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Display panel
  • Quanta may be the only ODM to see notebook shipment growth in 3Q20
    ODMs generally expect notebook shipments to drop sequentially in third-quarter 2020 after a wave of robust demand in the previous quarter in the wake of surging pandemic-triggered stay-at-home needs. But Quanta Computer will be an exception,...
  • Panel makers see strong demand for IT applications
    Having experienced sequential revenue growth in the second quarter of 2020, most Taiwan's flat panel makers are poised to enjoy further growth in the third quarter, buoyed by strong demand for IT panels as well as rising TV panel prices, according to industry sources.
  • More notebooks with 16:10 screens are expected to be launched
    Robust demand for notebooks, fueled by work-from-home activities, is expected to stretch into fourth-quarter 2020, with panel specifications being upgraded, according to industry sources.
  • AUO sales dropped in June
    AU Optronics (AUO) has announced consolidated revenues of NT$21.61 billion (US$734.28) for June 2020, down by 0.6% on month and 11.2% on year.
  • Notebook panel demand will remain robust
    Demand for notebook panels in the third quarter of 2020 will remain robust having seen strong orders during the second quarter supporting pandemic-induced remote work and study, according to industry sources.
  • Innolux has stepped efforts for car displays
    Innolux is striving to further integrate and enhance its manufacturing capability for automotive displays, aiming to develop large-size models with high resolutions in multiple specifications and designs, according to the Taiwan-based panel maker.
  • CSOT is developing inkjet-printed OLED for TV
    China-based panel maker China Star Optoelectronics Technology (CSOT) has decided to invest in Japan-based JOLED, in a bid to develop inkjet printing technology for production of OLED TV panels in the next three years, according to Digitimes Research.
  • Xiaomi is relying more on MediaTek
    In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
  • Supply for LCD driver IC and TV SoCs is getting tight
    Taiwan's IC designers are mulling raising quotes for TV SoCs and driver ICs amid increasingly tight supply as Korean vendors gradually quit production of LCD panels and TVs as well as related chips solutions, according to industry sources.
  • AOC was the top LCD monitor brand during the 618 shopping festival
    End-market demand for IT products such as LCD monitors remained robust during the 618 shopping festival in China as figures from research firm AVC Revo show LCD monitor sales in China totaled 640,000 units during the event, up 14% on year.
  • Innolux has adopted Corning's laser technology for manufacturing car applications
    Corning has announced that Innolux will use Corning Laser Technologies' Large Platform Cutting Tool and Full Automation System for making high-end car display panels, enhancing design flexibility, cutting accuracy and manufacturing of glass sensor panels for automotive applications.
  • CEO Charles Li
    Taiwan-based PlayNitride plans to raise an additional fund of US$50 million for the establishment of its second production line for micro LED epitaxial wafers and chips, according to company CEO Charles Li.
  • China-based suppliers cross into Apple's supply chain
    China-based manufacturer and component suppliers have crossed into the supply chain of Apple and are gaining increased orders from the vendor with China-based Luxshare already becoming a key assembler of the AirPods and having a chance...
  • Industrial touch panel makers expect growing revenues and profits in 2Q20
    Industrial touch panel solution providers including Young Fast Optoelectronics, Mildex Optical and Higgstec are expected to post strong revenue and profit growths for the second quarter of 2020 thanks to increasing demand for touch panel solutions for industrial control and medical equipment applica...
  • Apple's 5G iPhones reportedly will all feature OLED screens
    BOE Technology will not be in the supplier list for the first batch of panel shipments for Apple's 2020 iPhone lineup as the Chinese maker has failed to secure Apple's validation for its OLED screens, according to sources familiar with the matter.
  • WiseChip to operate at full capacity till August
    Having seen its production lines run at full capacity since April, PMOLED panel maker WiseChip Semiconductor expects its order momentum to continue into August thanks to an improved product mix, according to company sources.
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    Vertically-integrated LED maker Lextar Electronics has begun small-volume shipments for micro LED devices to help clients develop products including 10-inch automotive dashboard displays, VR/AR displays, smartwatches and aeronautic displays, according to company chairman and CEO David Su.
  • TV panel prices are rising
    LCD TV panel prices are expected to rise more than 10% in the third quarter 2020 as TV brands are building up their inventory levels for panels aiming to ramp up their shipments in the second half of the year after experiencing lackluster sales in the first half, according to industry sources.
  • Eris chairman Jonathan Chang
    Taiwan-based Eris Technology has eentered the supply chain of China's leading display panel vendors by providing power diodes and MOSFET chips, according to industry sources.
  • Epistar president Fan Chin-yung
    LED epitaxial wafer and chip maker Epistar sets high hopes on mini LED applications. It has been keen to improve every step of the manufacturing process for mini LED chips, and aims to lower the defect rate to below 1ppm.
  • Apple's A14 process will be made using TSMC's 5nm process
    TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the 5G iPhone to support both mmWave and sub-6GHz bands...
  • EIH chairman Johnson Lee
    E Ink Holdings (EIH) has seen its colored e-paper production lines run at full capacity, with the high gear to persist through September, according to company chairman Johnson Lee.
  • CSOT under the TCL group is keenly expanding capacity
    BOE Technology and China Star Optoelectronics Technology (CSOT) are moving to solidify their leading positions in China's flat panel industry where the landscape is undergoing a major change touched off by the capacity reductions at rival companies in Korea, according to industry sources.
  • AUO is resetting its business focuses
    AU Optronics (AUO) has completed the installation of two new production lines for high-end display and modular products in Taiwan. The new facilities are part of a NT$40.7 billion (US$1.377 billion) three-year investment project responding to calls for relocating production back to Taiwan from China...
  • Automation equipment developed by Innolux
    Innolux plans to expand its business beyond the current focus of panel manufacturing to include automation equipment and semiconductors leveraging the expertise it has gained from the implementation of automated production at its panel plants over the years, according to company president James Yang...

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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