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iPad supply chain makers likely to report disappointing 1Q17 sales

Feb 24, 10:48

First-quarter 2017 results of Taiwan-based makers in the iPad supply chain, notably touch panel makers TPK Holding and General Interface Solution (GIS), are hanging in the balance, depending on when Apple is going release its new iPad Pro lineup, according to industry sources.

ipad

LG Display may become supplier to Samsung

Feb 22, 15:04

LG Display may begin supplying LCD TV panels to Samsung Electronics in the second half of 2017 amid ongoing tight supply in the large-size TV panel industry.

AUO undaunted by China competition, says chairman

Feb 22, 11:24

TFT-LCD panel maker AU Optronics (AUO) is not worried by China-based competitors' government-supported fast expansion of production capacity because the Taiwan-based firm's competitiveness is in different market segments, according to AUO chairman and CEO Paul Peng.

AUO chairman and CEO Paul Peng

TPK to quit touch panel production for Apple Watch, say sources

Feb 21, 11:08

TPK Holding has been a suppleir of G/G (2 pieces of glass) touch panels for use in Apple Watch for two years, but since Apple adopted TOL (touch on lens) for second-generation Apple Watch in 2016, TPK has been unable to hike yield rates for TOL touch panels to a reasonable level and is therefore mulling...

Foxconn chairman pledges shares for loans

Newswatch - Feb 20, 21:35

Foxconn Electronics chairman Terry Gou has pledged a total of 430 million Foxconn shares as collateral to borrow loans from three banks, according to data released by Taiwan Stock Exchange (TSE).

LG Display constructing 10.5G TFT-LCD factory, says report

Feb 20, 14:28

LG Display is constructing a 10.5G TFT-LCD factory with monthly production capacity of 60,000 glass substrates in Paju City, northwestern South Korea, with the first phase to kick off in February 2018, according to South Korea-based Maeil Business News Korea.

AUO to beef up marketing of LTPS TFT-LCD panels in 2017

Feb 20, 11:06

AU Optronics (AUO) started production at a 6G LTPS TFT-LCD factory in Kunshan, eastern China, in November 2016 and will boost adoption in smartphones and notebooks as well as of In-Cell LTPS TFT-LCD panels in smartphones in 2017, according to company general manager for Mobile Solutions Business Group...

Display bookings to top US$2 billion in Fiscal 2017 for Applied Materials

Feb 17, 17:02

Semiconductor equipment provider Applied Materials delivered another strong quarter for its display business, with its first quarter display revenues increasing 66% on year to US$422 million and its orders tripling to US$632 million. The company noted that since 2012 it has grown its display revenues...

HannStar becomes largest small- to medium-size panel maker in Taiwan in 4Q16

Feb 17, 16:31

HannStar Display enjoyed the spoils of its aggressive capacity expansion in the feature phone panel segment in the fourth quarter of 2016, helping Taiwan's small- to medium-panel shipments total 313 million panels, according to Digitimes Research.

OLED smartphones and the TV pricing connection

Feb 17, 16:05

One side effect of the expected craze for AMOLED panels in high-end smartphones this year is that LCD TV prices may not drop as quickly as they have in the past.

TPK Holding suffers net loss per share of NT$4.27 for 2016

Feb 17, 10:55

Touch panel maker TPK Holding suffered a net loss per share of NT$4.27 (US$0.13) for 2016, according to its fourth-quarter financial report.

Taiwan large-size LCD panel shipments top 60 million in 4Q16

Feb 16, 11:59

With the TV market anticipating tight LCD panel supply due to Samsung Display moving to close down its 7G L7-1 panel line, orders to Taiwan panel makers became more aggressive as the makers built up inventory, helping Taiwan large-size LCD panel makers see a slight on-year increase in their fourth...

