Samsung Display promoting 4K OLED notebook panels
Samsung Display is soliciting orders for its 15.6-inch 4K OLED notebook panels from brand vendors including HP, Dell and Lenovo, and new notebook models featuring 4K OLED panels are likely to hit the market in 2019, according to sources from Taiwan's notebook supply chain.
Major Taiwan-based LCD panel makers are unlikely to make profits until the second quarter of 2019 at the earliest as continued price falls of large-size panels will offset a rebound in prices of small- and medium-size panels in the first quarter, according to industry sources
COF substrate prices to rise 8-15% in 2Q19
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.
Demand for metal masks rising in China
Metal mask suppliers in Taiwan, Japan and Korea are revving up efforts to grab orders from China's OLED panel makers, according to industry sources.
Innolux has said that it does not rule out the possibility of building up manufacturing facilities for TVs in India to enhance its deployment in the local TV market, according to company sources.
Global large-size panel output to grow 12% in 2019
The availability of new LCD fabs and capacity ramps at existing lines are likely to result in an annual growth of 12% in area output for large-size panels in 2019, according to industry sources.
Competition in gaming monitor panel sector heating up
Prices for gaming monitor panels have been falling as more China-based flat panel makers have jumped on the bandwagon heating up competition, according to industry sources.
CPT to cut 70% of jobs
Chunghwa Picture Tubes (CPT) has announced plans to slash as many as 2,500 jobs or nearly 70% of its total workforce, as it struggles to survive from its restructuring efforts.
Innolux revenues stay flat on year in February
Innolux has announced consolidated revenues of NT$18.1 billion (US$587.53 million) for February 2019, down by 14.5% on month but up 0.3% on year.
AUO sees February revenues decrease
AU Optronics (AUO) has announced consolidated revenue of NT$20.78 billion (US$672.31 million) for February 2019, down by 3.5% on month and 8.4% on year.
Government-run Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated record revenues of NT$2.596 trillion (US$84.29 billion) in 2018, growing 5.47% on year, according to the Ministry of Science and Technology (MOST).
Polarizer seeing tight supply
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.
AU Optronics (AUO) has begun shipping its first 6.4-inch blind-hole all-screen handset displays to clients, with plans to ship another model of 6.4-inch blind-hole displays in the second quarter of 2019, according to company sources.
AUO, Innolux step up recruitment efforts
Flat panel makers AU Optronics (AUO) and Innolux will step up their recruitment efforts in 2019 as they are enhancing deployments in the next-generation display technology for penetrating into segments including mini LED, 3D sensing, super high resolution displays, autonomous driving, AV/VR applications,...
Taiwan's top-2 flat panel makers, Innolux and AU Optronics (AUO), are revitalizing their older-generation fabs to develop new display products with high margins for niche market applications, according to industry sources.
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.
AU Optronics (AUO) is moving at full throttle to build up its production capacity for flexible OLED displays and will see its flexible panels used in new foldable smartphones launched by handset brands in 2019, according to company chairman Paul Peng.
CSOT ramping up TV and handset panel capacities
China Star Optoelectronics Technology (CSOT) is ramping up its capacity for TV and handset panels, aiming to become the third-largest players in the both sectors in the near term, according to industry watchers.
Prices of small- and medium-size LCD TV panels are likely to rebound slightly starting March as panel makers are set to launch new models in line with recovering demand, according to industry sources.
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.
LG Display (LGD) has outraced fellow company Samsung Display to become the world's largest supplier of OLED panels for smartwatch applications, Display Supply Chain Consultants (DSCC) has reported.
China small- to mid-size AMOLED capacity to surge 59% CAGR 2018-2022, says Digitimes Research
Aggregate production capacity for small- to medium-size AMOLED panels at China makers is expected to expand at a CAGR of 59.4% from 2018-2022, according to Digitimes Research.
Shipments of small- to medium-size LCD panels by Taiwan makers are expected to decline 11.6% sequentially and 28.5% on year in the first quarter of 2019, according to Digitimes Research.
Shipments of large-size (9-inch and above) TFT LCD panels by Taiwan-based makers (excluding Sharp) reached 62.38 million units in the fourth quarter of 2018, down 3.7% sequentially, according to Digitimes Research. Shipments are expected to fall another 8.4% sequentially in the first quarter of 2019...
Taiwan LCD TVs – 4Q 2018
Taiwan makers shipped nearly 9.7 million LCD TVs in the fourth quarter of 2018, up 13.9% sequentially, but down 2.7% on year.
Taiwan LCD monitors – 4Q 2018
Taiwan's monitor shipments maintained its on-year growth momentum in the fourth quarter of 2018, increasing 5.1% on year to...
Global tablet market – 4Q 2018
Total global tablet shipments came to 42.67 million units in fourth-quarter 2018, down 2.3% quarter-over-quarter and 7.2% yea...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...
Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets
This Digitimes Research Special Report offers global shipment forecasts for three major mobile device market segments - smartphones,...