Display components
  • Taiwanese panel makers see robust demand
    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...
  • The touch panel makers reported mixed results
    Touch module makers TPK and General Interface Solution (GIS) have reported mixed sales for July, affected by seasonality and product changes at clients.
  • Novatek saw record July sales
    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.
  • The firm sees strong demand from the TV sector
    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.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    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 chairman Paul Peng
    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.
  • Driver IC vendors will see sales increase in 3Q20
    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 firms have high hopes for mini LED applications
    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's specialty glass sales were strong
    Corning has reported its second-quarter 2020 sales grew 7% sequentially to US$2.6 billion, but net loss came to US$71 million.
  • Coretronic is building new BLU 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.
  • Lens reportedly is looking to expand its presence in Apple's supply chain
    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.
  • FineMat chairman CH Chao
    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 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.
  • OLED driver IC demand is robust
    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...
  • Tripod has entered Apple's supply chain for mini LED backlight applications
    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.
  • Tianma has developed multi-point touch solutions
    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.
  • Apple's strategy for 5G iPhone
    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...
  • iPhone x
    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.
  • GLT sees clear order visibility
    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.
  • Demand from the TV sector is expected to grow
    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.
  • Driver IC demand from TV vendors remains stable
    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...
  • Components shipments for new MacBooks will start in 3Q20
    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 looks to transform its displays industry
    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 sees strong sensor demand from smartphone vendors
    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

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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