Display components
  • Faraday
    ASIC design service and IP provider Faraday Technology has announced its memory compilers based on UMC's 28nm embedded High Voltage (eHV) process technology have been subsequently used by major mobile OLED driver IC customers in multiple project tape-outs.
  • foldable
    BenQ Materials has kicked off volume production of OLED circular polarizers for wearable applications in the fourth quarter of 2020, while also starting sampling related polarizers for foldable smartphones, according to company president Ray Liu.
  • CMMT
    Polarizer maker Cheng Mei Materials Technology (CMMT) has seen its order visibility extend to the first half of 2021 thanks to demand for IT products and TVs driven by stay-at-home activities, according to the company.
  • BenQ Materials promoting its Xpore travel sweatshirts
    Polarizer maker BenQ Materials has reported improved earnings for the third quarter of 2020, bolstered by increased sales, as it expects current sales dynamics to continue into the first quarter of 2021.
  • EIH
    E-paper solution provider E Ink Holdings (EIH) is doubling down on its capacity expansion projects, with plans to build an additional line at its plant in Hsinchu, northern Taiwan for ramping up output of related film materials for e-paper solutions.
  • Innocare developing X-ray inspection equipment
    Innolux's TV assembly lines in Taiwan, which boast a production capacity of 4-5 million sets a year, are currently operating at full capacity, according to company president James Yang.
  • a
    Glass processing service provider G-Tech Optoelectronics (GTOC) expects shipments for architectural glass and automotive 3D-forming cover glass to significantly increase in 2021, according to the Taiwan-based company.
  • Samsung
    Samsung Electronics is accelerating its deployment in the miniLED-backlit TV market by setting up new production lines in Vietnam, and Taiwan-based PCB maker Apex International, which has factory sites mainly in Thailand, has already cut into Samsung's supply chain for the new segment, according to...
  • A mini LED-backlit LCD TV
    EnnoStar, a holding company formed by Epistar and Lextar Electronics, is among three initial suppliers of backlight units (BLUs) for miniLED-backlit LCD TVs to be launched by Samsung Electronics in 2021, according to industry sources.
  • GLT
    Light guide plate supplier Global Lighting Technologies (GLT) has seen its order visibility extend to the first half of 2021 thanks to the launch of new products by its clients, according to chairman Lee Mang-shiang.
  • BenQ Materials chairman ZC Chen
    BenQ Materials expects its current sales momentum to continue into 2021, bolstered by strong order dynamics for its core products, including polarizers, advanced battery materials and healthcare devices, according to company president Ray Liu.
  • Coretronic
    Backlit unit (BLU) and projector supplier Coretronic expects its overall shipments to decline in November due to tight supply of some key components plaguing the display industry.
  • Notebook makers have set up assembly lines outside China
    The US presidential race is still too close to call, but the final outcome of the election will not change Taiwanese ODM's ongoing plans of moving part of their porduction lines out of China, as tensions between the world's two superpowers...
  • HannStar
    LCD panel maker HannStar Display has disclosed it will buy part of a factory building and facilities from affiliated HannsTouch Solution at NT$2.77 billion (US$95.5 million) for setting up mini/microLED production lines.
  • TPK
    Touch modules vendor TPK Holding has turned conservative about its fourth-quarter 2020 business results despite impressive revenue and profit gains in the third quarter, and is shifting its focus to medium- and large-size display solutions to counter weakening demand for handset applications.
  • a
    China-based LED chip maker HC SemiTek has shipped miniLEDs to Taiwan-based Innolux for making a 55-inch flexible AM (active matrix) fine-pitch display and to LG Electronics for producing its so-called 163-inch Micro LED modular TV, according to industry sources.
  • LCD
    Shenzhen-based Laibao High-Tech has struck a deal with the local government in Wuhan, Hebei province to build an 8.5G LCD fab in its Donghu New Technology Development Zone, according to a company announcement.
  • coretronic
    Backlit unit (BLU) maker Coretronic expects its shipments to be affected in the fourth quarter of 2020 by shortages of labor in China and insufficient supplies of some key components such as driver ICs, according to Sarah Lin, president of the company's energy-saving product business group.
  • LCD
    Taiwan's driver IC backend firms have seen small-volume rush orders as a result of Samsung Electronics' gradual exit from the LCD panel market, according to industry sources said.
  • EIH to launch new colored e-paper solutions
    E-paper solution provider E Ink Holdings (EIH) plans to launch new colored e-paper solutions based on its second-generation Print Color Technology before year-end 2020, according to industry sources.
  • microLED
    MicroLED looks like a strong candidate to compete with OLED for dominance in the display market in the next decade, says Charles Li, chairman of PlayNitride, a pioneer in microLED development, in an interview by Digitimes. Meanwhile,...
  • PlayNitride chairman and CEO Charles Li
    MicroLED looks like it is going to take the display market by storm in the next decade or so. Established in 2014, PlayNitride is a pioneer in developing microLED, and has aggressive plans to sharply reduce microLED production cost in five years to make sure to accelerate the penetration of the new...
  • Demand from panel makers is strong
    Suppliers of LCD driver ICs have seen an influx of rush orders from panel makers in Taiwan and China who are ramping up their output to meet increasing panel demand from the IT and TV sectors, according to industry sources.
  • Foundries are asking clients to book capacity well in advance
    Many IC components have been in short supply due to insufficient foundry support. Now foundry houses are asking their fabless IC clients to book well in advance for capacity for 2021 to make sure they have enough support. The components...
  • EIH chairman Johnson Lee
    E-paper solution provider E Ink Holdings (EIH) expects its sales for 2020 will the highest in four years although some of its shipments will be affected by components shortages, such as driver ICs, according to company chairman Johnson Lee.

Global tablet market – 3Q 2020

China smartphone AP shipments – 3Q 2020

China smartphone market and industry – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

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