AUO to expand capacity at 8.5G factory

Feb 15, 15:56

AU Optronics (AUO) has set aside a capital expenditure budget of NT$55.0 billion (US$1.77 billion) for 2017, NT$10.0-15.0 billion of which will be used to expand monthly production capacity at an 8.5G TFT-LCD factory in central Taiwan by 25,000-30,000 glass substrates. The additional capacity is scheduled...

Samsung reportedly earns AMOLED panel orders from Apple

Feb 15, 12:55

Samsung Display has received AMOLED panel orders from Apple for its upcoming iPhone, according to reports coming out of Korea, reinforcing a recent report from Digitimes that indicated that Apple has ordered sufficient OLED panels from Samsung Display, and that the supply chain will start working on...

Apple said to be testing China AMOLED panels

Feb 15, 12:25

China panel makers are looking to cut into the display supply chain for the iPhone, with news coming out that Apple is reportedly testing AMOLED panels from BOE Technology in consideration for use in future iPhones.

Digitimes Research: Taiwan makers ship nearly 313 million small- to medium-size TFT-LCD panels in 4Q16

Feb 14, 20:07

Taiwan-based TFT-LCD panel makers together shipped 312.94 million small- to medium-size units in the fourth quarter of 2016, increasing 1.0% on quarter and 10.2% on year.

AUO nets NT$6.61 billion in 2016 profit

Feb 14, 14:59

LCD panel maker AU Optronics (AUO) has reported that its net profit for 2016 came to NT$6.61 billion (US$214.23 million), up from NT$4.84 billion in net profit for 2015.

Innolux 4Q16 net operating profit hits record

Feb 13, 11:56

Panel maker Innolux generated net operating profit of NT$13.996 billion (US$441 million) for the fourth quarter of 2016, its highest quarterly level on record, according to its financial report released at a February 10 investors conference.

TPK Holding to acquire equipment worth NT$2.77 billion

Feb 13, 11:36

Touch panel maker TPK Holding will acquire bonding, coating and laminating equipment worth NT$2.77 billion (US$87.9 million) in total, according to the company.

VR screen clarity may be tripled with blue-phase crystals

Feb 10, 16:20

An international team of researchers including Taiwan-based AU Optronics and Japan-based liquid crystal manufacturer JNC Petrochemical has developed a new blue-phase liquid crystal that could enable LCD screens to pack more pixels into the same space while reducing the power needed to run the device...

BOE Technology to set up OLED platform in China

Feb 10, 10:48

China-based display panel maker BOE Technology will cooperate the government of Hefei City, central China, to establish an OLED platform in the city to boost development OLED technology and production of OLED panels, according to the company.

AMOLED production equipment purchases to reach record high in 2017, IHS says

Feb 9, 23:10

The flat-panel display (FPD) industry is in the midst of a historic wave of building new factories to manufacture AMOLED displays. This will drive US$9.5 billion worth of AMOLED-specific production equipment purchases in 2017, according to IHS Markit.

Innolux ships nearly 26 million TFT-LCD panels in January

Stockwatch - Feb 9, 16:07

Innolux shipped 25.98 million TFT-LCD panels in January, consisting of 8.12 million large-size units, decreasing 20.0% on month, and 17.86 million small- to medium-size units, slipping 22.4%.

CPT ships 22.52 million small- to mid-size panels in January

Feb 9, 11:02

TFT-LCD panel maker Chunghwa Picture Tubes (CPT) has disclosed it shipped 22.52 million small- to medium-size applications in January, decreasing 24.6% on month and 23.1% on year. It also shipped 157,000 large-size units in the month, increasing 28.0% sequentially and 17.0% on year.

Sharp on board for America-first US LCD plant

Feb 9, 01:28

Foxconn Electronics (Hon Hai Precision Industry) is apparently committed to pursuing its plans to establish an LCD panel factory in the US through cooperation with Sharp, according to media reports out of Japan. Sharp is said to be taking take the lead in the project, and the Japan government is expected...

