Display components
  • COF substrate makers plan to adjust upward quotes for the second quarter by 8-15% sequentially to reflect their tight supplies, according to market sources.
  • Taiwan-based General Interface Solution (GIS) and Egis Technology are set to maintain strong sales momentum in the first half of 2019 for ramping up their respective fingerprint sensors to Samsung Electronics, according to industry sources.
  • Cheng Mei chairman Ho Chao-yang
    Polarizer maker Cheng Mei Materials Technology has said that the installation of production equipment at a new polarizer production line in Kunshan, China has not been disrupted by the recent management dispute at the company.
  • A demonstration of Delta's 8K DLP laser projector
    While 8K products have generated much hype, major players in the display industry have yet to build up an ecosystem that will enable sustainable development of a Full Ultra HD (FUHD) market.
  • The supply of polarizers is getting tight recently as flat panel makers have been ramping up their capacity utilization rates to meet increasing demand for panels, particularly small- and medium-size models, from TV brands, according to industry sources.
  • Touch panel maker TPK Holding has reported revenues of NT$8.417 billion (US$272.37 million) for February, down 40.1% on month but up 61.5% on year.
  • Touch panel maker General Interface Solution (GIS) has reported net profits of NT$3.98 billion (US$129 million) for 2018, decreasing 42.7% from a year earlier. EPS for the year came to NT$11.77, a significant decline from NT$21.46 a year ago.
  • Glass-based fingerprint sensor co-developed by Innolux and SuperC-Touch
    Flat panel maker Innolux has signed a collaboration agreement with fingerprint solution provider SuperC-Touch and fingerprint scanner supplier Startek Engineering to develop glass substrate-based fingerprint sensors to tap the fast growing mobile payment market.
  • Backlight unit (BLU) maker Radiant Opto-Electronics has reported net profits of NT$5.038 billion (US$163.53 million) for 2018, up 64.88% from a year earlier. EPS for 2018 reached NT$10.83, the highest level in six years and represented a significant improvement from NT$6.57 of the prior year.
  • ACep color display products
    E Ink Holdings (EIH) has announced that its Advanced Color ePaper (ACeP) display products have been used by Toppan Printing and Isetan Mitsukoshi to develop the world's first colored digital point-of-purchase (POP) displays.
  • While the release of high-priced foldable smartphones is still in the initial stage of testing market reaction, handset brands will need to overcome issues including securing steady supply from the upstream and integrating the use of related new materials before the market can take off.
  • Japan- and Korea-based polarizer suppliers have stopped taking low-margin orders recently, and are mulling raising prices to reflect their tight supplies, according to industry sources.
  • mini led
    As shipments of mini LED backlighting units (BLUs) began in the second half of 2018, mini LED-backlit devices are expected to be launched at the end of the second quarter or in the third quarter of 2019, according to industry sources.
  • oled
    Taiwan touch panel specialist TPK Holding is slated to start volume production of touch panels using silver nano wire material in the fourth quarter of 2019 at the earliest to cash in on increasing demand for flexible OLED handset screens, according to company president and CEO LC Hsieh.
  • Taiwan touch panel maker TPK Holding expects to score better revenue performance in 2019 as the company will manage to increase its market shares by adopting new materials, creating new business models, and developing new applications to meet fiercer challenges and competitions in the year, according...
  • IC design house Novatek Microelectronics expects to post revenues of between NT$14.6 billion (US$473 million) and NT$15 billion in the first quarter of 2019, down 2-5% sequentially. During the quarter, sales of its display driver ICs will register flat sequential growth...

  • Touch panel maker TPK Holding saw its revenues increase 12.1% on month and 46.9% on year to hit a three-month high of NT$14.049 billion (US$455.38 million) in January.
  • Touch panel maker General Interface Solution (GIS) has reported revenues of NT$10.22 billion (US$331.6 million) for January, down 42.06% on month but up 9.87% on year.
  • iphone xr
    Shipments of touch and memory modules by Apple's iPhone supply chain makers are expected to suffer significant setbacks in the first quarter of 2019 due largely to disappointing sales of iPhone XS and XR series products.
  • Coretronic chairman Wade Chang
    Coretronics, a backlit unit (BLU) specialist, has seen its operating results improve significantly in 2018 thanks to efforts to improve its efficiency, according to company chairman Wade Chang.
  • Corning has reported sales of US$11.29 billion for 2018, up 12% on year, with net income for the year arriving at US$1.07 billion, compared to net loss of US$497 million a year ago.
  • oled
    With more LCD panel suppliers capable of producing in commercial volume OLED displays for smartphones, Taiwan-based driver IC firms and related backend houses are gearing up to grow their presence in the OLED panel segment in 2019, according to industry sources.
  • Light guide plate (LGP) maker Global Lighting Technologies (GLT) expects its profitability to grow faster than revenues in 2019, buoyed by diversification of LPG applications and price reductions for key materials, according to company chairman Lee Mang-shiang.
  • Micro LED to be adopted into AR/VR applications
    Rapid expansion of AR/VR applications has spurred demand for microdisplay devices, now adopting three major display technologies LCoS, HTPS and AMOLED, but inorganic micro LED technology can rival the current mainstream technologies in mocrodisplay application over the long term, according to industry...
  • driver ic
    Taiwan's production value of LCD driver ICs is expected to grow 17% on year in the fourth quarter of 2018 driven by rising unit shipments and prices propelled by growing demand for large-size panels and high resolution displays from the smartphone sector, as well as tight capacity at foundry houses...

Taiwan LCD TVs – 4Q 2018

Taiwan LCD monitors – 4Q 2018

Global tablet market – 4Q 2018

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

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