China LED makers expanding mini/micro LED capacities
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 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'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.
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...
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...
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.
Global OEM TV shipments fall nearly 30% in 1Q20
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.
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 to demerge commercial and industrial businesses
AU Optronics (AUO) has announced that it will spin off its commercial and industrial display businesses, to be run by a wholly-owned entity.
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 sees challenges ahead
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 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 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.
Asustek expects stable monitor sales in 2020
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.
China TV shipments plunge 20% in 1Q20
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).
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...
Epistar-Leyard JV in China to start production in 2H20
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.
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.
8K TV shipments not to take off until 2021
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.
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.
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 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 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.
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...
China home-use projector market to grow due to outbreak
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
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Taiwan large-size LCD panels – 1Q 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...