Display system
  • Xiaomi is relying more on MediaTek
    In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
  • Supply for LCD driver IC and TV SoCs is getting tight
    Taiwan's IC designers are mulling raising quotes for TV SoCs and driver ICs amid increasingly tight supply as Korean vendors gradually quit production of LCD panels and TVs as well as related chips solutions, according to industry sources.
  • AOC was the top LCD monitor brand during the 618 shopping festival
    End-market demand for IT products such as LCD monitors remained robust during the 618 shopping festival in China as figures from research firm AVC Revo show LCD monitor sales in China totaled 640,000 units during the event, up 14% on year.
  • China is keen on setting its own 4K standards
    The Chinese government's UHD (ultra high definition) industry policy promoting 4K display applications based on its homegrown standards will be instrumental to advancing the country's 8K content industry after 2022.
  • CEO Charles Li
    Taiwan-based PlayNitride plans to raise an additional fund of US$50 million for the establishment of its second production line for micro LED epitaxial wafers and chips, according to company CEO Charles Li.
  • WiseChip to operate at full capacity till August
    Having seen its production lines run at full capacity since April, PMOLED panel maker WiseChip Semiconductor expects its order momentum to continue into August thanks to an improved product mix, according to company sources.
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    Vertically-integrated LED maker Lextar Electronics has begun small-volume shipments for micro LED devices to help clients develop products including 10-inch automotive dashboard displays, VR/AR displays, smartwatches and aeronautic displays, according to company chairman and CEO David Su.
  • TV panel prices are rising
    LCD TV panel prices are expected to rise more than 10% in the third quarter 2020 as TV brands are building up their inventory levels for panels aiming to ramp up their shipments in the second half of the year after experiencing lackluster sales in the first half, according to industry sources.
  • EIH chairman Johnson Lee
    E Ink Holdings (EIH) has seen its colored e-paper production lines run at full capacity, with the high gear to persist through September, according to company chairman Johnson Lee.
  • Amtran chairman Alpha Wu
    LCD TV and monitor ODM Amtran Technology has announced plans to pour an additional investment of US$19.2 million to expand the production capacity of its plant in Vietnam, as part of its overseas deployment efforts to cope with the US-China trade tensions.
  • Netronix is developing a host of e-paper applications
    Taiwan-based e-paper solution provider Netronix has landed major orders for e-paper name badges from a US-based medical testing lab in the wake of the coronavirus pandemic, with shipments to kick off in the third quarter of 2020, according to company CEO CM Lin.
  • Computex 2020 is cancelled
    Taipei Computer Association (TCA) and Taiwan External Trade Development Council (TAITRA) have announced to cancel the Computex 2020 trade show, which was originally postponed from early June to September 28-30.
  • Radiant said to supply BLUs for Apple's new iMac in 2H20
    Backlit unit (BLU) supplier Radiant Opto-Electronics is said to be ready to ship BLUs for Apple's upcoming iPad and iMac products slated for launch in the second half of 2020, according to industry sources.
  • Coretronics' sales improved sequentially in May
    Backlit unit (BLU) and projector maker Coretronic has reported consolidated revenues for April amounted to NT$3.562 billion (US$120.51 million), up 8% sequentially, as increased shipments of high-margin ultra short-throw projectors helped lift up ASP of its projector products in the month.
  • Touch Taiwan 2020 to be postponed to 1H21
    The Touch Taiwan 2020 trade show, which was originally planned for August 26-28, has been delayed to the first half of 2021 due to the impacts of the coronavirus pandemic, according to the show organizer Taiwan Display Union Association (TDUA).
  • China LED makers eye mini/micro LED business opportunities
    China-based major LED chip makers and packaging service providers, optimistic about demand for mini and micro LEDs, are currently pushing capacity expansions mainly for related applications, according to industry sources.
  • Epistar president Fan Chin-yung
    Epistar is likely to see operation swing into profitability in the fourth quarter of 2020 if the impact of the coronavirus pandemic eases off in the third quarter, according to company president Chin-yung Fan.
  • Taiwan PC monitor shipments to rise in 2Q20
    Taiwan's PC monitor shipments, fueled by rising work-from-home activities, are expected to undergo a sequential growth of 24% to 22.94 million units in the second quarter 2020 after such shipments plunging 20% on quarter and 9.4% on year in the previous quarter, Digitimes Research estimates.
  • The Smart Collection Wall designed by AUO's group
    AU Optronics (AUO) has leveraged its display technologies and teamed up with Space4Money, the company's wholly-owned subsidiary specializing in smart retail software and hardware integration solutions, to deliver interactive Smart Collection Wall and Information Wall displays, officially unveiled at...
  • Internet giants developing new smart speakers with bigger displays
    Taiwan's supply chain makers for IT devices have indicated that heavyweight Internet service operators including Amazon, Google and Facebook all are accelerating the development of new smart speakers that mostly will come with a display targeting not only general consumers but also for remote work...
  • Taiwan motherboard and graphics card brands to be absent from Computex 2020
    International vendors including Intel, AMD and Nvidia are unlikely to participate at Computex this year due to the coronavirus pandemic, prompting major motherboard and graphics card manufacturers to consider withdrawing from the annual event, according to sources familiar with the matter.
  • The TV market remains weak
    Global shipments of OEM TVs by the world's top-14 OEM makers plunged 28% on year to 13.8 million units in the first quarter of 2020, as the production, shipments and sales of the entire TV supply chain were affected by the coronavirus pandemic, according to data from AVC Revo.
  • Taiwan's TV shipments were affected by the outbreak in 1Q20
    Shipments of LCD TVs by Taiwan-based makers fell 45.2% sequentially to 4.65 million units in the first quarter of 2020, affected mainly by seasonality and the outbreak of the coronavirus pandemic in China, according to Digitimes Research.
  • AUO is undergoing structural changes
    AU Optronics (AUO) has announced that it will spin off its commercial and industrial display businesses, to be run by a wholly-owned entity.
  • AIO PC shipments to pick up 30% on quarter in 2Q20
    Worldwide all-in-one (AIO) PC shipments are expected to rise over 30% sequentially in the second quarter, following a 29% sequential decline in the first quarter, according to Digitimes Research.

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 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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