iPad supply chain makers likely to report disappointing 1Q17 sales
Feb 24, 10:48
First-quarter 2017 results of Taiwan-based makers in the iPad supply chain, notably touch panel makers TPK Holding and General Interface Solution (GIS), are hanging in the balance, depending on when Apple is going release its new iPad Pro lineup, according to industry sources.
LG Display may become supplier to Samsung
Feb 22, 15:04
LG Display may begin supplying LCD TV panels to Samsung Electronics in the second half of 2017 amid ongoing tight supply in the large-size TV panel industry.
AUO undaunted by China competition, says chairman
Feb 22, 11:24
TFT-LCD panel maker AU Optronics (AUO) is not worried by China-based competitors' government-supported fast expansion of production capacity because the Taiwan-based firm's competitiveness is in different market segments, according to AUO chairman and CEO Paul Peng.
TPK to quit touch panel production for Apple Watch, say sources
Feb 21, 11:08
TPK Holding has been a suppleir of G/G (2 pieces of glass) touch panels for use in Apple Watch for two years, but since Apple adopted TOL (touch on lens) for second-generation Apple Watch in 2016, TPK has been unable to hike yield rates for TOL touch panels to a reasonable level and is therefore mulling...
Foxconn chairman pledges shares for loans
Newswatch - Feb 20, 21:35
Foxconn Electronics chairman Terry Gou has pledged a total of 430 million Foxconn shares as collateral to borrow loans from three banks, according to data released by Taiwan Stock Exchange (TSE).
LG Display constructing 10.5G TFT-LCD factory, says report
Feb 20, 14:28
LG Display is constructing a 10.5G TFT-LCD factory with monthly production capacity of 60,000 glass substrates in Paju City, northwestern South Korea, with the first phase to kick off in February 2018, according to South Korea-based Maeil Business News Korea.
AUO to beef up marketing of LTPS TFT-LCD panels in 2017
Feb 20, 11:06
AU Optronics (AUO) started production at a 6G LTPS TFT-LCD factory in Kunshan, eastern China, in November 2016 and will boost adoption in smartphones and notebooks as well as of In-Cell LTPS TFT-LCD panels in smartphones in 2017, according to company general manager for Mobile Solutions Business Group...
Display bookings to top US$2 billion in Fiscal 2017 for Applied Materials
Feb 17, 17:02
Semiconductor equipment provider Applied Materials delivered another strong quarter for its display business, with its first quarter display revenues increasing 66% on year to US$422 million and its orders tripling to US$632 million. The company noted that since 2012 it has grown its display revenues...
Taiwan large-size LCD panel shipments top 60 million in 4Q16
Feb 16, 11:59
With the TV market anticipating tight LCD panel supply due to Samsung Display moving to close down its 7G L7-1 panel line, orders to Taiwan panel makers became more aggressive as the makers built up inventory, helping Taiwan large-size LCD panel makers see a slight on-year increase in their fourth...
AUO to expand capacity at 8.5G factory
Feb 15, 15:56
AU Optronics (AUO) has set aside a capital expenditure budget of NT$55.0 billion (US$1.77 billion) for 2017, NT$10.0-15.0 billion of which will be used to expand monthly production capacity at an 8.5G TFT-LCD factory in central Taiwan by 25,000-30,000 glass substrates. The additional capacity is scheduled...
Samsung reportedly earns AMOLED panel orders from Apple
Feb 15, 12:55
Samsung Display has received AMOLED panel orders from Apple for its upcoming iPhone, according to reports coming out of Korea, reinforcing a recent report from Digitimes that indicated that Apple has ordered sufficient OLED panels from Samsung Display, and that the supply chain will start working on...
Apple said to be testing China AMOLED panels
Feb 15, 12:25
China panel makers are looking to cut into the display supply chain for the iPhone, with news coming out that Apple is reportedly testing AMOLED panels from BOE Technology in consideration for use in future iPhones.
AUO nets NT$6.61 billion in 2016 profit
Feb 14, 14:59
LCD panel maker AU Optronics (AUO) has reported that its net profit for 2016 came to NT$6.61 billion (US$214.23 million), up from NT$4.84 billion in net profit for 2015.
