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Prices for 32-inch TV panels rising, say Taiwan makers

Dec 18, 11:33

Prices for 32-inch LCD TV panels have risen 25% to US$95 since March 2014 mainly due to continued demand from Samsung Electronics and LG Electronics, which has benefited China Star Optoelectronics Technology (CSOT) and BOE Technology, as they are currently the two largest 32-inch TV panel makers, according...

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Japan Display benefiting from booming sales of large-screen Huawei smartphones

Dec 18, 11:27

Japan Display has seen increased orders for in-cell touch panels from China-based smartphone vendor Huawei Device due to the latter's booming sales of large-screen high-end and mid-range models including the Ascend Mate 7, Ascend P7 and Honor 6, according to Taiwan-based supply chain makers.

Wintek to lay off 2,360 more workers this week

Dec 18, 11:20

Touch panel maker Wintek will further lay off 2,360 employees in Taiwan this week in addition to laying off 610 in early December.

AUO, Innolux expected to see more orders for Ultra HD TV panels

Dec 17, 11:46

As Japan-based vendors including Sony and Panasonic and China-based vendors have been actively promoting Ultra HD LCD TVs, Taiwan-based AU Optronics (AUO) and Innolux are expected to receive increased orders, according to industry sources.

Digitimes Research: AUO, BOE top panel makers in operating margin

Dec 17, 11:22

Among the global top-10 TFT-LCD panel makers, Taiwan-based AU Optronics (AUO) and China-based BOE Technology posted the highest January-September 2014 operating profit margin of 9.1%, according to Digitimes Research.

China still in low panel materials self-sufficiency, says consulting firm

Dec 16, 11:57

China's TFT-LCD panel industry will have an estimated demand for 73 million square meters of glass substrates, 68 million square meters of polarizers and 116 tons of liquid crystal in 2014, but China-based makers together can supply only 20.4%, 23.2% and 19.2% respectively of the demand, according...

Panel makers in Greater China should increase cooperation, says AUO president

Dec 16, 11:37

Panel makers from across the Taiwan Strait should emphasize more on cooperation in terms of technology, capital, supply chains and downstream vendors, according to AU Optronics (AUO) president Paul Peng.

AUO president Paul Peng talks about panel developments in Greater China

BOE pushing 5.5-inch QHD handset panels to customers

Dec 16, 11:36

BOE is seeing increased interest from customers for its 5.5-inch QHD handset panels with 538ppi. Additionally, BOE is pushing its Full HD handset panel products with NTSC 100%, according to BOE.

Xiaomi plans to launch sub-CNY500 smartphones in 2015

Dec 15, 10:26

Xiaomi Technology, which has become the fifth-largest smartphone vendor by virtue of launching inexpensive models in 2014, plans to launch entry-level smartphones for sale at below CNY500 (US$81) in 2015, according to Taiwan-based supply chain makers.

TV panel prices may drop in 2H15 due to shrinking demand from China

Dec 12, 11:06

With demand in the China market for LCD TVs in 2015 forecast to decrease on year, China-based LCD TV vendors are likely to lower target shipments accordingly and consequently the supply of LCD TV panels may exceed demand and prices could fall in the second half of 2015, according to industry sources...

O-film to start production of fingerprint recognition modules in 2Q15

Dec 11, 11:31

China-based touch panel maker Shenzhen O-film Tech, in view of shrinking orders from China-based smartphone vendors due to increasing competition from in-cell touch panels produced by Japan Display (JDI), Sharp, Samsung Display and LG Display, plans to begin production of fingerprint recognition modules...

Taiwan smartphone panel makers faced with growing pressure from China competitors

Dec 11, 11:05

As China-based TFT-LCD panel makers BOE Technology and Tianma Micro-electronics have been upgrading manufacturing technology and offered price cuts to compete for orders from China-based smartphone vendors including Huawei Device, ZTE, TCL Communication Technology and Lenovo, this will bring strong...

China touch panel makers suffer amid smartphone inventory pile-up

Dec 10, 12:36

As demand for smartphones in the China market has turned weak in the second half of 2014, smartphone vendors have high inventory levels and clearing of inventories is expected to continue until the first quarter of 2015, according to Taiwan-based supply chain makers.

AUO, Innolux extend production to medical applications

Dec 10, 12:29

TFT-LCD panel makers AU Optronics (AUO) and Innolux have extended production to panels for medical applications which, in comparison with panels for consumer applications, are mostly customized with high specification requirements and gross margins, according to market watchers.

LTPS panel production capacity to reach11.7 million square meters in 2016, says report

Dec 10, 11:53

Major panel makers will continue to add LTPS production lines from 2015-2016, focusing on the 5.5G and 6G lines, with total production capacity by area reaching more than double from 5.8 million square meters in 2013 to 11.7 million square meters in 2016, according to TrendForce.

Nearly 1.5 billion smartphone market in 2015 to boost handset panel demand

Dec 9, 11:50

As global smartphone shipments are expected to increase 22% on year in 2015 to over 1.487 billion units from roughly 1.22 billion in 2014, panel surface demand will follow suit.

