Notebook panel specs rising along with robust demand
Robust demand for notebooks, fueled by work-from-home activities, is expected to stretch into fourth-quarter 2020, with panel specifications being upgraded, according to industry sources.
AUO sales down in June
AU Optronics (AUO) has announced consolidated revenues of NT$21.61 billion (US$734.28) for June 2020, down by 0.6% on month and 11.2% on year.
Notebook panel demand to remain strong in 3Q20
Demand for notebook panels in the third quarter of 2020 will remain robust having seen strong orders during the second quarter supporting pandemic-induced remote work and study, according to industry sources.
Innolux steps up for automotive display market
Innolux is striving to further integrate and enhance its manufacturing capability for automotive displays, aiming to develop large-size models with high resolutions in multiple specifications and designs, according to the Taiwan-based panel maker.
China-based panel maker China Star Optoelectronics Technology (CSOT) has decided to invest in Japan-based JOLED, in a bid to develop inkjet printing technology for production of OLED TV panels in the next three years, according to Digitimes Research.
In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
Prices for TV SoCs, driver ICs set to rise
Taiwan's IC designers are mulling raising quotes for TV SoCs and driver ICs amid increasingly tight supply as Korean vendors gradually quit production of LCD panels and TVs as well as related chips solutions, according to industry sources.
End-market demand for IT products such as LCD monitors remained robust during the 618 shopping festival in China as figures from research firm AVC Revo show LCD monitor sales in China totaled 640,000 units during the event, up 14% on year.
Innolux adopts Corning laser technology for auto panels
Corning has announced that Innolux will use Corning Laser Technologies' Large Platform Cutting Tool and Full Automation System for making high-end car display panels, enhancing design flexibility, cutting accuracy and manufacturing of glass sensor panels for automotive applications.
PlayNitride to expand micro LED capacity
Taiwan-based PlayNitride plans to raise an additional fund of US$50 million for the establishment of its second production line for micro LED epitaxial wafers and chips, according to company CEO Charles Li.
China-based manufacturer and component suppliers have crossed into the supply chain of Apple and are gaining increased orders from the vendor with China-based Luxshare already becoming a key assembler of the AirPods and having a chance...
Industrial touch panel solution providers including Young Fast Optoelectronics, Mildex Optical and Higgstec are expected to post strong revenue and profit growths for the second quarter of 2020 thanks to increasing demand for touch panel solutions for industrial control and medical equipment applica...
BOE Technology will not be in the supplier list for the first batch of panel shipments for Apple's 2020 iPhone lineup as the Chinese maker has failed to secure Apple's validation for its OLED screens, according to sources familiar with the matter.
Having seen its production lines run at full capacity since April, PMOLED panel maker WiseChip Semiconductor expects its order momentum to continue into August thanks to an improved product mix, according to company sources.
Lextar ships micro LED devices in small volumes
Vertically-integrated LED maker Lextar Electronics has begun small-volume shipments for micro LED devices to help clients develop products including 10-inch automotive dashboard displays, VR/AR displays, smartwatches and aeronautic displays, according to company chairman and CEO David Su.
TV panel prices to rise over 10% in 3Q20
LCD TV panel prices are expected to rise more than 10% in the third quarter 2020 as TV brands are building up their inventory levels for panels aiming to ramp up their shipments in the second half of the year after experiencing lackluster sales in the first half, according to industry sources.
Taiwan-based Eris Technology has eentered the supply chain of China's leading display panel vendors by providing power diodes and MOSFET chips, according to industry sources.
LED epitaxial wafer and chip maker Epistar sets high hopes on mini LED applications. It has been keen to improve every step of the manufacturing process for mini LED chips, and aims to lower the defect rate to below 1ppm.
TSMC is expected to the start production of A14 processor on 5nm process later this month for Apple's upcoming iPhone, which sources say will adop Qualcomm's X60 modem, allowing the 5G iPhone to support both mmWave and sub-6GHz bands...
EIH colored e-paper production running at full capacity
E Ink Holdings (EIH) has seen its colored e-paper production lines run at full capacity, with the high gear to persist through September, according to company chairman Johnson Lee.
CSOT, BOE moving to consolidate market positions
BOE Technology and China Star Optoelectronics Technology (CSOT) are moving to solidify their leading positions in China's flat panel industry where the landscape is undergoing a major change touched off by the capacity reductions at rival companies in Korea, according to industry sources.
AUO ramping up capacity for high-end displays in Taiwan
AU Optronics (AUO) has completed the installation of two new production lines for high-end display and modular products in Taiwan. The new facilities are part of a NT$40.7 billion (US$1.377 billion) three-year investment project responding to calls for relocating production back to Taiwan from China...
Innolux plans to expand its business beyond the current focus of panel manufacturing to include automation equipment and semiconductors leveraging the expertise it has gained from the implementation of automated production at its panel plants over the years, according to company president James Yang...
Merck has announced a strategic partnership with Guardian Glass to commission sales of Eyrise dynamic liquid crystal windows. With this partnership, Merck said it aims to expand the customer base of its Liquid Crystal Windows business by leveraging additional distribution channels.
Taiwan-based flat panel makers and related touch solution providers expect demand for healthcare applications, such as those for ventilators and blood oxygen machines, to stretch in the third quarter of 2020 as the coronavirus pandemic remains severe in most part of the world, according to industry...
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...