Display components
  • The postponement of the Tokyo Olympics is chilling TV replacement demand
    Demand for TV-use LED backlight units (BLUs) has been strong in first-quarter 2020, but will slip below the historical average in the following quarter, thanks to the postponement of the Tokyo Olympics, according to industry sources.
  • The optical film maker still saw sales rise on year in January-February
    Optical film supplier Wah Hong Industrial has said that the average capacity resumption rate of its plants in China, stalled earlier by the coronavirus outbreak, has reached over 95%, enabling it fulfill shipments steadily.
  • Glass suppliers are eyeing the foldable devices market
    Display glass providers Corning and AGC Display Glass are developing ultrathin flexible glass products for foldable applications, while Samsung Electronics has launched its Galaxy Z Flip built using ultrathin glass (UTG) glass cover solutions, according to industry sources.
  • Mini LED BLUs are expected to see significant demand in 2020
    Demand for LCD TV panels whose supply has been undermined by the coronavirus outbreak has turned strong, and in turn pushed up demand for LED backlighting, according to industry sources.
  • Apple's suppliers are ramping up iPad Pro shipments
    Makers in the supply chain for Apple's just-unveiled iPad Pro are ramping up their shipments, and the volume for the new tablet series from the suppliers will climb about 40% sequentially in the second quarter, according to industry sources.
  • EIH is expanding capacity for color e-paper solutions
    E Ink holdings (EIH) is expanding its production capacity for colored e-paper solutions dedicated to e-book reader and other new applications, according to company sources.
  • An 8K large-size LCD TV
    Vertically-integrated LED maker Lextar Electronics, LED epitaxial wafer and chip maker Epistar and LED packaging service provider Advanced Optoelectronic Technology (AOT) are readying capacity for mini LED backlighting applications for 8K LCD TVs, according to industry sources.
  • China will kick off its second-phase Big Fund program at the end of March
    The coronavirus epidemic has just started to show signs of easing in China, but the Chinese government can hardly wait to reboot its semiconductor industry. Its National Integrated Circuit Industry Investment Fund, aka Big Fund - set...
  • The makers reportedly are eyeing orders from Apple for one of this year's iPhone models
    BOE Technology reportedly has teamed up with touch panel maker General Interface Solution (GIS) to develop an out-cell touch module looking to grab orders from Apple for one of its 5G iPhone devices slated for launch in the second half of 2020, according to sources from the supply chain makers.
  • Foxconn's production is mostly based in China
    The US-China trade war sent many firms rethinking their global capacity deployments. And the ongoing coronavirus outbreak that has disrupted the supply chain in China has given them more impetus to move some - if not all - of their production out the world's factory.
  • BLU shipments were weak in February
    Taiwan's top-two backlit unit (BLU) makers Coretronic and Radiant Opto-Electronics both expect their shipments to recover significantly in March, having seen their February revenues almost halved by the impacts of the coronavirus outbreak.
  • Epistar reportedly has teamed up with Samsung for micro LEDs
    Samsung Electronics plans to partner with Taiwan-based LED epitaxial wafer and chip maker Epistar for supply of micro LED chips, signaling that it is likely to launch micro LED TVs in the second half of 2020, industry sources cited South Korea-based media reports as indicating.
  • GIS reportedly is fulfilling orders from Samsung
    Taiwan-based touch display specialist General Interface Solutions (GIS) is expected to ramp up shipments through at least the second quarter of 2020 as it starts fulfilling orders for ultrasonic in-display fingerprint sensor modules for Samsung's new handsets, according to industry sources.
  • CSOT has made efforts to develop micro LED
    China-based flat panel maker China Star Optoelectronics Technology (CSOT) under the TCL Group and Xiamen Sanan Integrated Circuit (Sanan-IC), China-based LED chip maker San'an Optoelectronics' subsidiary maker, will set up a joint-venture lab for developing micro LED materials, manufacturing processes...
  • More display devices will feature mini LED backlighting
    LED epitaxial wafer and chip maker Epistar has obtained orders for mini LED chips with shipments scheduled until June 2020, according to industry sources.
  • EIH see increasing demand for e-notebook solutions
    E-paper solution provider E Ink holdings (EIH) has experienced robust shipment growth for its e-notebook solutions thanks to the increasing popularity of smart online teaching in the wake of the coronavirus outbreak, according to company sources.
  • Handset sales have nosedived in the wake of the outbreak
    Handset sales in China have plummeted in the wake of the coronavirus outbreak, which has hit hard both production and consumer confidence. The Chinese governmet reportedly is mulling measures to rejuvenate the handset market, including offering subsidies...
  • EIH has seen production steadily resuming in China
    E-paper solution provider E Ink Holdings (EIH) has said that about 600-700 out of its 1,000 employees have returned to its plant in Yangzhou, China enabling the facotry to resume about 40-50% of its production capacity currently.
  • Outbreak cuts panel production by 20% in February
    The flat panel industry has been hit hard by the coronavirus outbreak, as China-based makers have major production lines in Wuhan, the epicenter of the epidemic. And as global panel production is set to be cut by 20% in February, panel...
  • The flat panel industry has been hit hard by the virus
    The impacts of the coronavirus outbreak are expected to exact a toll of 20% in global flat panel output in February, with prospects to see the ratio alleviate to 5-10% in March when more workers return to work in China, according to industry sources.
  • 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.

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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