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Thursday 2 December 2021
MicroLED draws attention for metaverse applications
MicroLED technology is attracting heavy attention from players in the display supply chain as they step up preparations for the eventuality of metaverse and place an emphasis on the AR/VR market.
Thursday 2 December 2021
DDI backend firms see demand for large-size panels pick up
Display driver IC (DDI) backend specialists including ChipMOS Technologies and Chipbond Technology have seen demand for large-size panels pick up since the fourth quarter of 2021, driven by better-than-expected TV sales during China's Double 11 promotion campaigns, according to industry sources.
Tuesday 30 November 2021
Panel makers to see mixed results in 2022, says AUO chairman
Panel makers with larger proportions of output for consumer-use or standard-specification applications in large-volume shipments will be more affected by fluctuations in operating environment in 2022, according to Paul Peng, chairman and CEO of AU Optronics (AUO).
Tuesday 30 November 2021
LCD TV panel prices to keep falling in December, says Sigmaintell
The total display area of LCD TV panels shipped in fourth-quarter 2021 is estimated to be 4.4% in excess of demand and consequently December quotes for such applications of all sizes are expected to continue to drop, according to Sigmaintell Consulting.
Monday 29 November 2021
Will China power shortage help LCD prices?
The power crisis in China has reduced the output of LCD panels used for TVs. With the panel price expected to return to normal, South Korean companies such as Samsung Display (SDC) and LG Display (LGD) are set to benefit.
Thursday 25 November 2021
LCD TV panel prices to rebound in 1Q21 or 2Q21, says AUO president
Better-than-expected TV sales during China's Double 11 online shopping festival signals that global demand for TVs is beginning to pick up, and LCD TV panel prices will rebound in the first or second quarter of 2022, acording to Frank Ko, president and COO Frank Ko at panel maker AU Optronics (AUO).
Wednesday 24 November 2021
Samsung Display to expand OLED panel capacity
Samsung Display (SDC) is poised to expand production capacity for TV-use QD-OLED panels or IT-use OLED panels in South Korea, according to local media.
Wednesday 24 November 2021
Space4M, PanelSemi co-develop drone e-sports race track solution based on flexible miniLED display
Smart retail solution provider Space4M, a subsidiary of AU Optronics (AUO), and miniLED solution provider PanelSemi, a subsidiary of Innolux, have jointly developed a solution of displaying drone e-sports race tracks on a flexible fine-pitch miniLED display.
Wednesday 24 November 2021
Why countries like India should join ITA-3: Q&A with Stephen Ezell, ITIF VP of Global Innovation Policy
The Information Technology and Innovation Foundation (ITIF) issued a report in September titled "How an Information Technology Agreement 3.0 would bolster global economic growth and opportunity," which is likely to ignite a new round of policy deliberation and debate among emerging countries that have not participated in the previous round of ITA. DIGITIMES tapped on the insight of Stephen Ezell, VP of Global Innovation Policy at ITIF, to discuss why it is essential now to start related policy considerations, as the demand for semiconductor capacity, the repositioning of global supply chains, and the call to deal with climate change and fulfill the UN Sustainable Development Goals require an ITA-3 in place sooner rather than later.
Tuesday 23 November 2021
Double 11 sees better than expected TV sales
During this year's Double 11 online shopping festival initiated by Alibaba, China saw better-than-expected TV sales at 4.224 million units for CNY11.66 billion (US$1.83 billion), respectively increasing 10.7% and 17.0% on year, according to China-based All View Cloud (AVC).
Monday 22 November 2021
QD-OLED TVs may help Samsung Electronics keep profitability from TV business
While Samsung Electronics expects its TV sales volume in 2021 to decrease 10-15% on year, QD(quantum dot)-OLED TVs are likely to help Samsung maintain profitability from TV sales, according to industry sources.
Friday 19 November 2021
Taiwan COF packaging/testing service providers positive about 4Q21 demand
Taiwan-based COF (chip on film) OSAT (outsourced semiconductor assembly and test) service providers such as ChipMOS Technologies and Chipband Technology as well as COF substrate supplier JMC Electronics hold the general opinion that fourth-quarter 2021 demand for COF packaging/testing services for DDI (display driver ICs) used in large-size panels will not slip or is likely to grow slightly on quarter.
