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Digitimes Research: Tianma expects new high-end display fabs to enter production in 2H15

Mar 27, 11:32

Based on recent product displays and talks with representatives at Tianma Optoelectronics at the FPD China 2015 exhibition, the company is actively pursuing OLED and LTPS TFT LCD production and expects new facilities to enter production by late 2015, according to Digitimes Research.

Digitimes Research: Holitech to become 2nd-largest touch panel maker in China after acquisitions

Mar 26, 14:56

China-based touch panel maker Holitech Technology reportedly will raise funds to acquire Each Opto Electronics Industrial, BYD's electronics component department, and Pingbo Electronics, all makers of touch panel-related components. Digitimes Research believes the acquisitions will raise Holitech's...

Young Fast aims to reduce cash outflow and increase new solutions to improve performance in 2015

Mar 26, 14:42

Following a 37.2% decline in revenues during 2014 with an EPS of negative NT$11.92, Young Fast Optoelectronics said it will reduce cash outflow heading into 2015 and lower risks related to receivables in addition to developing new products and sales channels.

Apple to release 3 iPhone models in 2H15

Mar 25, 21:51

Apple will release three different iPhones in the second half of 2015, the iPhone 6S, iPhone 6S Plus and a 4-inch device currently being referred to as iPhone 6C, according to industry sources.

Apple Watch yields have been low but are increasing, say touch panel makers

Mar 25, 21:50

Following low yields for the Apple Watch in the first quarter of 2015 that reportedly were mostly below 50%, supply chain makers for the device including touch panel maker TPK have noted that yields are on the rise and that total shipments for the device during 2015 are expected to reach at least 15...

tpk

Giantplus niche products pushing performance into 2015

Mar 23, 23:20

Small- to medium-size TFT-LCD panel and module maker Giantplus Technology has revealed that its sales from industrial applications grew 94.4% on year in 2014 while those in the vehicle segment grow over 47%.

Mildex invests to further develop touch panels

Mar 23, 21:51

Mildex Optical will invest NT$1.09 billion (US$34.75 million) to be stationed in the Southern Taiwan Science Park where it will further develop design, research and development, production and sales of new touch panel products.

Digitimes Research: Sharp to see Oxide TFT LCD display segment challenges through 2015-2016

Mar 23, 14:32

Panel makers are looking to further invest in Oxide TFT LCD technology throughout 2015, with major plans to expand production capacity expected to unfold in the second half of the year and into 2016, according to Digitimes Research.

Panel pricing expected to rebound in 2Q15

Mar 23, 14:00

Panel pricing is expected to bounce back in the second quarter of 2015 despite declines in March, according to WitsView.

Panel pricing showing downward trends in March, says DisplaySearch

Mar 20, 14:10

Due to weak demand, average prices for monitor panels have continued to decline in March. Given that there are still inventories, it remains challenging to sell out panels and panel makers are offering many special incentives and deals. As a result, pricing for 21.5-inch and above panels dropped US$1...

Taiwan panel makers concerned about water restrictions

Mar 20, 12:12

Panel makers in Taiwan are calling on the Taiwan government to loosen restrictions on new policies geared toward reducing water supply out of concern that operations will be affected.

Digitimes Research: Taiwan on-cell touch panel shipments to see strong growth, yet offer little profit

Mar 20, 11:36

Taiwan panel makers have been aggressively promoting their on-cell touch panels and quotes for a 5-inch HD (1280 by 720) on-cell touch panel already dropped to about US$10-12 in early 2015, attracting orders from major handset brand vendors and white-box players in China.

Chipbond reports record revenues and profits for 2014

Mar 19, 22:46

LCD driver IC packaging and testing house Chipbond Technology has reported net profits of NT$2.55 billion (US$81 million) on consolidated revenues of NT$17.68 billion for 2014. Both figures marked record highs.

Large-area TFT LCD panel shipments expected to reach 729.5 million in 2015, says DisplaySearch

Mar 19, 14:48

Panel makers are projecting that large-size TFT LCD shipments in 2015 are expected to grow 1% on year, reaching 729.5 million units. Market penetration for Ultra HD (4K) TVs is forecast to double to over 40 million units, 15% of total TFT LCD TV shipments. This trend will drive continued strong 2015...

More touchscreen notebook offerings expected in 2015, as panel pricing drops

Mar 19, 12:06

According to upstream providers of touch panels, developments in the processing of on-cell TFT LCD panels is allowing makers to reduce their costs, which has caught the attention of notebook vendors and may lead to an increased variety of touchscreen notebook offerings later this year.

Global large-size panel shipments drop 13.6% in February, says WitsView

Mar 18, 15:49

Global shipments of large-size panels totaled 56.71 million units in February, down 13.6% on month and down 1.9% on year, according to WitsView.

