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Display components
  • oled
    Taiwan's supply chain makers in the flat panel industry are likely to benefit from the simmering trade row between Japan and Korea which could upend Samsung Display's monopoly role for the supply of OLED panels to Apple and make BOE Technology a strong contender for the orders from the iPhone vendor,...
  • EIH's wireless electronic luggage tag
    E-paper solution provider E Ink Holdings (EIH) has begun shipping its 2.9-inch hanging wireless electronic luggage tags (ELTs) to China Eastern Airline.
  • PCB maker Apex International expects its 10-layer PCB shipments for 8K Ultra HD TVs to pick up each quarter in the second half and to become a key growth driver for the company during the period.
  • Taiwan-based e-book reader maker Netronix has been keen on developing new e-paper applications including electronic baggage tags (EBTs), smart bus stop signs and smart medical care devices, and expects demand for these solutions to pick up dramatically in the second half of 2019 and in 2020.
  • E-paper solution provider E Ink Holdings (EIH) has reported revenues of NT$1.417 billion (US$45.67 million) for June, up 19.1% on month but down 16.7% on year.
  • RF (radio frequency) IC designer Rafael Micro expects its revenues for the second half of 2019 to shoot up over 50% from the first half, driven by the growing shipments of 8K TV and STB (set-top box) tuner chips with high unit prices and gross margins, according to industry sources.
  • Merck is cooperating closely with Taiwan-based LCD panel makers in the development of photoresist products to be used in the manufacture of OLCD displays, and the company has not yet set a timetable for kicking off volume production of this key electronics materials, according to industry sources.
  • Uniflex CEO Yuan-chih Lee
    Uniflex Technology is looking to break even in the fourth quarter of 2019, according to CEO of the flexible PCB specialist Yuan-chih Lee, who also disclosed plans to downsize its capital to unload the company's accumulated losses in the last three years.
  • AUO chairman Paul Peng
    Any form of trade war, such as Japan's restrictions on exports of key chemical materials to Korea, will have a negative impact on global industrial development, as each of the players in the supply chain has very specific roles to play, according to Paul Peng, chairman of AU Optronics (AUO).
  • Corning has unveiled a new automotive glass solutions facility in China's Hefei Xinzhan Hi-Tech Industrial Development Zone in Anhui province.
  • Backlight unit (BLU) maker Radiant Opto-Electronics has reported revenues of NT$4.465 billion (US$143.14 million) for June, up 12.1% on month and 14.7% on year.
  • Touch module makers TPK Holding and General Interface Solution (GIS) may see sales grow in the second half of 2019 though Apple may remove 3D touch sensors from all 2019 iPhone devices, according to industry sources.
  • oled
    A number of Taiwan-based upstream components and materials suppliers have been enhancing their deployments in the OLED panel segment to cash in on the growing penetration of OLED panels in the handset, wearable and other sectors, according to industries sources.
  • Polarizer maker BenQ Materials saw its revenues increase 3.3% on month and 18.4% on year to NT$1.266 billion (US$40.69 million) in June, the company's highest monthly figures since March 2015.
  • Luminescence Technology chairman
    OLED material and organic PV material maker Luminescence Technology (Lumtec) has stepped into developing and producing OLED lighting panels and will expand monthly production capacity from 150,000 panels currently to 600,000 units in fourth-quarter 2019, according to company chairman Yen Feng-wen.
  • Ho Chao-yang
    Prices of polarizers are likely to stay flat in the second half of 2019 as demand for these products from flat panel makers has become weak recently, affected by slow sales of TVs in the end market amid the ongoing US-China trade disputes, according to Ho Chao-yang, chairman of Cheng Mei Materials...
  • Inkjet-printed (IJP) OLED display technology is set to enter mass production next year, with capacity set to rise as much as 12-fold from 2020 through 2024, according to IHS Markit.
  • BOE Technology Group has successfully developed in-display optical fingerprint sensing solution for LCD screen, and will start volume production of LCD panels embedded with the optical sensors by the end of 2019 for application to lower-end smartphones, according to the firm's vice president Liu Xia...
  • Electronic shelf label (ESL) provider SES-imagotag is expected to see its shipments of ESL products grow 30% in 2019 and continue to expand 50% in 2020, buoyed by its marketing efforts in Asia and other regions, according to industry sources.
  • Light guide plate (LGP) provider Global Lighting Technology saw its profit improve in the first quarter of 2019, with its business prospects to become even better in the second quarter and onward thanks to sharp reduction in raw material prices.
  • PMOLED panel maker RiTdisplay expects the world's first batch of commercial production of micro LED-based smartwatches, built using its micro LED display modules, to become available in 2020, according to company sources.
  • Taiwan-based FineMat Applied Materials, a maker of common metal masks (CMM) needed for OLED panel production, has been making headway in China's OLED segment, according to company chairman and president CH Chao.
  • BenQ Materials chairman ZC Chen
    BenQ Materials is currently undertaking a process for value transformation that will shift its focus to the manufacture of high value-added polarizer products for applications in the PID (public information display), foldable smartphone, electronic white boards, 8K TV and automotive sectors, according...
  • E-paper solution provider E Ink Holdings (EIH) remains positive about its sales and earnings outlook for 2019 as it moves to enhance its deployments in the smart city, smart retailing, education and logistics sectors despite the ongoing US-China trade dispute, according to company president Johnson...
  • Taiwan-based touch module maker TPK Holding has announced that it is withdrawing from a consortium that pursues investment in the cash-strapped Japan Display (JDI), citing volatile market conditions.

Taiwan handsets – 1Q 2019

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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