Display components
  • tpk
    TPK Holding has started equipment move-in at its new production line for silver nanowire-based touch solutions that will kick off volume production in the fourth quarter of 2019 before beginning to ramp up output in the first quarter of 2020, according to company CSO Freddie Liu.
  • EIH
    E-paper solution provider E Ink Holdings (EIH) and US-based Digital, Connected, Intelligent Health Technology (DCI) have jointly rolled out digital healthcare display devices for hospital applications.
  • Adoption of in-display fingerprint sensors by vendors in Korea and China is growing
    Taiwan-based fingerprint ID chip designer Egis Technology (EgisTec) expects to enjoy higher revenue growth for the fourth quarter of 2019 than the third quarter thanks to growing adoption of in-display fingerprint sensors by vendors in Korea and China.
  • Asustek co-CEO Samson Hu
    Asustek Computer willl not be much impacted by a likely rally in prices for memory chips, LCD panels and other components in the second half of 2019 as the hikes will only have short-term effects, according to company co-CEO Samson Hu.
  • Polarizer maker BenQ Materials has reported net profit of NT$86.67 million (US$2.763 million) for the second quarter of 2019, up 23.5% on quarter. EPS for the quarter came to NT$0.27.
  • Touch panel makers General Interface Solution (GIS) and TPK Holding both have reported profits for the second quarter of 2019.
  • iphone
    Apple has started making preparations since July ahead of the launch of new iPhones in September, but order momentum for touch panels and other components has been weak, according to industry sources.
  • Coretronics expects shipments of its energy-saving products, mainly backlight units (BLU), to climb over 10% sequentially in the third quarter of 2019, buoyed by increasing shipments of large-size LCMs and BLUs for notebook applications.
  • Corning
    Corning has reported sales of US$2.9 billion for the second quarter of 2019, up 7% on year and 5% on quarter. Net income for the quarter came to US$92 million, compared to US$738 million of the year-ago level and US$499 million of the previous quarter.
  • Prices of polarizers are unlikely to stage an uptick in the third quarter of 2019 as panel makers have still seen their panel inventory levels remain high in the peak season thwarting their demand for polarizer products, according to Ho Chao-yang, chairman of Cheng Mei Materials Technology.
  • U-Best Innovative Technology, a chemical material specialist, has said that it has begun small volume shipments of its clear hard coat films for production of flexible OLED panels for foldable smartphone and notebook applications.
  • AMOLED touch sensor provider HannsTouch Solution has report net profits of NT$280 million (US$9.008 million) for the second quarter of 2019, up 19.39% on quarter and 81.88% on year. EPS for the quarter came to NT$0.39 compared to NT$0.32 a quarter earlier.
  • Development of the 8K TV industry has gained momentum recently, highlighted by the releases of an 8K TV chip by Realtek Semiconductor, the Xbox console Project Scarlett by Microsoft, and the world's first 8K OLED TV by LG Electronics, Digitimes Research has observed.
  • oled
    Taiwan's supply chain makers in the flat panel industry are likely to benefit from the simmering trade row between Japan and Korea which could upend Samsung Display's monopoly role for the supply of OLED panels to Apple and make BOE Technology a strong contender for the orders from the iPhone vendor,...
  • EIH's wireless electronic luggage tag
    E-paper solution provider E Ink Holdings (EIH) has begun shipping its 2.9-inch hanging wireless electronic luggage tags (ELTs) to China Eastern Airline.
  • PCB maker Apex International expects its 10-layer PCB shipments for 8K Ultra HD TVs to pick up each quarter in the second half and to become a key growth driver for the company during the period.
  • Taiwan-based e-book reader maker Netronix has been keen on developing new e-paper applications including electronic baggage tags (EBTs), smart bus stop signs and smart medical care devices, and expects demand for these solutions to pick up dramatically in the second half of 2019 and in 2020.
  • E-paper solution provider E Ink Holdings (EIH) has reported revenues of NT$1.417 billion (US$45.67 million) for June, up 19.1% on month but down 16.7% on year.
  • RF (radio frequency) IC designer Rafael Micro expects its revenues for the second half of 2019 to shoot up over 50% from the first half, driven by the growing shipments of 8K TV and STB (set-top box) tuner chips with high unit prices and gross margins, according to industry sources.
  • Merck is cooperating closely with Taiwan-based LCD panel makers in the development of photoresist products to be used in the manufacture of OLCD displays, and the company has not yet set a timetable for kicking off volume production of this key electronics materials, according to industry sources.
  • Uniflex CEO Yuan-chih Lee
    Uniflex Technology is looking to break even in the fourth quarter of 2019, according to CEO of the flexible PCB specialist Yuan-chih Lee, who also disclosed plans to downsize its capital to unload the company's accumulated losses in the last three years.
  • AUO chairman Paul Peng
    Any form of trade war, such as Japan's restrictions on exports of key chemical materials to Korea, will have a negative impact on global industrial development, as each of the players in the supply chain has very specific roles to play, according to Paul Peng, chairman of AU Optronics (AUO).
  • Corning has unveiled a new automotive glass solutions facility in China's Hefei Xinzhan Hi-Tech Industrial Development Zone in Anhui province.
  • Backlight unit (BLU) maker Radiant Opto-Electronics has reported revenues of NT$4.465 billion (US$143.14 million) for June, up 12.1% on month and 14.7% on year.
  • Touch module makers TPK Holding and General Interface Solution (GIS) may see sales grow in the second half of 2019 though Apple may remove 3D touch sensors from all 2019 iPhone devices, according to industry sources.

Taiwan small- to mid-size LCD panels – 2Q 2019

China smartphone AP shipments – 2Q 2019

China smartphone market and industry – 2Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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