2018 review and 2019 outlook: Challenges and opportunities for flat panel industry
Rebecca Kuo, Taipei; Steve Shen, DIGITIMES
The global flat panel industry got off to a bumpy start in 2018 amid growing concerns of oversupply resulting from continued capacity ramps by Chinese firms. In fact, the year ended up with the highest capacity growth since 2013, due largely to BOE...
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Global AIO PC shipments will continue shrinking in 2019. With issues such as US-China trade tensions and Intel CPU shortages, and Lenovo and Apple having been cutting their orders, Taiwan makers are also expected to see their related shipments to be impacted.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.