Having shipped 1.3 million OLED TV panels in the first half of 2018, LG Display is likely to ship nearly four million units of such panels in the year, according to a Korea-based News1 Korea report.
In spite of its status as one of the top-five suppliers of OLED automotive panels globally, LG Display is facing increasing challenge from Samsung Display, which is making headway in the field utilizing its superior production capacity, according to Digitimes Research.
TV panel prices to weaken in 4Q18
With the exception of some individual sizes, prices of most sizes of TV panels remain stable in September, but are to face downward pressure in the fourth quarter due to weakening demand from TV brands, according to industry sources.
The penetration rate of all-screen displays to total smartphone panel shipments reached 55% in the second quarter of 2018 compared to 42% a quarter earlier, making all-screen panels the mainstream of the industry, according to Sigmaintell Consulting.
Apple unveils two OLED, one LCD next-generation iPhones
Apple has announced its new-generation smartphones: the iPhone XS, iPhone XS Max and iPhone XR. The 5.8-inch iPhone Xs and 6.5-inch iPhone Xs Max feature Super Retina OLED displays, while the iPhone XR is equipped with a 6.1-inch Liquid Retina LCD screen.
The recently concluded Touch Taiwan 2018 was a great fanfare with the exhibits including a 277-inch bezel-less spliced wall panel and also a 100-inch S-UHD TV panel with a 15,360 by 8,640 resolution. Items like these were impressive but might not be the focal points of local exhibitors, particularly...
Innolux and HannStar Display both have reported decreased revenues for August. Innolux posted revenues of NT$24.4 billion for August, decreasing 3.1% on month and 10.5% on year.
E-paper solution provider E Ink Holdings (EIH) has teamed up with Fujitsu Semiconductor to develop a reference design board for battery-less e-paper labels, according a joint announcement of the companies.
AUO sees August revenues drop 7.8% on year
AU Optronics (AUO) has announced its unaudited consolidated revenues for August 2018 reached NT$27.81 billion (US$903.33 million), up by 7.8% on month but down by 7.8% on year.
CPT expects panel shipments to rebound in 4Q18
Chunghwa Picture Tubes (CPT) has reported flat sales performance for August, but expects revenues to pick up in the fourth quarter of 2018 on shipments of new products.
GIS sees revenues up sequentially in August
Touch panel maker General Interface Solution (GIS) has reported revenues of NT$8.83 billion (US$286.69 million) for August, up 9.79% on month but down 37.42% on year.
TPK sees revenues rebound in August
Touch panel maker TPK Holding has reported consolidated revenues of NT$11.57 billion (US$375.5 million) for August, up 24.4% on month and 12.9% on year.
Most of the recent 8.5G-10.5G TFT LCD production lines planned by China-based flat panel makers come with or retain the ability to produce indium gallium zinc oxide (IGZO) TFT LCD panels that still have many advantages, according to Digitimes Research.
Taipei installs e-paper signage
An e-paper digital signage developed by Taiwan's E Ink Holdings (EIH) in cooperation with domestic partners has been adopted by the Taipei City Government, which has installed it at a road intersection of the city since September 1.
Handset vendors, led by Samsung Electronics, are expected to begin to release the first wave of foldable smartphones at the end of 2018 or in early 2019, driving up demand for flexible OLED panels, according to Digitimes Research.
Touch panel solution provider Young Fast Optoelectronics expects its core business to swing back to profits in the second half of 2018 as it is enhancing its presence in the industrial control- and medical equipment-use panel segments, according to company president Hsu Yi-chuan.
Government-run Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated combined revenues of NT$1,249.810 billion (US$40.84 billion) in January-June 2018, growing 8.48% on year, according to the Ministry of Science and Technology (MOST).
CPT gearing up for automotive panels
Chunghwa Picture Tubes (CPT) is enhancing its deployment in the automotive panel sector and expects shipments of automotive panels to top 14 million units in 2018, up from 12 million units in 2017, according to company president Lin Sheng-chang.
EIH expanding e-paper portfolios for IoT application
E-paper solution provider E Ink Holdings (EIH) has been enriching its portfolios for IoT applications, expecting to ramp up IoT revenues to account for 50% of its total revenues in 3-5 years, according to company chairman Frank Ko.
The prospects for the flat panel industry will be exceptionally strong in the second half of 2018 as brands of end-market devices such as smartphones and TVs are building up their inventories for panels robustly, according to Paul Peng, chairman of AU Optronics (AUO).
Innolux set for robust growth in 2019, says chairman
Innolux is expected to see its performance improve significantly in the second half of 2018 before bracing for a robust growth in 2019, according to company chairman Jim Hung.
Innolux aims to become new retail solutions provider
The recent debut of a smart convenience store at the campus of flat panel maker Innolux in the Southern Taiwan Science Park (STSP) heralded the arrival of smart retailing in the Taiwan market.
PIDA to promote X-on-silicon concept to extend optoelectronics applications, says new chairman
Optoelectronics and Si-based semiconductor are the two major pillars of Taiwan's hi-tech industry and major growth engine for the country's economy, and the Photonics Industry & Technology Development Association (PIDA) will move to promote the X-on-silicon concept seeking to extend the applications...
Corning showcasing Gorilla Glass 6 at Touch Taiwan 2018
Corning is showcasing its latest Gorilla Glass 6, along with an array of other technologies at Touch Taiwan 2018 from August 29 to 31 in Taipei.
The Foxconn Group has signed an agreement with the University of Wisconsin-Madison to invest US$100 million in engineering and innovation research at the university, while also creating the framework for a science and technology institute that will collaborate closely with the company's facilities...
Taiwan LCD monitors – 2Q 2018
Taiwan's monitor shipments grew 5% on year to reach 21.03 million units in the second quarter of 2018.
Taiwan handsets - 2Q 2018
Taiwan handset shipments increased 16.1% sequentially and 0.3% on year to arrive at 20.66 million units in the second quarter...
Taiwan LCD TVs – 2Q 2018
Taiwan makers shipped a total of 7.65 million LCD TVs in the second quarter of 2018, up 15.9% sequentially and 6.5% on year.
iPhone shipment analysis and forecast, 2H18
This Digitimes Reserch iPhone Shipment Analysis and Forecast Special Report provides an insight into Apple's pricing strategy...
Global smartphone AP demand forecast till 1Q19
This DIGITIMES Special Report provides insights into various aspects of the smartphone AP market, including suppliers' shipments,...
Global AP market, 2017-2021
Digitimes Research estimates total shipments of smartphone application processors (AP) worldwide will grow 1.5% on year to 1.67...