Display components
  • Ten new 6G OLED fabs are set to come online in China by 2021
    Ten new 6G OLED fabs are set to come online in China by 2021, despite some delays resulting from the US-China trade tensions and weak demand, according to a Taiwan-based upstream supplier.
  • EIH saw its revenues surge 98.25% on month and 35.64% on year
    E-paper solution provider E Ink Holdings (EIH) saw its revenues surge 98.25% on month and 35.64% on year to a nearly six-year high of NT$1.762 billion (US$57.58 million) in September, driven by strong sales momentum for electronics shelf label (ESL) products, the company has reported.
  • Strong years ahead for Novatek
    LCD driver IC design specialist Novatek Microelectronics is expected to enjoy a strong fourth-quarter 2019, thanks to continued ramp-up in TDDI chip shipments, coupled with revenues generated from its new optical fingerprint sensor products, according to market sources.
  • HannsTouch has reported revenues of NT$362 million for September
    AMOLED touch sensor provider HannsTouch Solution has reported revenues of NT$362 million (US$11.66 million) for September, down 17.32% but up 160.26% on year.
  • Taiwan's COF supply chain is poised to embrace a prosperous year in 2020
    Taiwan's COF (chip on film) supply chain is poised to embrace a prosperous year in 2020, as new COF solutions are expected to be massively applied to integrate optical in-display fingerprint sensor chips and TDDI ICs for application to new smartphones for the year, according to industry sources.
  • Strong demand for mini LED in 2020
    Strong demand for mini LED in 2020 is expected offer related equipment suppliers, driver IC vendors, panel makers and materials distributors lucrative business opportunities.
  • Apple is investing US$250 million in Corning
    Apple has announced it is investing US$250 million more in Corning, supplier of precision glass for iPhone, Apple Watch and iPad.
  • TPK has reported revenues of NT$12.712 billion for August
    Touch module maker TPK Holding has reported revenues of NT$12.712 billion (US$407.28 million) for August, up 1.5% on month and 9.8% on year. The monthly figures were also the highest level so far in 2019.
  • GIS saw its revenues grow 9.5% on month
    Touch module maker General Interface Solution (GIS) saw its revenues grow 9.5% on month and 23.97% on year to hit an 8-month high of NT$10.947 billion (US$348.57 million) in August.
  • Glass is expected to gradually replace PCBs as backplanes for mini LED backlighting
    While PCBs are used as backplanes for mini LED fine-pitch displays and mini LED backlighting currently, glass is expected to gradually replace PCBs as backplanes for mini LED backlighting beginning 2020 along with diminishing size of mini LED chips, according to industry sources.
  • Foshan Nationstar Optoelectronics will begin shipping mini LED backlight units
    China-based LED packaging service provider Foshan Nationstar Optoelectronics will begin shipping mini LED backlight units (BLUs) for 27- and 32-inch gaming LCD monitors and 15.6-inch gaming notebooks at year-end 2019, according to the company at Touch Taiwan 2019 during August 28-30.
  • DRAM and NAND flash players are expected to see demand from servers and datacenters to rise
    Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer makers. DRAM and NAND flash players are expected to see demand...
  • Taiwan LCD driver IC suppliers are expected to see customers step up their pace of orders
    Taiwan-based LCD driver IC suppliers are expected to see customers step up their pace of orders around the end of the third quarter, with their order visibility for the fourth quarter becoming clear, according to market observers.
  • TPK to supply touch solutions for bendable displays
    TPK Holding is currently in talks with OLED panel makers in China and Korea for the development of silver nanowire-based bendable touch solution for handsets with the solution's commercial production to be ready in the fourth quarter of 2019, according to company president Leo Hsieh.
  • CMMT is set to begin volume production of 2.5-meter polarizers in 4Q19
    Polarizer suppliers Cheng Mei Materials Technology (CMMT) and BenQ Materials are both conservative about their business outlooks for the second half of 2019 as prices of polarizer products are likely to dip down in the face of an industry-wide production cutback due to oversupply in the display industry,...
  • EIH is set to release colored e-paper solutions for e-book readers
    E Ink Holdings (EIH) has said that it plans to expand the production of colored e-paper solutions to include those for e-book readers in 2020, addition to for electronic shelf labels (ESLs) and advertisement displays currently, according to company president Johnson Lee.
  • GIS raising in-display fingerprint sensor production
    General Interface Solution (GIS) is expanding its production capacity for in-display fingerprint sensors at its plant in Chengdu, China, with plans to ramp up its monthly output to five million units in November from 2-3 million currently, according to company chairman Hsien-ying Chou.
  • EIH to release new EPD solutions
    E-paper solution provider E Ink Holdings (EIH) has said that it has come out with OTFT (organic think film transistor)-based electrophoretic displays (EPDs) for wearable and smart clothing applications.
  • INT to showcase UHPD-based products at Touch Taiwan 2019
    Taiwan-based display technology developing company Innovative and Transformation (INT) will promote it in-house-developed UHPD (ultra-high pixel-density) and SPIC (smart pixel and IC) display technologies and related applications at the upcoming Touch Taiwan 2019.
  • Global Lighting Technology has reported net profits of NT$49.92 million for 2Q19
    Light guide plate (LGP) provider Global Lighting Technology has reported net profits of NT$49.92 million (US$1.594 million) for the second quarter of 2019, up 108% from the previous quarter. EPS for the quarter came to NT$0.38 compared to NT$0.18 a quarter earlier.
  • Lextar has disclosed it will release a new series of mini LED
    Lextar Electronics has disclosed it will release a new series of mini LED ready for mass production, including I-Mini Blue, a smart backlight module integrating mini LED and driver IC, which can realize high contrast and slim design and is already introduced to applications such as gaming notebook...
  • Epistar's mini LED backlighting applications in Huawei's 55-inch 4K smart LCD TVs
    LED epitaxial wafer and chip maker Epistar has reportedly supplied mini LED chips used to backlight a 55-inch 4K (3840 x 2160) smart LCD TV developed by China-based Huawei Technologies, according to Chinese-language newspaper Economic Daily News.
  • EIH has revised downward its revenue forecast for 2019
    E-paper solution provider E Ink Holdings (EIH) has revised downward its revenue forecast for 2019 to an on-year decline of 10%, citing lower-than-expected sales of its consumer products such as e-book readers and e-note solutions.
  • Corning has announced the selection of its Astra Glass by Chengdu CEC Panda Display Technology
    Corning has announced the selection of its Astra Glass by Chengdu CEC Panda Display Technology (CCPD) for its line of oxide-TFT LCD panels used primarily for high-performance, large-size TVs and monitors.
  • TPK has started equipment move-in at its new production line
    TPK Holding has started equipment move-in at its new production line for silver nanowire-based touch solutions that will kick off volume production in the fourth quarter of 2019 before beginning to ramp up output in the first quarter of 2020, according to company CSO Freddie Liu.

Global tablet shipment forecast, 2020 and beyond

Global smartphone shipment forecast, 2020 and beyond

Global notebook shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

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