TCL CSOT recently showcased its 7.85-inch tri-fold flexible OLED and other technologies at the Display Week 2024 event organized by the Society of Information Display (SID) in San Jose, California. TCL CSOT exhibited over 40 different panel products, spanning smartphones, tablets, notebooks, automotive displays, TVs, and medical devices. Among these, their printed OLED and flexible OLED technologies received the most attention.
Apple's supply chain experienced inventory adjustments in the market, with the launch of new products in 2024 driving the recovery of supply chain operations.
Taiwan's panel makers saw mixed business performances in April, but major suppliers of large-sized panels, AU Optronics (AUO) and Innolux, are optimistic that their shipments will grow quarter by quarter in 2024, with both striving to reverse losses into profits.
AUO will participate in SID (Display Week) 2024 to showcase Micro LED and highlight their investment in three major display technologies for green tech applications, particularly Cholesteric Liquid Crystal (ChLC).
Market research firm DSCC recently stated that for Apple's OLED iPad launched in 2024, LG Display (LGD) is expected to account for over 65% of the panel shipments, ahead of Samsung Display (SDC). Observers in the South Korean industry have raised concerns about Apple issuing rather harsh requirements, suspecting that Apple may be attempting to shift the "responsibility" of weak sales and shipments onto the South Korean panel manufacturers
Display Driver IC (DDI) specialist Raydium Semiconductor expects to post slight revenue growth in the second quarter of 2024, thanks to a pick-up in demand for large-size DDIs.
Apple reportedly has struck an agreement with South Korean panel supplier Samsung Display (SDC) for the development of foldable devices, according to speculation from the supply chain, according to industry sources.
To take advantage of the rebound in the global monitor market in 2024, companies such as Samsung Electronics and LG Electronics are targeting high-performance, gaming, and AI demands by launching new monitor products to accelerate their market penetration.
Apple's launch of a new-generation iPad Pro with OLED screens is expected to accelerate the adoption of the display technology among IT products, but sources from the LCD camp believe there are still hurdles to overcome for OLED.
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease. How SDC will respond to this has received a lot of attention.
Despite setbacks, particularly the breakup with Foxconn, the debt-laden Vedanta Group is still keen on semiconductor and display forays, which was seen as a strategy to deal with the group's financial stress. The prospect of Vedanta's display fab proposal with Innolux remains to be seen.
Novatek Microelectronics, a major Taiwanese IC design house, is anticipated to officially enter the supply of OLED Display Driver ICs (DDI) for the upcoming Apple iPhone 16 in 2024, despite being removed from Apple's latest supplier list.
The announcement for Apple's iPad Pro 2024 has been repeatedly delayed, reportedly due to issues related to OLED panels. Despite this, it was recently revealed that the two major South Korean manufacturers, LG Display (LGD) and Samsung Display (SDC), are responsible for supplying OLED panels for the new iPad and will incorporate many new panel technologies not previously used in iPhones.
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize market shares. This drove the utilization rates of OLED production lines for mid-to-low-end smartphones at Samsung Display (SDC), BOE, TCL CSOT, and other manufacturers.
Innolux signed an agreement with Japan-based Tech Extension Co. (TEX) and Tech Extension Taiwan Co. (TEX-T) to introduce next-generation 3D packaging technologies based on Bumpless Build Cube (BBCube) to Innolux's cleanrooms as the display giant strides into the semiconductor industry.
Despite sluggish growth, the global TV industry is witnessing a surge in demand for extra-large screens, driven primarily by the Chinese market's appetite for 100-inch TVs. This trend not only helps alleviate panel production constraints but also underscores the dominance of key brands.
Sharp is reportedly talking to the Indian government about a plan to set up a 10G display plant in India, which may be the first display fab and is likely eligible for the semiconductor incentive scheme.
Amid the competition between Cholesterol Liquid Crystal Display (ChLCD) and Electrophoretic Display (EPD) in the e-paper display market, AU Optronics (AUO) is betting on both technologies, eyeing potential markets for its solutions.
Taiwan's LED leader Ennostar will adopt a "3+1" strategy to meet the transformation challenges ahead and will collaborate closely with panel maker AU Optronics (AUO) and MicroLED expert PlayNitride to create a "dream team" dedicated to pioneering advanced MicroLED displays, according to Paul Peng, chairman of both AUO and Ennostar.
Taiwan's largest 375-inch curved interactive miniLED display, the "Wishing Tree," is stealing the show at the Touch Taiwan 2024 held April 24-26 at the Taipei Nangang Exhibition Center.