Giantplus reports increased 2014 revenues due to niche product development

Mar 17, 15:14

Small- to medium-size TFT-LCD panel and module maker Giantplus Technology estimates that its overall 2015 financial performance will be on par with its results in 2014 and that revenues from niche products will increase from 40% in 2014 to 65% in 2015.

eMagin announces 2014 financial results

Mar 16, 16:03

eMagin, a manufacturer of AMOLED microdisplays for high resolution imaging products, has announced its financial results for full year 2014.

Samsung increases LCD TV panel purchases to help meet 60 million TV sales target in 2015

Mar 16, 15:10

In preparation for an expected increase in TV sales during 2015, Samsung Electronics increased TV panel orders to makers in China and Taiwan including China Star Optoelectronics Technology (CSOT), BOE, AU Optronics (AUO) and Innolux.

Samsung aims to sell 60 million TVs in 2015

Handset vendors shifting strategies due to competition from Apple and Samsung

Mar 16, 14:16

Handset vendors are adjusting their strategies for 2015 to focus more on mid-range models and lower-priced, high-specification units as Apple and Samsung Electronics are expected to dominate the high-end segment, according to supply chains in Taiwan.

IC-making equipment supplier Scientech reports increased February revenues

Mar 16, 13:02

Scientech has reported February consolidated revenues increased 6.4% sequentially to NT$185 million (US$5.85 million). The company credited the revenue growth to the recognized sales generated from its distributed equipment products for making ICs targeted at emerging applications.

MacBook unlikely to surpass 450,000 in sales during 1H15, says report

Newswatch - Mar 13, 14:25

The new 12-inch MacBook recently announced from Apple that is set to be released on April 10 is unlikely to see more than 450,000 in sales during the first half of 2015 due to limited demand for notebooks coupled with slowdowns in production of Retina display panels, according to Taiwan-based Tech...

LCD driver IC supply makers expect to see performances drive forward in 2Q15

Mar 13, 12:18

LCD driver IC supply makers in Taiwan expect to see their performances drive forward heading into the second quarter of 2015 as LCD TV and smartphone vendors begin unleashing new high-resolution products.

AUO eyeing QD panel development in 2015, says report

Newswatch - Mar 12, 22:58

AU Optronics (AUO) is eyeing Quantum Dot (QD) panel development for 2015 and is pushing 75- and 85-inch Ultra HD (4K) QD units, according to a report from Liberty Times Net.

CPT expects continuing growth in vehicle display segment

Mar 12, 15:23

After seeing more than 10 million in vehicle display shipments in 2014, representing on-year growth of 37%, Taiwan-based panel maker Chunghwa Picture Tubes (CPT) is expanding its lineup of applications in 2015 and expects to see further growth in the segment during the year.

AUO pushing 5 major selling points for panels

Mar 12, 14:40

For 2015, AU Optronics (AUO) is pushing five major selling points for its panels to boost product demand. The points are Ultra HD resolution - AUO will upgrade all sizes of its panels to support Ultra HD resolution; curved display technology; integrated touch control technology; image improvement technologies...

Equipment supplier Scientech optimistic about performance in 2015

Mar 10, 20:36

Semiconductor equipment distributor Scientech is optimistic about its performance in 2015, citing clear order visibility for its wet-process packaging equipment for 12- and 8-inch wafers, as well as front-end wet-process equipment for the production of LEDs.

JDI will mass produce displays for other customers at new plant despite Apple investment, says report

Mar 10, 20:32

Despite an agreement Apple has undertook with Japan Display (JDI) that will require Apple to put forth most of the US$1.4 billion investment for a new LCD plant in Japan, JDI will still have rights to mass produce displays for other vendors provided the time frame does not conflict with key Apple mass...

HannStar reports over 23% on-year decline for February

Stockwatch - Mar 10, 14:33

HannStar Display has announced its unaudited consolidated net sales for February 2015 totaled NT$1.343 billion (US$42.57 million), down 35.5% on month and down 23.7% on year.

MagnaChip to supply major Japan-based LCM maker with auto-qualified display driver ICs

Mar 9, 21:48

MagnaChip Semiconductor, a Korea-based designer and manufacturer of analog and mixed-signal semiconductor products, has announced that the company is now supplying a major Japan-based liquid crystal module (LCM) maker with display panel driver ICs for use in automotive applications.

Digitimes Research: LTPS TFT LCD production capacity to have CAGR of 20% from 2014-2017

Mar 9, 21:39

LTPS TFT LCD production capacity will have a CAGR of 19.8% from 2014-2017 compared with a 30.3% CAGR from 2011-2014, with China makers ranking number two globally as of 2017 in terms of overall capacity, according to Digitimes Research.

Japan Display announces mass production of WQHD LCDs with in-cell touch

Mar 9, 16:09

Japan Display (JDI) has recently announced it will mass produce WQHD (1440 xby2560) high resolution LCD module with in-cell touch.