Friday 19 November 2021
Prices for DDI used in large-size panels unlikely to slip
While demand for DDI (display driver ICs) used in TVs and Chromebooks has turned relatively weak, there is little room for prices for DDI used in TV-, monitor- and notebook-use panels to slip back to levels in 2020, according to DDI design houses.
Wednesday 17 November 2021
Highlights of the day: MediaTek secures foundry support for 5G chips
Chip shortage has plagued many industry sectors for months, partly due to insufficient foundry support. But MediaTek has struck deals with pure-play foundry houses for making its 5G chips in 2021 and beyond. In China, memory firms are looking to ramp up output for DDR3, a segment where their Korean counterparts are exiting. And China LCD panel makers are also fast expandig production capacity.
Wednesday 17 November 2021
China panel makers keep expanding production capacities
China-based display panel makers continue expanding production capacities and there will be 25 7G to 10.5G lines in total in 2024, according to industry sources.
Tuesday 16 November 2021
RiTdisplay steps into battery production
PMOLED panel maker RiTdisplay has stepped into production of batteries, UPS and energy storage systems by investing in lithium battery maker RiTwin and energy management solution developer Han-Win Technology, according to the company.
Monday 15 November 2021
AUO, Innolux 3Q21 sales little affected by TV panel price drops
While LCD TV panel prices have been dropping since July 2021, AU Optronics (AUO) and Innolux have seen little impact on its third-quarter 2021 operation, judging from their profitability.
Monday 15 November 2021
Some misconception concerning microLED technology
Displays using microLED technology feature high brightness and resolution, quick response and slimness, and the technology is promising. But there are some misconceptions and over-expectations about microLED.
Friday 12 November 2021
Panels to be in oversupply in 2022, says HannStar Display VP
Dispaly panels will be in oversupply in 2022, for China-based makers' additional production capacities will gradually come into operation, according to Wu Hsu-ho vice president at Taiwan-based LCD maker HannStar Display.
Thursday 11 November 2021
Taiwan October exports hit record for 4th month straight
Taiwan recorded exports of US$40.14 billion for October 2021, hitting a record for fourth consecutive month with growth of 1.2% sequentially and 24.6% year-on-year, while the corresponding imports totaled US$34.02 billion, second highest-ever monthly figure which rose 2.4% sequentially and 37.2% year-on-year, according to the Ministry of Finance (MOF).
Wednesday 10 November 2021
Innolux, HannStar Display October panel shipments down sequentially
Innolux shipped12.04 million large-size TFT-LCD panels and 24.59 million small- to medium-size ones in October, decreasing 7.1% and 15.1% respectively on month, while HannStar Display shipped 27.21 million small- to medium-size LCD panels as well as 367,000 monitor-use panels and monitors for sale under own brand Hannspree in the month, respectively shrinking 19.1% and 43.0% on month.
Tuesday 9 November 2021
Taiwan makers 3Q21 large-size panel shipments up 2.54% sequentially
Taiwan-based AU Optronics (AUO), Innolux and HannStar Display together shipped 73.755 million large-size (9-inch and above) TFT-LCD panels in third-quarter 2021, growing 2.54% sequentially, and are forecast to ship 71.843 million units in fourth-quarter 2021, slipping 2.59% sequentially, according to DIGITIMES Research.
Tuesday 9 November 2021
AUO October panel shipments down sequentially
AU Optronics (AUO) has disclosed it shipped TFT-LCD panels with total display area of 2.084 million square meters in October, shrinking 4.3% sequentially.
Tuesday 9 November 2021
GIS sees growth in 3Q21 operating profit margin
General Interface Solution (GIS) has reported third-quarter 2021 operating profit margin at 3.74%, rising 0.98pp sequentially and 3.48pp year-on-year, thanks to volume production of integrated touch and display modules used in miniLED-backlit tablets, according to the company.
Monday 8 November 2021
Highlights of the day: Taiwan stands good chance in EV, says Foxconn chair
Foxconn is bent on breaking the barriers to the carmaking industry. Foxconn chairman Young-Way Liu, speaking at the NATEA-orgainized the US-Taiwan High-Tech Forum, said he believes Taiwan, with its prowess in the semiconductor sector, stands a good chance of succeeding in the EV sector. At the same event, Applied Materials corporate VP Brian Shieh shared his views on the outlook of the display industry. In the semiconductor sector, TSMC is on track to move its 3nm node to volume production on schedule.