Giantplus to sell one LCD module plant in Kunshan
LCD panel and module maker Giantplus Technology has disclosed the plan to sell its LCD module subsidiary, KGP, in Kunshan, China to a local asset management company for CNY410 million (US$59.6 million).
TPK Holding reportedly has landed orders for silver nanowire-based touch solutions from LG Electronics, according to a Chinese-language Economic Daily News report.
LCD chemical material supplier Daxin Materials expects its shipments of organic coating materials for IC packaging process to further expand in 2019, having begun to ship such advanced materials in the fourth quarter of 2018, according to company chairman Lin Cheng-yih.
Backlit unit (BLU) suppliers Radiant Optoelectronics and Coretronic both have reported revenue gains for November, bucking off-peak season trends.
Government-run Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated revenues totaling NT$2,109.441 billion (US$68.43 billion) in January-October 2018, growing 5.57% on year, according to the Ministry of Science and Technology (MOST).
TPK reports decreased revenues for November
Touch panel maker TPK Holding has reported decreased revenues for November as compared to a month earlier, citing weakened order dynamics from its major clients.
Touch penal module maker General Interface Solution (GIS) has reported revenues of NT$15.92 billion (US$516.33 million) for November, down 12.1% on month but up 5.6% on year.
Taiwan-based polarizer supplier Cheng Mei Materials Technology (formerly Chimei Materials Technology) has managed to swing back to profitability in the third quarter of 2018, ending a streak of 10 consecutive quarterly losses.
O-film inventory and debts rising
China-based touch panel maker Shenzhen O-film Tech is facing increasing pressure of rising inventories and dwindling orders due to a weak rebound of the handset market in China, according to industry sources.
Corning and SCH Electronics (Shanghai) have jointly announced they have signed a sales agency agreement focused on semiconductor glass carriers in China.
The supply of polarizers has fallen short of demand recently and will stay tight throughout 2019, when several China-based panel makers are set to kick off commerical operation of their new production lines, bringing Taiwan polarizer makers significant revenue growth momentum, according to industry...
LED packager AOT to see slower sales in 4Q18
LED packaging service provider Advanced Optoelectronics Technology (AOT), a subsidiary of the Foxconn Group, expects its sales for the fourth quarter of 2018 to be lower than those seen in the previous quarter due to weak demand for LED backlighting solutions from the LCD TV sector, according to company...
AOT developing mini LED BLUs
LED packaging service provider Advanced Optoelectronic Technology (AOT) has developed prototype mini LED backlighting units (BLUs) for use in gaming LCD monitors and will start trial production with small-volume shipments in first-quarter 2019, with volume production expected to begin in the second...
Taiwan-based General Interface Solution (GIS) and China's O-film Tech are likely to share the orders for ultrasonic in-display fingerprint sensors from Samsung Electronics for its flagship Galaxy S10 lineup slated for launch in early 2019, according to industry sources.
EIH bracing for strong sales in 4Q18 and 2019
E-paper solution provider E Ink Holdings (EIH) is headed for strong sales in the fourth quarter of 2018 with its growth momentum to continue into 2019, according to company president Johnson Lee.
TPK appoints new CEO
Touch panel maker TPK Holding has promoted senior vice president Leo Hsieh to serve as its new president and CEO, replacing incumbent HH Chiang, who has decided to step down due to personal reasons, according to a company announcement.
TPK Holding and General Interface Solution (GIS), two major touch module suppliers for Apple's iPhone devices, may see slower shipment momentum in the first quarter of 2019, as analysts and other sources have warned of weaker than expected sales of iPhone XR, according to industry sources.
WiseChip reports decreased earnings for 3Q18
PMOLED panel maker WiseChip Semiconductor has reported net profits of NT$25.64 million (US$830,505) for the third quarter of 2018, down 23.8% on quarter and 66.6% on year. EPS for the quarter stood at NT$0.56.
Taiwan's optoelectronics industry players must pursue the development of smart optoelectronics and leverage the prowess and advantages of the country's ICT industry to find a solid foothold in international optoelectronics supply chains, according to Kenneth Tai, chairman of Jasper Display based in...
Coretronic expects revenues to rebound in November
Backlit unit (BLU) and projector supplier Coretronic expects its sales to stage a rebound in November after a sequential decline in October, driven by brisk shipments of its major product lines.
Giantplus profits up 2.8% sequentially in 3Q18
LCD panel and module maker Giantplus Technology has reported net profits of NT$81.16 million (US$2.64 million) for the third quarter of 2018, up 2.8% from a quarter earlier but down 155.7% from a year ago.
Qisda to invest in Data Image, Jiangsu Yudi Optical
EMS provider Qisda has announced investment of NT$308 million (US$10 million) to take a 33.1% stake in Data Image, a Taiwan-based LCD module maker, and CNY40 million (US$5.8 million) to take an 11% stake in Jiangsu Yudi Optical, a China-based optical lens maker.
Touch panel makers report strong sales for October
Touch panel makers TPK Holding and General Interface Solution (GIS) have both recorded strong sales for October, driven by increased shipments of touch solutions for new iPhone devices.
Novatek expects 5-7% revenue drop in 4Q18
IC design house Novatek Microelectronics expects to post revenues of between NT$14.6 billion (US$475.5 million) and NT$15 billion in the fourth quarter of 2018, down 5-7% sequentially.
Mini LED-backlit high-end smartphones were originally expected to be launched by year-end 2018, but smartphone vendors have been reluctant to adopt such backlighting, which has seen its competitiveness undermined by falling OLED pricing, according to industry sources.
Taiwan LCD monitors – 3Q 2018
Taiwan's LCD monitor shipments grew 6.3% sequentially and 7.5% on year to reach 22.35 million units in the third quarter.
Taiwan LCD TVs – 3Q 2018
Taiwan's LCD TV shipments increased 11.4% sequentially, but down 3.1% on year to arrive at 8.52 million units in the third quarter...
Taiwan handsets – 3Q 2018
Taiwan's handset shipments increased 5.5% sequentially, but dropped 6.8% on year to come to 21.8 million units in the third...
Global server shipment forecast and industry analysis, 2019
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