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Display system
  • China LED makers eye mini/micro LED business opportunities
    China-based major LED chip makers and packaging service providers, optimistic about demand for mini and micro LEDs, are currently pushing capacity expansions mainly for related applications, according to industry sources.
  • Epistar president Fan Chin-yung
    Epistar is likely to see operation swing into profitability in the fourth quarter of 2020 if the impact of the coronavirus pandemic eases off in the third quarter, according to company president Chin-yung Fan.
  • Taiwan PC monitor shipments to rise in 2Q20
    Taiwan's PC monitor shipments, fueled by rising work-from-home activities, are expected to undergo a sequential growth of 24% to 22.94 million units in the second quarter 2020 after such shipments plunging 20% on quarter and 9.4% on year in the previous quarter, Digitimes Research estimates.
  • The Smart Collection Wall designed by AUO's group
    AU Optronics (AUO) has leveraged its display technologies and teamed up with Space4Money, the company's wholly-owned subsidiary specializing in smart retail software and hardware integration solutions, to deliver interactive Smart Collection Wall and Information Wall displays, officially unveiled at...
  • Internet giants developing new smart speakers with bigger displays
    Taiwan's supply chain makers for IT devices have indicated that heavyweight Internet service operators including Amazon, Google and Facebook all are accelerating the development of new smart speakers that mostly will come with a display targeting not only general consumers but also for remote work...
  • Taiwan motherboard and graphics card brands to be absent from Computex 2020
    International vendors including Intel, AMD and Nvidia are unlikely to participate at Computex this year due to the coronavirus pandemic, prompting major motherboard and graphics card manufacturers to consider withdrawing from the annual event, according to sources familiar with the matter.
  • The TV market remains weak
    Global shipments of OEM TVs by the world's top-14 OEM makers plunged 28% on year to 13.8 million units in the first quarter of 2020, as the production, shipments and sales of the entire TV supply chain were affected by the coronavirus pandemic, according to data from AVC Revo.
  • Taiwan's TV shipments were affected by the outbreak in 1Q20
    Shipments of LCD TVs by Taiwan-based makers fell 45.2% sequentially to 4.65 million units in the first quarter of 2020, affected mainly by seasonality and the outbreak of the coronavirus pandemic in China, according to Digitimes Research.
  • AUO is undergoing structural changes
    AU Optronics (AUO) has announced that it will spin off its commercial and industrial display businesses, to be run by a wholly-owned entity.
  • AIO PC shipments to pick up 30% on quarter in 2Q20
    Worldwide all-in-one (AIO) PC shipments are expected to rise over 30% sequentially in the second quarter, following a 29% sequential decline in the first quarter, according to Digitimes Research.
  • Samsung's displays sales were weak in 1Q20
    Samsung Electronics saw its consolidated sales and operating profit for the first quarter of 2020 come within its guidance range, but has warned of a weak second quarter due to the impact of the coronavirus pandemic on sales of its core products.
  • Coretronic expects strong shipments for notebook-use BLUs
    Coretronic expects shipments of its backlight units (BLU) for notebooks and medical equipment to increase 20% sequentially in the second quarter, buoyed by virus-induced stay-at-home activities and disease control efforts, according to Sarah Lin, president of its energy-saving product business group...
  • Young Optics-produced optical components used in projector
    Young Optics expects shipments for pico-projection optical modules to double sequentialy in second-quarter 2020, as local governments in China are ending lockdowns along with easing of the coronavirus pandemic.
  • Vincent Chiou, Asustek corporate vice president and general manager of Display BU
    Asustek is expected to continue enjoying stable sales of monitors in 2020 as annual PC monitor shipments have remained stable since 2016, according to sources from the upstream supply chain.
  • TV shipments to China nosedived in the wake of the pandemic
    TV shipments in China declined 20.1% on year to 9.95 million units in the first quarter of 2020, as disease control measures such as city lockdowns and travel curbs undermined consumer demand, according to China-based market consulting firm All View Cloud (AVC).
  • The US needs fast support to battle the coronavirus
    United Microelectronics (UMC), Siliconware Precision Industries (SPIL) and Emerging Display Technologies have rushed shipments to US-based medical equipment vendor Ventec Life Systems for production of critical care ventilators to meet urgent demand arising from coronavirus pandemic, according to industry...
  • A 216-inch 8K RGB fine-pitch mini LED display showcased by Epistar and Leyard jointly at CES 2020
    Taiwan-based LED epitaxial wafer and chip maker Epistar is establishing a joint venture with China-based LED display maker Leyard Optoelectronic for producing mini/micro LED chips and modules in Wuxi, eastern China, with production to begin in second-half 2020, according to Epistar.
  • Amtran's production in China and Vietnam has returned to normal
    TV ODM Amtran Technology has reported that its revenues grew 38.9% sequentially to NT$1.045 billion (US$34.79 million) in March, as the operations of its plants in China and Vietnam have returned to normal.
  • Prices for 8K TVs are still too high
    Expectations that vendors would ramp up global annual shipments of 8K TVs to over one million units may not realize until 2021, as prices of these models remain too high and the coronavirus pandemic has undermined consumer demand globally, according to industry sources.
  • Competitions in the gaming monitor market are on a rise
    Asustek Computer used to dominate the gaming monitor market prior to 2019, but it has now seen strong competition from Samsung Electronics and Acer, according to sources from the related upstream supply chain.
  • Samsung will need more outside panel support for its LCD TV
    Sharp has not supplied LCD TV panels to Samsung since 2017 following Foxconn's takeover of the Japanese firm. But that is expected to change soon, as Samsung's in-house LCD panel lines are shutting down, and need to source more LCD TV applications from outside suppliers, including Sharp...
  • Samsung will need more outside LCD panel support, as in-house supply is dropping
    Samsung Electronics reportedly will resume the purchases of LCD TV panels from Sharp as its panel production arm Samsung Display is accelerating its move to close all of its LCD lines by the end of 2020, according to sources from Taiwan's panel supply chain.
  • Samsung expects a sequential decline for 1Q20 profit
    Samsung Electronics has announced its earnings guidance for the first quarter of 2020, expecting consolidated sales to reach approximately KRW55 trillion (US$45 billion) and operating profit to come to KRW6.4 trillion.
  • EIH chairman Johnson Lee
    E-paper solution provider E Ink Holdings (EIH) has seen a pick-up in demand for e-book readers, electronics shelf labels (ESLs), large-scale signage boards and other e-paper display devices for medical applications, although the spread of the coronavirus has affected its supply chain, according to...
  • Projector demand is being stimulated by stay-at-home activities
    The home-use projector market in China in 2020 is expected to grow significantly along with increasing stay- and work-at-home demand due to coronavirus outbreak, according to industry sources.

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Taiwan large-size LCD panels – 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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