Display panel
  • microLED
    MicroLED looks like a strong candidate to compete with OLED for dominance in the display market in the next decade, says Charles Li, chairman of PlayNitride, a pioneer in microLED development, in an interview by Digitimes. Meanwhile,...
  • PlayNitride chairman and CEO Charles Li
    MicroLED looks like it is going to take the display market by storm in the next decade or so. Established in 2014, PlayNitride is a pioneer in developing microLED, and has aggressive plans to sharply reduce microLED production cost in five years to make sure to accelerate the penetration of the new...
  • CSOT
    Demand for OLED is picking up, with Apple's freshly released iPhone 12 family all featuring OLED screens. Now China-based maker CSOT has plans to build a new 8.5g fab in 2021 for making inkjet-printed OLED panels. SK...
  • Innolux showcasing LC metasurface antenna and micro/mini LED display products
    Innolux is showcasing its LC (liquid crystal) metasurface antenna products, co-developed with Kymeta, a startup for satellite communication devices, at the OPTO Taiwan tradeshow being held in Taipei from October 21-23.
  • CSOT
    China Star Optoelectronics Technology (CSOT) plans to start building a new 8.5G fab in Guangzhou in 2021 for production of inkjet-printed OLED panels, with volume production likely to kick off in 2024, according to industry sources.
  • Taiwan exports
    Taiwan-based makers received export orders totaling US$50.03 billion in September 2020, increasing 10.0% sequentially and 9.9% on year to hit the highest-ever monthly level, according to the Ministry of Economic Affairs (MOEA).
  • BOE reportedly is set to ship OLED screens to Apple in small volume
    The freshly released iPhone 12 devices all feature OLED screens. China-based panel maker BOE reportedly was initially not among the OLED suppliers for the new Apple smartphones, but is now said to be ready to ship OLED screens in small...
  • iPhone 12
    BOE Technology reportedly will start shipping 6.1-inch OLED panels, albeit in small volume, for the just released iPhone 12 in the second half of October, with prospects to gradually ramp up related shipments in 2021, according to industry sources.
  • AUO
    AUO has dismissed reports claiming that its plant in Kunshan, China has been ordered to halt operations after one of its Taiwanese employees there was tested positive for COVID-19.
  • Innolux
    Innolux's operations have been improving as it has managed to overcome the most of adverse fallouts from the coronavirus pandemic, according to company president James Yang.
  • Science park
    The Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated revenues totaling NT$1,903.688 billion (US$65.03 billion) in January-August 2020, growing 14.24% on year, according to the Ministry of Science and Technology (MOST).
  • EIH chairman Johnson Lee
    E-paper solution provider E Ink Holdings (EIH) expects its sales for 2020 will the highest in four years although some of its shipments will be affected by components shortages, such as driver ICs, according to company chairman Johnson Lee.
  • Chromebook production will see improved components supply
    Components shortages have hampered supply of Chromebooks, which have seen strong demand from users staying at home in pandemic lockdowns. But the shortages are expected to start easing in November as demand for conventional notebooks drop, freeing up components supply for...
  • iPad shipments to see strong growth in 2020
    Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
  • Panel pricing remains strong
    LCD panel prices will continue rallying through December 2020 on robust demand from TV and IT sectors, but are likely to undergo a downward correction, albeit slightly, in the first quarter of 2021, according to industry sources.
  • AUO sales grew in September
    AU Optronics (AUO) has announced its consolidated revenue reached NT$26.08 billion (US$911.9 million) in September, up 7.5% on month and 9.2% on year.
  • Innolux has reported sales increases
    Innolux has reported revenues of NT$26.4 billion (US$924 million) for September, up 7.8% sequentially and 21.4% on year. Third-quarter revenues totaled NT$74.6 billion, up 11.5% on quarter and 17.8% on year.
  • LCD handset applications will be weak
    Global shipments of small- to medium-size TFT LCD panels will be steady in a five-year forecast period to reach 1.82 billion units in 2025, after seeing an on-year fall of 19.7% to 1.81 billion units in 2020 amid the coronavirus pandemic, according to Digitimes Research.
  • TV panel demand is rising
    LG Display (LGD) reportedly has decided to push back the date of closing its 7.5G LCD fab to probably the end of 2021 instead of September 2020 as planned, due to a recent upsurge in demand for LCD TV panels, according to industry sources.
  • Mini LED applications are becoming more popular
    TCL and Xiami have launched mini LED-backlit LCD TVs, and other vendors, including Samsung Electronics, LG Electronics, Konka, Changhong, Hisense and Vizio will follow suit in 2021s.
  • BOE will become the top supplier of large-size LCD
    BOE Technology will lead China Star Optoelectronics Technology (CSOT) by more than 10pp in capacity share for large-size LCD panels after outbid the rival to take over the control of two fabs - one 8.5G and another 8.6G - from CEC-Panda LCD Technology, according to Digitimes Research.
  • Strong demand and shot supply have sent prices up
    Quotes for IT and TV panels will continue their upward spiral in the fourth quarter of 2020 amid strong demand from TV and notebook vendors, tight capacity at panel makers, and short supply of some key components, according to industry sources.
  • BOE would become the biggest supplier in the large-size panel sector
    BOE Technology has reached a deal to acquire majority stakes in two advanced LCD fabs owned by CEC-Panda LCD Technology in Nanjing and Chengdu respectively for a total of CNY12.117 billion (US$1.78 billion) , making it the largest ever acquisition in China's display industry.
  • Taiwan August export orders up on year
    Taiwan-based makers received export orders totaling US$45.49 billion in August 2020, decreasing 0.2% sequentially but increasing 13.6% on year, according to the Ministry of Economic Affairs (MOEA).
  • OLEDoS is seen a transitional technology on the way to micro LED
    More China-based panel makers are stepping into the development and production of OLEDoS (OLED on-silicon) display products, aiming to compete for market share with LCD and AMOLED panel providers in the AR/VR device sector, according to Digitimes Research.

Global notebook shipment forecast, 2021 and beyond

Taiwan LCD monitors – 2Q 2020

Global tablet market – 2Q 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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