Taimide builds new production line for polyimide films
Taiwan-based polyimide film (PI) maker Taimide Tech has completed recently the construction of its second-phase expansion project, paving the way for production targeting 5G and flexible display applications.
10 new 6G OLED fabs to go online in China by 2021
Ten new 6G OLED fabs are set to come online in China by 2021, despite some delays resulting from the US-China trade tensions and weak demand, according to a Taiwan-based upstream supplier.
EIH reports robust sales for September
E-paper solution provider E Ink Holdings (EIH) saw its revenues surge 98.25% on month and 35.64% on year to a nearly six-year high of NT$1.762 billion (US$57.58 million) in September, driven by strong sales momentum for electronics shelf label (ESL) products, the company has reported.
Novatek likely to enjoy strong 4Q19 results
LCD driver IC design specialist Novatek Microelectronics is expected to enjoy a strong fourth-quarter 2019, thanks to continued ramp-up in TDDI chip shipments, coupled with revenues generated from its new optical fingerprint sensor products, according to market sources.
AMOLED touch sensor provider HannsTouch Solution has reported revenues of NT$362 million (US$11.66 million) for September, down 17.32% but up 160.26% on year.
Taiwan's COF (chip on film) supply chain is poised to embrace a prosperous year in 2020, as new COF solutions are expected to be massively applied to integrate optical in-display fingerprint sensor chips and TDDI ICs for application to new smartphones for the year, according to industry sources.
Supply chain upbeat about mini LED sector in 2020
Strong demand for mini LED in 2020 is expected offer related equipment suppliers, driver IC vendors, panel makers and materials distributors lucrative business opportunities.
Apple invests additional US$250 million in Corning
Apple has announced it is investing US$250 million more in Corning, supplier of precision glass for iPhone, Apple Watch and iPad.
TPK reports increased sales for August
Touch module maker TPK Holding has reported revenues of NT$12.712 billion (US$407.28 million) for August, up 1.5% on month and 9.8% on year. The monthly figures were also the highest level so far in 2019.
GIS revenues hit 8-month high in August
Touch module maker General Interface Solution (GIS) saw its revenues grow 9.5% on month and 23.97% on year to hit an 8-month high of NT$10.947 billion (US$348.57 million) in August.
While PCBs are used as backplanes for mini LED fine-pitch displays and mini LED backlighting currently, glass is expected to gradually replace PCBs as backplanes for mini LED backlighting beginning 2020 along with diminishing size of mini LED chips, according to industry sources.
Nationstar to ship mini LED BLUs
China-based LED packaging service provider Foshan Nationstar Optoelectronics will begin shipping mini LED backlight units (BLUs) for 27- and 32-inch gaming LCD monitors and 15.6-inch gaming notebooks at year-end 2019, according to the company at Touch Taiwan 2019 during August 28-30.
Highlights of the day: IT companies see mixed 2H19
Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer makers. DRAM and NAND flash players are expected to see demand...
Taiwan LCD driver IC firms to see pick-up in demand
Taiwan-based LCD driver IC suppliers are expected to see customers step up their pace of orders around the end of the third quarter, with their order visibility for the fourth quarter becoming clear, according to market observers.
TPK Holding is currently in talks with OLED panel makers in China and Korea for the development of silver nanowire-based bendable touch solution for handsets with the solution's commercial production to be ready in the fourth quarter of 2019, according to company president Leo Hsieh.
Polarizer makers conservative about 2H19 outlook
Polarizer suppliers Cheng Mei Materials Technology (CMMT) and BenQ Materials are both conservative about their business outlooks for the second half of 2019 as prices of polarizer products are likely to dip down in the face of an industry-wide production cutback due to oversupply in the display industry,...
EIH to offer colored e-book reader solutions in 2020
E Ink Holdings (EIH) has said that it plans to expand the production of colored e-paper solutions to include those for e-book readers in 2020, addition to for electronic shelf labels (ESLs) and advertisement displays currently, according to company president Johnson Lee.
GIS ramping up in-display fingerprint sensor production
General Interface Solution (GIS) is expanding its production capacity for in-display fingerprint sensors at its plant in Chengdu, China, with plans to ramp up its monthly output to five million units in November from 2-3 million currently, according to company chairman Hsien-ying Chou.
EIH rolls out OTFT-based EPD solutions
E-paper solution provider E Ink Holdings (EIH) has said that it has come out with OTFT (organic think film transistor)-based electrophoretic displays (EPDs) for wearable and smart clothing applications.
INT promoting innovative display technologies
Taiwan-based display technology developing company Innovative and Transformation (INT) will promote it in-house-developed UHPD (ultra-high pixel-density) and SPIC (smart pixel and IC) display technologies and related applications at the upcoming Touch Taiwan 2019.
Light guide plate (LGP) provider Global Lighting Technology has reported net profits of NT$49.92 million (US$1.594 million) for the second quarter of 2019, up 108% from the previous quarter. EPS for the quarter came to NT$0.38 compared to NT$0.18 a quarter earlier.
Lextar to release mini LED products
Lextar Electronics has disclosed it will release a new series of mini LED ready for mass production, including I-Mini Blue, a smart backlight module integrating mini LED and driver IC, which can realize high contrast and slim design and is already introduced to applications such as gaming notebook...
LED epitaxial wafer and chip maker Epistar has reportedly supplied mini LED chips used to backlight a 55-inch 4K (3840 x 2160) smart LCD TV developed by China-based Huawei Technologies, according to Chinese-language newspaper Economic Daily News.
EIH cuts revenue forecast for 2019
E-paper solution provider E Ink Holdings (EIH) has revised downward its revenue forecast for 2019 to an on-year decline of 10%, citing lower-than-expected sales of its consumer products such as e-book readers and e-note solutions.
Corning Astra Glass chosen for CEC Panda oxide-LCD line
Corning has announced the selection of its Astra Glass by Chengdu CEC Panda Display Technology (CCPD) for its line of oxide-TFT LCD panels used primarily for high-performance, large-size TVs and monitors.
Global tablet shipment forecast, 2020 and beyond
2019 global tablet shipments will slide significantly from the level of 2018 as brand tablets are experiencing weakening momentum...
Global smartphone shipment forecast, 2020 and beyond
Global smartphone shipments will continue to decline for the second year in 2019. Although emerging markets have demand coming...
Global notebook shipment forecast, 2020 and beyond
Notebook shipments in 2019 are estimated to show a 1.6% increase with vendors ramping up inventory in preparation for the US-China...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...