E Ink Holdings, a major e-paper manufacturer, is nearing the end of its inventory clearance phase. Chairman Johnson Lee stated that the inventory of modules is expected to be nearly cleared by the end of May.
As global TV shipments declined in the first quarter of 2024, but demand for 75-inch and larger TVs remained strong. Notably, regional market differences have led to varying brand performances.
OLED panels used for external screens/monitors remain dominated by the two major South Korean panel manufacturers, Samsung Display (SDC) and LG Display (LGD), becoming a new growth driver for both firms with an annual shipment growth of around 20%.
Besides being a key supplier for Apple's IT products, leading backlight module manufacturer Radiant Opto-electronics has been actively expanding into the telematics market in recent years. It is anticipated that the order quantity and revenue will significantly increase by 2026, reaching a peak by 2028 and expected to extend until 2030.
The most unexpected development in Qisda's history occurred in 2005, when the company's predecessor, BenQ, failed to merge with Siemens Mobile. It made a large loss of NT$30 billion (US$927.4 million) at the time. For the industry, BenQ's failure to integrate Siemens Mobile remains a lethal mergers and acquisitions lesson.
Taiwan's LED leader Ennostar will adopt a "3+1" strategy to meet the transformation challenges ahead and will collaborate closely with panel maker AU Optronics (AUO) and MicroLED expert PlayNitride to create a "dream team" dedicated to pioneering advanced MicroLED displays, according to Paul Peng, chairman of both AUO and Ennostar.
Taiwan's major panel specialist Innolux is poised to wow the audiences at the upcoming Touch Taiwan 2024 by showcasing the industry's first color conversion MicroLED display technology alongside other pioneering MicroLED innovations and applications.
After fully embracing AI with the recent launch of the Galaxy S24 series flagship smartphones, Samsung Electronics unveiled its new lineup of Neo QLED, OLED, and Lifestyle series displays in Taiwan on April 17, where it also emphasized the advantages of AI in improving display performance and color rendering. By offering a more complete product line, Samsung hopes to take a leading sales position in the high-end display market and maintain double-digit growth for large-size TV sales in Taiwan in 2024.
E-paper solution provider E Ink Holdings (EIH) will showcase its strategic alliances in e-paper module production, IC design, and solar-powered systems, alongside its wide array of other e-paper solutions at the 2024 Touch Taiwan.
Despite the decline in the global TV market, market experts project that MiniLED TVs, given their cost-effectiveness, will surpass OLED TVs in shipment volume for the first time this year.
Samsung Display Vice President Kim Hyun Jae believes that AR/VR displays will trend from LCDs toward micro OLED and micro LED technologies as the market for metaverse applications continues to grow. Samsung Display will focus on micro LEDs for AR applications, while micro OLEDs will primarily be used for VR/MR displays.
Global shipments for gaming PCs suffered the same fate as the overall PC market in 2023 with the gaming category declining 13.2% year-on-year to 44 million units for 2024. However, gaming monitors were able to buck the trend as lower pricing helped drive volume and resulted in gaming monitors growing 20.3% during the year, according to the IDC Worldwide Quarterly Gaming Tracker.
HiSilicon (Shanghai) Technologies showcased new chip and terminal device solutions for smart homes, displays, and the Internet of Things (IoT) at the recent Appliance & Electronics World Expo (AWE) in Shanghai.
In the rapidly evolving landscape of AI technology, BenQ Taiwan's General Manager, Steve Yang, commends the continued advancement of AI applications within a year but notes that there remains a notable distance between these advancements and their integration into end products.
As global geopolitical tension, economic instability, and persistent inflation affected the recovery of consumer products, Coretronic's shipments and revenue declined in 2023. However, the commencement of mass production at its second Vietnamese factory in February is expected to boost the business this year, and more significant growth is expected in 2025. Overall, since some of Coretronic's projects would only officially commence in the fourth quarter of this year, a stronger growth momentum is anticipated in 2025.
Taiwan-based display giants AUO and Innolux have stepped up their non-display business deployment. AUO has seen a 20% increase in revenue from its vertical business solutions, and Innolux has set up various programs to shift its workforce to more non-display talents.