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China market: Several smartphone components in short supply

Mobile + telecom | May 17, 14:11

A shortage in the supply of some key components, including high-end camera modules, touchscreen panels and multi-chip package (MCP) memory chips, is worsening...

Demand for small-size panel driver ICs stays strong

Bits + chips | May 16, 21:46

Demand for small-size LCD driver ICs has remained strong thanks to brisk smartphone sales in China, which is set to drive revenue growth for related suppliers...

Innolux, AUO differ in strategies for tapping China smartphone panel market

Displays | May 16, 22:07

Innolux is competing for orders for panels used in all levels of smartphones from China-based vendors, while in contrast, fellow maker AU Optronics (AUO)...

iPad mini

AUO reportedly is struggling to stay in the iPad mini supply chain

AUO supply of iPad mini panels in 2Q13 expected to slip sequentially

Displays | May 17, 11:36

AU Optronics' (AUO) shipments of panels for the iPad mini are expected to decrease from four million units in the first quarter of 2013 to 2.5-2.8 million units in the second, according to Taiwan-based supply chain sources.

Trends and forecast for 2013 touch panel market
Trends in China LED chip and packaging sector
  • 2H 2012 global TFT panel market forecast

    Digitimes Research predicts there will be a total of 389 million large-sized TFT LCD panels shipped in 2H12, with 195 million in the third quarter and 194 million in the fourth quarter - with the total representing a 7.6% increase over the first half of this year.

  • Trends in the China video market

    In addition to strong potential video content demand in China, the market has developed rapidly due to government intervention and delays in establishing copyright protections.

  • 4Q12 trends in the Greater China touch panel industry

    In the second half of 2012, the market focus is on the iPhone 5, which uses in-cell touch screen technology. Due to the integration of display panels and touch panel functions, the high technological threshold will mean Taiwan touch panel makers are unable to enter the iPhone supply chain.