OLED deposition equipment provider Sunic System recently achieved significant success by supplying its equipment to several Chinese panel manufacturers. Other South Korean companies, such as HB Technology, Hanwha Momentum, and Rorze Systems, have also secured equipment orders from BOE for its 8.6G IT OLED production line (B16), further validating their technical competitiveness.
Taiwan's Favite, a leading supplier of automated optical inspection (AOI) equipment for LCD, OLED, and mini/microLED displays, has begun shipping microOLED AOI equipment to the Chinese market. The company is also expanding its focus to advanced packaging applications like fan-out wafer-level packaging (FOWLP) and fan-out panel-level packaging (FOPLP).
The fourth quarter of 2024 is expected to see a decrease in the sales of TV panels, which has prompted major suppliers to reduce their output to sustain pricing, according to industry sources.
China-based display solutions supplier BOE Technology has unveiled a roadmap for diversification into making glass substrates for semiconductor packaging.
PlayNitride chairman Charles Li stated that the development of Micro LED technology will rapidly drive down costs at a pace similar to Moore's Law, with costs expected to fall below OLED by as early as 2030.
Due to LTPS LCD having advantages such as high resolution, lightweight design, and low power consumption, it will possibly lead the automotive display market in the future.
Iris Optronics, a cholesteric liquid crystal display (ChLCD) technology provider, has established its first overseas subsidiary in Qingpu District, Shanghai.
Google unveiled four new Pixel models, two of which have been released in Taiwan. The new foldable phone is set to launch on September 4, while the Pixel 9 Pro is scheduled for release in Taiwan by the end of the year.
AUO believes that power-saving technology for panels will play a key role in advancing AI PCs. The company is optimistic that LTPS technology is more power-efficient than dual-layer OLED and will be more competitive as AI PCs become more prevalent.
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory and stabilize prices, though the extent of this reduction may be influenced by the ongoing price war.
E-reader manufacturer Netronix said it struggled to meet demands for color e-readers. The company views color e-readers and digital advertising signage as its two growth engines for the next decade.
Samsung Display (SDC) has reportedly achieved a breakthrough in tandem OLED yield rates, positioning the company to increase its supply of OLED panels for tablets and to aggressively expand its presence in the IT OLED display market by the second half of 2024.
Taiwanese panel manufacturer Giantplus Technology is actively developing applications using its organic thin-film transistor (OTFT) backplanes, such as smart wearables and medical products, which it has already mass-produced for the world's first OTFT consumer electronics product — the Ledger Stax crypto electronic cold wallet.
Samsung Electronics attended Gamescom 2024, held in Cologne, Germany. With an alleged largest-ever exhibition hall of about 800 square meters, Samsung unveiled its new gaming monitor, the Odyssey 3D.
Affected by market destocking adjustments, Apple's operations continue to show lackluster performance as the peak season for 2024 is delayed. Recently, the supply chain has reported that ramp-up production is expected to resume in August and continue until the fourth quarter. However, overall growth remains slow, with the second half of the year projected to have slightly better results than the first half.
Leading panel makers AU Optronics (AUO) and Innolux are expected to end the year in the black, boosted by non-operating income as they sell their factories to TSMC and Micron, which also serves to leave a door open for future partnerships with semiconductor companies. This has led to much speculation regarding potential synergy between two of Taiwan's trillion-dollar industries—the display panel and semiconductor industries.
Micron Technology, the leading memory manufacturer, has announced a surprising move in its Taiwan operations. The company has entered into a purchase and sale agreement (PSA) with AUO to acquire existing factory land and equipment in Tainan. This acquisition, however, is not intended for the production of the highly sought-after High Bandwidth Memory (HBM) products as many had speculated.
Taiwan-based e-paper maker E Ink Holdings is optimistic about the demand for electronic shelf labels (ESL) and expects related orders to continue growing through the first half of 2025, driven by the ongoing expansion of ESL systems in the global retail industry.
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according to sources from the supply chain.
South Korea's top TV manufacturers, Samsung Electronics and LG Electronics, are grappling with rising production costs as Chinese firms tighten their grip on the LCD panel market, driving up component prices and putting pressure on profit margins.
As the world enters the AI era for mobile devices, Samsung Display (SDC) and LG Display (LGD) both express optimism about the outlook of OLED technology. According to Lee Chang-hee, the head of SDC's research institute, the adoption rate of OLED panels in the overall display market has grown from 8% in the past to 37%.
TSMC recently acquired Innolux's 5.5G LCD fab at the Southern Taiwan Science Park (STSP) for NT$17.14 billion (US$530.8 million), which includes factory buildings and associated facilities. The structure's entire area is 317,444.93 square meters. The pure-play lC foundry provided no additional information beyond indicating that the obtained target would be used for production and operation.