HannStar Display ships 35.63 million small- to medium-size panels

Stockwatch - Feb 8, 21:51

Panel maker HannStar Display shipped 35.63 million small- to medium-size panels and 61,000 large-size units and own-brand LCD monitors in January, dropping 19.7% and 47.3% respectively on month.

TPK Holding reports revenues down in January 2017

Stockwatch - Feb 8, 15:44

TPK Holding has reported consolidated revenues of NT$7.624 billion for January 2017, representing a 12.74% drop on month and 14.53% drop on year.

AUO revenues increase 16.8% on year in January

Feb 8, 15:20

AU Optronics (AUO) has announced that its consolidated revenues for January 2017 reached NT$28.37 billion (US$912.72 million). With fewer working days due to the Lunar New Year holidays, the LCD panel maker said revenues for January fell by 9.0% on month but increased 16.8% on year.

Giantplus expected to see 20% growth in 2017 revenues from automotive displays

Feb 8, 11:07

Small- to medium-size LCD panel and module maker Giantplus Technology, due to obtaining orders for new models and from new clients as well as increased orders from existing clients, is expected to see revenues from automotive displays in 2017 grow 20% on year and the corresponding revenue proportion...

GIS buys back shares

Feb 7, 11:11

Touch panel maker General Interface Solution (GIS) has announced that it has bought back 30 million shares of its stock, equivalent to a 0.97% stake, at an average price of NT$89.98 (US$2.83) per share.

65-inch TV panel prices up US$5-10 in February, says WitsView

Feb 6, 11:07

February prices for 65-inch LCD TV panels have increased US$5-10 on month, while pricing for 49- or 50-inch units has hiked US$2-3, according to WitsView.

Sharp reports profits for fiscal 3Q16

Feb 6, 11:02

Sharp has reported net profit of JPY4.2 billion (US$37.35 million) for fiscal third-quarter 2016 (ended December 2016), turning profitable from continued quarterly net losses for more than two years.

Digitimes Research: China makers aggressively expanding AMOLED capacity

Feb 3, 16:04

Seven China-based panel makers have been expanding existing or setting up new AMOLED production capacities, with total annual capacity estimated to increase from 272,000 square meters in 2016 to 1.584 million square meters in 2018, 4.464 million square meters in 2019, and 7.864 million square meters...

Digitimes Research: Taiwan makers ship 312.94 million small- to medium-size TFT-LCD panels in 4Q16

Feb 3, 15:12

Taiwan-based makers together shipped 312.94 million small- to medium-size (below 9-inch) TFT-LCD panels in the fourth quarter of 2016, increasing 1.0% on quarter and 10.2% on year, according to Digitimes Research.

Samsung Display plans to expand AMOLED module factory in Vietnam

Feb 3, 11:31

Samsung Display is talking with the government of Bac Ninh Province, northern Vietnam, about an additional investment of US$2.5 billion to expand a factory of AMOLED modules there, according to South Korea-based Chosun Ilbo (Chosun Daily Newspaper).

Top TV brands to increase orders from captive panel suppliers amid supply shortage in 2017, says IHS

Feb 2, 21:16

As TV panel shortages continue into 2017, top TV brands are currently reviewing plans to source yet more panels from their captive panel suppliers, according to IHS Markit.

Japan market: OLED TV prices fall, says Nikkei

Jan 26, 14:50

Retail prices for OLED TVs in the Japan market have dropped significantly due to decreases in price for OLED panels, according to Japan-based Nikkei.

Digitimes Research: Taiwan makers ship over 61 million large-size TFT-LCD panels in 4Q16

Jan 25, 22:45

Taiwan-based makers shipped a total of 61.37 million large-size (9-inch and above) TFT-LCD panels during the fourth quarter of 2016, decreasing 1.5% on quarter but increasing 2% on year, according to Digitimes Research.

LG Display 4Q16 net operating profit hits record

Jan 25, 14:51

LG Display has released its fourth-quarter 2016 financial report, with net operating profit of KRW904 billion (US$774 million) hitting a quarterly record.

