Taipei, Wednesday, January 25, 2017 03:19 (GMT+8)
scattered showers
Taipei
17°C
Digitimes Research: China handset vendors to rely on local AMOLED panel production from 2016
Alex Wolfgram, DIGITIMES, Taipei [Wednesday 29 January 2014]

On December 17, 2013, China-based touch panel maker Truly Optoelectronics announced that it had entered a joint venture with the Huizhou City Government to invest in a 4.5G AMOLED line that will go into production in the second half of 2015 and have a production capacity of about 15,000 substrates a month. This follows similar agreements made between China-based Tianma and BOE with Visionox and EDO to establish a 4.5G AMOLED line, as well as developments by Century and China Star Optoelectronics Technology (CSOT) to further invest in AMOLED production. This means that from 2016 onwards, China's handset vendors are likely to mostly rely on AMOLED panels from local makers, according to Digitimes Research.

With investments from the China government to increase local panel makers' production capacity and technological capabilities, coupled with efforts from local panel makers to attract engineering talent from abroad, the AMOLED panel industry is expected to see major breakthroughs starting 2016, and local handset vendors such as Huawei Device and Lenovo are likely to receive most of their panel supplies from makers such as BOE.

On the other hand, Taiwan-based panel makers such as AU Optronics (AUO) are struggling to increase yields for AMOLED panels, with limited supplies going to HTC. Digitimes Research added that as this trend continues, more China-based handset vendors are likely to resort to local panel makers in the future for handset panels, leaving Taiwan makers' future in the market uncertain.

Realtime news
  • China December mobile communication user base grows to 1.322 billion, says MIIT

    Mobile + telecom | 5h 4min ago

  • China software revenues reach CNY4.851 trillion in 2016, says MIIT

    IT + CE | 5h 19min ago

  • SPIL posts EPS of NT$3.19 for 2016

    Bits + chips | 5h 21min ago

  • Winbond nets NT$0.23 per share for 4Q16

    Bits + chips | 5h 25min ago

  • Google develops meldCX via cooperation with AOpen

    Before Going to Press | 5h 36min ago

  • Digitimes Research: Samsung, LG beefing up development of digital signage technology

    Before Going to Press | 5h 39min ago

  • Eversol asks for compensation of NT$295 million from GET

    Before Going to Press | 5h 40min ago

  • Chilisin eyeing top-3 spot in passive component segment

    Before Going to Press | 5h 43min ago

  • Diode maker Eris to post 30% profit growth in 2017

    Before Going to Press | 5h 48min ago

  • Silicon Motion posts record revenue and profits for 2016

    Before Going to Press | 5h 48min ago

  • Over 260 million TV panels shipped globally in 2016, says WitsView

    Before Going to Press | 5h 49min ago

  • Increasing sales of Nvidia graphics cards to affect profitability of other suppliers

    Before Going to Press | 5h 50min ago

  • Samsung, LG new flagship smartphones to feature 5.7-inch displays

    Before Going to Press | 6h 8min ago

  • Taiwan market: CHT expects profits to edge down 8% in 2017

    Before Going to Press | 7h 24min ago

  • LG Display 4Q16 net operating profit hits record

    Before Going to Press | 9h 14min ago

  • Shuttle buys back 2.01% stake

    Before Going to Press | 9h 17min ago

  • Pegatron China subsidiary acquires 2 factory buildings

    Before Going to Press | 9h 17min ago

  • China software revenues reach CNY4.851 trillion in 2016, says MIIT

    Before Going to Press | 9h 19min ago

Pause
 | 
View more
Advantest
EYF Enterprises
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.