TPK silver nano touch solution production on track
TPK Holding has started equipment move-in at its new production line for silver nanowire-based touch solutions that will kick off volume production in the fourth quarter of 2019 before beginning to ramp up output in the first quarter of 2020, according to company CSO Freddie Liu.
Innolux has begun shipping active matrix (AM) mini LED-backlit PID (public information display) products and is also teaming up with brand vendors such as Sharp to promote 8K displays for the ongoing establishment of 8K+5G ecosystems, according to company executive vice president Ding Chin-lung.
Giantplus reports profits for July
Flat panel maker Giantplus Technology has reported net profit of NT$39 million (US$1.242 million) for July, a 12-fold increase from a year earlier. EPS for the month came to NT$0.09 compared to NT$0.01 a year ago.
AUO, Innolux shipping 8K TV panels in small volumes
AU Optronics (AUO) and Innolux have begun shipping 8K TV panels to their Japan-based clients, respectively, albeit in small volumes due to low yield rates at the moment, according to industry sources.
EIH, DCI jointly roll out e-paper healthcare displays
E-paper solution provider E Ink Holdings (EIH) and US-based Digital, Connected, Intelligent Health Technology (DCI) have jointly rolled out digital healthcare display devices for hospital applications.
Shipments of large-size (9-inch and above) LCD panels by Taiwan's makers (excluding Sharp) grew 6.8% on quarter to 58.09 million units in the second quarter of 2019, as clients pulled in orders in advance on concerns over the US-China trade disputes, according to Digitimes Research.
Asustek Computer willl not be much impacted by a likely rally in prices for memory chips, LCD panels and other components in the second half of 2019 as the hikes will only have short-term effects, according to company co-CEO Samson Hu.
HannStar Display revenues drop in July
HannStar Display has announced consolidated revenues of NT$1.419 billion (US$45.33 million) for July, down 4.3% on month and 12.5% on year.
HKC 8.6G line nears completion
China-based flat panel maker Chongqing HKC Optoelectronics has held a topping-out ceremony for its new 8.6G fab being built in Mianyang, Sichuan, paving the way for the new fab to kick off commercial production in the first quarter of 2020.
HannStar Display reports profit for 2Q19
LCD panel maker HannStar Display has reported net profit of NT$305 million (US$9.73 million) for the second quarter of 2019, up 66.67% on quarter but down 62.9% on year. EPS for the quarter came to NT$0.1.
AUO sees revenues decline in July
AU Optronics (AUO) has announced consolidated revenues of NT$22.04 billion (US$702.71 million) for July 2019, down by 9.4% on month and 14.6% on year.
LCD panel makers are likely to scale down their output significantly starting fourth-quarter 2019 or first-quarter 2020 as panel prices are expected to continue to fall and inventory levels will remain high when a seasonal uptick is over in the third quarter, according to industry observers.
Touch panel suppliers have started ramping up output since to support Samsung Electronics' commercial production for its just-unveiled Galaxy Note 10 devices, which will come in two sizes, according to industry sources.
The Foxconn Group had held talks with a few Chinese flat panel makers, including Chongqing HKC Optoelectronics and China Star Optoelectronics Technology (CSOT), for possible sale of its new 10.5G line in Guangzhou but no deal was reached, according to sources from Taiwan's LCD supply chain.
Global monitor panel demand to remain weak in 3Q19
Global demand for monitor panels will remain weak in the third quarter of 2019 with prices of medium- to large-size panels to continue falling, according to industry sources.
Highlights of the day: iPhone outlook
Apple saw disappointing iPhone sales during its fiscal third quarter 2019, and its component suppliers see weak order visibility for the vendor's upcoming iPhones. And things seem to be heading for the worse for Apple following US President...
Apple has started making preparations since July ahead of the launch of new iPhones in September, but order momentum for touch panels and other components has been weak, according to industry sources.
Taiwan's top-two flat panel makers, AU Optronics (AUO) and Innolux, are expected to follow in the steps of their rivals in China and Korea to cut back their output in order to prevent panel prices from falling further, particularly for large-size TV applications, according to industry sources.
Highlights of the day: 5G+8K
The Foxconn Group's 5G+8K business strategy eyeing the synergy of the next-generation network technology and Ultra HD applications is gaining momentum, as an affiliated LCD maker in China is set to start volume production at its 10.5G line...
A 10.5 line of Sakai SIO International Guangzhou, a subsidiary of Japan-based Sakai Display Products (SDP), has rolled out its first 65-inch LCD panel, paving the way for the plant to kick off volume production at the end of September 2019, according to company sources.
Innolux stays in the red in 2Q19
LCD panel maker Innolux has reported net loss of NT$2.97 billion (US$95.57 million) for the second quarter of 2019, the company's third straight quarterly loss. The figures, however, show significant improvement from a loss of NT$3.73 billion seen a quarter earlier.
Apple is set to release in September 2019 new MacBook Pro featuring ultra-narrow bezel to accommodate a 16-inch screen, expanded from the original 15-inch one. And Taiwan's ODM Quanta Computer is expected to be the sole contract producer for the new model, according to supply chain sources.
Global TV panel shipments edge up in 1H19
Global shipments of TV panels totaled 140 million units in the first half of 2019, up 3.6% from a year earlier, driven mostly by capacity ramps by China's plat panel makers, according to data compiled by China-based research firm Sigmaintell Consulting.
AUO looking to diversified operations
Despite incurring a loss of NT$2.68 billion (US$86.23 million) in the second quarter of 2019, AU Optronics (AUO) will continue to implement its value-creating policy by further diversifying its operations, according to company chairman Paul Peng.
Taiwan small- to mid-size LCD panels – 2Q 2019
Although second-quarter 2019 was the traditional peak season for the small- to medium-size panel industry, Taiwan's shipments...
China smartphone AP shipments – 2Q 2019
Second-quarter 2019 smartphone application processor (AP) shipments to China showed 39.1% sequential growth, higher than previously...
China smartphone market and industry – 2Q 2019
Smartphone shipments by China-based vendors in second-quarter 2019 topped 180 million units, soaring 26.7% on quarter and 5.6%...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...