Display components
  • Entire chairman Jyh-horng Wang (left) and president Chun-yi Lin
    Entire Technology has begun to ship diffuser plates used in backlighting of 17.3-inch gaming notebooks and expects such adoption for 2-3 additional gaming notebook models in 2020, according to company chairman Jyh-horng Wang.
  • The display industry has been hit hard by the pandemic
    The display industry is having a tough time this year thanks to the coronavirus pandemic. But makers in the upstream supply chain are having extra pressure from South Korean LCD panel vendors' moves to close production lines, reducing demand for glass...
  • Demand for display glass substrates is falling
    The global landscape for the supply of display glass substrates is changing along with the moves by Samsung Display and LG Display to gradually withdraw from the LCD panel market.
  • EIH sees strong demand for colored e-paper solutions
    E Ink holdings (EIH) has seen its supply of colored e-paper solutions fall short of demand, and is expanding production capacity starting the second quarter 2020 to meet growing demand, according to company chairman Johnson Lee.
  • LCD materials output is falling
    Taiwan's LCD materials output value will drop 12% annually to NT$39.83 billion (US$1.329 billion) in 2020, government-backed Industrial Economics and Knowledge Center (IEK) has estimated.
  • Polarizer makers are cutting production
    Global supplies of polarizers have been tight and could remain so in 2021 even though demand for such optical filters is weakening in light of the gradual closure of LCD lines by Samsung Display and LG Display, and the impacts of the coronavirus pandemic, according to industry sources.
  • Radiant chairman Wang Pen-jan
    Backlit unit (BLU) supplier Radiant Opto-Electronics will differentiate its core capability by adjusting its development strategy to focus on products for automotive and high-end IT devices, according to company sources.
  • Demand from the notebook sector has been strong
    Wah Hong Industrial expects shipments of its core products including polarizers, laminated films and other optial materials to remain robust in the second quarter along with growing IT panel demand for monitor and notebook applications amid rising stay-at-home economic activities.
  • Coretronic's BLU shipments increased in April
    Backlit unit (BLU) supplier Coretronic has reported consolidated revenues for April amounted to NT$3.309 billion (US$110.93 million), up 3% on month but down 7% on year. January-April revenues totaled NT$11.677 billion, decreasing 21% from a year earlier.
  • New devices from Apple are expected to fuel the touch solution supplier's sales
    Touch panel maker General Interface Solution (GIS) is set to perform well in the traditionally flat season in the second quarter 2020 thanks to strong pull-ins for touch solutions from the tablet and notebook sectors amid rising stay-at-home activities, according to industry observers.
  • EIH's color e-paper display
    Taiwan-based panel maker Innolux has teamed up with e-paper solution provider E Ink Holdings (EIH) to develop large-size colored e-paper display products for IoT and smart city applications, according to an announcement of the companies.
  • CMMT is striving to return to profitability
    Polarizer Cheng Mei Materials Technology (CMMT) has adopted multiple approaches to strengthen its operations aiming to switch its operating margin and EBITDA back to the positive territory in the second quarter of 2020, according to company chairman Ho Chao-yang.
  • TPK expects to volume produce touch solutions for foldable devices in 2H20
    Touch panel maker TPK Holding has reported profit for the first quarter of 2020, bolstered by higher than expected shipments of medium- to large-size touch solutions for tablet and notebook applications amid rising stay-at-home activities.
  • Corning has reported loss for 1Q20
    Corning has announced it is withdrawing its full-year 2020 guidance in the face of the economic uncertainty and disruption created by the coronavirus pandemic, as the company slipped in the first quarter.
  • Coretronic expects strong shipments for notebook-use BLUs
    Coretronic expects shipments of its backlight units (BLU) for notebooks and medical equipment to increase 20% sequentially in the second quarter, buoyed by virus-induced stay-at-home activities and disease control efforts, according to Sarah Lin, president of its energy-saving product business group...
  • Young Optics-produced optical components used in projector
    Young Optics expects shipments for pico-projection optical modules to double sequentialy in second-quarter 2020, as local governments in China are ending lockdowns along with easing of the coronavirus pandemic.
  • Merck has acquired OLED patents from Konica Minolta
    Merck has announced that it has acquired the OLED patent portfolio for display applications from Konica Minolta. The acquired portfolio comprises over 700 patent families, it said.
  • Radiant chairman Wang Pen-jan
    Backlit unit (BLU) supplier Radiant Opto-Electronics expects its revenues to grow 60% sequentially in the second quarter of 2020, bolstered by robust BLU demand from the tablet and notebook sectors amid rising stay-at-home economy, according to company chairman Wang Pen-jan.
  • Memory transactions in the sport market are slow
    Memory vendors may have seen robust demand from the server sector, but shipments to consumer electronics have slumped. Now memory spot market prices are under downward pressure, as transactions remain slow amid buyers' wait-and-see attitude...
  • Samsung reportedly is adopting thin glass cover for its next Galaxy Fold
    Samsung Electronics is expected to give the priority to the use of ultrathin glass (UTG) over polyimide (PI) films as cover glass solutions for its upcoming second-generation Galaxy Fold, according to industry sources.
  • A 9.4-inch high resolution flexible micro LED display jointly developed by AUO and PlayNitride
    AU Optronics (AUO) and PlayNitride have jointly announced a 9.4-inch high resolution flexible micro LED display with 228 PPI pixel density.
  • Radiant's plants in China have resumed production almost fully
    Backlit unit (BLU) maker Radiant Opto-Electronics has reported that its revenues surged 95.5% sequentially to NT$3.364 billion (US$111.96 million) in March, reflecting improving capacity resumption at its plants in China.
  • Qualcomm and BOE will jointly develop displays featuring the former's 3D sensors
    Qualcomm Technologies and BOE Technology Group have announced plans to establish a strategic collaboration to develop display products featuring Qualcomm 3D Sonic ultrasonic fingerprint sensors. This collaboration is expected to extend from mobile and associated 5G technologies to XR and IoT.
  • Taiwan touch panel makers to see increasing orders for iPads
    Touch panel makers General Interface Solution (GIS) and TPK Holding have both enjoyed a ramp-up in orders for new iPad Pros, which will be buoying their revenue performance in the second quarter of 2020, according to industry sources.
  • EIH has developed time controllers for e-book readers
    E-paper solution providers E Ink Holdings (EIH) has disclosed that its in-house developed timing controller (TCON T1000) designed for e-paper applications has been adopted by China-based e-book reader maker iFlytek.

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Taiwan large-size LCD panels – 1Q 2020

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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