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Display components
  • 4G is still very much alive and kicking
    There has been much hype about the arrival of the 5G era, but 4G is still very much alive and kicking. Global smartphone sales have slowed down in 2019, but Taiwanese IC designers have seen demand for 4G smartphone chips rebound in the...
  • TPK wins deals for silver nanowire touch solutions
    TPK Holding's small-size silver nanowire-based touch solutions have entered design-in processes of 1-2 foldable handsets, according to Leo Hsieh, president of the touch module and sensor maker.
  • Corning reported US$2.9 billion in net sales for the third quarter
    Corning has disclosed its glass prices for the third quarter were consistent with the prior quarter's levels, but warned of a slight drop sequentially in the fourth quarter. The company expects its glass prices for all of 2019 to register a low-single-digit drop, compared to its previous estimate of...
  • BLU maker Coretronic sees slow orders for 4Q19
    Coretronic expects shipments of its energy-saving products, mainly backlight units (BLU), to register a single-digit sequential drop in the fourth quarter of 2019 due to a reduction of EMS and ODM orders, the company has said.
  • Mildex's factory in Kaohsiung, Taiwan
    Touch panel solution provider Mildex Optical is striving to expand its portfolios of touch display module (TDM) products for IPC, industrial control and other niche market applications as it aims to make a turnaround in 2020, according to company sources.
  • TPK and GIS are likely to see orders for their out-cell touch solutions continue to wane
    Taiwan's top-2 touch panel module providers TPK Holding and General Interface Solutions (GIS) are likely to see orders for their out-cell touch solutions continue to wane, according to industry sources.
  • Taimide unveils new facilities
    Taiwan-based polyimide film (PI) maker Taimide Tech has completed recently the construction of its second-phase expansion project, paving the way for production targeting 5G and flexible display applications.
  • Ten new 6G OLED fabs are set to come online in China by 2021
    Ten new 6G OLED fabs are set to come online in China by 2021, despite some delays resulting from the US-China trade tensions and weak demand, according to a Taiwan-based upstream supplier.
  • EIH saw its revenues surge 98.25% on month and 35.64% on year
    E-paper solution provider E Ink Holdings (EIH) saw its revenues surge 98.25% on month and 35.64% on year to a nearly six-year high of NT$1.762 billion (US$57.58 million) in September, driven by strong sales momentum for electronics shelf label (ESL) products, the company has reported.
  • Strong years ahead for Novatek
    LCD driver IC design specialist Novatek Microelectronics is expected to enjoy a strong fourth-quarter 2019, thanks to continued ramp-up in TDDI chip shipments, coupled with revenues generated from its new optical fingerprint sensor products, according to market sources.
  • HannsTouch has reported revenues of NT$362 million for September
    AMOLED touch sensor provider HannsTouch Solution has reported revenues of NT$362 million (US$11.66 million) for September, down 17.32% but up 160.26% on year.
  • Taiwan's COF supply chain is poised to embrace a prosperous year in 2020
    Taiwan's COF (chip on film) supply chain is poised to embrace a prosperous year in 2020, as new COF solutions are expected to be massively applied to integrate optical in-display fingerprint sensor chips and TDDI ICs for application to new smartphones for the year, according to industry sources.
  • Strong demand for mini LED in 2020
    Strong demand for mini LED in 2020 is expected offer related equipment suppliers, driver IC vendors, panel makers and materials distributors lucrative business opportunities.
  • Apple is investing US$250 million in Corning
    Apple has announced it is investing US$250 million more in Corning, supplier of precision glass for iPhone, Apple Watch and iPad.
  • TPK has reported revenues of NT$12.712 billion for August
    Touch module maker TPK Holding has reported revenues of NT$12.712 billion (US$407.28 million) for August, up 1.5% on month and 9.8% on year. The monthly figures were also the highest level so far in 2019.
  • GIS saw its revenues grow 9.5% on month
    Touch module maker General Interface Solution (GIS) saw its revenues grow 9.5% on month and 23.97% on year to hit an 8-month high of NT$10.947 billion (US$348.57 million) in August.
  • Glass is expected to gradually replace PCBs as backplanes for mini LED backlighting
    While PCBs are used as backplanes for mini LED fine-pitch displays and mini LED backlighting currently, glass is expected to gradually replace PCBs as backplanes for mini LED backlighting beginning 2020 along with diminishing size of mini LED chips, according to industry sources.
  • Foshan Nationstar Optoelectronics will begin shipping mini LED backlight units
    China-based LED packaging service provider Foshan Nationstar Optoelectronics will begin shipping mini LED backlight units (BLUs) for 27- and 32-inch gaming LCD monitors and 15.6-inch gaming notebooks at year-end 2019, according to the company at Touch Taiwan 2019 during August 28-30.
  • DRAM and NAND flash players are expected to see demand from servers and datacenters to rise
    Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer makers. DRAM and NAND flash players are expected to see demand...
  • Taiwan LCD driver IC suppliers are expected to see customers step up their pace of orders
    Taiwan-based LCD driver IC suppliers are expected to see customers step up their pace of orders around the end of the third quarter, with their order visibility for the fourth quarter becoming clear, according to market observers.
  • TPK to supply touch solutions for bendable displays
    TPK Holding is currently in talks with OLED panel makers in China and Korea for the development of silver nanowire-based bendable touch solution for handsets with the solution's commercial production to be ready in the fourth quarter of 2019, according to company president Leo Hsieh.
  • CMMT is set to begin volume production of 2.5-meter polarizers in 4Q19
    Polarizer suppliers Cheng Mei Materials Technology (CMMT) and BenQ Materials are both conservative about their business outlooks for the second half of 2019 as prices of polarizer products are likely to dip down in the face of an industry-wide production cutback due to oversupply in the display industry,...
  • EIH is set to release colored e-paper solutions for e-book readers
    E Ink Holdings (EIH) has said that it plans to expand the production of colored e-paper solutions to include those for e-book readers in 2020, addition to for electronic shelf labels (ESLs) and advertisement displays currently, according to company president Johnson Lee.
  • GIS raising in-display fingerprint sensor production
    General Interface Solution (GIS) is expanding its production capacity for in-display fingerprint sensors at its plant in Chengdu, China, with plans to ramp up its monthly output to five million units in November from 2-3 million currently, according to company chairman Hsien-ying Chou.
  • EIH to release new EPD solutions
    E-paper solution provider E Ink Holdings (EIH) has said that it has come out with OTFT (organic think film transistor)-based electrophoretic displays (EPDs) for wearable and smart clothing applications.

Global server market – 3Q 2019

Global small- to mid-size LCD panel shipment forecast, 2020 and beyond

Global large-size LCD panel shipment forecast, 2020 and beyond

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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