Display panel
  • Huawei
    The US-China trade war has put Huawei, and in general the smartphone market, in limbo. Huawei has sharply cut orders for flagship smartphones, according to supply chain information available to Digitimes Research. The woeful smartphone...
  • E-paper solution provider E Ink Holdings (EIH) remains positive about its sales and earnings outlook for 2019 as it moves to enhance its deployments in the smart city, smart retailing, education and logistics sectors despite the ongoing US-China trade dispute, according to company president Johnson...
  • Taiwan-based touch module maker TPK Holding has announced that it is withdrawing from a consortium that pursues investment in the cash-strapped Japan Display (JDI), citing volatile market conditions.
  • The US-China trade war has prompted noteboon vendors increasing their inventory until their ODMs move their production lines out of China. This will may be good news for the ODMs in the short term, as demand from clients may drop in the...
  • The combined capacity of flexible OLED panels of 6G and below processes of Samsung Display and LG Display is expected to expand 22.2% on year in the fourth quarter of 2019 thanks to the capacity ramps by the wo Korea makers at their Tangjing A4 and Paju P9-6E lines, respectively, according to Digitimes...
  • AUO chairman Paul Peng
    The persistent US-China trade dispute has not only shortened the order visibility for panel products at the moment but should also have lingering effects during the peak season in the second half of 2019, according to AU Optronics (AUO) chairman Paul Peng.
  • The escalating US-China trade war is sending IT firms moving their manufacturing operations from China to avoid the tariffs imposed on Chinese products. But plant relocation is much easier said than done, as it is a complicated process...
  • ComQi, a wholly-owned subsidiary of AU Optronics (AUO), has unveiled an all-in-one digital signage solution using Intel Smart Display Module (Intel SDM) architecture.
  • Huawei sees business to be impacted by US ban
    With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing its products and services in the short term. However, the ban has spooked consumers, enterprises and telecom operators, shaking their confidence in Huawei's ability to continue...
  • Government-run Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated combined revenues of NT$800.737 billion (US$25.84 billion) in January-April 2019, growing 0.76% on year, according to the Ministry of Science and Technology (MOST).
  • Innolux
    Innolux is to deepen its TV assembly business as it aims to have a better grasp of the end-market trend, and to ramp up revenues from the segment to account for 25% of its overall TV business in 2019, according to company president James Yang.
  • Apple's unveiling of the US$4,999 Pro Display XDR display device is paving the way for suppliers of LED-backlit products to renew their efforts to cut into the niche display market, according to sources from Taiwan's LED supply chain makers.
  • panel
    Despite sequential revenue gains by most of Taiwan's flat panel makers in May, the display industry still faces a weak outlook in the end-market in the second quarter, and panel prices, TV applications in particular, will continue to fall in June.
  • novatek
    Taiwan IC designers have turned conservative about their revenue performances for the second half of 2019 as uncertain fallouts of the US-China trade war and trade sanctions against Huawei are expected to significantly dampen terminal market sales of handsets, PCs, servers and TVs, according to industry...
  • AU Optronics has announced its consolidated revenues for May 2019 reached NT$24.74 billion (US$786.72 million), up by 17.9% on month but down by 3.9% on year.
  • display
    The supply of rigid OLED handset panels is getting tight recently, as more handset brands are using this type of panels paired with in-display fingerprint sensors for their premium models, according to industry sources.
  • Flat panel maker HannStar Display plans to shift about 20% of its automotive panel module production lines from the firm's Nanjing plant in China back to Taiwan, according to Hsuho Wu, vice president of the company's logistics center.
  • applied materials
    Applied Materials has inaugurated its display equipment manufacturing center and R&D lab at the Southern Taiwan Science Park (STSP) seeking to explore business opportunities for advanced display materials and equipment such as 10.5G LCD panels as well as flexible and rigid OLED display solutions...
  • Marking another milestone in China's march to dominance in the global flat-panel display (FPD) market, BOE in 2019 will surpass LG Display to become the world's largest FPD supplier, according to IHS Markit.
  • foxconn
    Foxconn's upcoming 6G LCD plant in Wisconsin will initially use a-Si technology to produce IT and TV panels starting late 2020, and then shift to IGZO one year later for manufacturing panels for automotive, aerospace and mobile device applications, according to industry sources.
  • INT chairman David Chu Photo: Rebecca Kuo, Digitimes, June 2019
    The arrival of the 5G era will accelerate the development of IoT networks and other applications which require higher network specifications including IoV, telemedicine, minimally invasive surgery, IIoT (industrial IoT), disaster prevention and emergency relief networks, according to David Chu, chairman...
  • esl
    E-paper solution provider E Ink Holding (EIH) has lowered the projected shipment growth of its electronic shelf labels (ESLs) for 2019 to 20-30% against an exponential growth forecast earlier, according to company president Johnson Lee.
  • Netronix COO CM Lin
    EPD (electrophoretic display) solution supplier Netronix has said it will begin shipping its plug-type electronic baggage tags (EBTs) in the second half of 2019, with prospects to see robust growth for its overall sales of e-paper solutions, including medical tags and electronic shelf labels (ESLs)...
  • Tianma showcases its flexible AMOLED panel at Computex 2019
    China-based flat panel maker Tianma Microelectronics has said it expects to begin shipping its flexible panels to clients in the first half of 2020. It is showcasing samples of its 7.4-inch flexible WQHD AMOLED panels at Computex 2019.
  • EIH sees growing market potential for e-notebook solutions Photo: Shihmin Fu, Digitimes, May 2019
    E Ink Holdings (EIH), an e-paper solution provider, has expressed optimism about the growth potential of its e-notebook solutions, citing proliferating applications and promising demand from the education, professional and consumer sectors.

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global tablet market – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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