Innolux 4Q16 net operating profit hits record
Feb 13, 11:56
Panel maker Innolux generated net operating profit of NT$13.996 billion (US$441 million) for the fourth quarter of 2016, its highest quarterly level on record, according to its financial report released at a February 10 investors conference.
VR screen clarity may be tripled with blue-phase crystals
Feb 10, 16:20
An international team of researchers including Taiwan-based AU Optronics and Japan-based liquid crystal manufacturer JNC Petrochemical has developed a new blue-phase liquid crystal that could enable LCD screens to pack more pixels into the same space while reducing the power needed to run the device...
BOE Technology to set up OLED platform in China
Feb 10, 10:48
China-based display panel maker BOE Technology will cooperate the government of Hefei City, central China, to establish an OLED platform in the city to boost development OLED technology and production of OLED panels, according to the company.
CPT ships 22.52 million small- to mid-size panels in January
Feb 9, 11:02
TFT-LCD panel maker Chunghwa Picture Tubes (CPT) has disclosed it shipped 22.52 million small- to medium-size applications in January, decreasing 24.6% on month and 23.1% on year. It also shipped 157,000 large-size units in the month, increasing 28.0% sequentially and 17.0% on year.
Sharp on board for America-first US LCD plant
Feb 9, 01:28
Foxconn Electronics (Hon Hai Precision Industry) is apparently committed to pursuing its plans to establish an LCD panel factory in the US through cooperation with Sharp, according to media reports out of Japan. Sharp is said to be taking take the lead in the project, and the Japan government is expected...
AUO revenues increase 16.8% on year in January
Feb 8, 15:20
AU Optronics (AUO) has announced that its consolidated revenues for January 2017 reached NT$28.37 billion (US$912.72 million). With fewer working days due to the Lunar New Year holidays, the LCD panel maker said revenues for January fell by 9.0% on month but increased 16.8% on year.
Giantplus expected to see 20% growth in 2017 revenues from automotive displays
Feb 8, 11:07
Small- to medium-size LCD panel and module maker Giantplus Technology, due to obtaining orders for new models and from new clients as well as increased orders from existing clients, is expected to see revenues from automotive displays in 2017 grow 20% on year and the corresponding revenue proportion...
GIS buys back shares
Feb 7, 11:11
Touch panel maker General Interface Solution (GIS) has announced that it has bought back 30 million shares of its stock, equivalent to a 0.97% stake, at an average price of NT$89.98 (US$2.83) per share.
Sharp reports profits for fiscal 3Q16
Feb 6, 11:02
Sharp has reported net profit of JPY4.2 billion (US$37.35 million) for fiscal third-quarter 2016 (ended December 2016), turning profitable from continued quarterly net losses for more than two years.
Digitimes Research: China makers aggressively expanding AMOLED capacity
Feb 3, 16:04
Seven China-based panel makers have been expanding existing or setting up new AMOLED production capacities, with total annual capacity estimated to increase from 272,000 square meters in 2016 to 1.584 million square meters in 2018, 4.464 million square meters in 2019, and 7.864 million square meters...
Samsung Display plans to expand AMOLED module factory in Vietnam
Feb 3, 11:31
Samsung Display is talking with the government of Bac Ninh Province, northern Vietnam, about an additional investment of US$2.5 billion to expand a factory of AMOLED modules there, according to South Korea-based Chosun Ilbo (Chosun Daily Newspaper).
Corning reports strong earnings for 4Q16
Jan 25, 14:43
Corning has reported strong earnings for fourth-quarter 2016, with net income reaching US$1.572 billion, rising 454% sequentially and 602% on year. EPS for the quarter came to US$1.47, up 465% on quarter and up 765% on year.
Commentary: Foxconn faces obstacles to US panel fab plan
Jan 25, 11:43
Foxconn Electronics (Hon Hai Precision Industry) chairman Terry Guo has indicated that the company is considering establishing a display panel factory in the US through cooperation with Sharp, which is expected to provide advanced panel technology. However, the feasibility of the project will hinge...
TV panel demand, supply to drop in 1Q17, says Sigmaintell
Jan 20, 10:57
Due to off-season effects and large cumulative price increases, global demand for LCD TV panels in the first quarter of 2017 will decrease 15.8% on quarter, while global production capacity in panel area will shrink 2.6% on quarter. 60 million LCD TV panels will be shipped globally, slipping 9.4%,...