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TV sales in China down 6% during May 1 holiday period, says WitsView

May 22, 16:33

TV sales in the China market during the 2015 May 1 holiday period were down 6% on year, according to findings from WitsView.

Digitimes Research: Capex from Korea makers down slightly in 2015

May 22, 15:59

Capex from Korea-based panel makers Samsung Display and LG Display for AMOLED panels will drop from KRW7 trillion (US$6.9 billion) in 2014 to KRW6.7 trillion in 2015, according to Digitimes Research.

Gudeng enters mass production of mask cases for LCDs

May 22, 15:18

Taiwan-based Gudeng Precision Industrial, a semiconductor front-end equipment manufacturer specializing in mask solution products and wafer handling equipment, has entered mass production of photomask cases for the manufacture of large-size TFT LCDs, according to the company.

AUO denies rumors of potential merger with Innolux

May 22, 11:22

AU Optronics (AUO) has disputed rumors that it will merge with fellow Taiwan maker Innolux. AUO said such rumors are not true and that company operations will continue as normal.

Panel pricing on the decline in May, says DisplaySearch

May 21, 22:01

Panel markers are increasing their supply of larger-size monitor panels including 23.8- and 27-inch sizes as part of size migration production strategies. Pressure on monitor panel prices remains in May, with prices down about US$1.

Smartphones spur shift in small- to medium-size display demand, says IHS

May 19, 15:32

Ongoing improvements in smartphone display performance is leading to increasing demand for high-resolution panels with lower power consumption requirements, which are not supported by the most common legacy technologies such as a-Si. According to IHS, overall global shipments of small- to medium-size...

Ultra HD TV panel shipments reach 16% penetration in April, says WitsView

May 19, 15:16

In April 2015, Ultra HD (4K) TV panel shipments from the six major panel makers globally reached 3.1 million units to represent a 16% penetration, up 4.4% on month, according to WitsView,

Taiwan touch panel makers conservative about 2Q15

May 18, 21:47

Heading into the second quarter of 2015, Taiwan touch panel makers have conservative outlooks and some are even expected to see their revenues drop another 15-20% due to weak end demand for tablets and smartphones, according to market observers.

touch

As smartphone panel prices fall, panel makers focus on cost reduction, says IHS

May 18, 15:47

As smartphone panel selling prices continue to fall, display makers are focused on finding ways to reduce production costs, in order to eke out profits. For example, five-inch Full HD mobile phone panels experienced a drastic on-year unit-shipment decline of 34%, but manufacturing costs fell only 14%...

BOE pushing 8K displays in anticipation for future market trends

May 18, 15:30

8K panels are starting to make an appearance in the market, with BOE recently showcasing its new 98- and 110-inch 8K technology set to be supplied to Japan vendors as early as 2015.

Hehui to supply HTC with AMOLED panels for handsets released in 2H15

May 18, 14:29

China-based AMOLED display maker Hehui Optoelectroics has been proactive in seeking out new deals with handset vendors and is expected to supply HTC with the technology used in new handsets released in the second half of 2015.

Digitimes Research: Taiwan to see sequential growth in 2Q15 touch panel shipments

May 15, 15:35

Taiwan-based makers will ship 41.579 million smartphone-use touch panels in the second quarter of 2015, increasing 23.5% on quarter but decreasing 22.3% on year, 8.941 million tablet-use units, up 7.2% and down 15% respectively, and 2.175 million notebook-use units, up 34% and 16.0% respectively, according...

CPT to enhance production of industrial, automotive panels

May 14, 22:14

Chunghwa Picture Tubes (CPT) will strengthen development and production of panels used in industrial computing devices and automobiles to hike product value and overall gross margins, according to the company.

Digitimes Research: BOE Technology to expand large-size panel capacity

May 14, 15:37

China-based TFT-LCD panel maker BOE Technology will expand monthly capacity at its 8.5G production line in Chongqing, western China, from 90,000 glass substrates to 120,000 units, according to Digitimes Research.

Korea IT players aggressively investing in Vietnam

May 14, 15:34

Korea-based IT players such as Samsung Electronics, Samsung Display and LG Electronics see Vietnam as an important production base and have been increasing their investments in the country.

Commentary: AUO management transition and what it means for the company

May 14, 14:40

AU Optronics' (AUO) financial performance has recovered over the last two years driven by new strategies set by president Paul Peng. As a result, AUO has assigned Peng to take over as chairman, a move that is expected to help LCD panel maker remain competitive in the future.

Large-size LCD panel capacity expected to grow 7.3% on year in 2015

May 12, 21:45

Global large-size LCD panel capacity is expected to grow 7.3% on year in 2015 to 232 million square meters driven largely by capacity expansion at China makers.

Digitimes Research: China makers see weak touch panel shipments in 1Q15

May 12, 14:47

China makers' shipments of touch panels for smartphone, tablet and notebook applications dropped 17.4%, 31.7% and 33.5% respectively in the first quarter of 2015, according to Digitimes Research.

