HiSilicon (Shanghai) Technologies showcased new chip and terminal device solutions for smart homes, displays, and the Internet of Things (IoT) at the recent Appliance & Electronics World Expo (AWE) in Shanghai.
Taiwan-based Data Image reached a breakthrough in the special vehicle display market while starting its business with professional highly durable marine displays.
Acer Chairman and CEO Jason Chen noted that the current notebook supply is going smoothly and the Red Sea crisis had a limited impact. The only potential "black swan" is the oversupply of panels. Chen mentioned that this has caused everyone to move quickly to prevent inventory from depreciating and causing losses.
In China, electric vehicles with built-in fridges and even in-car karaoke systems are considered passé. Instead, carmakers are turning to increasingly novel add-ons from beds to cooktops to boost sluggish sales.
In the rapidly evolving landscape of AI technology, BenQ Taiwan's General Manager, Steve Yang, commends the continued advancement of AI applications within a year but notes that there remains a notable distance between these advancements and their integration into end products.
Apple is set to launch a new generation of the iPad Pro as early as March 2024. The total supply volume of OLED panels is estimated to be 8.5 million units, and it will be fully supplied by South Korea's Samsung Display (SDC) and LG Display (LGD). However, the absence of Chinese manufacturers like BOE has certainly garnered some attention.
E-paper solutions provider E Ink Holdings (EIH) anticipates revenue will be at its lowest for 2024 in the first quarter of 2024 before increasing and sustaining growth through the final quarter of 2024.
Samsung Electronics is reportedly set to unveil its new OLED TV series, the S90D, in 2024, marking a significant move as it will adopt both Samsung Display's QD-OLED and LG Display's WOLED panels. This strategic decision reflects a compromise, likely prompted by LGD's insistence on maintaining parity between its WOLED and Samsung's QD-OLED panels.
Qisda Chairperson Peter Chen announced that the group will be picking up its merger and acquisition pace this year, as several of its subsidiaries are slated for IPO and the conglomerate seeks partnerships in key components in the healthcare, AI, 6G, and satellite fields.
Touch screen solutions provider Ape Material Technology (AMT) is set for listing on the Taipei Exchange (TPEx) or the over-the-counter market in early April 2024. Chairperson Lillian Chao has expressed optimism that the company's revenue for the year will surpass that of 2023, with a minimum gross profit margin of 40%.
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive research on LCD and OLED panel technologies and long-term observations of IT market trends.
Amid the yet-to-recover PC market, Taiwan-based touch module maker TPK experienced on-year declines in multiple indexes in 2023. TPK has outlined its strategy for 2024 as "focusing on stabilizing its core business while expanding into new sectors," targeting growth in new energy, LiDAR, and 3D printing.
Apple's foray into Micro LED applications has been closely watched. However, a recent announcement from AMS Osram has sent shockwaves through the industry. AMS Osram revealed the unexpected cancellation of a crucial microLED production project by a major customer. Although the customer was not identified, industry insiders speculate it to be Apple, particularly given the project's focus on microLEDs for potential adoption in Apple Watches.
Samsung Display (SDC) has registered a patent with the United States Patent and Trademark Office (USPTO) for a device that combines rollable and foldable technologies. The industry is paying attention to whether Samsung will launch various new forms of smartphones to respond to the rapid pursuit of Chinese brands.
Display driver IC (DDI) specialist Raydium Semiconductor is optimistic about its first-quarter performance as it has commenced mass production of AMOLED DDIs for clients' new tablet products.
Although market forecasts have expected major sporting events in 2024 to drive a wave of TV upgrades, this has generally not been the case in the past. What can be expected is growth in the large-sized, high-end segment, in other words, a push for quality over quantity.
AUO is accelerating its efforts in MicroLED technology to secure a leading position in the next-generation display market. The company anticipates its automotive products to enter mass production between 2026 -2027. Industry sources reveal that AUO's clients in the automotive industry include major automotive manufacturers such as BMW, Audi, and Mercedes-Benz.
Demand for foldable smartphones continues to surge as companies like Samsung Electronics, Huawei, and Oppo release new products, significantly boosting market sales and leading to exponential growth in the demand for ultra-thin glass (UTG).