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Display panel
  • 8k
    Sakai SIO International Guangzhou, an affiliate of the Foxconn Group, is scheduled to have its 10.5G LCD plant kick off volume production in October 2019, according to the company.
  • Falling LCD panel prices and shipment volumes may cause AU Optronics (AUO) and Innolux to suffer significant operating losses in the first quarter of 2019, traditionally a low season with fewer work days, according to industry sources.
  • Touch panel maker TPK Holding saw its revenues increase 12.1% on month and 46.9% on year to hit a three-month high of NT$14.049 billion (US$455.38 million) in January.
  • boe
    Having already served as the top panel supplier for smartphone, tablet and notebook applications, BOE Technology has also managed to outrace LG Display to become the world's largest supplier of LCD TV and monitor panels recently, according to a company statement, citing data from Sigmaintell Consult...
  • Samsung's Galaxy A8s
    More flat panel makers are enhancing their deployments in the hole-punch handset panel sector as more handset brands will follow the steps of Samsung Electronics and Huawei to launch new models with hole-punch display design, according to industry sources.
  • Debt-ridden LCD panel maker Chunghwa Picture Tubes (CPT) LCD has got a 90-day buffer for insolvency protection based on a ruling issued by a district court.
  • iphone xr
    Shipments of touch and memory modules by Apple's iPhone supply chain makers are expected to suffer significant setbacks in the first quarter of 2019 due largely to disappointing sales of iPhone XS and XR series products.
  • The global flat panel industry got off to a bumpy start in 2018 amid growing concerns of oversupply resulting from continued capacity ramps by Chinese firms. In fact, the year ended up with the highest capacity growth since 2013, due largely to BOE Technology's 10.5G fab coming online and CEC Group's...
  • AUO chairman Paul Peng
    Having enjoyed the longest-ever bullish sales over the past six years, the global flat panel industry is heading for a longer period of correction, according to Paul Peng, chairman of AU Optronics (AUO), as imbalance of the supply and demand of panels will maintain for a long period and global economic...
  • Xiaomi reportedly has been using flexible AMOLED panels from China's flat panel maker Visionox to develop its foldable smartphones, according to industry sources.
  • auo
    AU Optronics (AUO) has revealed its consolidated revenues for 2018 came to NT$307.63 billion (US$9.98 billion), a decrease of 9.8% on year. Net profit reached NT$10.16 billion, with a basic EPS of NT$1.06.
  • Prices for IT (notebook and monitor) panels will continue to fall in the first quarter of 2019 amid seasonal factors. But the range of reductions will be smaller due to decreased supplies as some panel makers have been shifting more capacity for production of TV applications.
  • BOE Technology, which has adopted an aggressive strategy by foraying into the flexible AMOLED panel sector and stopping further investment in LTPS TFT LCD technology, is likely to maintain its leadership in China's smartphone panel sector in 2019 despite increasing competition from fellow companies,...
  • oled
    With more LCD panel suppliers capable of producing in commercial volume OLED displays for smartphones, Taiwan-based driver IC firms and related backend houses are gearing up to grow their presence in the OLED panel segment in 2019, according to industry sources.
  • Samsung Display will try to make a comeback to the OLED TV market by rolling out QD-OLED (quantum dot-OLED) panels to enable the parent company Samsung Electronics to compete effectively with LG Electronics in the OLED TV market.
  • foldable
    The global smartphone market has experienced a significant boost in brand concentration rate amid lackluster sales sentiment, and brand vendors are aggressively moving to stimulate sales by introducing more differentiated and innovative designs such as hole-punch and foldable screens, providing a new...
  • AmCham Taipei chairman Leo Seewald
    Multinational business leaders are less confident about Taiwan's economic outlook for the next 12 months, with only 45.8% of those surveyed noting that they were very or somewhat confident about the country's economic prospects for 2019, down 10pp from a year earlier, according to findings of the 2019...
  • BOE
    China-based BOE Technology is likely to begin posing a threat to the leadership enjoyed by Samsung Display for the production of flexible AMOLED panels by the end of 2019, buoyed by its improving yield rates and continued capacity ramps using government subsidies, according to industry sources.
  • Prices for small- and mid-size TV panels such as 32- and 49/50-inch models have stopped falling in January reflecting production shifts at makers in China and Korea, according to industry sources.
  • Tainma Microelectronics has come out as the top vendor of LTPS TFT LCD panel maker in China thanks to its early deployment in the segment and the ramp-up of related production capacity, according to Digitimes Research.
  • Large-size 8K TV, OLED and gaming display applications were the main focus of CES 2019, with a number of 8K TVs showcased by TV vendors likely to be commercialized in 2019, Digitimes Research has found.
  • ipad
    Taiwan-based touch panel makers General Interface Solution (GIS) and TPK Holding are expected to maintain stable shipments in the first half of 2019 thanks to orders for new iPad series products, according to industry sources.
  • BOE Technology has begun construction of its third 6G flexible OLED panel line in Chongqing with a capacity of 48,000 substrates a month, according to a report.
  • TV panel prices, which fell over 10% on average in the fourth quarter of 2018, will fall further in the first quarter of 2019 due to sluggish demand, but a silver lining is expected to emerge in the second quarter thanks to a production shift at Samsung Display, according to industry sources.
  • Chunghwa Picture Tubes (CPT) and HannStar Display have both reported decreased revenues for December, affected by weaker demand for small- to medium-size panels and reductions in panel prices.

Taiwan large-size LCD panels – 4Q 2018

Taiwan small- to mid-size LCD panels – 4Q 2018

China smartphone market and industry - 4Q 2018

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

iPhone shipment analysis and forecast, 2H18

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