Paul Peng replaces KY Lee as AUO chairman

May 12, 14:44

AU Optronics (AUO) chairman KY Lee resigned from his position on May 11, 2015 with the company's board of directors having elected company president Paul Peng to take over the chairman role. Peng will remain the president of the company.

Paul Peng (left) and KY Lee (right)

Taiwan touch-panel players see weak performance in April

May 11, 22:04

Young Fast Optoelectronics has reported its April 2015 revenues reached NT$243 million (US$7.9 million), down 26.13% on month and down 65.51% on year.

Capex from Taiwan panel makers in 2015 to reach NT$80 billion, says report

Newswatch - May 11, 15:54

Capital expenditures from the four main panel makers in Taiwan, including AU Optronics (AUO), Innolux, Chunghwa Picture Tubes (CPT) and HannStar Display, are expected to reach an accumulative NT$79.5 billion (US$2.59 billion) in 2015, according to a report from Taiwan-based United Daily News.

Full HD and 5-inch category smartphones showing strong growth in China, says report

May 11, 15:52

Smartphones sized 5-inch and above currently hold over a 60% share in sales in the China market while units with Full HD and above resolution hold almost 30% share, according to a new report from Cinno Research.

Innolux April revenues decrease

May 8, 15:23

LCD panel maker Innolux has announced its April 2015 consolidated revenues reached NT$32.4 billion (US$1.05 billion), a decrease of 12.2% on month and a decrease of 15.2% on year.

Universal Display announces 1Q15 financial results

May 8, 12:33

Universal Display has announced that for the first quarter of 2015 its net income of US$1.3 million, or US$0.03 per diluted share, on revenues of US$31.2 million, compared to net income of US$4 million, or US$0.09 per diluted share, on revenues of US$37.8 million for the first quarter of 2014.

New Apple Watch has lowest ratio of hardware costs to retail price, IHS teardown reveals

May 8, 11:12

The Apple Watch has the lowest hardware costs compared to retail price of any Apple phone IHS Technology has researched, according to a preliminary estimate by IHS. The teardown of the Apple Watch Sport by IHS estimates that the actual hardware costs are only about 24% of the manufacturer's suggested...

HannStar reports April 2015 performance

May 7, 22:23

HannStar Display has reported its April 2015 revenues reached NT$1.482 billion (US$48.14 million), down 20.5% on month and down 26.6% on year.

AUO sees April revenues decrease

May 7, 15:59

AU Optronics has announced its consolidated revenues for April 2015 reached NT$30.54 billion (US$990 million), down by 12.2% from the previous month and down 7.3% compared to the same period in 2014.

TPK reports revenues for April 2015

Stockwatch - May 7, 15:46

TPK Holding has reported consolidated revenues of NT$9.01 billion (US$293.62 million) for April 2015, representing a 12.72% increase on month but 43.43% drop on year.

Innolux optimistic about 4K TV panel shipments in 2015

May 7, 15:20

Innolux expects Ultra HD (4K) TV shipments to reach 40-45 million in 2015, and that 40% of its overall 4K TV panels shipped in the second quarter of the year will be for units sized 50-inch and above, up from 30% in the first quarter of 2015, according to the company.

Innolux president JC Wang

Microsoft Mobile decreasing orders to supply chains

May 7, 13:57

Microsoft Mobile is putting in decreased orders to supply chains for lower-priced smartphones as demand in emerging markets has been lower-than-expected.

CPT announces April 2015 financial performance

May 6, 21:53

Chunghwa Picture Tubes (CPT) has announced its consolidated revenues reached NT$4.143 billion (US$135.22 million) in April 2015, down 9.4% on month and down 6.9% on year.

Global TV shipments grow 3% in 2014

May 6, 14:33

The global TV market reached 230 million in 2014, up 3% on year, with growth occurring in most major markets including China and the Middle East, according to statistics from DisplaySearch.

WiseChip sending samples for PMOLED technology in wearables

May 5, 22:23

OLED display maker WiseChip Semiconductor is eyeing PMOLED opportunities for wearables including smart wristbands, with samples currently being sent to customers.

Innolux reports 1Q15 performance

May 5, 15:24

Innolux has announced its net sales for first-quarter 2015 amounted to NT$100.2 billion (US$3.265 billion) while gross profit was NT$17.8 billion for a gross margin of 17.7%. Operating profit totaled NT$11.2 billion with an operating margin of 11.2%. Net profit attributable to the shareholders of the...

Apple and Samsung driving evolution in embedded touch handset displays, says IHS

May 5, 14:55

According to a new report from IHS, embedded touch displays, including in-cell and on-cell touch displays, are forecast to comprise nearly 40% of touch module shipments for mobile phone applications this year. In-cell and on-cell touch displays for mobile phones grew 47% on year, accounting for 36%...

