Apple invests additional US$250 million in Corning
Apple has announced it is investing US$250 million more in Corning, supplier of precision glass for iPhone, Apple Watch and iPad.
TPK reports increased sales for August
Touch module maker TPK Holding has reported revenues of NT$12.712 billion (US$407.28 million) for August, up 1.5% on month and 9.8% on year. The monthly figures were also the highest level so far in 2019.
GIS revenues hit 8-month high in August
Touch module maker General Interface Solution (GIS) saw its revenues grow 9.5% on month and 23.97% on year to hit an 8-month high of NT$10.947 billion (US$348.57 million) in August.
While PCBs are used as backplanes for mini LED fine-pitch displays and mini LED backlighting currently, glass is expected to gradually replace PCBs as backplanes for mini LED backlighting beginning 2020 along with diminishing size of mini LED chips, according to industry sources.
Nationstar to ship mini LED BLUs
China-based LED packaging service provider Foshan Nationstar Optoelectronics will begin shipping mini LED backlight units (BLUs) for 27- and 32-inch gaming LCD monitors and 15.6-inch gaming notebooks at year-end 2019, according to the company at Touch Taiwan 2019 during August 28-30.
Highlights of the day: IT companies see mixed 2H19
Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer makers. DRAM and NAND flash players are expected to see demand...
Taiwan LCD driver IC firms to see pick-up in demand
Taiwan-based LCD driver IC suppliers are expected to see customers step up their pace of orders around the end of the third quarter, with their order visibility for the fourth quarter becoming clear, according to market observers.
TPK Holding is currently in talks with OLED panel makers in China and Korea for the development of silver nanowire-based bendable touch solution for handsets with the solution's commercial production to be ready in the fourth quarter of 2019, according to company president Leo Hsieh.
Polarizer makers conservative about 2H19 outlook
Polarizer suppliers Cheng Mei Materials Technology (CMMT) and BenQ Materials are both conservative about their business outlooks for the second half of 2019 as prices of polarizer products are likely to dip down in the face of an industry-wide production cutback due to oversupply in the display industry,...
EIH to offer colored e-book reader solutions in 2020
E Ink Holdings (EIH) has said that it plans to expand the production of colored e-paper solutions to include those for e-book readers in 2020, addition to for electronic shelf labels (ESLs) and advertisement displays currently, according to company president Johnson Lee.
GIS ramping up in-display fingerprint sensor production
General Interface Solution (GIS) is expanding its production capacity for in-display fingerprint sensors at its plant in Chengdu, China, with plans to ramp up its monthly output to five million units in November from 2-3 million currently, according to company chairman Hsien-ying Chou.
EIH rolls out OTFT-based EPD solutions
E-paper solution provider E Ink Holdings (EIH) has said that it has come out with OTFT (organic think film transistor)-based electrophoretic displays (EPDs) for wearable and smart clothing applications.
INT promoting innovative display technologies
Taiwan-based display technology developing company Innovative and Transformation (INT) will promote it in-house-developed UHPD (ultra-high pixel-density) and SPIC (smart pixel and IC) display technologies and related applications at the upcoming Touch Taiwan 2019.
Light guide plate (LGP) provider Global Lighting Technology has reported net profits of NT$49.92 million (US$1.594 million) for the second quarter of 2019, up 108% from the previous quarter. EPS for the quarter came to NT$0.38 compared to NT$0.18 a quarter earlier.
Lextar to release mini LED products
Lextar Electronics has disclosed it will release a new series of mini LED ready for mass production, including I-Mini Blue, a smart backlight module integrating mini LED and driver IC, which can realize high contrast and slim design and is already introduced to applications such as gaming notebook...
LED epitaxial wafer and chip maker Epistar has reportedly supplied mini LED chips used to backlight a 55-inch 4K (3840 x 2160) smart LCD TV developed by China-based Huawei Technologies, according to Chinese-language newspaper Economic Daily News.
EIH cuts revenue forecast for 2019
E-paper solution provider E Ink Holdings (EIH) has revised downward its revenue forecast for 2019 to an on-year decline of 10%, citing lower-than-expected sales of its consumer products such as e-book readers and e-note solutions.
Corning Astra Glass chosen for CEC Panda oxide-LCD line
Corning has announced the selection of its Astra Glass by Chengdu CEC Panda Display Technology (CCPD) for its line of oxide-TFT LCD panels used primarily for high-performance, large-size TVs and monitors.
TPK silver nano touch solution production on track
TPK Holding has started equipment move-in at its new production line for silver nanowire-based touch solutions that will kick off volume production in the fourth quarter of 2019 before beginning to ramp up output in the first quarter of 2020, according to company CSO Freddie Liu.
EIH, DCI jointly roll out e-paper healthcare displays
E-paper solution provider E Ink Holdings (EIH) and US-based Digital, Connected, Intelligent Health Technology (DCI) have jointly rolled out digital healthcare display devices for hospital applications.
Taiwan-based fingerprint ID chip designer Egis Technology (EgisTec) expects to enjoy higher revenue growth for the fourth quarter of 2019 than the third quarter thanks to growing adoption of in-display fingerprint sensors by vendors in Korea and China.
Asustek Computer willl not be much impacted by a likely rally in prices for memory chips, LCD panels and other components in the second half of 2019 as the hikes will only have short-term effects, according to company co-CEO Samson Hu.
BenQ Materials reports profits for 2Q19
Polarizer maker BenQ Materials has reported net profit of NT$86.67 million (US$2.763 million) for the second quarter of 2019, up 23.5% on quarter. EPS for the quarter came to NT$0.27.
GIS, TPK report profits for 2Q19
Touch panel makers General Interface Solution (GIS) and TPK Holding both have reported profits for the second quarter of 2019.
Apple has started making preparations since July ahead of the launch of new iPhones in September, but order momentum for touch panels and other components has been weak, according to industry sources.
Taiwan handsets – 2Q 2019
Taiwan's handset shipments arrived at 13.8 million units in the second quarter of 2019, a level similar to that of the previous...
Taiwan LCD monitors – 2Q 2019
Taiwan PC monitor shipments continued their on-year growth momentum in the second quarter of 2019, but the increase slowed to...
Taiwan small- to mid-size LCD panels – 2Q 2019
Although second-quarter 2019 was the traditional peak season for the small- to medium-size panel industry, Taiwan's shipments...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...