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Display components
  • E-paper solution provider E Ink Holdings (EIH) has settled disputes with ex-employees of its Korea-based subsidiary Hydis Technologies through conciliation efforts initiated by Korea's high civil court, according to a company announcement.
  • GLT chairman Lee Mang-shiang
    Light guide plate (LGP) maker Global Lighting Technologies (GLT) expects both of its revenues and profits to grow significantly in 2018, buoyed by increased production capacity, according to company chairman Lee Mang-Shiang.
  • Multi-screen display solutions highlighted by Coretronic at ISE 2018
    With plans to enter the multi-screen solution market, backlight unit (BLU) maker Coretronic has showcased its seamless large-size display solutions at the recently concluded Integrated Systems Europe (ISE) 2018 held in Amsterdam from February 6-9.
  • Touch panel makers TPK Holding and General Interface Solution (GIS) both have reported sequential decreases in January consolidated revenues due to seasonality.
  • TPK CFO Freddie Liu
    Touch panel maker TPK Holding has reported net profits of NT$591 million (US$20.23 million) for the fourth quarter of 2017, bringing total earnings for all of the year to NT$2.4 billion compared to a net loss of NT$1.47 billion in 2016.
  • Photomask solution provider Photronics has held a groundbreaking ceremony for its new FPD facility in Hefei China recently. The new plant, named Photronics Mask Corporation Hefei (PMCH), will roll out photomask products for 10.5G LCD lines, according to company sources.
  • Efun to focus on market-niche thin-film products
    Optical film maker Efun Technology is looking to focus on developing high value-added and niche-market thin-film products to avoid fierce competition seen in the LCD optical film segment, according to company chairman Lu Ying-chung.
  • Corning has reported its fourth-quarter 2017 sales rose 7% on-year to reach US$2.637 billion, but the three-month period saw a net loss of US$1.412 billion, or a negative EPS of US$1.66.
  • Backlight unit (BLU) supplier Coretronic has reported net profits of NT$795 million (US$27.2 million) for the fourth quarter of 2017, up 90% on quarter and 6% on year. EPS for the quarter stood at NT$1.83.
  • Chimei Materials breaks ground for new polarizer plant in China
    Taiwan-based Chimei Materials recently broke ground for a new plant in Xian, China where it will install its second 2,500mm polarizer production line.
  • GIS to ramp up LCM shipments for MacBooks in 2H18
    Touch panel maker General Interface Solution (GIS) is expected to land more LCM (LCD module) orders from Apple, which reportedly plans to release an entry-level 13-inch MacBook in the second half of 2018, according to industry sources.
  • The massive build-ups of OLED panel production capacity by China-based panel makers are expected to bring business opportunities for Taiwan-based makers, including driver IC designers, IC backend service firms and related OLED material suppliers, according to industry sources.
  • E-paper solution provider E Ink Holdings (EIH) has said that Korea's high civil court in Korea has been conducting conciliation proceedings trying to reach a settlement between Hydis Technologies and workers laid off from the subsidiary.
  • Nitto Denko, a major Japan-based supplier of flexible printed circuit boards (FPCBs) and polarizers, has decided to suspend the production of polarizers at its plant in Suzhou, China, a move which might benefit Taiwan-based polarizer suppliers, according to a Chinese-language Economic Daily News...
  • Champ Vision showcases one of its display products
    Champ Vision Display, a display solution subsidiary of Coretronic, has received approval for setting up a plant in Hsinchu Science Park (HSP), aiming to offer integrated and one-stop services for a wide assortment of display solutions.
  • As China panel makers including BOE Technology, China Star Optoelectronics Technology (CSOT) are aggressively moving to develop OLED panels, Taiwan suppliers of related engineering equipment including Acter and Nova Technology are expected to continue gaining growth momentum in 2018 from their presence...
  • Leading China-based smartphone vendors, including Huawei Technologies, Oppo and Xiaomi Technology, plan to adopt mini LED-backlit panels as an alternative to AMOLED for smartphones to be launched in second-half 2018 and have asked Taiwan-based makers to start producing mini LED backlighting in June...
  • Optical component and module maker Young Optics has reported consolidated revenues of NT$455 million (US$15.37 million) for December 2017, up 8.54% on month but down 0.75% on year.
  • Backlight unit (BLU) supplier Coretronic has reported consolidated revenues of NT$5.117 billion (US$172.8 million) for December 2017, down 0.5% from a month earlier. Revenues for the fourth quarter of 2017 were up 8.4% on quarter to a two-year high of NT$15.055 billion.
  • Radiant Opto-Electronics has reported consolidated revenues of NT$4.959 billion (US$167.71 million) for December 2017, representing a 1.33% drop on month and 5.8% increase on year.
  • Innolux has unveiled at 2018 CES what it calls the world's first active matrix (AM) mini LED automotive panels, which it says rival the performance OLED panels.
  • GIS has reported impressive revenue growth for 2017
    Touch panel supplier General Interface Solution (GIS) has reported consolidated revenues of NT$13.291 billion (US$451.1 million) for December 2017, down 11.82% on month but up 39.8% on year.
  • PlayNitride began trial production of micro LED engineering samples for 10-20 potential clients in the fourth quarter of 2017 and 5-6 of them are willing to continue developing micro LED products, according to company chairman and CEO Charles Li.
  • Touch panel maker TPK Holding has announced consolidated revenues of NT$11.43 billion (US$383.93 million) for December 2017, up 0.6% on month and 0.9% on year.
  • Touch panel maker General Interface Solution (GIS) is expected to see its sales grow over 50% on year in the first quarter of 2018 due to its shipments of high-priced force touch sensor modules for iPhone X, according to industry sources.

Taiwan LCD TVs – 4Q 2017

Global tablet market – 4Q 2017

Taiwan large-size LCD panels – 4Q 2017

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

Taiwan server shipment forecast and industry analysis, 2017

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