Glass substrates have become a critical strategic element in fan-out panel level packaging (FOPLP), a technology that TSMC and various backend houses are developing.
Glass substrate prices are expected to rise in the third quarter of 2024, reflecting the depreciation of the Japanese yen, the tight supply-demand balance, and profits made by some panel makers, according to industry sources.
Innolux Corporation, a leading display panel manufacturer, is undergoing a significant transformation as it ventures into the semiconductor field with its Fan-Out Panel Level Packaging (FOPLP) technology. The company is closing its generation 5.5 TFT-LCD plant and has garnered attention due to its collaboration with TSMC on FOPLP development and potential interest from Micron Technology in acquiring the aforementioned plant.
The Industrial Technology Research Institute (ITRI) forecasts that AI will transform the display panel industry in three key areas: image quality, energy efficiency, and human-machine interaction.
Taiwan-based Display Driver IC (DDI) vendors are upbeat about the upcoming high season in the second half of 2024, as inventory in the supply chain has returned to healthy levels and demand from various consumer market segments remains stable, according to industry sources.
Taiwan-based Passive Matrix OLED (PMOLED) panel maker WiseChip Semiconductor will diversify its business model in 2024, making adjustments to its organization and strategies, and actively deploying new cloud and green energy businesses.
The recent reports of Apple's delayed launch of the next-generation Vision Pro cast a shadow over the market outlook for OLED on Silicon (OLEDoS) technologies.
2024 is a year of major sporting events. Benefiting from three major sports events, AmTRAN's shipments and performance in the first half of the year have been impressive.
TAC optical film manufacturer TacBright Optronics held a shareholders' meeting on the 5th, successfully passing various proposals. TacBright pointed out that in 2024, with the larger sizes of LCD TVs and the gradual ramp-up of polarizer production capacity in China, market demand will slightly increase compared to 2023. Sales volume is expected to rise by more than 5%.
Due to the continuous expansion of production capacity in China, the polarizer industry is facing a problem of oversupply that exceeds even the demand for panel productions.
E Ink Technology, the leading company in E-paper devices, held its shareholders meeting on May 29, where it acknowledged its 2023 financial report and earnings distribution plan.
Radiant Opto-Electronics, a major backlight module manufacturer, held its shareholders meeting on May 28, 2024, completing the election of a new board of directors, with all proposals passed successfully. The new board convened an interim meeting immediately following the shareholder's meeting, electing Yu-chao Wang as chairman and president, thus beginning a new chapter in the leadership transition.
In the first half of 2024, overall demand for e-paper has shown signs of gradual recovery, especially for Electronic Shelf Labels (ESL), which have shown great potential in inventory replenishment starting from the first quarter.
E Ink Holdings, a major e-paper manufacturer, is nearing the end of its inventory clearance phase. Chairman Johnson Lee stated that the inventory of modules is expected to be nearly cleared by the end of May.
With its factory utilization rates reaching 70-80%, polarizer manufacturer Cheng Mei Materials Technology (CMMT) anticipates double-digit sequential revenue growth in the second quarter, driven by new orders from South Korea and China.
Apple's supply chain experienced inventory adjustments in the market, with the launch of new products in 2024 driving the recovery of supply chain operations.
AUO will participate in SID (Display Week) 2024 to showcase Micro LED and highlight their investment in three major display technologies for green tech applications, particularly Cholesteric Liquid Crystal (ChLC).
Apple's launch of a new-generation iPad Pro with OLED screens is expected to accelerate the adoption of the display technology among IT products, but sources from the LCD camp believe there are still hurdles to overcome for OLED.
Latest reports indicated that Apple is developing a new iteration of its mixed reality (MR) headset Vision Pro but it may not be available until the end of 2026 at the earliest.
As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth engines, such as exploring new end applications and clientele to mitigate the risks associated with reliance on a single application or customer.
Novatek Microelectronics, a major Taiwanese IC design house, is anticipated to officially enter the supply of OLED Display Driver ICs (DDI) for the upcoming Apple iPhone 16 in 2024, despite being removed from Apple's latest supplier list.
