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Display panel
  • Taiwan-based Supreme Electronics, which mainly distributes memory products and display panels for Samsung Electronics, expects its revenues to pick up steadily starting in the second quarter of 2018 due to strong market demand for DRAM products for mobile devices and servers.
  • Higgstec president Fan Chih-ming
    Industrial-control touch panel maker Higgstec has reported net profits of NT$94.2 million (US$3.23 million) or NT$2.69 per share on revenues of NT$1.25 billion in 2017.
  • HannStar Display has reported net profits of NT$1.671 billion (US$57.27 million) or NT$0.51 per share for the fourth quarter of 2017. For all of 2017, EPS stood at NT$2.07, the company's highest level in four years.
  • Apple is expected to procure a total of 250-270 million flat panels for the production of iPhone devices in 2018, accord to sources from Taiwan's panel industry.
  • AUO chairman Paul Peng
    Having performed rather well in 2017, it is time for AU Optronics (AUO) to further enhance its strengths in a wide range of operations, including technology innovation, product development, financial management and client service, to meet increasing challenges lying ahead, while maintaining its market...
  • Taiwan's FPD equipment makers
    More and More Taiwan-based FPD and semiconductor equipment suppliers are flocking into China to tap the fast growing FPD-manufacturing equipment market there, according to sources at the Taiwan Electronic Equipment Industry Association (TEEIA).
  • Robust orders from China's semiconductor and LCD panel industries will be buoying revenues at Taiwan-based equipment suppliers Acter and Nova Technology in 2018.
  • Flat panel makers Innolux, HannStar Display and Giantplus Technology all have reported decreased revenues for February affected by falling panel prices, seasonal factors and inventory adjustments at clients.
  • AUO chairman Pual Peng (right) and president Michael Tsai
    The supply and demand of the global flat panel industry will remain roughly in a balanced state in 2018, as the business climate for the industry is expected to hit bottom at the end of the second quarter before rebounding in the third quarter, according to Michael Tsai, president of AU Optronics (A...
  • IEAS
    India Electronics & Semiconductor Association (IESA) held its annual event IESA Vision Summit at the Leela Palace in India's high-tech center Bengaluru at the end of February. Taking place at the Leela Palace - one of India's best hotels featuring Indo-Islamic architectural grandeur, the event...
  • Taiwan-based LCD panel maker AU Optronics (AUO) has announced unaudited consolidated revenues of NT$22.68 billion (US$774.98 million) for February 2018, down by 13.5% on month and 22.2% on year.
  • Corning
    Corning has continued to increase its R&D investments in Taiwan by expanding the laboratory facilities and operations of its Corning Advanced Technology Center in Taipei, according to a company announcement.
  • cpt
    Chunghwa Picture Tubes (CPT) has reported decreased panel shipments in February resluting in a sequential 20.9% and on-year 33.1% decline in revenues to NT$2.05 billion (US$70.1 million) in the month.
  • Touch panel maker TPK Holding has reported decreased revenues for February due to seasonal factors and inventory adjustments at clients. February revenues totaled NT$5.213 billion (US$178.18 million), down 45.5% on month and 19.1% on year.
  • corning
    Corning and AU Optronics (AUO) have announced that they have agreed to collaborate on a solar power generation project in Taiwan that will provide enough electricity to meet the power needs of approximately 300 US households (1,000 Taiwanese households) a year, while significantly reducing carbon dioxide...
  • Touch panel maker General Interface Solution (GIS) has reported net profits of NT$2.008 billion (US$68.63 million) for the fourth quarter of 2017, down 22.47% on quarter but up 24.05% on year. EPS for the quarter stood at NT$5.95 compared to NT$7.63 a quarter earlier.
  • The low-end market segment offers huge business opporunties
    The Indian handset market has experienced drastic changes in the past two years. Xiaomi has dethroned Samsung, whose six-year development in India ha allowed it to remain the only non-China brand among the top five vendors there. The third, fourth and fifth largest vendors are respectively Lenovo,...
  • The adoption of all-screen displays for smartphones will extend from flagship models to mid-tier and even entry-level models in 2018, pushing the ratio of all-screen models to over 40% of global handset panels shipments in the year, according China-based market research firm All View Cloud (AVC).
  • EIH to deliver smart bus stop displays in Japan
    E Ink Holdings (EIH) has teamed up Japan-based Papercast, a provider of solar-powered passenger information display solutions, to deploy Japan's first smart bus stop displays, piloting in Aizuwakamatsu city, 135 miles from Tokyo.
  • Taiwan-based touch panel maker General Interface Solution (GIS) has reportedly acquired the backend notebook LCD module (LCM) assembly equipment from Samsung Display, further enhancing its LCM production capacity, according to industry sources.
  • Cleanroom and turnkey equipment supplier Acter has reported net profits of NT$842 million (US$28.8 million) on consolidated revenues of NT$11.44 billion for 2017. Both results hit record-high levels.
  • Innolux, a LCD panel manufacturing arm of Foxconn Electronics, has filed complaints in China against a competitor for alleged infringements of its panel manufacturing patents.
  • Global demand for smartphone panels are expected to total 410 million units in the second quarter of 2018, up 12.4% from the previous quarter, according to China-based Sigmaintell.
  • Semiconductor and LCD equipment supplier Nova Technology has reported net profits of NT$447 million (US$15.3 million) on consolidated revenues of NT$3.34 billion for 2017. Both results hit record-high levels. EPS for the year reached NT$15.07.
  • AUO to begin shipping 8K TV panels in 1H18
    AU Optronics (AUO) will begin to ship 8K TV panels in sizes ranging from 65- to 85-inch in the first half of 2018, while also ramping up shipments of all-screen displays for handset applications, according to Liao Wei-lun, president of AUO's video products business group.

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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