Growing smartphone market in 2015 to drive handset panel demand

Panel pricing climbs in early December

Dec 9, 11:47

TV panels sized 32-, 40-, 42-, 48- and 50-inch increased US$1-2 in pricing in the beginning of December largely due to increased demand for the sizes as a result of Samsung Electronics pushing to meet expected demand into the first quarter of 2015, according to findings from DisplaySearch.

Wintek to shut down three China factories

Dec 9, 11:43

Touch panel maker Wintek, due to its quickly shrinking business arising from financial troubles, will stop operations at three factories in China either entirely or partially and lay off more than 10,000 workers but will continue operations of factories in Taiwan and Vietnam, according to the compan...

CPT November revenues drop

Dec 9, 10:54

Chunghwa Picture Tubes (CPT) has reported its consolidated net sales reached NT$4.92 billion (US$158.05 million) in November 2014, down 0.9% on month and down 9.2% on year.

Innolux reports increase in November revenues

Dec 8, 15:47

Innolux has announced its November 2014 consolidated revenues reached NT$38.5 billion (US$1.24 billion), an increase of 0.5% on month and 18.5% on year.

ITRI licenses FlexUP technology

Dec 8, 15:16

Taiwan government-sponsored Industrial Technology Research Institute (ITRI) has licensed its flexible universal plane (FlexUP) technology to FlexUP Technologies.

China-based Laibao to produce film-based smartphone touch panels

Dec 8, 15:09

China-based maker Laibao Hi-Tech will extend production from glass-based touch panels to film-based ones specifically for use in smartphones in 2015, according to the company.

Tianma lands orders for mid-range, high-end smartphone panels from China vendors

Dec 8, 12:26

China-based Tianma Micro-electronics has landed orders for TFT-LCD panels used in mid-range and entry-level smartphones from China-based vendors Lenovo, Huawei Device and Coolpad.

Digitimes Research: BOE to ship 50% of smartphone panels to Samsung, LG

Dec 8, 11:59

Of the three largest China-based small- to medium-size TFT-LCD panel makers, BOE Technology will ship 50% of its smartphone panels to Samsung Electronics and LG Electronics, 14.8% to China-based vendor Lenovo and 11.9% to China-based white-box vendors in 2015, Digitimes Research estimates.

HannStar Display ships over 38 million small- to medium-size panels in November

Dec 8, 11:40

TFT-LCD panel maker HannStar Display shipped 38.024 million small- to medium-size units and 43,000 large-size and own-brand units in November, increasing by 8.3% and decreasing by 8.1% respectively on month, according to the company.

AUO reports decline in November performance

Dec 8, 11:21

AU Optronics (AUO) has announced its consolidated revenues reached NT$34.773 billion (US$1.11 billion) for November 2014, down 6% on month and 1.8% on year.

Global touch-screen notebook shipments in 2015 estimated at 25-27 million units

Dec 5, 10:20

There will be an estimated 25-27 million touch screen notebooks shipped globally in 2015, accounting for 15-17% of all notebooks, up from 13-15% in 2014, according to Taiwan-based supply chain estimates.

Smartphone panel makers under pressure from falling prices in 2015

Dec 5, 10:14

As emerging markets are expected to be sources of growth in smartphone sales in 2015, smartphone vendors are expected to launch low-priced models in those markets and consequently smartphone panel makers will be under pressure to lower quotes, according to supply chain makers.

Wintek sees large decrease in November revenues

Dec 4, 15:19

Touch panel maker Wintek on December 3 reported consolidated revenues of NT$2.727 billion (US$88.7 million) for November, dropping 52.67% on month and 67.99% on year.

Truly Optoelectronics offers total solutions for smart wearable devices

Dec 3, 11:03

China-based touch panel maker Truly Optoelectronics has developed total solutions for use in smart wearable devices, according to Taiwan-based supply chain makers.

E Ink, TPK supply components for YotaPhone 2

Dec 3, 10:54

Russia-based smartphone vendor Yota on December 3 will unveil the YotaPhone 2, a dual-touch screen smartphone with a front 5-inch 1080p AMOLED panel supplied by Samsung Display, and rear-side 4.7-inch EPD (electrophoretic display) supplied by E Ink Holdings. The touch panels of both screens are supplied...

JDI cuts smartphone panel pricing to below US$20

Newswatch - Dec 2, 11:59

Panel maker Japan Display (JDI) has cut pricing for smartphone panels originally priced US$20 and more to below US$20 in order to spur orders from handset vendors, most of which are expected to be in China.

China market: Average screen size of smartphones to exceed 5-inch in 2015, says consulting firm

Dec 2, 11:46

The average screen size of smartphones available for sale in the China market has increased from 3.24-inch in 2011 to 3.74-inch in 2012, 4.22-inch in 2013 and will further increase to 4.6-inch in 2014 and over 5-inch in 2015, according to China-based consulting company Ʃintell.

