The supply of gaming monitor panels could exceed market demand in 2020 as a growing number of panel makers are realigning their production lines to focus more on IT panels instead of TV applications, according to industry sources.
Highlights of the day: UMC enters Sony CIS supply chain
UMC's acquisition of Mie Fujitsu Semiconductor apparently has fulfilled two of its major strategic purposes: to expand its presence in the Japanese maket and the niche market. Through the wholly-owned Japanese subsidiary, now renamed United Semiconductor Japan (USJC), the Taiwan-based foundry house...
Tianma ramping up flexible AMOLED panel capacity
China-based flat panel maker Tianma Microelectronics plans to convert its rigid AMOLED panel product lines at its 6G line in Wuhan to the production of flexible applications, with the conversion to be completed in the first half of 2020, according to industry sources.
Innolux unveils underwater touch application
Innolux has disclosed its display solution supporting underwater touch functionality may be adopted by Japanese clients by the end of 2020.
Overall inventory of LCD TV panels has been brought down to healthy levels recently signaling that TV panel prices are likely to stage a rebound in the first quarter of 2020, according to industry sources.
Innolux has disclosed its consolidated revenues for November reached NT$21.5 billion (US$705.37 million), down 2.4% on month and 9.7% on year.
Taiwan has opportunities to strive in the global micro LED market by leveraging its technological advantages in the LED, semiconductor, and backend industries, according to Louis Huang, CEO of Taiwan's Photonics Industry and Technology Development Association (PIDA).
AUO reports 17.4% on-year decline for November sales
AU Optronics (AUO) has announced its consolidated revenues for November reached NT$21.28 billion (US$698.28 million), up by 6.5% on month but down by 17.4% on year.
TSMC has been fast advancing its manufacturing processes. It is on track to move 5nm node to commercial production in the second half of 2020, and will soon break ground for a 3nm facility where volume production will start in 2022. Next...
Motorola has switched orders for flexible AMOLED panels for its new foldable smartphones to Chinese suppliers BOE Technology and China Star Optoelectronics Technology (CSOT) from Taiwan-based AU Optronics (AUO) who cannot provide sufficient production capacity, according to industry sources.
As smartphone-use OLED panel prices have dropped since 2018, mini LED backlighting for handset-use LCD panels has become disadvantageous in cost. Market opportunities for mini LED backlighting, therefore, lie in application segments where OLED panels are less competitive in production cost.
BOE, CSOT to stop investing in LCD panel segment
BOE Technology and China Star Optoelectronics Technology (CSOT) have both disclosed plans to stop their investments in LCD display technology development and capacity expansion.
Japan Display Inc (JDI) has announced it has developed a prototype micro LED display, a strong candidate to become a next-generation mainstream display technology, and it will be exhibited at FIinTech Japan 2019 in Makuhari Messe during December 4-6.
Innolux has introduced its own ODTG (one data triple gate) circuit technology for the production of all-screen panels for handset applications, with volume production scheduled to kick off in the second quarter of 2020, according to company sources.
JOLED unveils printed OLED production line
JOLED has disclosed it has completed constructrion of what it calls the world's first mass production line of printed OLEDs at its Nomi site, Japan, looking to start mass production in 2020.
Polarizer, QDEF supply capacity in China insufficient
Taiwan's suppliers of polarizers and quantum dot enhancement films (QDEF) still have opportunity to make gains in China where the supply capacity for these two optical products is still insufficient despite the fast expansion of its flat panel industry, according to industry sources.
Production of Taiwan's manufacturing industry totaled NT$3.37 trillion in the third quarter of 2019, down 7.01% on year, making the third consecutive quarter of on-year declines due mainly to the US-China trade tensions, according to figures from Taiwan's Ministry of Economic Affairs (MOEA).
TSMC has committed to building its most advanced fabs in Taiwan, but that doesn't mean that it will stop expanding production capacity elsewhere, particularly China, which is home to some of its biggest clients. Both TSMC and UMC have plans to increase their 12-inch...
CPT owes workers up to NT$300 million in salary
The ill-fated panel maker Chunghwa Picture Tubes (CPT) is believed to be owing about 2,000 of its employees nearly NT$300 million (US$9.82 million) in salary, as it seeks to sell its 4.5G and 6G LCD lines to raise funds to cover the payments, according to industry sources.
Innolux pledges to invest NT$70.1 billion in Taiwan
Panel maker Innolux will invest over NT$70.1 billion (US$2.29 billion) in Taiwan, the Ministry of Economic Affairs (MOEA) has announced. The MOEA has issued a green light to the Innolux project, saying it is in line with the government's goal of encouraging Taiwanese firm to return and invest at hom...
Highlights of the day: Production line relocation continues despite easing trade tensions
Trade tensions between the US and China seem to be easing a little, but it remains uncertain whether the more "friendly" atmosphere will be subsequently followed by a full truce between the two super economies. For notebook vendors who risk higher tariffs for Chinese imports if the trade war doesn't...
Some China-based flat panel makers are shifting more of their production capacities to the manufacture of IT applications as they seek to stem losses resulting from keen price competition in the large-size TV panel segment, according to industry sources.
Innolux expects steady shipments in 4Q19
Innolux has given a more positive outlook for the fourth quarter of 2019 than fellow company AU Optronics (AUO), although the former saw net losses widen in the third quarter due to falling panel prices.
There has been much hype about the arrival of the 5G era, but 4G is still very much alive and kicking. Global smartphone sales have slowed down in 2019, but Taiwanese IC designers have seen demand for 4G smartphone chips rebound in the...
TPK wins deals for silver nanowire touch solutions
TPK Holding's small-size silver nanowire-based touch solutions have entered design-in processes of 1-2 foldable handsets, according to Leo Hsieh, president of the touch module and sensor maker.
Taiwan handsets – 3Q 2019
Taiwan makers shipped 14.21 million handsets in third-quarter 2019, up 3% sequentially but down 34.8% on year.
Taiwan LCD TVs – 3Q 2019
Taiwan's TV maker shipped a total of 7.39 million LCD TVs in the third quarter, up 3.2% sequentially.
Taiwan LCD monitors – 3Q 2019
Taiwan PC monitor shipments continued to grow on-year in the third quarter of 2019 at 5.8% to arrive at 23.73 million units.
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...