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Digitimes Research: Innolux tops 5 panel makers in 2Q14 profitability
Tony Huang, Taipei; Adam Hwang, DIGITIMES [Monday 11 August 2014]

Taiwan-based Innolux, among fellow makers AU Optronics, Samsung Display, LG Display and Sharp, recorded the highest net profit margin for the second quarter of 2014 mainly due to large increases in shipments of Ultra HD TV panels and notebook panels, according to Digitimes Research.

As Samsung Display has a large portion of revenues coming from panels used in Samsung smartphones and tablets and LG Display has so from panels used in iPhone and iPad, both panel makers saw decreasing profitability mainly because sales of these devices in the second quarter were short of expectations, Digitimes Research indicated.

Sharp is one of the three suppliers of panels used in iPhone and therefore its profitability highly hinges on orders for iPhone panels.

The Japan government-sponsored Innovation Network Corporation of Japan, Japan Display, Sony and Panasonic in late July decided to establish a joint venture, JOLED, specifically for R&D of OLED panels for use in tablets and notebooks.

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According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

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UMC
Global AP demand forecast, 2017-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Taiwan server shipment forecast and industry analysis, 2017

    Digitimes Research estimates that revenues from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors reached NT$555.8 billion in 2016 and the amount is estimated to grow 5.9% on year in 2017.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.