AUO, Innolux not affected by water supply cut

Dec 2, 11:35

While the Taiwan government has reduced water supply to industrial users at night due to water availability issues, TFT-LCD panel makers AU Optronics (AUO) and Innolux have indicated that their production has not been affected by the decrease in water supply.

Panel makers to see increased orders for qHD, WVGA and FWVGA panels in 2015

Nov 27, 21:42

Panel makers expect strong demand for qHD (540 by 960), WVGA (480 by 800) and FWVGA (480 by 854) handset panels in 2015 as China vendors aim to increase their lineups of CNY500 (US$81) and below smartphones.

CPT seeing increased smartphone, tablet and vehicle shipments

Nov 27, 14:48

Chunghwa Picture Tubes (CPT) is reportedly seeing increased orders from China handset vendors looking to release new units in the fourth quarter of 2014 and into 2015, which is expected to help CPT's performance maintain stability as well as decrease its inventory through the rest of 2014.

Innolux clarifies Chi Mei Lighting debt issues, looking to secure loan from Taiwan banks

Nov 27, 14:46

Commenting on one of the Taiwan government-owned banks reportedly having refused to join Innolux's syndicated loan plans because of debt issues at Innolux's ex-affiliate Chi Mei Lighting Technology, Innolux noted that Chi Mei Lighting will be offered for sale at the end of December and, prior to that,...

Oppo, Gionee increase AMOLED handset panel orders to Samsung

Nov 26, 20:45

China handset vendors including Oppo and Gionee are expanding their cooperation with Samsung Display and are currently increasing orders for AMOLED panels for units to be released in 2015.

BOE shifts focus from Samsung to China vendors

Nov 26, 14:51

China-based panel maker BOE is shifting its focus away from Samsung Electronics to China-based vendors as Samsung's smartphone sales have recently seen lower-than-expected results.

TV panel shipments increase 10.2% on year in October to 22.55 million, says TrendForce

Nov 26, 14:32

Global TV panel shipments increased 10.2% on year in October to 22.55 million units as vendors stocked up for holiday demand.

Digitimes Research: Taiwan small- to medium-size panel shipments reach 329.7 million in 3Q14

Nov 26, 10:46

Taiwan makers' small- to medium-size panel shipments reached 329.7 million in the third quarter of 2014, down 6.2% on quarter and 12.8% on year, according to Digitimes Research.

GIS applies for listing on Taiwan Stock Exchange

Nov 25, 16:03

General Interface Solution (GIS) Holding, a touch panel module subsidiary of the Foxconn Group (Hon Hai Precision Industry), has filed an application to seek a primary listing on the Taiwan Stock Exchange (TSE).

Taiwan and Korea makers expanding touch-embedded solutions in 2015

Nov 25, 15:59

Despite China makers holding an 80% proportion of embedded touch solutions to China handset vendors, Taiwan and Korea makers are expected to continue expanding production in 2015 in order to meet expected demand for entry-level and mid-range handsets in emerging markets.

In-car safety innovations drive expand use of dashboard screens, says DisplaySearch

Nov 25, 15:38

With more safety features requiring a greater level of driver monitoring, demand for multifunction TFT-LCD panels in the automotive instrument cluster are accelerating. In fact, TFT-LCD shipments for the instrument cluster in automobiles are expected to grow 48% to reach 30.2 million units in 2014,...

Digitimes Research: China makers to drop Full HD panel pricing by 11.5% in 2015

Nov 25, 14:32

As China makers expand production capacity in order to meet increasing demand for cheaper panel supply in China, local handset vendors will receive Full HD panels for use in smartphones in 2015 below US$21, down 11.5% on year, according to Digitimes Research.

Will Xiaomi be a target for Foxconn's new collaboration with Innolux?

Nov 24, 22:11

Following the announcement that Foxconn Electronics will collaborate with Innolux to invest roughly US$2.8 billion to construct new 6G facilities in Taiwan geared at producing LTPS technology for high-end smartphones, rumors have been spreading in the market as to which clients the two companies intend...

Panel makers aim to secure orders from Motorola

Nov 24, 15:24

Motorola is currently assessing new panel makers going into 2015 as the company prepares for strong shipments, including entry-level and high-end smartphones.

On-cell smartphone and tablet shipments picking up due to orders from Motorola, Nokia

Nov 24, 15:04

GFF and OGS touch panel solutions are seeing increased pressure from on-cell technology as makers are aiming the technology for use in entry-level and mid-range smartphone and tablet products.

On-cell technology picking up in the market

TPV likely to shift panel orders to CEC Panda

Nov 24, 14:08

TPV estimates its LCD TV panel purchases from CEC Panda LCD Technology will increase in 2015 as the panel maker increases yields in the second half of the year, according sources from the displays supply chain.

Large-area TFT LCD panel shipments and revenues return to growth in 2014, says DisplaySearch

Nov 21, 14:55

TFT LCD panel suppliers are rejuvenating their large-area panel business plans in 2014 as the market demand for key applications grows. According to DisplaySearch, TFT panel suppliers are forecast to ship 718 million large-area (9-inch plus) panels, up 3% on year. Due to recent panel price increases...

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