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Display system
  • BOE reportedly is set to ship OLED screens to Apple in small volume
    The freshly released iPhone 12 devices all feature OLED screens. China-based panel maker BOE reportedly was initially not among the OLED suppliers for the new Apple smartphones, but is now said to be ready to ship OLED screens in small...
  • TV sales have been weak in China
    TV shipments during China's three-week shopping season around the National Day (September 21-October 11, 2020) totaled 2.684 million units, down 8.3% on year, according to All View Cloud (AVC).
  • 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.
  • 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.
  • Three new video coding technologies to be available in 2020
    A total of three sets of new video coding technologies that are being formulated by related international standards setting organizations are likely to be rolled out in 2020 that will be conducive for addressing the two shortcomings related to unsatisfied compression rates and unfair licensing mechanism...
  • Large-size TV shipments are growing in Taiwan
    Shipments of large-size TVs in the Taiwan market in 2020 are likely to be 10-15% higher than the projection of 850,000-900,000 units made earlier this year, bolstered by rising stay-at-home economy in the wake of the coronavirus pandemic, according to market sources.
  • Huawei to launch curved gaming monitors
    Huawei reportedly is set to launch own brand monitors, including curved gaming models, as it prepares to compete with newcomers such as Xiaomi in the sector, according to industry sources.
  • 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.
  • Samsung is leaving the LCD market
    Samsung Electronics reportedly plans to close its TV assembly plant in Tianjin, China by November 2020 and will probably sell it, with Amtran Technology showing interest in buying it, according to industry 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.
  • EIH is expanding its product portfolio
    E Ink holdings (EIH) is putting increasing focus on colored e-paper solutions, with plans to roll out its next-generation Advanced Color ePaper (ACeP) technology in 2021, according to company chairman Johnson Lee.
  • Huawei has been hit hard by the US trade ban
    Huawei reportedly have reduced its components orders for TV production by 30-40%, as the US trade ban that limits the company's access to semiconductor parts has also affected its business units other than chips and smartphones, according to industry sources.
  • Curved monitor demand is being fueled by stay-at-home needs
    The global curved monitor market is poised for significant growth in 2021 as more panel makers ramp up production of curved applications and more brand vendors launch related products to cash in on virus-induced market demand, according to industry sources.
  • EIH chairman Johnson Lee
    The output value of e-paper products may be relatively small as compared to those from LCD or OLED, e-paper solution provider E Ink Holdings (EIH) has managed to garner a gross margin of over 40% quarterly over the past two years while most LCD and OLED panel suppliers have operated with lower margins...
  • OLED was a highlight at SID 2020
    The latest development of large-size panel technology for TV applications still focuses on improving color saturation and dynamic contrast, especially in light of the adoption of mini LED backlight modules, Digitimes Research has found.
  • Tianma is eyeing the automotives market
    China-based panel maker Tianma Microelectronics has seen its shipments of automotive panels increase significantly in recent years, cashing in on the growing new energy auto market driven by the increasing popularity of IoV technology, according to industry sources.
  • Taiwan monitor makers saw shipments grow in 2Q20
    Taiwan's PC monitor shipments climbed 25% sequentially and 5.3% on year in the second quarter of 2020, fueled by orders deferred from the previous quarter and ongoing stay-at-home initiatives, according to Digitimes Research
  • RiTdisplay CEO DC Wang
    PMOLED panel maker RiTdisplay has taped out commodity mini LED display products and is ready to ship samples to clients for validation, with commercial shipments likely to kick off in 2021, according to company CEO DC Wang.
  • AUO chairman Paul Peng
    AU Optronics (AUO) has given a positive outlook for third-quarter 2020, citing significant improvements in its business operations and order visibility as well as a recovery of global economic activities.
  • TPK to quadruple notebook LCM capacity
    TPK Holding will double its touch-enabled notebook-use LCD module (LCM) capacity by year-end 2020 and further expand it to four times as much as the current level by early 2021 to meet increasing demand for notebooks and tablets supporting remote work and study, according to company CEO Leo Hsieh.
  • TV shipments from Taiwanese makers increased
    Taiwan-based TV makers saw their shipments surge 33.8% sequentially to 6.22 million units in second-quarter 2020 as demand from clients in North America remained strong despite the coronavirus impacts, according to Digitimes Research.
  • Young Optics suffers net loss in 2Q20
    Optical module maker Young Optics released financial results for the second quarter of 2020, seeing a net loss of NT$36 million (US$1.2 million) for the third consecutive quarter.
  • A mini LED-backlit LCD TV
    Epistar and Lextar Electronics have teamed up vying for orders from Samsung for TV-use mini LED backlight units (BLU), with their samples being validated by the Korean vendor, 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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