Work- and study-from-home needs in the wake of the pandemic have shored up demand for IT devices, benefitting makers along the supply chian, including Taiwanese panel suppliers who saw shipments for large-size LCD applications shoot up...
TPK, GIS report mixed results for July
Touch module makers TPK and General Interface Solution (GIS) have reported mixed sales for July, affected by seasonality and product changes at clients.
Novatek to see 3Q20 revenue hit another record high
Display driver IC specialist Novatek Microelectronics expects to post revenues of between NT$20 billion (US$680 million) and NT$20.6 billion in the third quarter of 2020, which will represent a sequential 7.5-10.7% increase and hit a record high for the third consecutive quarter.
Wah Hong sales booming on strong panel demand
Optical film supplier Wah Hong Industrial has reported strong sales for July and expects the momentum to last through the third quarter, bolstered by surging panel demand supporting stay-at-home economy.
Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
AUO gives positive outlook for 3Q20
AU Optronics (AUO) has given a positive outlook for third-quarter 2020, citing significant improvements in its business operations and order visibility as well as a recovery of global economic activities.
TPK to quadruple notebook LCM capacity
TPK Holding will double its touch-enabled notebook-use LCD module (LCM) capacity by year-end 2020 and further expand it to four times as much as the current level by early 2021 to meet increasing demand for notebooks and tablets supporting remote work and study, according to company CEO Leo Hsieh.
Most Taiwan-based LCD driver IC suppliers have seen their order visibility improve as handset brands gear up for the launch of new models in the third quarter, and PC and notebook makers place more component orders to meet rising replacement demand from the end-market, according to industry sources.
LED makers who have suffered from price drops amid oversupply are banking on mini/micro LEDs to revive their businesses, and they are forming strategic partnerships among one another and with LCD firms looking to better their competition against the OLED camp.
Corning sales grow sequentially in 2Q20
Corning has reported its second-quarter 2020 sales grew 7% sequentially to US$2.6 billion, but net loss came to US$71 million.
BLU maker Coretronic building new plant in Vietnam
Backlight unit (BLU) maker Coretronic is building a new plant in Vietnam, with plans to kick off volume production of TV BLUs in fourth-quarter of 2020, having just inaugurated a new plant in Suzhou, China in July, according to company sources.
Chinese cover glass maker Lens Technology reportedly has approached Taiwan-based Catcher Technology for a possible deal to take up the latter's metal chassis making facilities in China, according to sources familiar with the matter.
Taiwan-based FineMat Applied Materials, a maker of common metal masks (CMM) needed for AMOLED panel production, expects demand for its products to rebound in the third quarter of 2020 along with a pick-up in demand for AMOLED panels from the smartphone sector, according to company chairman president...
Corning introduces Gorilla Glass Victus
Corning has unveiled Gorilla Glass Victus, which it says provides consumers and OEMs with significantly better drop and scratch performance compared to competitive aluminosilicate glasses from other manufacturers.
Display driver IC backend specialists including ChipMos Technologies and Chipbond Technolofy are expected to enjoy a significant ramp-up in demand for handset applications, including those for OLED driver ICs and TDDI chips, between August and September, while demand for TVs and other large-size device...
PCB manufacturer Tripod Technology has reportedly cut into the supply chain for Apple's upcoming mini LED-backlit iPads and MacBooks and will offer super-thin rigid boards for the devices, according to industry sources.
Chinese flat panel maker Tianma Microelectronics has developed a multi-point in-display fingerprint sensing solution that can apply to a wide variety of end-market devices.
Highlights of the day: Apple 5G iPhone strategy
Apple looks set to unveil dual-mode 5G iPhones later this year, setting the benchmark for high-end smartphones and outracing Andriod competitors in phone specs. But industry observers speculate that Apple may introduce single-band iPhones...
China cover glass maker Lens sees strong profit for 1H20
China-based cover glass maker Lens Technology has estimated that its net profit for the first half of 2020 will reach CNY1.908-1.924 billion (US$272.62-274.90 million), a significant improvement from a net loss of CNY156 million for the same period of a year earlier.
Having seen its revenues hit high in second-quarter 2020, light guide plate supplier Global Lighting Technologies (GLT) should see its sales reach yet another record in the third quarter thanks to orders from one of its major clients, according to industry observers.
Taiwan's PCB makers are poised to embrace a new wave of shipment boom for mini LED backlit boards along with increasing penetration of mini LED backlighting technology in new notebook and TV products, with rigid PCB solutions emerging as the mainstream, according to industry sources.
Taiwan's suppliers of driver ICs, midrange logic ICs and memory packaging materials for notebooks, TVs and other electronics devices supporting stay-at-home economic activities are expected to see stable shipments in second-half 2020 as demand is expected to last till year end, according to industry...
Taiwan's supply chain will kick off shipments in third-quarter 2020 of related parts and components such as backlit units (BLUs) for next-generation MacBook and iPad products slated for launch in the latter half of the year, driving the suppliers' revenue growth, according to industry sources.
Taiwan's government will earmark NT$17.7 billion (US$600.15 million) for the implementation of a project, "Beyond Vision," aiming to foster the development of vertical display applications covering four major areas - smart retailing, smart medical care, smart traffic and smart entertainment - during...
GIS revenues surge nearly 50% in 2Q20
Touch panel maker General Interface Solutions (GIS) has reported strong sales for the second quarter of 2020, buoyed by increased shipments of touch solutions for notebook and tablet applications supporting remote work and study.
Taiwan notebooks – 2Q 2020
Taiwan's notebook shipments picked up 82.2% sequentially and 27.3% on year to arrive at 42.68 million units in the second quarter...
Global server market – 2Q 2020
Second-quarter 2020 global server shipments enjoyed a strong growth thanks to soaring demand for cloud computing services and...
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...