Display panel
  • Giantplus has reported net profit of NT$39 million for July
    Flat panel maker Giantplus Technology has reported net profit of NT$39 million (US$1.242 million) for July, a 12-fold increase from a year earlier. EPS for the month came to NT$0.09 compared to NT$0.01 a year ago.
  • Sony launches 8K TVs in Taiwan Photo: Company
    AU Optronics (AUO) and Innolux have begun shipping 8K TV panels to their Japan-based clients, respectively, albeit in small volumes due to low yield rates at the moment, according to industry sources.
  • EIH
    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.
  • Shipments of large-size LCD panels by Taiwan's makers grew 6.8% on quarter
    Shipments of large-size (9-inch and above) LCD panels by Taiwan's makers (excluding Sharp) grew 6.8% on quarter to 58.09 million units in the second quarter of 2019, as clients pulled in orders in advance on concerns over the US-China trade disputes, according to Digitimes Research.
  • Asustek co-CEO Samson Hu
    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.
  • AMD
    AMD is expected to grab a larger share of the server market thanks to its newly launched EPYC server processor platform. Taiwan-based components suppliers are generally...
  • HannStar Display has announced consolidated revenues of NT$1.419 billion (US$45.33 million) for July, down 4.3% on month and 12.5% on year.
  • New fab to kick off commercial production in the first quarter of 2020
    China-based flat panel maker Chongqing HKC Optoelectronics has held a topping-out ceremony for its new 8.6G fab being built in Mianyang, Sichuan, paving the way for the new fab to kick off commercial production in the first quarter of 2020.
  • LCD panel maker HannStar Display has reported net profit of NT$305 million (US$9.73 million) for the second quarter of 2019, up 66.67% on quarter but down 62.9% on year. EPS for the quarter came to NT$0.1.
  • AU Optronics (AUO) has announced consolidated revenues of NT$22.04 billion (US$702.71 million) for July 2019, down by 9.4% on month and 14.6% on year.
  • lcd
    LCD panel makers are likely to scale down their output significantly starting fourth-quarter 2019 or first-quarter 2020 as panel prices are expected to continue to fall and inventory levels will remain high when a seasonal uptick is over in the third quarter, according to industry observers.
  • note 10
    Touch panel suppliers have started ramping up output since to support Samsung Electronics' commercial production for its just-unveiled Galaxy Note 10 devices, which will come in two sizes, according to industry sources.
  • foxconn
    The Foxconn Group had held talks with a few Chinese flat panel makers, including Chongqing HKC Optoelectronics and China Star Optoelectronics Technology (CSOT), for possible sale of its new 10.5G line in Guangzhou but no deal was reached, according to sources from Taiwan's LCD supply chain.
  • Global demand for monitor panels will remain weak in the third quarter of 2019 with prices of medium- to large-size panels to continue falling, according to industry sources.
  • Apple saw disappointing iPhone sales during its fiscal third quarter 2019, and its component suppliers see weak order visibility for the vendor's upcoming iPhones. And things seem to be heading for the worse for Apple following US President...
  • iphone
    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.
  • tv panel
    Taiwan's top-two flat panel makers, AU Optronics (AUO) and Innolux, are expected to follow in the steps of their rivals in China and Korea to cut back their output in order to prevent panel prices from falling further, particularly for large-size TV applications, according to industry sources.
  • The Foxconn Group's 5G+8K business strategy eyeing the synergy of the next-generation network technology and Ultra HD applications is gaining momentum, as an affiliated LCD maker in China is set to start volume production at its 10.5G line...
  • Sakai SIO 10.5G line in Guangzhou
    A 10.5 line of Sakai SIO International Guangzhou, a subsidiary of Japan-based Sakai Display Products (SDP), has rolled out its first 65-inch LCD panel, paving the way for the plant to kick off volume production at the end of September 2019, according to company sources.
  • LCD panel maker Innolux has reported net loss of NT$2.97 billion (US$95.57 million) for the second quarter of 2019, the company's third straight quarterly loss. The figures, however, show significant improvement from a loss of NT$3.73 billion seen a quarter earlier.
  • Apple to unveil new narrow-bezel MacBook Pro in September
    Apple is set to release in September 2019 new MacBook Pro featuring ultra-narrow bezel to accommodate a 16-inch screen, expanded from the original 15-inch one. And Taiwan's ODM Quanta Computer is expected to be the sole contract producer for the new model, according to supply chain sources.
  • Global shipments of TV panels totaled 140 million units in the first half of 2019, up 3.6% from a year earlier, driven mostly by capacity ramps by China's plat panel makers, according to data compiled by China-based research firm Sigmaintell Consulting.
  • Despite incurring a loss of NT$2.68 billion (US$86.23 million) in the second quarter of 2019, AU Optronics (AUO) will continue to implement its value-creating policy by further diversifying its operations, according to company chairman Paul Peng.
  • AUO revenues to stay flat in 3Q19
    AUO expects its sales to remain flat sequentially in the third quarter despite the period being the traditional strong season as the US and China's trade tensions continue creating uncertainties to the market, but AUO has already started...
  • AUO expects a flat third-quarter 2019
    AU Optronics (AUO) expects its sales for the third quarter of 2019 to remain at the same levels as a quarter earlier because there is uncertainty about demand in the traditional high season due to the macroeconomic factors, according to company chairman Paul Peng.

Taiwan small- to mid-size LCD panels – 2Q 2019

China smartphone AP shipments – 2Q 2019

China smartphone market and industry – 2Q 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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