Display panel
  • TSMC on track to start 3nm production in 2022
    TSMC has been fast advancing its manufacturing processes. It is on track to move 5nm node to commercial production in the second half of 2020, and will soon break ground for a 3nm facility where volume production will start in 2020. Next...
  • Motorola
    Motorola has switched orders for flexible AMOLED panels for its new foldable smartphones to Chinese suppliers BOE Technology and China Star Optoelectronics Technology (CSOT) from Taiwan-based AU Optronics (AUO) who cannot provide sufficient production capacity, according to industry sources.
  • Competitiveness of mini LED backlighting hinges on feasible applications
    As smartphone-use OLED panel prices have dropped since 2018, mini LED backlighting for handset-use LCD panels has become disadvantageous in cost. Market opportunities for mini LED backlighting, therefore, lie in application segments where OLED is less ot competitive in production cost.
  • BOE, CSOT to stop investing in LCD panel segment
    BOE Technology and China Star Optoelectronics Technology (CSOT) have both disclosed plans to stop their investments in LCD display technology development and capacity expansion.
  • JDI has announced it has developed a prototype micro LED display
    Japan Display Inc (JDI) has announced it has developed a prototype micro LED display, a strong candidate to become a next-generation mainstream display technology, and it will be exhibited at FIinTech Japan 2019 in Makuhari Messe during December 4-6.
  • Innolux's ODTG panels
    Innolux has introduced its own ODTG (one data triple gate) circuit technology for the production of all-screen panels for handset applications, with volume production scheduled to kick off in the second quarter of 2020, according to company sources.
  • JOLED to start volume production for OLED in 2020
    JOLED has disclosed it has completed constructrion of what it calls the world's first mass production line of printed OLEDs at its Nomi site, Japan, looking to start mass production in 2020.
  • Taiwanese suppliers of displays materials still stand a chance in China
    Taiwan's suppliers of polarizers and quantum dot enhancement films (QDEF) still have opportunity to make gains in China where the supply capacity for these two optical products is still insufficient despite the fast expansion of its flat panel industry, according to industry sources.
  • Taiwan's manufacturing sector has seen three consecutive quarters of on-year declines in production
    Production of Taiwan's manufacturing industry totaled NT$3.37 trillion in the third quarter of 2019, down 7.01% on year, making the third consecutive quarter of on-year declines due mainly to the US-China trade tensions, according to figures from Taiwan's Ministry of Economic Affairs (MOEA).
  • TSMC and UMC both plan to expand production capacities at their 12-inch wafer fabs in China
    TSMC has committed to building its most advanced fabs in Taiwan, but that doesn't mean that it will stop expanding production capacity elsewhere, particularly China, which is home to some of its biggest clients. Both TSMC and UMC have plans to increase their 12-inch...
  • CPT is believed to be owing about 2,000 of its employees nearly NT$300 million in salary
    The ill-fated panel maker Chunghwa Picture Tubes (CPT) is believed to be owing about 2,000 of its employees nearly NT$300 million (US$9.82 million) in salary, as it seeks to sell its 4.5G and 6G LCD lines to raise funds to cover the payments, according to industry sources.
  • Innolux will invest over NT$70.1 billion (US$2.29 billion) in Taiwan
    Panel maker Innolux will invest over NT$70.1 billion (US$2.29 billion) in Taiwan, the Ministry of Economic Affairs (MOEA) has announced. The MOEA has issued a green light to the Innolux project, saying it is in line with the government's goal of encouraging Taiwanese firm to return and invest at hom...
  • US notebook vendors have slowed down placing orders with Taiwan ODMs
    Trade tensions between the US and China seem to be easing a little, but it remains uncertain whether the more "friendly" atmosphere will be subsequently followed by a full truce between the two super economies. For notebook vendors who risk higher tariffs for Chinese imports if the trade war doesn't...
  • Chinese panels are increasing output for IT panels
    Some China-based flat panel makers are shifting more of their production capacities to the manufacture of IT applications as they seek to stem losses resulting from keen price competition in the large-size TV panel segment, according to industry sources.
  • Innolux has given a more positive outlook for the fourth quarter of 2019 than fellow company AUO
    Innolux has given a more positive outlook for the fourth quarter of 2019 than fellow company AU Optronics (AUO), although the former saw net losses widen in the third quarter due to falling panel prices.
  • 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.
  • TV panel prices are expected to remain steady in the first quarter of 2020
    TV panel prices are expected to remain steady in the first quarter of 2020 before staging a possible rebound in the second quarter, as they have become stabilized recently thanks to massive production cuts by makers to prevent pricing falling further, according to industry observers.
  • AUO has announced its October consolidated revenue reached NT$19.98 billion
    Taiwan-based LCD panel maker AU Optronics (AUO) has announced its October consolidated revenue reached NT$19.98 billion, down by 16.3% on month and 24.6% on year.
  • TV panel prices are set to stop falling and level off in November
    TV panel prices are set to stop falling and level off in November thanks to efforts made by panel makers to reduce their output aggressively, while demand has started picking up as brand TV vendors have resumed pulling in orders in preparation for the Double-11 shopping festival in China as well as...
  • Panel makers diversify product focus
    AU Optronics (AUO) and Innolux both have expanded beyond their core display business into the medical equipment and healthcare sectors as they seek to explore sustainable business opportunities.
  • AUO ramping up automotive panel shipments
    AUO is expected to see its shipments of automotive display products grow at a double-digit rate in 2019, despite unfavorable macro factors that have weakened the global automotive market, according to company vice president TY Lin.
  • Taiwan- and Korea-based panel makers cutting capex for 2019
    Some flat panel makers in Korea and Taiwan, notably LG Display, AU Optronics (AUO) and Innolux, are cutting their capex for 2019 as they seek to improve their bottom lines in the face of mounting operating losses, according to industry sources.
  • Taiwan large-size LCD panel shipments up slightly in 3Q19
    Shipment of large-size LCD panels (9-inch and above) by Taiwan's makers (excluding Sharp) edged up 2.1% sequentially to 59.3 million units in the third quarter of 2019 due mainly to advanced shipments by clients in light of the uncertainty triggered by the US-China trade dispute, according to Digitimes...
  • Taiwan's shipments of small- to medium-size LCD panels are expected to decrease 17.6% on quarter
    Taiwan's shipments of small- to medium-size LCD panels are expected to decrease 17.6% on quarter and 31.1% on year in the fourth quarter of 2019 due to off-peak season effects and reduced smartphone shipments resulted from the US-China trade dispute, according to Digitimes Research.

Taiwan LCD TVs – 3Q 2019

Taiwan LCD monitors – 3Q 2019

Global tablet market – 3Q 2019

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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