said, adding that a stronger rebound would occur in the second half, supported by new orders and seasonal demand.
Panel industry yet to be affected by rising tensions in Korea, says Amtran chairman
Julian Ho, Taipei; Jackie Chang, DIGITIMES [Thursday 11 April 2013]
The panel industry has yet to be affected by rising tensions between North and South Korea, according to Amtran chairman Alpha Wu
Vizio, a TV brand invested in by Amtran, plans to introduce new direct-lit LED TVs and the main panel supplier is LG Display. Wu noted that the firm still has 3-6 weeks of inventory, hence the tensions will not pose immediate impact on the industry.
Wu believes the overall LCD TV market will show flat growth in the first half but will see slight growth in the second half of 2013.
Wu stated that in the past, 32-inch was the mainstream but now products above 42-inch have become more popular. Wu is optimistic about demand for 50-55 inch LCD TVs. Amtran plans to introduce large-size, high resolution Ultra HD (4Kx2K) products in second-half 2013. Although Japan- and China-based TV brands will introduce Ultra HD TVs in the first half of 2013, commercialization is likely to take off in second-half 2013, said Wu.
Vizio plans to introduce new products for its E-series LCD TV product line and targets shipments to reach 100,000 units in Taiwan. Direct-lit LED TVs currently account for 50% of all Vizio products. Vizio continues to adopt panels from AU Optronics (AUO) for its side-lit LED TVs.
From the Au Optronics web site:
Innovative Display Technologies, High Value-Added Product Portfolios
By means of innovative technologies, AUO offers advanced display total solutions covering 4K by 2K ultra high resolution, 3D, ultra slim, narrow bezel, transparent displays, LTPS, OLED, and touch solutions. Fabrication plants from Gen 3.5, Gen 4, Gen 4.5, Gen 5, Gen 6, Gen 7.5 to Gen 8.5 have been established to develop a full lineup of applications, offering TFT-LCD panels in sizes ranging from 1.5 inches to 65 inches.