LG Display focuses on OLED at CES 2021
LG Display (LGD) showcased OLED TV panels of varying sizes at the online CES 2021, a bid to maintain its market leadership in OLED technology.
China panel makers step up AMOLED capacity expansions
China-based panel makers including BOE Technology, China Star Optoelectronics Technology (CSOT), Tianma Microelectronics and Visionox are all moving to build additional production capacity for AMOLED in 2021, seeking to meet increasing penetration of such displays in handsets and other consumer electronics...
Taiwan December export orders hit record
Taiwan-based makers received export orders totaling US$60.55 billion in December 2020, hitting a monthly record for the fourth consecutive month with increases of 4.8% sequentially and 38.3% on year, according to the Ministry of Economic Affairs (MOEA).
LED driver IC design house Macroblock has stepped into the manufacturing of RGB fine-pitch mini LED display modules with the establishment of related production capacity at a factory in northern Taiwan, and will be promoting the module to be used in indoor displays used by enterprises and exhibition...
Highlights of the day: Innolux seeking to introduce foundry business model to panel industry
The LCD industry getting so mature that existing players are keen to look for new opportunities and technologies. Innolux's executive VP Chin-Lung Ting has told Digitimes that the company will adhere to TFT-LCD as its core technology, but is exploring a new business model that he calls "panel...
Innolux proposes concept of panel semiconductor
South Korean panel makers are withdrawing from the LCD market, while their Chinese competitors, after frenzy expansion propelled them to the top of the LCD sector, are not expected to further expand their capacity significantly in the future, as they no longer have priority in receiving government...
Panel components shortages worsen
Panel makers continue to see their supply affected by shortages of glass substrates and LCD driver ICs, which have become severe due to recent power outages hitting plants at NEG and UMC plants, according to Innolux president James Yang.
Touch panel maker General Interface Solution (GIS) is expected to lock in the first batch of in-display ultrasonic fingerprint sensor module orders from Samsung Electronics for usage in Korea-based brand's new flagship Galaxy S21 to be launched in 2021, according to industry sources.
AUO, Innolux see January revenues on growth track
Taiwan's top-two LCD panel makers, AU Optronics (AUO) and Innolux, are set to see their shipments and revenues continue moving upward in January havign seen their correspondent figures shoot up in the previous month.
MiniLED backlighting is expected to strengthen large-size LCD panels' competitiveness against OLED in five years, according to Ting Chin-lung, executive vice president for Innolux.
Taiwan December exports hits record
Taiwan's exports totaled US$33 billion in December 2020, the highest-ever monthly level with 3.16% on-month and 12.0% on-year growths, according to the Ministry of Finance (MOF).
AUO reports slight increase in 2020 revenues
AU Optronics (AUO) has announced consolidated revenue of NT$28.86 billion (US$1.03 billion) for December 2020, up by 11.2% on month and 39.3% on year, with full-year 2020 consolidated revenues totaling NT$271.0 billion, up by 0.8% annually.
More devices to come with miniLED displays
Apple is reportedly looking to adopt miniLED displays for its new iPads and MacBook Pros in 2021, while Samsung Electronics is expected to release a miniLED tablet and Micro-Star International (MSI) a miniLED notebook, according to sources from the upstream supply chain.
EIH to promote color e-book readers
E Ink Holdings (EIH) will promote its ACeP (advanced color e-paper) technology to e-book readers in 2021.
Foldable-screen notebooks likely to be expensive
Foldable-screen notebooks are estimated to be priced more than NT$70,000 (US$2,469) due to the high components costs, according to sources from the upstream supply chain.
Notebooks with foldable screens may hit store shelves by the end of 2021. Intel has been developing foldable-screen notebooks, with development reaching the final stage. Meanwhile, China-based foundry SMIC...
Intel has reportedly continued to push the development of foldable-screen notebooks with the devices having a good chance to hit store shelves by the end of 2021, according to sources from the upstream supply chain.
Highlights of the day: Passive components inventory low
Strong pandemic-fuled demand has resulted in shortages in a host of components, including MLCC. Yageo, a major passive components suplier, has only about two months of MLCC inventory, far below healthy levels, and the tight supply will...
Samsung Display to keep rolling out LCD panels in 2021
Samsung Display has decided to push back the deadline for withdrawing from the LCD panel market, bringing in more uncertainties to the supply and price outlook for the coming year.
Second-tier TV brands grappling with panel shortages
Second-tier TV brands focusing on small-to-medium screen size segments face mounting pressure of insufficient supply from panel makers who are giving production priority to large-size applications, according to industry sources.
China's makers have not slowed down the pace of capacity expansion and technology upgrades for AMOLED panels, although its smartphone industry has been affected by the coronavirus pandemic and the US trade restrictions against Huawei, Digitimes Research has found.
China-based TV maker TCL has denied that it planted backdoor software in its TVs sold to the US market.
GIS reportedly enters iPhone supply chain
As China-based BOE Technology will soon begin to supply flexible OLED panels for iPhones, its Taiwan-based partner General Interface Solution (GIS) will supply corresponding integrated touch modules, according to industry sources.
Both Taiwan-based panel makers AU Optronics (AUO) and Innolux are gearing up their efforts to develop display products for medical applications in response to the lingering impacts of the coronavirus pandemic, according to Digitimes Research.
HannStar Display has kicked off small-volume shipments of its automotive panels to automakers in Europe, having already entered related supply chains in China and Japan.
MicroLED looks like it is going to take the display market by storm in the next decade or so. Established...
OLED may not be replacing LCD as mainstream, but micro LED stands a chance
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...
Taiwan LCD monitors – 3Q 2020
Taiwan's PC monitor shipments in the third quarter of 2020 grew 6.9% sequentially and 4.1% on year.
Taiwan LCD TVs – 3Q 2020
Taiwan's TV shipments arrived at 8.46 million units in the third quarter of 2020, up 34.7% sequentially and up 11.9% on year.
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...