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 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...
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 tight supply of 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.
Taiwan LCD materials output value to fall in 2020
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.
Polarizers in tight supply
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.
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.
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 sees revenues edge up sequentially 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.
GIS poised for strong 2Q20
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.
Innolux, EIH team up for large-size e-paper displays
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 aims to deliver operating profit in 2Q20
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 swings back to profitability in 1Q20
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 withdraws 2020 guidance
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 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 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 acquires 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.
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 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 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.
AU Optronics (AUO) and PlayNitride have jointly announced a 9.4-inch high resolution flexible micro LED display with 228 PPI pixel density.
BLU supplier Radiant Opto sees revenues rally in March
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 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.
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 rolls out timing controllers for e-paper solutions
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
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Taiwan large-size LCD panels – 1Q 2020
Taiwan's large-size LCD panel shipments totaled 47.69 million units in the first quarter of 2020, down 19.3% sequentially and...
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...