Panel pricing showing downward trend in May, says firm

May 5, 14:45

Panel pricing has been fluctuating in April, with most applications declining. Due to inventory adjustments and the strong US dollar, some brands decided to increase monitor set prices and wait for a revised market demand forecast, according to DisplaySearch. Panel makers faced difficulties promoting...

TPK announces 1Q15 financial performance

May 4, 22:05

TPK Holding has announced its unaudited consolidated financial results for the first quarter of 2015. Net loss for the quarter totaled NT$1.014 billion (US$33.03 million) (including recognition on fire loss of approximately NT$1.2 billion). Fully diluted loss per share was NT$3.06 in the quarter.

C3nano seals acquisition of silver nanowire maker Aiden

May 4, 13:58

C3nano, a maker of transparent conductive films (TCFs) for the touch sensor and display industry, has announced it has acquired the major supplier of silver nanowire (AgNW) in Asia, Aiden of Korea. In addition to establishing a vertically integrated AgNW supply, the acquisition provides C3nano a gateway...

Foxconn reportedly gives up plan to form closer partnership with Sharp

Apr 30, 15:57

With Sharp having recently accepted loans of JPY200 billion (US$1.68 billion) from cooperating banks and business-renewal organizations, Foxconn Electronics (Hon Hai Precision Industry), has reportedly given up its plan to invest in Sharp, according to a Japanese-language Nikkan Kogyo Shimbun report...

China makers aiming for 80% panel self-sufficiency

Apr 30, 14:21

With new developments for expanding 8.5G facilities in China, local panel production is expected to help bring the self-sufficiency rate for panels in the nation to 80% over the next few years.

HannStar 1Q15 revenues decrease

Apr 30, 14:17

LCD panel HannStar Display has announced that its net sales in the first quarter of 2015 totaled NT$5.29 billion (US$173.13 million), down 16% on quarter. Gross profit was NT$822 million while operating income came in at NT$181 million and net income reached NT$705 million. EPS was NT$0.21.

Global LCD TV panel shipments grow 11% on year in March, says IHS

Apr 29, 15:23

LCD TV panel shipments from global panel makers reached 23.9 million in March 2015, growing 20% on month and 11% on year, according to IHS.

Touch embedded solutions expected to hold 15% penetration for China vendors in 2015

Apr 29, 15:22

The top-10 major handset vendors in China are all expected to release smartphones with in-cell and on-cell touch technologies in 2015, with the technology reaching over a 15% penetration rate.

Corning reports strong profit for 1Q15

Apr 29, 11:45

Corning has reported first-quarter 2015 net sales reached US$2.27 billion, down 1% on a year-over-year basis, while net income rose 35% to UST407 million.

AUO reports decline in 1Q15 performance

Apr 28, 22:14

AU Optronics (AUO) has reported its first-quarter 2015 revenues dropped 9.6% on quarter to NT$95.3 billion (US$3.13 billion) while its operating margin reached NT$14.35 billion. The company's gross margin reached 15.1% and its EPS NT$0.54.

AUO talks strategy as China makers expand facilities

Apr 28, 21:23

In light of increasing production capacity from China-based makers, with recently announced plans by BOE to construct new 8.5G and 10.5G fabs, AU Optronics (AUO) will continue to focus on advancing technologies and increased applications to remain competitive, according to company president Paul Pen...

Worldwide small- to medium-size TFT-LCD panel shipment volume to show steady growth through 2016, says MIC

Apr 28, 14:52

Although the worldwide tablet market is expected to decline for the first time in 2015, strong growth momentum in the smartphone and automotive panel markets will maintain worldwide small- to medium-size TFT-LCD panel shipments. Panel shipment volume will reach 3.1 billion units in 2015 and 2016, inching...

Digitimes Research: Taiwan makers small- to medium-size panels drop over 19% in 1Q15

Apr 27, 21:52

Taiwan makers' shipments of small- to medium-size panels dropped 19.1% on quarter in the first quarter of 2015 to 288 million units and are expected to grow 12.7% on quarter in the second quarter, according to Digitimes Research.

CSOT launches new 8.5G fab estimated to bring over US$3 billion a year in revenues

Apr 27, 21:50

TCL subsidiary China Star Optoelectronics Technology's (CSOT) T2 8.5G fab in Shenkeng, China has kicked off production as of April 24, 2015, which is expected to bring in CNY20 billion (US$3.22 billion) in revenues a year for the company, according to TCL chairman Li Dongsheng.

Samsung surpasses Innolux to hold leading position in 4K TV panel shipments

Newswatch - Apr 27, 14:56

Samsung Display gained the number one spot in terms of Ultra HD (4K) TV panel shipments in the first quarter of 2015, surpassing Innolux.

More Display panel coverage
Taiwan server shipment forecast and industry analysis, 2015
2015 China smartphone panel trend forecast

22-May-2015 markets closed

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