Display panel
  • TPK is reportedly among Apple's suppliers
    TPK Holding expects its revenues to fall 30% sequentially in the first quarter of 2020 resulting mainly from the impacts of seasonality and the coronavirus outbreak, according to company CEO Leo Hsieh.
  • AUO focuses on niche applications
    Taiwan-based panel maker AUO suffered heavy losses in 2019, but shipments of large-size niche applications gew sharply during the year. AUO now is banking on 8K large-size panels to rejuvenate its business in 2020. For many, 8K displalys...
  • AUO to strive hard for further advancement of 8K panels
    AU Optronics (AUO) has said that that it will continue its established strategy to focus on developing 8K and high-resolution large-size panels in 2020 expecting to see exponential shipment growth of these items in the year, according to company sources.
  • Panel components supply is tight
    Supplies of components and raw materials within the display industry are expected to remain tight in the next two months as a full-scale resumption of operations of related supply chain makers remains uncertain in China in the wake of the coronavirus outbreak, according to industry sources.
  • Samsung's Galaxy S20 features displays with a high refresh rate
    Smartphone displays with higher refresh rates are likely to become a mainstream technology in the handset industry in 2020, according to industry sources.
  • Apple says its manufacturers are ramping production more slowly than expected
    Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as...
  • Notebook components supply may dry up in March
    Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their suppliers continue to be prevented from going to work by the coronavirus outbreak. Quanta Computer has started...
  • The outbreak is hitting hard China's ICT industries
    The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many...
  • TV demand in China is weakening
    Demand for TV and handset panels is expected to take a hit from the coronavirus outbreak, which is likely to dampen significantly consumer demand for TVs and handsets in the end market, particularly in China, according to industry sources.
  • The outbreak is hitting hard China's ICT industries
    IC design houses in Taiwan and China will see the coronavirus outbreak impact their revenues for the first quarter of 2020, and foundry and backend houses may take clearer hits starting in the second quarter, according to a study by Digitimes Research on impacts of the epidemic on semiconductor, panel,...
  • Innolux expects 1Q20 shipments to be affected by the coronavirus outbreak
    Innolux has said that its panel shipments for all sizes are likely to fall by a double-digit rate in the first quarter of 2020 due to decreased working days during an extended Lunar New Year holiday in China in the wake of the coronavirus outbreak.
  • The outbreak may delay the development of 5G
    The coronavirus is spreading through global technology supply chains, impacting diverse and interconnected sectors of the electronics industry. With the epidemic arriving at dawn of 5G's mainstream deployment phase, the coronavirus has the potential to disrupt the progress of the next-generation wireless...
  • Apple reportedly will stick to its plan of launching next-generation iPhones in September
    Apple's manufacturing partners may not be able resume normal production in China anytime soon in the wake of the coronavirus outbreak, but it does not seem to be derailing the vendor's plan of launching the next-generation iPhones in...
  • Engineering service providers see impact from the outbreak
    Taiwan-based providers of engineering services for manufacturing equipment Acter Group and Nova Technology expect business operations in first-quarter 2020 to be affected by the coronavirus outbreak around China, as large portions of their revenues come from China.
  • Chinese panel makers have seen production delayed by the coronavirus outnbreak
    BOE Technology is likely to lose out to Samsung Display in a shipment race for handset panels in 2020 as most of China's panel makers are to be forced to delay their production due to unsteady supplies of raw materials in the wake of the coronavirus outbreak, according to industry sources.
  • large-size lcd
    Taiwan's shipments of large-size panels in 9-inch and above sizes (excluding Sharp's) are expected to contract 7.8% sequentially in the first quarter of 2020 if the coronavirus outbreak is under control, according to Digitimes Research.
  • TSMC unfazed by outbreak
    The coronavirus outbreak in China is hitting hard many in the supply, but TSMC is a major exception. The world's top pure-play foundry has no plans to revise its sales guidance for the first-quarter, and reportedly none of its major clients are cutting orders despite the epidemic, with the foundry's...
  • AUO chairman Paul Peng
    While the impacts of the coronavirus outbreak on the display industry remain uncertain and there will be an adjustment in the supply and demand of panels in the near term, the long-term prospects of oversupply in the industry have not changed much, according to Paul Peng, chairman of AU Optronics (A...
  • Many have yet to return to work in China
    Many factories in China resumed work today after an extended Lunar New Year break, but many Taiwanese IT firms expected a low return rate of workers amid the ongoing coronavirus outbreak, which is showing no signs of abating. Some components firms have even decided to delay further their work...
  • AUO saw sales drop in January due to the Lunar New Year break
    AU Optronics (AUO) has announced consolidated revenues of NT$15.49 billion (US$515.05 million) for January 2020, falling by 25.2% on month and 28.1% on year, as thee were fewer working days due to the Chinese New Year holidays.
  • CSOT's plants in Wuhan are being affected by the outbreak
    Panel production of China Star Optoelectronics Technology (CSTO) at its plants in Wuhan, the center of the coronavirus outbreak, will be hit hardest by the widespread epidemic, according to industry sources.
  • Work to resume, but normal production unlikely
    For many parts of China, work is supposed to resume starting February 10 after an extended Lunar New Year break in the wake of the coronavirus outbreak, but manufacturers generally do not believe their production can return to normal levels. Materials...
  • AUO chairman Paul Peng
    The coronavirus outbreak in China is poised to cast a significant impact on the display industry's supply chain, affecting the procurement of raw materials, manufacturing and product deliveries if the epidemic could not be contained in soon, according to AU Optronics (AUO) chairman Paul Peng.
  • China smartphone sales to nosedive
    The extent of the impact on the ecosystem by the coronavirus outbreak is anyone's guess at this stage, but industry and market observers generally agree that a prolonged epidemic will take a heavy toll on both the supply chain and consumer demand. The China smartphone market is very likely to see a...
  • AUO has reported heavy losses for 2019
    AU Optronics (AUO) has reported consolidated revenues for the fourth quarter of 2019 came to NT$61.97 billion (US$2.06 billion), down by 11.5% sequentially, with net loss of NT$8.83 billion and loss per share of NT$0.92 for the quarter.

Global tablet market – 4Q 2019

Taiwan LCD TVs – 4Q 2019

Taiwan notebooks – 4Q 2019

Global server shipment forecast and industry analysis, 2020

Mini/micro LED: Challenges and opportunities in the display industry

Global LCD panel shipment forecast, 2020 and beyond

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