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Display panel
  • Sever ODMs see tight supply for Intel 14nm CPUs
    The impact of the shortages of Intel's 14nm CPUs seems to be rippling out from the PC to the sever sector. Sever ODMs now see tight supply for Intel 14nm CPUs with their stocks reportedly going under safe levels. Despite the pressure, the server...
  • Worldwide automotive panel shipments fell 3.4% on year
    Worldwide automotive panel shipments fell 3.4% on year to 79 million units in the first half of 2019, in line with decreased global auto shipments in the correspondent period, according to Sigmaintell Consulting.
  • Ten new 6G OLED fabs are set to come online in China by 2021
    Ten new 6G OLED fabs are set to come online in China by 2021, despite some delays resulting from the US-China trade tensions and weak demand, according to a Taiwan-based upstream supplier.
  • EIH saw its revenues surge 98.25% on month and 35.64% on year
    E-paper solution provider E Ink Holdings (EIH) saw its revenues surge 98.25% on month and 35.64% on year to a nearly six-year high of NT$1.762 billion (US$57.58 million) in September, driven by strong sales momentum for electronics shelf label (ESL) products, the company has reported.
  • Corning has announced it has filed a patent infringement lawsuit in Taiwan against AvanStrate
    Corning has announced it has filed a patent infringement lawsuit in Taiwan against AvanStrate Taiwan Inc, a manufacturer of LCD glass substrates.
  • Innolux has reported revenues of NT$21.706 billion for September
    Innolux has reported revenues of NT$21.706 billion (US$710.2 million) for September, up 3.13% on month but down 10.96% on year.
  • Sakai SIO delays volume production of 10.5G line
    Japan-based Sakai Display Products (SDP) has announced that a 10.5G LCD line of its subsidiary Sakai SIO International Guangzhou will delay its planned volume production by six months to April 2020 against its original schedule set in September.
  • Outgoing TCA chairman TH Tung
    Paul Peng, chairman of AU Optronics (AUO), is being tipped to be the next chairman of Taipei Computer Association (TCA), succeeding incumbent TH Tung, who is obligated to step down after serving two consecutive terms.
  • AUO has announced its consolidated revenues for September
    Taiwan-based LCD panel maker AU Optronics (AUO) has announced its consolidated revenues for September reached NT$23.87 billion (US$774.96 million), down by 1.1% on month and 13.0% on year. Consolidated revenues in the third quarter of 2019 came to NT$70.05 billion, flat sequentially and down by 13.6%...
  • Global small- to medium-size LCD panel shipments to drop
    Global shipments of small- to medium-size TFT LCD panels are expected to total 1.8 billion units in 2024, representing a CAGR of minus 4.4% from the levels seen in 2019, Digitimes Research estimates.
  • Mini LED backlighting can produce better HDR and local dimming than LED backlighting
    Since an 8K LCD TV panel has four times more pixels than a 4K one of the same size, the number of LED chips used in backlighting the former needs to be 50% more than the latter, according to Fan Chin-yung, president for LED epitaxial wafer and chip maker Epistar.
  • Handset component suppliers are facing increasing pressure from China's handset vendors
    Handset component suppliers, particularly those for camera modules, displays and acoustic devices, are facing increasing pressure from China's handset vendors to lower their quotes for components for 5G-enabled phones as Chinese vendors are aiming at reducing 5G phone prices significantly in 2020,...
  • Taiwan's COF supply chain is poised to embrace a prosperous year in 2020
    Taiwan's COF (chip on film) supply chain is poised to embrace a prosperous year in 2020, as new COF solutions are expected to be massively applied to integrate optical in-display fingerprint sensor chips and TDDI ICs for application to new smartphones for the year, according to industry sources.
  • Global production capacity for large-size LCD panels will undergo a major shift in 2019-2024
    Global production capacity for large-size LCD panels (9-inch and above sizes) will undergo a major shift in 2019-2024, during which the ratio of China's capacity to global total large-size panel capacity will increase to over 50-60% due to continued capacity ramps by its major players including BOE...
  • Researchers developed a process producing GaN thin film micro LED wafers without using mass transfer
    Researchers at National Central University in Taiwan has developed a process producing GaN thin film micro LED eoitaxial wafers without using mass transfer to make display panels, according to Microluce, a startup business specifically established for commercialize the technology.
  • AUO and Innolux would see their losses continue to widen through the end of 2019
    Flat panel makers AU Optronics (AUO) and Innolux both are expected to incur losses of over NT$10 billion (US$322.26 million) each in 2019 as demand for display products from brand vendors has remained weak and panel prices have continued to fall, according to a Chinese-language Economic Daily News...
  • Intel started placing equipment and materials orders for EUV fabrication processes
    Intel in May unveiled plans to launch its 7nm products in 2021, and it is now stepping up efforts towards achieving that goal. It has started placing equipment and materials orders for EUV fabrication processes since August. Meanwhile,...
  • HannStar expects its sales for the fourth quarter of 2019 to rise sequentially
    HannStar Display expects its sales for the fourth quarter of 2019 to rise sequentially, buoyed by strong demand for handset panels from Chinese vendors, according to company vice president Wu Hsu-ho.
  • Innolux has teamed up with ITRI to develop FOPLP technology
    Innolux has teamed up with Taiwan's government-sponsored Industrial Technology Research Institute (ITRI) to develop fan-out panel-level packaging (FOPLP) technology, which will be ready for volume production in three years, according to CK Wei, an associate vice president of technology development...
  • Apple is investing 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.
  • AUO chairman Paul Peng
    AU Optronics (AUO) is exerting efforts to push forward its value transformation to tackle multiple headwinds, including oversupply, low panel prices and economic uncertainty, according to company chairman Paul Peng.
  • Corning to showcase an expanded range of precision glass substrates at Semicon Taiwan
    Corning has disclosed it will showcase an expanded range of precision glass substrates and supporting technologies for the semiconductor and consumer electronics industries at Semicon Taiwan.
  • Compal sells stocks in Innolux
    Compal Electronics has announced it sold 46.89 million Innolux shares between August 20 and September 16 at an average price of NT$7.01 (US$0.22) for a total of NT$328.61 million.
  • Government-run science parks generated revenues totaling NT$1,218.942 billion in January-June 2019
    Government-run Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated revenues totaling NT$1,218.942 billion (US$38.88 billion) in January-June 2019, slipping 2.47% on year, according to statistics released by the Ministry of Science and Technology...
  • AUO new president Frank Ko
    AUO plans to voluntarily delist its American depositary shares (ADS) from the New York Stock Exchange (NYSE), and will pursue a listing of its ADSs on the over-the-counter market, according to the company. The Taiwan-based LCD panel maker also named Frank Ko as its new president and COO, with the appointment...

Global smartphone shipment forecast, 2020 and beyond

Global notebook shipment forecast, 2020 and beyond

Global server shipment forecast, 2020 and beyond

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

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