Display panel
  • OLEDoS is seen a transitional technology on the way to micro LED
    More China-based panel makers are stepping into the development and production of OLEDoS (OLED on-silicon) display products, aiming to compete for market share with LCD and AMOLED panel providers in the AR/VR device sector, according to Digitimes Research.
  • Notebook makers face LCD panel shortages
    Many panel makers are ramping up their output for notebook applications thanks to a surge in demand for computing devices needed to support remote work and study. While these makers generally expect the robust demand to stretch into 2021, their notebook panel shipment momentum may be crippled by a...
  • Panel orders from Apple are strong
    Apple's pull-ins for panel orders for its newly released 10.2-inch iPad and 10.9-inch iPad Air have been strong thanks to the booming stay-at-home economy, according to sources from Taiwan's panel supply chain.
  • Huawei's fate looks grim
    Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended shipments to the tech giant. Huawei had been aggressively building...
  • Sharp chairman and CEO Cheng-Wu Dai
    The global tech sectors are heading towards a split into two ecosystems serving China and the US separately, but there will be no need for Sharp, now under the Foxconn Technology Group, to take sides, according to the Japan-based firm's chairman and CEO Tai Jeng-wu.
  • Apple new iPad Air to drive touch panel makers' revenues in 2H20
    Touch panel makers General Interface Solution (GIS) and TPK Holding are both expected to see their shipments for Apple's new iPad Air gradually ramp up in both September and October, according to industry sources.
  • Panel makers are increasing support for notebook applications
    China-based panel makers are shifting more of their capacities for production of IT panels amid a ramp-up in demand for notebooks and tablets supporting stay-at-home economy, according to industry sources.
  • Tight supply is sending panel prices rising
    LCD panel prices will continue to move up this month, driven by a ramp-up in demand for TVs, notebooks and PC monitors, and also by shortages of some key components, according to industry sources.
  • Acer chairman and CEO Jason Chen
    Acer has had to reschedule 70% of its notebook deliveries to next month due to shortages of panels and diverse ICs, especially those for educational models which will see strong demand extend to 2021, according to company chairman and CEO Jason Chen.
  • AUO sales grew in August
    AU Optronics (AUO) today has announced its consolidated revenue for August 2020 reached NT$24.25 billion (US$826.81 million), up by 5.9% on month and 0.5% on year.
  • Taiwan exports hit high in August
    Taiwan's exports totaled US$31.17 billion in August 2020, the highest-eve monthly level with growths of 10.6% sequentially and 8.3% on year, while imports reached US$24.71 billion, rising 8.2% sequentially and 8.5% on year, according to the Ministry of Finance (MOF).
  • MediaTek is looking to expand presence in PC
    MediaTek has teamed up with Intel to bring 5G experiences to next-generation PCs with successful development and certification of its 5G modem data card. And the Taiwanese IC designer reportedly is also working with...
  • AUO chairman Paul Peng
    The supply of LCD panels is getting increasingly tight, with most panel makers likely to see their order visibility extend to the fourth quarter of 2020, according Paul Peng, chairman of AU Optronics (AUO).
  • CSOT aims big
    China Star Optoelectronics Technology (CSOT) has moved closer to achieving its goal of becoming the world's top TV panel maker in 2023 after parent company TCL signed a deal to acquire Samsung Display's LCD plant in Suzhou for US$1.08 billion.
  • TSMC plans to build a 2nm fab
    TSMC is set to open its R&D center for 2nm and more advanced manufacturing processes in Hsinchu in 2021, with plans to build its 2nm wafer fab nearby. TSMC has disclosed it is working closely with a major client to accelerate its 2nm...
  • Curved monitor demand is being fueled by stay-at-home needs
    The global curved monitor market is poised for significant growth in 2021 as more panel makers ramp up production of curved applications and more brand vendors launch related products to cash in on virus-induced market demand, according to industry sources.
  • Stay-at-home demand is boosting Innolux's notebook panel shipments
    Innolux has seen its panel shipments for notebook applications increase significantly recently thanks to ongoing work-from-home and online learning activities in the wake of coronavirus pandemic, according to company president James Yang.
  • Innolux-developed AM mini LED PIDs
    LCD panel maker Innolux has unveiled a 55-inch rollable active matrix (AM) mini LED public information display (PID), which will be commercialized in first-quarter 2021.
  • Taiwan's science parks saw growth in 1H20
    Government-developed Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated revenues totaling NT$1,368.105 billion (US$46.38 billion) in January-June 2020, growing 12.24% on year, according to the Ministry of Science and Technology (MOST).
  • TSMC is a major base for TSMC's advanced manufacturing facilities
    Government-developed Southern Taiwan Science Park (STSP) expects its revenues for 2020 to grow 15.7% on year to NT$860 billion (US$29.3 billion), mainly driven by TSMC ramping up production at its advanced 5nm fab there, according to the STSP administration.
  • Panel makers are devoting much to developing OLED
    The latest development of small- to medium-size panel technology is rapidly shifting toward AMOLED panels and related applications, including OLEDoS (OLEDon-silicon) panels for AR/VR applications, rollable AMOLED panels and in-display camera modules.
  • EIH chairman Johnson Lee
    The output value of e-paper products may be relatively small as compared to those from LCD or OLED, e-paper solution provider E Ink Holdings (EIH) has managed to garner a gross margin of over 40% quarterly over the past two years while most LCD and OLED panel suppliers have operated with lower margins...
  • A Canoo-developed EV
    US electric vehicle (EV) startup Canoo has attracted investments from two Taiwanese companies - touch module maker TPK Holding and passive component maker Yageo.
  • OLED was a highlight at SID 2020
    The latest development of large-size panel technology for TV applications still focuses on improving color saturation and dynamic contrast, especially in light of the adoption of mini LED backlight modules, Digitimes Research has found.
  • Tianma is eyeing the automotives market
    China-based panel maker Tianma Microelectronics has seen its shipments of automotive panels increase significantly in recent years, cashing in on the growing new energy auto market driven by the increasing popularity of IoV technology, according to industry sources.

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 2020

Taiwan LCD TVs – 2Q 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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