Display components
  • EIH to launch new colored e-paper solutions
    E-paper solution provider E Ink Holdings (EIH) plans to launch new colored e-paper solutions based on its second-generation Print Color Technology before year-end 2020, according to industry sources.
  • microLED
    MicroLED looks like a strong candidate to compete with OLED for dominance in the display market in the next decade, says Charles Li, chairman of PlayNitride, a pioneer in microLED development, in an interview by Digitimes. Meanwhile,...
  • PlayNitride chairman and CEO Charles Li
    MicroLED looks like it is going to take the display market by storm in the next decade or so. Established in 2014, PlayNitride is a pioneer in developing microLED, and has aggressive plans to sharply reduce microLED production cost in five years to make sure to accelerate the penetration of the new...
  • Demand from panel makers is strong
    Suppliers of LCD driver ICs have seen an influx of rush orders from panel makers in Taiwan and China who are ramping up their output to meet increasing panel demand from the IT and TV sectors, according to industry sources.
  • Foundries are asking clients to book capacity well in advance
    Many IC components have been in short supply due to insufficient foundry support. Now foundry houses are asking their fabless IC clients to book well in advance for capacity for 2021 to make sure they have enough support. The components...
  • EIH chairman Johnson Lee
    E-paper solution provider E Ink Holdings (EIH) expects its sales for 2020 will the highest in four years although some of its shipments will be affected by components shortages, such as driver ICs, according to company chairman Johnson Lee.
  • MiniLED-backlit TVs
    Everlight Electronics started shipping POB (package on board) miniLED backlight units (BLU) for TCL's LCD TVs in second-quarter 2020, according to industry sources.
  • iPad shipments to see strong growth in 2020
    Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
  • Demand from the TV sector has been strong
    Optical film supplier Wah Hong Industrial has reported strong sales for September and third-quarter 2020 on surging demand for optical films from the IT and LCD TV clients.
  • A 82-inch mini LED-backlit LCD TV unveiled by Xiaomi
    Lextar Electronics is shipping mini LED backlight units (BLU) for use in 82-inch 8K and 4K LCD TVs unveiled by China-based Xiaomi in late September 2020, according to industry sources.
  • Mini LED applications are becoming more popular
    TCL and Xiami have launched mini LED-backlit LCD TVs, and other vendors, including Samsung Electronics, LG Electronics, Konka, Changhong, Hisense and Vizio will follow suit in 2021s.
  • Strong demand and shot supply have sent prices up
    Quotes for IT and TV panels will continue their upward spiral in the fourth quarter of 2020 amid strong demand from TV and notebook vendors, tight capacity at panel makers, and short supply of some key components, according to industry sources.
  • Kingray expanding NBPF capacity of handset 3D ToF modules
    Taiwan's optical filter specialist Kingray Photoelectric Technology is set to expand monthly production capacity for narrow band pass filter (NBPF) for 3D ToF (time of flight) modules to 200 million units after its second coating line at its plant in Chungli, northern Taiwan becomes operational in...
  • Power inductor maker Arlitech sees strong demand ahead
    Taiwan-based power inductor supplier Arlitech Electronic expects its sales to grow steadily in the second half of 2020 thanks to robust demand for power conductors from the LCD industry, according to industry sources.
  • Corning Taiwan president Daniel Tseng (center)
    Corning Display Technologies Taiwan has recently tied up with two local startups, Memorence AI and TD42, to jointly develop image recognition technologies and solutions.
  • Corning will showcase R&D efforts
    Corning has announced it will exhibit technologies from its latest R&D innovations at the 2020 Taiwan Innotech Expo (TIE), one of the largest invention fairs in Asia, beginning September 24.
  • Notebook makers face LCD panel shortages
    Many panel makers are ramping up their output for notebook applications thanks to a surge in demand for computing devices needed to support remote work and study. While these makers generally expect the robust demand to stretch into 2021, their notebook panel shipment momentum may be crippled by a...
  • Colored ebook readers to see strong demand
    Replacement demand for colored e-book readers is expected to emerge in 2021, as the ongoing stay-at-home economy is bolstering demand for the e-paper-based reading devices, according to industry sources.
  • Chinese vendors are looking to enhance the features of midrange 5G smartphones
    TDDI chips demand for midrange 5G smartphones has been strong, particularly from Chinese handset vendors, encouraging related Taiwan-based backend houses to purchase new test equipment for additional capacities, according to industry sources.
  • The display sector sees significant demand
    Backlit unit (BLU) provider Radiant Opto-Electronics and optical film maker Wah Hong Industrial have reported strong sales for August, buoyed by robust demand for IT devices including notebooks and tablets supporting stay-at-home economy.
  • Entire Technology chairman David Wang
    Entire Technology has worked with clients to develop high-end diffuser plates based on new composite materials and special optical micro-structure for mini LED backlighting for gaming notebooks, monitors, automotive displays, and LCD TVs, according to company chairman David Wang.
  • Taiwan's major polarizer makers are expanding their client bases
    Taiwan's polarizer makers BenQ Materials and Cheng Mei Material Technology (CMMT) both are striving to expand their client bases to sustain shipment momentum, according to company sources.
  • Coretronic
    Backlit unit (BLU) and projector provider Coretronic has reported revenues of NT$3.899 billion (US$133.14 million) for August, up 5% sequentially but down 12% on year.
  • Tight supply is sending panel prices rising
    LCD panel prices will continue to move up this month, driven by a ramp-up in demand for TVs, notebooks and PC monitors, and also by shortages of some key components, according to industry sources.
  • LCD-use polarizer supply is tight
    Global supplies of polarizers are expected to remain tight through the first half of 2021 along with recent upsurge in demand for LCD panels supporting remote work and study, according to industry sources.

Global notebook shipment forecast, 2021 and beyond

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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