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Display components
  • eih
    E Ink Holdings (EIH) expects its sales to rebound in the second quarter of 2018 from the weak results in the first quarter, with full-year results to increase compared to 2017, according to company president Johnson Lee.
  • Merck has announced it will showcase its portfolio of display solutions at the Society for Information Display (SID) Display Week 2018 in Los Angeles, debuting new high-performance liquid crystal (LC) singles under the Licristal brand: XtraBright, XtraBoost, and XtraBrilliant.
  • Thanks to strong rush orders from China smartphone makers, Taiwan-based suppliers of LCD driver ICs are all optimistic about revenue growths in the second quarter of 2018, but their actual performances may hinge largely on whether they can get sufficient foundry support amid the increasingly tight...
  • Himax Technologies, a supplier and fabless manufacturer of display drivers and other semiconductor products, has reported its first-quarter 2018 revenues declined 10.1% sequentially to US$162.9 million, meeting the high end of the company's guidance.
  • corning
    Corning has unveiled its new 10.5G LCD glass substrate manufacturing facility co-located with the BOE Technology Group (BOE) plant in the Hefei Xinzhan Hi-Tech Industrial Development Zone in Anhui, China.
  • tpk
    Taiwan-based touch panel makers TPK and General Interface Solution (GIS), both iPhone supply chain partners, have mixed prospects for the second quarter of 2018, with the former likely to suffer operating losses and the latter to see a 10% sequential revenue increase, due mainly to mixed sales performances...
  • E Ink Holdings (EIH) has agreed to invest EUR26 million (US$30.89 million) into digital label solution provider SES-imagotag as the two companies are strengthening their collaborative efforts to expand and accelerate the retail IoT market.
  • Touch panel maker General Interface Solution (GIS) has reported net profits of NT$602 million (US$20.22 million) or NT$1.78 per share for the first quarter of 2018. Both figures were the lowest levels in seven quarters.
  • Taiwan's LCD driver IC designers have turned conservative about scoring significant revenue increases for the second quarter of 2018, as makers of larger-size panels for TV, LCD monitors and notebooks are beginning to reduce orders with them amid weak demand for such panels. This is despite growing...
  • Touch panel maker TPK Holding has reported consolidated revenues of NT$6.643 billion (US$223.79 million) for April, representing a 9.34% increase on month and 2.29% increase on year.
  • TPK CEO HH Chiang
    Touch panel maker TPK Holding expects its revenues to plunge 20% sequentially in the second quarter of 2018 as clients are undertaking inventory adjustments ahead of the release of new products, according to the company.
  • Radiant chairman Wang Pen-jan
    Backlight module supplier Radiant Opto-Electronics saw its net profits decline 81.7% on quarter and 79.9% on year to NT$145 million (US$4.89 million) in the first quarter of 2018, affected mainly by seasonal factors and foreign exchange transaction losses. EPS for the quarter stood at NT$0.31.
  • Backlight unit (BLU) supplier Coretronic has reported net profits of NT$193 million (US$6.5 million) for the first quarter of 2018, down 75.7% on quarter and 30% on year. EPS for the first quarter stood at NT$0.45 (US$0.02), the lowest level in five years.
  • Corning has reported net loss of US$589 million for first-quarter of 2018, an improvement from the net loss of US$1.412 billion for the previous quarter.
  • oled
    The increasing popularity of all-screen and AMOLED smartphone panels will boost global shipments of TDDI (touch and display driver integration) chips and AMOLED driver ICs in 2018 and beyond, according to China-based CINNO Research.
  • Smart medical labels jointly rolled by EIH and Faubel
    E-paper solution supplier E Ink Holdings (EIH) and Faubel & Co Nachf have announced the availability of the Faubel-Med Label, a smart label for investigational medicinal products.
  • Epistar chairman Lee Biing-jye
    LED oversupply resulting mainly from China-based makers' capacity expansion will remain in 2018, but if demand for mini LEDs for smartphone display backligting starts taking off in the third quarter, the oversupply may ease next year, according to Lee Biing-jye, chairman of Taiwan-based LED epitaxial...
  • Backlight unit (BLU) supplier Coretronic has reported consolidated revenues of NT$4.74 billion (US$162.3 million) for March, up 40% sequentially and 12% on year. For the first quarter of 2018, revenues totaled NT$12.38 billion, down 17.8% on quarter but up 1.2% on year.
  • Corning has announced an investment in Corning Valor Glass to build a high-volume manufacturing facility that will create over 300 new jobs in Durham County, North Carolina.
  • GIS
    Touch panel makers General Interface Solution (GIS) and TPK Holding have both reported sequential revenue declines for the first quarter of 2018 despite a rebound in March.
  • Backlight unit (BLU) supplier Radiant Opto-Electronics saw its consolidated revenues increase 21.06% sequentially to NT$3.655 billion (US$124.93 million) in March thanks to a rebound in BLU shipments. However, the monthly figures were still down 16.16% on a yearly basis.
  • tv
    Demand for TV-use LED backlighting has not been picking up in second-quarter 2018 despite expectations the upcoming FIFA World Cup in Russia should push up LCD TV sales, according to industry sources.
  • Apple preparing micro LED panels for small- and large-size applications
    Apple is gearing up efforts developing micro LED panels for both small-size and large-size applications and has received support from Taiwan Semiconductor Manufacturing Company (TSMC) for the making of small-size ones, according to Digitimes Research's senior analyst Luke Lin.
  • Young Fast president Hsu Yi-chuan
    Young Fast Optoelectronics plans to ramp up its shipments of large-size touch panel solutions to the industrial control and household appliance sectors as its aims to swing back to profitability in 2018.
  • EIH chairman Frank Ko
    E-paper solution supplier E Ink Holdings (EIH) expects its capex for 2018 to be higher than the NT$400 million (US$13.72 million) it spent a year earlier as the company plans to ramp up its capacities at its plants in Taiwan, China and the US, according to company chairman Frank Ko.

China smartphone AP shipments – 1Q 2018

Taiwan small- to mid-size LCD panels – 1Q 2018

Taiwan notebooks – 1Q 2018

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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