Display components
  • Coretronics braces for shipments declines
    Coretronic has warned that its shipments of energy-saving devices, mainly backlight units (BLUs) for IT products, OEM devices and TVs, are likely to fall by 50% on year in the first quarter of 2020, affected by the coronavirus outbreak.
  • Driver IC suppliers expect demand from Chinese clients to drop in 1H20
    Taiwan-based handset display driver IC backend specialists have seen customer orders slow down, with poor order visibility for the next several months, but they expect demand to rebound in the second half of this year, according to industry sources.
  • Panel components supply is tight
    Supplies of components and raw materials within the display industry are expected to remain tight in the next two months as a full-scale resumption of operations of related supply chain makers remains uncertain in China in the wake of the coronavirus outbreak, according to industry sources.
  • The outbreak is hitting hard China's ICT industries
    The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many...
  • TV demand in China is weakening
    Demand for TV and handset panels is expected to take a hit from the coronavirus outbreak, which is likely to dampen significantly consumer demand for TVs and handsets in the end market, particularly in China, according to industry sources.
  • GIS saw shipment momentum slow down in January
    Touch panel maker General Interface Solutions (GIS) has disclosed revenues of NT$7.294 billion (US$242.28 million) for January, down 27.6% on month and 28.6% on year.
  • Chinese panel makers are likely to see disruptions to material supplies from the upstream
    LCD fabs run by BOE Technology, China Star Optoelectronics Technology (CSOT) and Tianma Microelectronics in Wuhan - the epicenter of the coronavirus outbreak - may suffer a shortage of upstream raw materials due to mounting transport curbs in China as a means to contain the epidemic, according to industry...
  • Epistar's mini LED products are all made in Taiwan
    Epistar has maintained manufacturing of all its mini LED products in Taiwan and therefore progress in developing and promoting mini LED products is not affected by the coronavirus outbreak in China.
  • Lextar chairman David Su
    Demand for mini LED applications is taking off, according to David Su, chairman and CEO for vertically-integrated LED firm Lextar Electronics.
  • Wah Hong expects strong sales in 2020
    Optical film supplier Wah Hong Industrial expects its sales momentum to continue in 2020, having seen its revenues grow 26.67% to NT$9.819 billion (US$324.81 million) in 2019.
  • Corning's net profit declined in 2019
    Corning has reported its full-year 2019 revenues grew 2% annually to reach US$11.5 billion, while net income for the year arrived at US$960 million, falling 10% compared to 2018's US$1.07 billion.
  • Hinge makers to benefit from foldable-screen smartphones
    Taiwan-based hinge makers are expected to ramp up substantially their output for foldable smartphones starting the second half of 2020, according to industry sources.
  • The Wall micro LED TV developed by Samsung Electronics
    Sony, Samsung Electronics and LG Electronics had showcased large-size micro LED TVs while China-based TCL, Konka and Leyard Optoelectronic had exhibited large-size RGB (red-, green-, blue-light) fine-pitch mini LED displays at CES 2020 during January 7-10, signaling that micro LED TVs will have a good...
  • GLT chairman Lee Mang-shiang
    Light guide plate (LGP) maker Global Lighting Technologies (GLT) expects its revenues and profit to hit new highs in 2020, powered by its expanded capacity and clear order visibility, according to company chairman Lee Mang-shiang.
  • LCD equipment makers are eyeing opportunities from the OLED and micro/mini LED sectors
    Taiwan-based LCD equipment makers could return to a growth track in 2020 by shipping more of their equipment for the manufacture of OLED and mini LED-backlit panels after ending 2019 with decreased revenues, according to industry sources.
  • Merck CEO
    Merck demonstrated its materials and technologies at the recently concluded CES 2020, focusing on four major aspects - smart city, immersive displays, in-memory computing, and AI-optimized quantum computing.
  • OLED makers are eyeing the large-size displays market
    Flat panel makers in Korea, Japan and China have been committing heavy investments for building their respective capacities for large-size OLED panels since the second half of 2019, and the move is likely to usher in a new stage of competition in the global panel industry in the coming years.
  • Driver IC designers to see stronger demand from the OLED sector
    Taiwan-based display driver IC designers and backend specialists are looking to ready additional capacities by mid-2020 to meet growing demand for OLED driver ICs, according to industry sources.
  • Leyard Optoelectronic
    Taiwan-based LED epitaxial wafer and chip maker Epistar has partnered with China-based LED display maker Leyard Optoelectronic to exhibit three models of RGB mini LED fine-pitch displays with a pitch of 0.6mm at CES 2020.
  • Corning is gearing efforts for automotive glass applications
    Corning has announced the industrialization of its ColdForm technology for curved automotive display systems. Driven by consumer demand for more in-car infotainment and connectivity, ColdForm technology enables larger, curved, and more integrated displays designs, said the vendor.
  • Panasonic VR glasses with micro OLED
    Panasonic is showcasing high dynamic range (HDR) capable ultra high definition (UHD) virtual reality (VR) eyeglasses featuring micro OLED at CES 2020.
  • Micro LED catches attention at CES
    CES 2020 has started with a bang. Big companies - such as Intel, AMD, and Samsung - and startups alike are showcasing their latest products and innivations at the annual show in Las Vegas. For the display sector, mini and micro LED technologies are catching attention, with Samsung demonstrating its...
  • Innolux and Tanvas have teamed up to deliver automotive touch solutions
    Tanvas, a developer of next-generation multi-touch haptic technology, has teamed with Innolux to produce a 15-inch automotive-qualified touch display using TanvasTouch, programmable textures and haptic effects on smooth, physical surfaces.
  • Samsung expected to unveil micro LED plans at CES 2020
    Samsung Electronics is expected to unveil plans regarding hardware specifications of its new micro LED displays as well as investment and schedule for micro LED display production at CES 2020 during January 7-10, according to industry sources.
  • Micro LED to enter mass production in 2020
    LED epitaxial wafer and chip maker Epistar will establish a joint-venture maker of mini LED and micro LED chips and modules with China-based LED display maker Leyard Optoelectronic in Wuxi, eastern China, according to Epistar.

Global tablet market – 4Q 2019

Taiwan LCD TVs – 4Q 2019

Taiwan notebooks – 4Q 2019

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

Global LCD panel shipment forecast, 2020 and beyond

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