Display panel
  • AUO is reshaping its business and management
    AU Optronics (AUO) will reshuffle its business structure along with top-level management to accelerate its transformation push, dubbed AUO Next, set by its chairman Pual Peng, according to the Taiwan-based panel maker.
  • Many major sports events are likely to go ahead, undermining TV demand
    TV panel prices are set to fall in April as global demand is expected to contract significantly in the wake of coronavirus pandemic, particularly in the US and Europe, according to industry sources.
  • Glass suppliers are eyeing the foldable devices market
    Display glass providers Corning and AGC Display Glass are developing ultrathin flexible glass products for foldable applications, while Samsung Electronics has launched its Galaxy Z Flip built using ultrathin glass (UTG) glass cover solutions, according to industry sources.
  • Apple's suppliers are ramping up iPad Pro shipments
    Makers in the supply chain for Apple's just-unveiled iPad Pro are ramping up their shipments, and the volume for the new tablet series from the suppliers will climb about 40% sequentially in the second quarter, according to industry sources.
  • EIH is expanding capacity for color e-paper solutions
    E Ink holdings (EIH) is expanding its production capacity for colored e-paper solutions dedicated to e-book reader and other new applications, according to company sources.
  • China will kick off its second-phase Big Fund program at the end of March
    The coronavirus epidemic has just started to show signs of easing in China, but the Chinese government can hardly wait to reboot its semiconductor industry. Its National Integrated Circuit Industry Investment Fund, aka Big Fund - set...
  • AUO's 12.1-inch full-color active-matrix micro LED automotive panels
    Competition in the global display industry is likely to become more rational in the wake of coronavirus pandemic, as the Chinese government is expected to reduce its subsidies to its panel makers in order to channel more of its resources to restore its economic development, according to Paul Peng,...
  • AUO president Frank Ko (left) and chairman Paul Peng (right)
    AU Optronics (AUO) chairman Paul Peng expects demand for panels from the education and medical care sectors to rise significantly in 2020 in the wake of the coronavirus outbreak.
  • The makers reportedly are eyeing orders from Apple for one of this year's iPhone models
    BOE Technology reportedly has teamed up with touch panel maker General Interface Solution (GIS) to develop an out-cell touch module looking to grab orders from Apple for one of its 5G iPhone devices slated for launch in the second half of 2020, according to sources from the supply chain makers.
  • Panel production in China is recovering fast
    Capacity utilization rates at most LCD fabs in China, excluding those in Hubei province - the epicenter of the coronavirus outbreak - are recovering and are estimated to reach roughly 80% by the end of March, according to a Korea-based The Elec report.
  • 5G devices are expected to come with high-end displays
    Display devices for use in four major application areas will see great growth potential under 5G environments: AMOLED for smartphones, panels with higher refresh rates, large-size integrated automotive panels, and high resolution panels for AR/VR applications, according to industry observers.
  • HannStar Display outperformed major Taiwan-based competitors in terms of profits in 2019
    HannStar Display has reported net profit of NT$788 million (US$26.16 million) for 2019 even though it posted losses in the last quarter of the year. The earnings showed a decline of 22.75% from a year earlier.
  • Sharp holds many LCD panel patents
    Sharp has filed a patent infringement lawsuit against Chinese LCD panel maker Xianyang CaiHong Optoelectronics Technology (CHOT), and TV vendors TPV Technology and Vizio in the US, accusing them of infringing 12 patented panel technologies.
  • 8K TV shipments to rise rapidly in 2020
    Global shipments of 8K TVs are expected to surge to two million units in 2020 from 430,000 units shipped a year earlier, driven by improving cost structure and 5G environments, as well as TV brands' campaign efforts, according to industry observers.
  • TSMC has built a 5nm wafer fab at STSP
    While the Southern Taiwan Science Park (STSP) saw its total revenues decline 6.59% to NT$743.236 billion (US$24.6 billion) in 2019, Taiwan Semiconductor Manufacturing Company (TSMC) is expected to help STSP reach NT$800 billion in total revenue and 80,000 employees in total for 2020 through its continued...
  • Taiwan science parks record revenues of over NT$2,632 billion for 2019
    Government-developed Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated combined revenues of NT$2,632.114 billion (US$87.14 billion) in 2019, growing 1.39% on year, according to statistics released by the Ministry of Science and Technology...
  • BLU makers have been hot by the virus outbreak
    Taiwan-based backlit unt (BLU) suppliers Coretronic, Radiant Optoelectronics and Darwin all experienced revenue setbacks in February in the wake of the coronavirus outbreak.
  • Most Taiwan-based panel makers saw declines in February sales
    Most Taiwan-based LCD panel makers, with the exception of AU Optronics (AUO), have reported sequential declines in February revenues due to the impacts of coronavirus outbreak.
  • AUO saw February sales drop on year
    LCD panel maker AU Optronics (AUO) has disclosed its consolidated revenues for February 2020 reached NT$17.69 billion (US$589.8 million), up 14.2% on month but down 14.9% on year.
  • TV panel prices are rising
    Quotes for TV panels are set to continue rising in March even though the supply of TV panels are expected to improve with makers ramping up output in the wake of the coronavirus outbreak, according to industry sources.
  • GIS reportedly is fulfilling orders from Samsung
    Taiwan-based touch display specialist General Interface Solutions (GIS) is expected to ramp up shipments through at least the second quarter of 2020 as it starts fulfilling orders for ultrasonic in-display fingerprint sensor modules for Samsung's new handsets, according to industry sources.
  • CSOT has made efforts to develop micro LED
    China-based flat panel maker China Star Optoelectronics Technology (CSOT) under the TCL Group and Xiamen Sanan Integrated Circuit (Sanan-IC), China-based LED chip maker San'an Optoelectronics' subsidiary maker, will set up a joint-venture lab for developing micro LED materials, manufacturing processes...
  • Monitor panel supply has been tight in 1Q20
    Global shipments of monitor panels are expected to reach 166 million units in 2020, increasing 15.2% from a year earlier, according to market research firm All View Cloud (AVC).
  • Apple is expected to launch a new entry-level iPhone in 1H20
    Apple's new entry-level LCD iPhone, tentatively dubbed iPhone SE2, has entered the final stage of engineering validation in Zhengzhou, China, where the vendor's major manufacturing partners Foxconn Electronics and Pegatron run assembly lines, according to industry sources.
  • TSMC keen on packaging technology
    TSMC is unqestionably the global leader in the pure-play foundry, but it is also gearing up efforts expanding its presence in the backend sector. Its advanced wafer-level packaging capacity is set to enjoy rising utilization in second-quarter...

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

© 2020 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.