Microsoft seeking low-priced touch panel solutions for handsets

Mar 9, 15:46

Microsoft Mobile is aiming to obtain lower-cost solutions from supply chains in 2015, which include on-cell touch panels from Taiwan- and China-based makers.

Innolux reports February 2015 performance

Mar 9, 15:34

Innolux has announced its February 2015 consolidated revenues reached NT$27.2 billion (US$862.77 million) in February 2015, down 24.5% on month but up 9.4% on year.

Stronger competition forecast for handset display makers in 2015, says IHS

Mar 6, 15:50

Global handset display module shipments in 2015 are expected to rise just 4% on year to reach two billion units, leading to even stronger competition among handset display makers. According to IHS, China display module makers have resolved to increase their share of global handset display shipments...

AUO revenues fall 11.8% sequentially in February

Mar 6, 14:19

AU Optronics (AUO) has announced its unaudited consolidated revenues reached NT$28.35 billion (US$902.07 million) for February 2015, down by 11.8% on month and up by 0.6% on year.

LCD TV panel pricing expected to ease in 2Q15

Mar 6, 11:49

Pricing for 32-inch Open Cell TV panels is expected to ease in the second quarter of 2015 as China-based panel maker BOE ramps up production at its Chongqing-based 8.5G facilities and LG Display increases shipments.

Innolux to recruit 2,000 new employees in 2015

Mar 5, 22:18

Innolux is recruiting new talent for 2015 and estimates it will hire 2,000 new employees over the year, according to the company.

AUO recruiting 1,500 new engineers

Mar 5, 22:11

AU Optronics (AUO) is pushing hard with its plans to recruit new talent for 2015 and estimates it will hire 1,500 new engineers over the year, according to the company.

Apple to use Oxide displays for 12.9-inch iPad, sources say

Mar 5, 15:27

Apple's reported 12.9-inch iPad will come equipped with Oxide LCD display technology and will go into mass production in the third quarter of 2015, according to panel supply chain sources.

TPK reports 33% on-month drop for February

Mar 5, 14:34

TPK has reported its February 2015 consolidated revenues reached NT$7.302 billion (US$232.08 million), down 33.9% on month but up 3.9% on year.

Panel pricing declining in March, says DisplaySearch

Mar 5, 14:15

Due to weak demand, average prices for monitor panels will decline about 1% in March 2015. Monitor panel shipments in March are expected to be higher than February, which had fewer working days. Prices for 21.5-inch and above panels are dropping further. More 5G, 6G and 8G fab capacities are being...

30% of 50-inch LCD TVs shipped in 2015 to be Ultra HD

Mar 4, 22:23

Ultra HD (4K) TV panels are expected to account for over 30% of 50-inch and above LCD TV panels shipped in 2015, according to sources at both Innolux and AU Optronics (AUO).

Automobiles shipped as of 2020 expected to average over one display

Mar 4, 15:10

Automobiles shipped as of 2020 are expected to each come equipped with just over one display on average as car vendors move toward developing smart applications.

Increasing demand for larger TVs leading to growing large-area TFT LCD shipment revenues, says IHS

Mar 4, 14:30

Large-area TFT LCD display panel suppliers enjoyed moderate growth in shipments, revenues and display area in 2014 as the market demand for key applications grew. On-year shipments of 9-inch and larger panels increased 4% (721 million units), while overall display shipment area grew 13%. Overall large-area...

Automotive heads up displays to exhibit CAGR of 27.3% by 2024, says ABI Research

Mar 3, 15:32

Almost one-third of consumer vehicles shipping in 2024 will be equipped with some form of heads up displays (HUDs), with the bulk of the growth driven by combiner units, according to ABI Research. "The lower manufacturing cost and smaller size of combiner HUDs will make this kind of display viable...

Interactive display market on the rise, says Futuresource

Mar 3, 14:23

Despite the increased focus on PCs and tablets, interactive display value is growing due to a strong transition to higher priced interactive flat panels, which accounted for over one third of the market in 2014, according to the latest research from Futuresource Consulting.

TV vendors shifting strategy to prevent panel pricing from increasing

Mar 2, 21:26

In an effort to prevent TV panel pricing from further increasing and affecting TV vendors' financial performances, many vendors are considering lowering shipment quotas and taking less aggressive stances on acquiring reserves to obtain market share.

Universal Display reports 2014 performance

Mar 2, 16:00

For the full year 2014, Universal Display has reported revenues of US$191 million, up 30% compared to revenues of US$146.6 million for 2013. Operating income increased to US$58.6 million for the year, up 53% from $38.2 million for 2013. The company reported net income of US$41.9 million, or US$0.90...

CNY1,000 Full HD smartphones a major focus for China vendors in 2015

Mar 2, 15:07

Panel makers are gearing up for an expected surge in Full HD panels used in smartphones from China vendors that are priced under CNY1,000 (US$160).

More Display panel coverage
2015 China IC design market forecast
Wireless broadband developments in Southeast Asia markets

27-Mar-2015 markets closed

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