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Wednesday 13 November 2024
Trump's victory raises stakes for South Korean display makers
South Korea's display industry faces new uncertainties following Donald Trump's return to the US presidency. While Samsung Display and LG Display maintain their OLED technology leadership,...
Thursday 31 October 2024
Could South Korea's interests be behind US potential sanctions targeting Chinese display firms?
John Moolenaar, Chairman of the House Select Committee on the Strategic Competition Between the US and China, has recently written to Defense Secretary Lloyd Austin regarding China's...
Thursday 31 October 2024
Monitor panel prices expected to decline until year-end amid weak demand
While China's recent "trade-in" subsidy policy has boosted demand for large-size TVs, stabilizing LCD TV panel prices, monitor panel prices continue to decline amid weak IT demand...
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Monday 14 October 2024
Panel industry in 3Q24 underperforms as AUO and Innolux face challenges
In the third quarter of 2024, although both leading companies in the panel industry- AUO and Innolux- admitted an underperformance in the third quarter, the scopes of their revenues...
Thursday 3 October 2024
LGD sells Guangzhou LCD plant for US$1.54 billion, shifts focus to OLED
LG Display (LGD) has sold its LCD plant in Guangzhou, China for approximately US$1.54 billion, a strategic move critical to the company's pivot towards OLED production. This sale,...
Thursday 3 October 2024
LCD remains popular for mass-market applications, says AUO
Despite the growing popularity of OLED, AU Optronics (AUO) believes that LCD will continue to be the standard display technology for many mass-market device applications.
Tuesday 1 October 2024
TCL CSOT buys LGD Guangzhou site, strengthening China's TV panel dominance
LG Display (LGD) and TCL China Star Optoelectronics Technology (TCL CSOT) have signed an agreement for the latter to buy LGD's 8.5G LCD facility in Guangzhou for CNY10.8 billion (US$1.54...
Friday 27 September 2024
LGD confirms sale of LCD plant; possible addition of 8.6G IT OLED to P10 fab
To combat Chinese companies and satisfy future OLED demand, South Korea-based manufacturers Samsung Display (SDC) and LG Display (LGD) are expediting their investments in 8.6G IT...
Monday 23 September 2024
Skyworth sells stake in LG Display's Guangzhou LCD factory amid panel industry consolidation
Skyworth Group, through a subsidiary, has sold its stake in LG Display's LCD factory in Guangzhou, paving the way for both companies' strategic adjustments as the highly competitive...
Thursday 19 September 2024
Polarizer suppliers brace for panel output cutbacks
China-based panel manufacturers are set to implement a two-week production cut during the National Day holiday. Industry projections indicate that the average capacity utilization...
Wednesday 18 September 2024
China acquires Korean fabs, strengthening polarizer market dominance
South Korea's Samsung SDI is officially exiting the polarizer market. The company recently announced the sale of its polarizer business to Wuxi Hengxin Optoelectronic Materials, a...
Wednesday 18 September 2024
Display panel fab utilization to drop 14pp in October 2024, says Omdia
Omdia's latest report suggests that display panel manufacturers are set to reduce their fab utilization by 14pp quarter-over-quarter, reaching 68% in October 2024. Leading Chinese...
Thursday 12 September 2024
Ultra-large LCD TVs now dominate the market price war
As emerging technologies and changing lifestyles impact consumer behavior, fewer people are choosing to watch TV at home. This has led to a decline in global TV shipments, urging...
Tuesday 10 September 2024
Four major players and Chinese upstarts drive OLED TV shipments higher despite challenges
Historically, OLED TVs have lagged behind LCD models in the global market, which ships nearly 200 million units annually. This disparity is largely due to the fewer brands producing...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research