Sources: AUO to cancel orders placed with polarizer maker Optimax

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Yvonne Young, Taipei; Carrie Yu, DIGITIMES Asia

Friday 1 October 2004

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AUO and CMO rumored to be considering investment in polarizer maker Optimax (Jun 1, 2006)
Optimax to begin shipping new polarizers to AUO and CMO in 2Q, volume production slated for 2H 2006 (Feb 24, 2006)
Optimax expects shipments to increase this month, but ASPs to fall (May 12, 2005)
Optimax to focus on polarizers for LCD TV and small-to-medium-size panel applications this year (May 11, 2005)
Sources: CMO cuts polarizer orders to Optimax (Mar 3, 2005)
Optimax, Taiwan’s largest polarizer maker, to postpone expansion (Oct 20, 2004)
Sources: Large-size panel supply to exceed demand in 2005 (Oct 7, 2004)
TFT LCD key-component makers not willing to lower prices any further (Sep 21, 2004)
Sources: TFT LCD polarizer prices to fall in 2H (Aug 31, 2004)
Interview with Optimax chairman Larry Lai (Aug 4, 2004)

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