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Display panel
  • TSMC and UMC both plan to expand production capacities at their 12-inch wafer fabs in China
    TSMC has committed to building its most advanced fabs in Taiwan, but that doesn't mean that it will stop expanding production capacity elsewhere, particularly China, which is home to some of its biggest clients. Both TSMC and UMC have plans to increase their 12-inch...
  • CPT is believed to be owing about 2,000 of its employees nearly NT$300 million in salary
    The ill-fated panel maker Chunghwa Picture Tubes (CPT) is believed to be owing about 2,000 of its employees nearly NT$300 million (US$9.82 million) in salary, as it seeks to sell its 4.5G and 6G LCD lines to raise funds to cover the payments, according to industry sources.
  • Innolux will invest over NT$70.1 billion (US$2.29 billion) in Taiwan
    Panel maker Innolux will invest over NT$70.1 billion (US$2.29 billion) in Taiwan, the Ministry of Economic Affairs (MOEA) has announced. The MOEA has issued a green light to the Innolux project, saying it is in line with the government's goal of encouraging Taiwanese firm to return and invest at hom...
  • US notebook vendors have slowed down placing orders with Taiwan ODMs
    Trade tensions between the US and China seem to be easing a little, but it remains uncertain whether the more "friendly" atmosphere will be subsequently followed by a full truce between the two super economies. For notebook vendors who risk higher tariffs for Chinese imports if the trade war doesn't...
  • Chinese panels are increasing output for IT panels
    Some China-based flat panel makers are shifting more of their production capacities to the manufacture of IT applications as they seek to stem losses resulting from keen price competition in the large-size TV panel segment, according to industry sources.
  • Innolux has given a more positive outlook for the fourth quarter of 2019 than fellow company AUO
    Innolux has given a more positive outlook for the fourth quarter of 2019 than fellow company AU Optronics (AUO), although the former saw net losses widen in the third quarter due to falling panel prices.
  • 4G is still very much alive and kicking
    There has been much hype about the arrival of the 5G era, but 4G is still very much alive and kicking. Global smartphone sales have slowed down in 2019, but Taiwanese IC designers have seen demand for 4G smartphone chips rebound in the...
  • TPK wins deals for silver nanowire touch solutions
    TPK Holding's small-size silver nanowire-based touch solutions have entered design-in processes of 1-2 foldable handsets, according to Leo Hsieh, president of the touch module and sensor maker.
  • TV panel prices are expected to remain steady in the first quarter of 2020
    TV panel prices are expected to remain steady in the first quarter of 2020 before staging a possible rebound in the second quarter, as they have become stabilized recently thanks to massive production cuts by makers to prevent pricing falling further, according to industry observers.
  • AUO has announced its October consolidated revenue reached NT$19.98 billion
    Taiwan-based LCD panel maker AU Optronics (AUO) has announced its October consolidated revenue reached NT$19.98 billion, down by 16.3% on month and 24.6% on year.
  • TV panel prices are set to stop falling and level off in November
    TV panel prices are set to stop falling and level off in November thanks to efforts made by panel makers to reduce their output aggressively, while demand has started picking up as brand TV vendors have resumed pulling in orders in preparation for the Double-11 shopping festival in China as well as...
  • Panel makers diversify product focus
    AU Optronics (AUO) and Innolux both have expanded beyond their core display business into the medical equipment and healthcare sectors as they seek to explore sustainable business opportunities.
  • AUO ramping up automotive panel shipments
    AUO is expected to see its shipments of automotive display products grow at a double-digit rate in 2019, despite unfavorable macro factors that have weakened the global automotive market, according to company vice president TY Lin.
  • Taiwan- and Korea-based panel makers cutting capex for 2019
    Some flat panel makers in Korea and Taiwan, notably LG Display, AU Optronics (AUO) and Innolux, are cutting their capex for 2019 as they seek to improve their bottom lines in the face of mounting operating losses, according to industry sources.
  • Taiwan large-size LCD panel shipments up slightly in 3Q19
    Shipment of large-size LCD panels (9-inch and above) by Taiwan's makers (excluding Sharp) edged up 2.1% sequentially to 59.3 million units in the third quarter of 2019 due mainly to advanced shipments by clients in light of the uncertainty triggered by the US-China trade dispute, according to Digitimes...
  • Taiwan's shipments of small- to medium-size LCD panels are expected to decrease 17.6% on quarter
    Taiwan's shipments of small- to medium-size LCD panels are expected to decrease 17.6% on quarter and 31.1% on year in the fourth quarter of 2019 due to off-peak season effects and reduced smartphone shipments resulted from the US-China trade dispute, according to Digitimes Research.
  • AUO president Frank Ko
    At this time when the flat panel industry is hitting a bottom, it is the best of times for AU Optronics (AUO) to move forward its value transformation process and develop innovative display solutions to tap emerging niche markets, according to company president Frank Ko.
  • AUO is expected to see setbacks both in its revenues and shipments in the fourth quarter of 2019
    AU Optronics (AUO) is expected to see setbacks both in its revenues and shipments in the fourth quarter of 2019 after a seasonal rebound in the previous quarter, and as a result, the company is likely to see its losses widen in the quarter, according to industry sources.
  • AUO has reported its consolidated revenues for the third quarter of 2019 reached NT$70.05 billion
    AU Optronics (AUO) has reported its consolidated revenues for the third quarter of 2019 reached NT$70.05 billion (US$2.3 billion), flat sequentially. It posted net loss of NT$3.99 billion, with a basic EPS of -NT$0.41 for the quarter.
  • Mildex's factory in Kaohsiung, Taiwan
    Touch panel solution provider Mildex Optical is striving to expand its portfolios of touch display module (TDM) products for IPC, industrial control and other niche market applications as it aims to make a turnaround in 2020, according to company sources.
  • 5G smartphones will come with displays offering high refresh rates
    The arrival of 5G is ushering in hardware upgrades to support related applications and services. It is expected more 5G smartphones will come with displays offering high refresh rates that can enhance user experience. It remains to be...
  • Asustek ROG Phone II features a 120Hz display
    Refresh rates of smartphone panels used in the 5G era are likely to be upgraded to 90Hz or even 120Hz from the current 60 Hz as displays with higher refresh rates will enhance greatly user experience, according to industry observers.
  • TPK and GIS are likely to see orders for their out-cell touch solutions continue to wane
    Taiwan's top-2 touch panel module providers TPK Holding and General Interface Solutions (GIS) are likely to see orders for their out-cell touch solutions continue to wane, according to industry sources.
  • Giantplus Technology looks to expand its collaboration with its parent company Toppan Printing
    Taiwan-based flat panel maker Giantplus Technology looks to expand its collaboration with its parent company Toppan Printing to achieve greater synergy, according to comany sources.
  • Demand for 16-inch notebooks is expected to rise
    Notebooks with 16-inch ultra-thin bezel displays are expected to become a new trend among vendors in the next few years, following the upcoming release of Apple's new notebook, according to sources from the supply chain.

Taiwan notebooks – 3Q 2019

China smartphone AP shipments – 3Q 2019

Global server market – 3Q 2019

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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