Highlights of the day: MicroLED looks promising
MicroLED looks like a strong candidate to compete with OLED for dominance in the display market in the next decade, says Charles Li, chairman of PlayNitride, a pioneer in microLED development, in an interview by Digitimes. Meanwhile,...
MicroLED looks like it is going to take the display market by storm in the next decade or so. Established in 2014, PlayNitride is a pioneer in developing microLED, and has aggressive plans to sharply reduce microLED production cost in five years to make sure to accelerate the penetration of the new...
Innolux showcasing LC metasurface antenna products
Innolux is showcasing its LC (liquid crystal) metasurface antenna products, co-developed with Kymeta, a startup for satellite communication devices, at the OPTO Taiwan tradeshow being held in Taipei from October 21-23.
China Star Optoelectronics Technology (CSOT) plans to start building a new 8.5G fab in Guangzhou in 2021 for production of inkjet-printed OLED panels, with volume production likely to kick off in 2024, according to industry sources.
Taiwan September export orders hit record
Taiwan-based makers received export orders totaling US$50.03 billion in September 2020, increasing 10.0% sequentially and 9.9% on year to hit the highest-ever monthly level, according to the Ministry of Economic Affairs (MOEA).
The freshly released iPhone 12 devices all feature OLED screens. China-based panel maker BOE reportedly was initially not among the OLED suppliers for the new Apple smartphones, but is now said to be ready to ship OLED screens in small...
BOE Technology reportedly will start shipping 6.1-inch OLED panels, albeit in small volume, for the just released iPhone 12 in the second half of October, with prospects to gradually ramp up related shipments in 2021, according to industry sources.
AUO denies shutting down China plant
AUO has dismissed reports claiming that its plant in Kunshan, China has been ordered to halt operations after one of its Taiwanese employees there was tested positive for COVID-19.
Innolux operations improving
Innolux's operations have been improving as it has managed to overcome the most of adverse fallouts from the coronavirus pandemic, according to company president James Yang.
The Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated revenues totaling NT$1,903.688 billion (US$65.03 billion) in January-August 2020, growing 14.24% on year, according to the Ministry of Science and Technology (MOST).
EIH 2020 revenues to be highest in four years
E-paper solution provider E Ink Holdings (EIH) expects its sales for 2020 will the highest in four years although some of its shipments will be affected by components shortages, such as driver ICs, according to company chairman Johnson Lee.
Components shortages have hampered supply of Chromebooks, which have seen strong demand from users staying at home in pandemic lockdowns. But the shortages are expected to start easing in November as demand for conventional notebooks drop, freeing up components supply for...
Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
LCD panel prices to keep rallying through December
LCD panel prices will continue rallying through December 2020 on robust demand from TV and IT sectors, but are likely to undergo a downward correction, albeit slightly, in the first quarter of 2021, according to industry sources.
AUO sales increase in September
AU Optronics (AUO) has announced its consolidated revenue reached NT$26.08 billion (US$911.9 million) in September, up 7.5% on month and 9.2% on year.
Innolux reports strong sales for 3Q20
Innolux has reported revenues of NT$26.4 billion (US$924 million) for September, up 7.8% sequentially and 21.4% on year. Third-quarter revenues totaled NT$74.6 billion, up 11.5% on quarter and 17.8% on year.
Global small- to mid-size LCD panel shipments to stay steady in 2020-2025, says Digitimes Research
Global shipments of small- to medium-size TFT LCD panels will be steady in a five-year forecast period to reach 1.82 billion units in 2025, after seeing an on-year fall of 19.7% to 1.81 billion units in 2020 amid the coronavirus pandemic, according to Digitimes Research.
LG Display (LGD) reportedly has decided to push back the date of closing its 7.5G LCD fab to probably the end of 2021 instead of September 2020 as planned, due to a recent upsurge in demand for LCD TV panels, according to industry sources.
More vendors to launch mini LED-backlit TVs in 2021
TCL and Xiami have launched mini LED-backlit LCD TVs, and other vendors, including Samsung Electronics, LG Electronics, Konka, Changhong, Hisense and Vizio will follow suit in 2021s.
BOE Technology will lead China Star Optoelectronics Technology (CSOT) by more than 10pp in capacity share for large-size LCD panels after outbid the rival to take over the control of two fabs - one 8.5G and another 8.6G - from CEC-Panda LCD Technology, according to Digitimes Research.
IT, TV panel prices to continue rising in 4Q20
Quotes for IT and TV panels will continue their upward spiral in the fourth quarter of 2020 amid strong demand from TV and notebook vendors, tight capacity at panel makers, and short supply of some key components, according to industry sources.
BOE to acquire majority stakes in CEC-Panda LCD fabs
BOE Technology has reached a deal to acquire majority stakes in two advanced LCD fabs owned by CEC-Panda LCD Technology in Nanjing and Chengdu respectively for a total of CNY12.117 billion (US$1.78 billion) , making it the largest ever acquisition in China's display industry.
Taiwan August export orders up on year
Taiwan-based makers received export orders totaling US$45.49 billion in August 2020, decreasing 0.2% sequentially but increasing 13.6% on year, according to the Ministry of Economic Affairs (MOEA).
More China-based panel makers are stepping into the development and production of OLEDoS (OLED on-silicon) display products, aiming to compete for market share with LCD and AMOLED panel providers in the AR/VR device sector, according to Digitimes Research.
Global notebook shipment forecast, 2021 and beyond
Notebook shipments are expected to grow over 20% on year in 2020 thanks to demand from stay-at-home activities in the wake of...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
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...