Corning reports strong earnings for 4Q16

Jan 25, 14:43

Corning has reported strong earnings for fourth-quarter 2016, with net income reaching US$1.572 billion, rising 454% sequentially and 602% on year. EPS for the quarter came to US$1.47, up 465% on quarter and up 765% on year.

Commentary: Foxconn faces obstacles to US panel fab plan

Jan 25, 11:43

Foxconn Electronics (Hon Hai Precision Industry) chairman Terry Guo has indicated that the company is considering establishing a display panel factory in the US through cooperation with Sharp, which is expected to provide advanced panel technology. However, the feasibility of the project will hinge...

Over 260 million TV panels shipped in 2016, says WitsView

Jan 25, 11:28

There were 260.41 million TV panels shipped globally in 2016, decreasing 3.5% on year, but the corresponding total panel area grew 6.5% as average size increased by 2.2-inch to 43.6-inch, according to WitsView.

Samsung chip business posts record operating profits for 4Q16

Jan 24, 15:07

Samsung Electronics has reported operating profits of KRW9.22 trillion (US$7.9 billion) for the fourth quarter of 2016 - the highest in 13 quarters - while its semiconductor business posted record profits of KRW4.95 trillion.

Digitimes Research: China smartphone vendors may favor local AMOLED suppliers over Samsung Display

Jan 24, 11:31

It may be difficult for China-based AMOLED panel makers to obtain orders from Apple and other international smartphone vendors at least in the next five years das they are technologically inferior to Samsung Display, but their products are likely to be adopted by local smartphone vendors whose global...

Foxconn considering setting up panel line in US, says chairman

Jan 23, 16:00

Foxconn Electronics (Hon Hai Precision Industry) is considering establishing a panel factory in the US through cooperation with Sharp, with the latter to provide advanced technology, according to company chairman Terry Guo.

Foxconn chairman Terry Guo (center) at a press conference in Taipei on January 22

Foxconn Electronics to have Sharp produce 4K TV panels in Japan

Jan 23, 10:23

Foxconn Electronics will have Sharp produce 45-, 55-, 80- and 90-inch LCD TV panels at its 8G factory in Kameyama City, central Japan, beginning 2017, according to industry sources.

EIH cooperates with Texen to offer smart cosmetics packaging solution

Jan 20, 11:03

E Ink Holdings (EIH) has offered a smart packaging solution for cosmetics in cooperation with Texen, a France-based provider of luxury and beauty products. The smart solution integrates EIH's e-paper and Texen's packaging designs, according to EIH.

Smart cosmetics packaging solution jointly developed by EIH and Texen

TV panel demand, supply to drop in 1Q17, says Sigmaintell

Jan 20, 10:57

Due to off-season effects and large cumulative price increases, global demand for LCD TV panels in the first quarter of 2017 will decrease 15.8% on quarter, while global production capacity in panel area will shrink 2.6% on quarter. 60 million LCD TV panels will be shipped globally, slipping 9.4%,...

Global shipments of OLED-equipped smartphones to exceed LCD ones in 2019, says DSCC

Jan 19, 15:36

Global shipments of smartphones equipped with OLED panels will exceed those of smartphones equipped with TFT-LCD panels in 2019, according to US- and Japan-based Display Supply Chain Consultants (DSCC).

2.93 billion handset-use panels shipped globally in 2016, says CINNO Research

Jan 16, 21:23

There were 2.93 billion handset-use panels shipped globally in 2016, increasing 4.9% on year, according to China-based CINNO Research.

More Display panel coverage
Innodisk
Wireless broadband developments in Southeast Asia markets

24-Feb-2017 markets closed

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TAIEX (TSE)9750.47-18.84-0.19% 

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OTC electronic188-0.27-0.14% 

Analysis of China revised domestic semiconductor industry goals
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