Display components
  • Micron
    Production at one of Micron's fabs in Taiwan was disrupted by a power outage on December 3, but the company has maintained that operation of facilities has returned to normal. But how the Micron prodution disruption may be impacting memory...
  • GIS
    Touch panel maker General Interface Solution (GIS) is developing more display products for medical applications tapping the markets in Taiwan and Japan initially, as it seeks to enrich its portfolios to sustain revenue growth.
  • TSMC
    TSMC is expected to move its 3nm process to volume production in second-half 2022, but the foundry house reportedly is planning to launch an enhanced version of the 3nm process technology in 2023. Tight foundry supply is sending IC manufacturing...
  • driver IC
    Taiwan-based display driver IC (DDI) suppliers have begun to enhance their deployments in the automotive electronics sector, expecting car-use DDI and IVI (in-vehicle infotainment) solutions to serve as the main growth drivers for 2021 and beyond, according to industry sources.
  • driver IC
    Prices for display driver ICs and TDDI chips are expected to rise by another 10% in the first half of 2021 after hiking in fourth-quarter 2020, due to tight foundry supply and rising manufacturing costs, according to industry sources.
  • DRAM
    The DRAM market may be heading towards demand-supply balance in first-half 2021, but warnings about shortages in second-half 2021 are being sounded by many in the memory sector, including PSMC chairman Frank Huang. In the IT sector, clients...
  • e-paper
    E Ink Holdings (EIH) has signed a strategic partnership deal with China's Yes Optoelectronics and will provide e-paper films to the Chinese LCD panel maker to develop and manufacture e-paper modules for diverse applications such as electronics shelf labels (ESL), according to a company announcement.
  • Sharp CEO Tai Jeng-wu
    The prolonging coronavirus pandemic has triggered drastic changes in the global economy, and the resultant impacts are troublesome to most industries, including the flat panel industry, according to Sharp president and CEO Tai Jeng-wu.
  • LCD panel supply has been tight
    The recent contract dispute involving the supply of glass substrates by Corning's subsidiary in Japan, CJKK, to its Japanese client Sakai Display Products (SDP) highlights the severity of the short supply of LCD panels, according to industry sources.
  • industrial touch displays
    Most Taiwan-based industrial touch panel makers are generating profits in 2020, thanks to the ever-increasing global demand for medical equipment such as ventilators in the wake of the coronavirus pandemic, according to industry sources.
  • dram
    The DRAM market will see limited bot growth in 2021, but demand from the 5G and AI segments will be gradually rising. A DRAM supply-demand balance will be achieved in the first half of next year, according the chairman of memory module...
  • Corning
    Corning has dismissed allegations that it has violated its contractual obligations to Sakai Display Products Corp (SDP) concerning supply of glass substrates to the Japanese client.
  • Faraday
    ASIC design service and IP provider Faraday Technology has announced its memory compilers based on UMC's 28nm embedded High Voltage (eHV) process technology have been subsequently used by major mobile OLED driver IC customers in multiple project tape-outs.
  • foldable
    BenQ Materials has kicked off volume production of OLED circular polarizers for wearable applications in the fourth quarter of 2020, while also starting sampling related polarizers for foldable smartphones, according to company president Ray Liu.
  • CMMT
    Polarizer maker Cheng Mei Materials Technology (CMMT) has seen its order visibility extend to the first half of 2021 thanks to demand for IT products and TVs driven by stay-at-home activities, according to the company.
  • BenQ Materials promoting its Xpore travel sweatshirts
    Polarizer maker BenQ Materials has reported improved earnings for the third quarter of 2020, bolstered by increased sales, as it expects current sales dynamics to continue into the first quarter of 2021.
  • EIH
    E-paper solution provider E Ink Holdings (EIH) is doubling down on its capacity expansion projects, with plans to build an additional line at its plant in Hsinchu, northern Taiwan for ramping up output of related film materials for e-paper solutions.
  • Innocare developing X-ray inspection equipment
    Innolux's TV assembly lines in Taiwan, which boast a production capacity of 4-5 million sets a year, are currently operating at full capacity, according to company president James Yang.
  • a
    Glass processing service provider G-Tech Optoelectronics (GTOC) expects shipments for architectural glass and automotive 3D-forming cover glass to significantly increase in 2021, according to the Taiwan-based company.
  • Samsung
    Samsung Electronics is accelerating its deployment in the miniLED-backlit TV market by setting up new production lines in Vietnam, and Taiwan-based PCB maker Apex International, which has factory sites mainly in Thailand, has already cut into Samsung's supply chain for the new segment, according to...
  • A mini LED-backlit LCD TV
    EnnoStar, a holding company formed by Epistar and Lextar Electronics, is among three initial suppliers of backlight units (BLUs) for miniLED-backlit LCD TVs to be launched by Samsung Electronics in 2021, according to industry sources.
  • GLT
    Light guide plate supplier Global Lighting Technologies (GLT) has seen its order visibility extend to the first half of 2021 thanks to the launch of new products by its clients, according to chairman Lee Mang-shiang.
  • BenQ Materials chairman ZC Chen
    BenQ Materials expects its current sales momentum to continue into 2021, bolstered by strong order dynamics for its core products, including polarizers, advanced battery materials and healthcare devices, according to company president Ray Liu.
  • Coretronic
    Backlit unit (BLU) and projector supplier Coretronic expects its overall shipments to decline in November due to tight supply of some key components plaguing the display industry.
  • Notebook makers have set up assembly lines outside China
    The US presidential race is still too close to call, but the final outcome of the election will not change Taiwanese ODM's ongoing plans of moving part of their porduction lines out of China, as tensions between the world's two superpowers...

Taiwan LCD monitors – 3Q 2020

Taiwan LCD TVs – 3Q 2020

Taiwan large-size LCD panels – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

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