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 owes workers up to 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 pledges to invest NT$70.1 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...
Highlights of the day: Production line relocation continues despite easing trade tensions
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...
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 expects steady shipments in 4Q19
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.
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 likely to rebound in 2Q20
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 sees October sales drop
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 to stop falling in Novmeber
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...
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.
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.
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 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.
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 may see losses widen in 4Q19
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 reports loss for 3Q19
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 gearing up for touch display module products
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.
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...
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.
Out-cell touch panel demand set to shrink
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 looks to greater synergy with Toppan
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 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
Taiwan's notebook shipments rise 1.8% sequentially and 8.6% on year to come to 34.14 million in the third quarter of 2019.
China smartphone AP shipments – 3Q 2019
Third-quarter-2019 smartphone AP shipments to China-based vendors came to 210 million units, down 1.8% on quarter and 9.4% on...
Global server market – 3Q 2019
Global server shipments grew 11.2% sequentially in third-quarter 2019 with inventory depletion that began from the second-half...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...
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...