Taipei, Wednesday, October 22, 2014 08:39 (GMT+8)
partly cloudy
Taipei
25°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
  • North America semiconductor equipment industry posts book-to-bill ratio of 0.94 in September, says SEMI

    Bits + chips | 10h 6min ago

  • Taiwan Li-ion battery makers look to data center applications

    IT + CE | 10h 8min ago

  • Samsung, TSMC Solid State Lighting reportedly to quit LED lighting business, say Taiwan makers

    LED | 10h 16min ago

  • Apple announces financial results for fiscal 4Q14

    IT + CE | 10h 20min ago

  • Bitcoin mining ASIC supplier Alchip to debut on TSE

    Bits + chips | 10h 24min ago

  • TV panel pricing increases in October

    Before Going to Press | 10h 40min ago

  • SAS may invest in solar cell, PV module makers

    Before Going to Press | 10h 40min ago

  • TPCA to present development white-paper for PCB industry

    Before Going to Press | 10h 41min ago

  • China companies to raid talent from Taiwan semiconductor industry

    Before Going to Press | 10h 42min ago

  • TPCA Show 2014 to take place from October 22-24

    Before Going to Press | 12h 4min ago

  • Chunghwa Telecom participates in NCP submarine cable construction

    Before Going to Press | 12h 4min ago

  • Taiwan panel makers continuing to shift focus to China handset vendors

    Before Going to Press | 12h 27min ago

  • Panasonic expects strong growth in home, vehicle and B2B segments in China

    Before Going to Press | 12h 29min ago

  • Apple announces fiscal 4Q14 results

    Before Going to Press | 12h 29min ago

  • Ultra HD monitor development on the rise; touchscreen units declining

    Before Going to Press | 12h 31min ago

  • TV vendors aim to ship 34 million Ultra HD TVs in 2015

    Before Going to Press | 12h 32min ago

Pause
 | 
View more

Trends and forecasts for the China FPD industry, 2014-2017

CHINA FPD | Oct 6, 12:29

With China being the world's IT production center and a country with some of the strongest consumer demand, along with benefits on custom tax, funding, loans, and subsidies provided by the government, China's FPD industry continues to show strong growth. Local...

Taiwan servers and the global server market, 2014

RESEARCH EXTRAS | Oct 3, 12:19

Taiwan makers have successfully entered the supply chain of the Internet data center (IDC) industry and may contribute over 90% of the global server shipments in 2014. Combined revenues from related product lines such as motherboards, back-end assembly, storage...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

Demand and supply trends in the global sapphire industry, 2014-2015
The transition to 4k TV - UHD TV market forecast, 2014-2017
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.