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Thursday 18 April 2024
Taiwanese MicroLED makers carry on as Apple aborts MicroLED smartwatch project; Three industry expos you should watch out for this month
VP of Taiwan Display Union Association (TDUA) James Yang says he is optimistic about Taiwan's MicroLED industry and the technology's potential, despite Apple's recent decision to...
Thursday 18 April 2024
Panel industry cycle changed by production control: Peak season may not take place in 4Q24
Production control has changed the panel industry cycle that has persisted for two decades. The industry may not see a peak season in the fourth quarter of 2024 as it used to, and...
Friday 12 April 2024
China-based suppliers expected to flood the ultra-large-sized LCD panel market, threatening South Korean makers
Ultra large-sized LCD panel shipments are expected to surge in 2024, driven by China-based suppliers, which may lead to a price war in the market, threatening LG Display, the sole...
Thursday 11 April 2024
AUO, Innolux see 1Q24 panel shipments exceed forecasts; Small and medium-sized panel makers see decline
Following significant panel production control in February, the ongoing pull-in demand from brand clients led to an increase in utilization rates, shipment volumes, and shipment area...
Tuesday 9 April 2024
LCD panel prices to continue to rally 1H24; Taiwanese panel manufacturers reported minimal impact from recent earthquake
Taiwanese panel manufacturers have reported minimal impact from the recent earthquake, and according to Sigmaintell, stockpiling during lower prices may cool down after the first...
Tuesday 2 April 2024
LCD panel prices to 'definitely' continue rally through May
LCD TV panel prices will 'definitely' continue to rally through April and possibly May, according to Chinese technology industry insight provider Runto Technology.
Friday 29 March 2024
Samsung's latest glass panel technology could be making its way to the iPhone 17's screen
For its Galaxy S24 Ultra, Samsung Electronics partnered with Corning to introduce the new Gorilla Armor panel coating technology. Now, reports indicate that this technology may be...
Thursday 14 March 2024
Acer CEO: Only black swan for notebooks could be in panel prices
Acer Chairman and CEO Jason Chen noted that the current notebook supply is going smoothly and the Red Sea crisis had a limited impact. The only potential "black swan" is the oversupply...
Friday 8 March 2024
South Korean manufacturers secure all OLED panel orders for Apple's iPad Pro
Apple is set to launch a new generation of the iPad Pro as early as March 2024. The total supply volume of OLED panels is estimated to be 8.5 million units, and it will be fully supplied...
Wednesday 6 March 2024
Interview with UBI Research founder Yi Choong-Hoon: breaking down the competition in the panel sector
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive...
Monday 4 March 2024
BOE's foldable panel shipment volume surpasses SDC for the first time
In the fourth quarter of 2023, Samsung Display (SDC) saw its foldable panel shipment volume surpassed by BOE for the first time. The primary reason is the lower-than-expected sales...
Tuesday 27 February 2024
Will the 2024 Olympics be a boon for TV panel makers?
Although market forecasts have expected major sporting events in 2024 to drive a wave of TV upgrades, this has generally not been the case in the past. What can be expected is growth...
Thursday 22 February 2024
SDC and BOE submitted different price quotes for iPhone SE 4's OLED panel supply
Recent reports speculated that Apple might introduce its latest budget model, the iPhone SE 4, in 2025. It'll be equipped with the iPhone 14 OLED panel. Because the iPhone 14 OLED...
Tuesday 20 February 2024
SDC gears up for 8G IT OLED panel production with Canon Tokki partnership, targeting big clients Apple, Dell, HP
In 2023, Samsung Display (SDC) made waves with its announcement of investing in an 8th-generation (8G) IT OLED panel production line. The company is gearing up to introduce the first...
Friday 16 February 2024
Display panel supply-demand to improve in 2024
Panel makers, including AUO and Innolux, have reported year-on-year revenue increases in January, which indicates a more balanced panel supply and demand in 2024.
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Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research