Light guide plate (LGP) maker Global Lighting Technologies (GLT) has said that it will focus on ramping up shipments for IT applications in 2020 as prospects of TV applications are not clear.
E-paper solution provider E Ink Holdings (EIH) has seen a pick-up in demand for e-book readers, electronics shelf labels (ESLs), large-scale signage boards and other e-paper display devices for medical applications, although the spread of the coronavirus has affected its supply chain, according to...
Demand for TV-use LED BLUs to fall in 2Q20
Demand for TV-use LED backlight units (BLUs) has been strong in first-quarter 2020, but will slip below the historical average in the following quarter, thanks to the postponement of the Tokyo Olympics, according to industry sources.
Optical film supplier Wah Hong Industrial has said that the average capacity resumption rate of its plants in China, stalled earlier by the coronavirus outbreak, has reached over 95%, enabling it fulfill shipments steadily.
Display glass providers Corning and AGC Display Glass are developing ultrathin flexible glass products for foldable applications, while Samsung Electronics has launched its Galaxy Z Flip built using ultrathin glass (UTG) glass cover solutions, according to industry sources.
TV-use LED backlighting in strong demand
Demand for LCD TV panels whose supply has been undermined by the coronavirus outbreak has turned strong, and in turn pushed up demand for LED backlighting, according to industry sources.
Supply chain ramping up shipments for iPad Pro
Makers in the supply chain for Apple's just-unveiled iPad Pro are ramping up their shipments, and the volume for the new tablet series from the suppliers will climb about 40% sequentially in the second quarter, according to industry sources.
E Ink holdings (EIH) is expanding its production capacity for colored e-paper solutions dedicated to e-book reader and other new applications, according to company sources.
Vertically-integrated LED maker Lextar Electronics, LED epitaxial wafer and chip maker Epistar and LED packaging service provider Advanced Optoelectronic Technology (AOT) are readying capacity for mini LED backlighting applications for 8K LCD TVs, according to industry sources.
The coronavirus epidemic has just started to show signs of easing in China, but the Chinese government can hardly wait to reboot its semiconductor industry. Its National Integrated Circuit Industry Investment Fund, aka Big Fund - set...
BOE Technology reportedly has teamed up with touch panel maker General Interface Solution (GIS) to develop an out-cell touch module looking to grab orders from Apple for one of its 5G iPhone devices slated for launch in the second half of 2020, according to sources from the supply chain makers.
The US-China trade war sent many firms rethinking their global capacity deployments. And the ongoing coronavirus outbreak that has disrupted the supply chain in China has given them more impetus to move some - if not all - of their production out the world's factory.
Taiwan's top-two backlit unit (BLU) makers Coretronic and Radiant Opto-Electronics both expect their shipments to recover significantly in March, having seen their February revenues almost halved by the impacts of the coronavirus outbreak.
Samsung may launch micro LED TVs in 2H20
Samsung Electronics plans to partner with Taiwan-based LED epitaxial wafer and chip maker Epistar for supply of micro LED chips, signaling that it is likely to launch micro LED TVs in the second half of 2020, industry sources cited South Korea-based media reports as indicating.
Taiwan-based touch display specialist General Interface Solutions (GIS) is expected to ramp up shipments through at least the second quarter of 2020 as it starts fulfilling orders for ultrasonic in-display fingerprint sensor modules for Samsung's new handsets, according to industry sources.
China-based flat panel maker China Star Optoelectronics Technology (CSOT) under the TCL Group and Xiamen Sanan Integrated Circuit (Sanan-IC), China-based LED chip maker San'an Optoelectronics' subsidiary maker, will set up a joint-venture lab for developing micro LED materials, manufacturing processes...
Epistar mini LED shipments scheduled until June
LED epitaxial wafer and chip maker Epistar has obtained orders for mini LED chips with shipments scheduled until June 2020, according to industry sources.
EIH sees growing demand for e-notebook solutions
E-paper solution provider E Ink holdings (EIH) has experienced robust shipment growth for its e-notebook solutions thanks to the increasing popularity of smart online teaching in the wake of the coronavirus outbreak, according to company sources.
Handset sales in China have plummeted in the wake of the coronavirus outbreak, which has hit hard both production and consumer confidence. The Chinese governmet reportedly is mulling measures to rejuvenate the handset market, including offering subsidies...
E-paper solution provider E Ink Holdings (EIH) has said that about 600-700 out of its 1,000 employees have returned to its plant in Yangzhou, China enabling the facotry to resume about 40-50% of its production capacity currently.
The flat panel industry has been hit hard by the coronavirus outbreak, as China-based makers have major production lines in Wuhan, the epicenter of the epidemic. And as global panel production is set to be cut by 20% in February, panel...
The impacts of the coronavirus outbreak are expected to exact a toll of 20% in global flat panel output in February, with prospects to see the ratio alleviate to 5-10% in March when more workers return to work in China, according to industry sources.
Coretronic has warned that its shipments of energy-saving devices, mainly backlight units (BLUs) for IT products, OEM devices and TVs, are likely to fall by 50% on year in the first quarter of 2020, affected by the coronavirus outbreak.
Taiwan-based handset display driver IC backend specialists have seen customer orders slow down, with poor order visibility for the next several months, but they expect demand to rebound in the second half of this year, according to industry sources.
LCD panel supply chain to remain tight in next 2 months
Supplies of components and raw materials within the display industry are expected to remain tight in the next two months as a full-scale resumption of operations of related supply chain makers remains uncertain in China in the wake of the coronavirus outbreak, according to industry sources.
Taiwan large-size LCD panels – 4Q 2019
Taiwan's large-size LCD panel shipments went down slightly on quarter, but more than 5% on year to arrive at 59.12 million units...
China smartphone AP shipments – 4Q 2019
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
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...