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Tuesday 20 August 2024
Is TSMC-Innolux FOPLP collaboration possible?
TSMC recently acquired Innolux's 5.5G LCD fab at the Southern Taiwan Science Park (STSP) for NT$17.14 billion (US$530.8 million), which includes factory buildings and associated facilities. The structure's entire area is 317,444.93 square meters. The pure-play lC foundry provided no additional information beyond indicating that the obtained target would be used for production and operation.
Monday 19 August 2024
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research
As the color e-paper market evolves with electrophoretic, cholesteric liquid crystal (CLC), and reflective TFT-LCD technologies competing for their shares, DIGITIMES Research analyst Jason Yang anticipates Spectra becoming the leading technology in commercial applications. Rather than a zero-sum game, Yang believes these competing technologies will collectively expand the color e-paper market.
Friday 16 August 2024
DDI market calm, but handset DDIs thrive
The third quarter of 2024 has seen a lackluster market for display driver IC (DDI). However, handset DDI demand is expected to be strong thanks to replenishment demand.
Friday 16 August 2024
TSMC acquires Innolux fab for NT$17.14 billion
TSMC has acquired Innolux's 5.5G LCD fab in Tainan, southern Taiwan, for NT$17.14 billion (US$530.8 million). The acquisition price is less than what the market had anticipated.
Thursday 15 August 2024
LG Chem set to overtake DuPont in OLED evaporation materials market in 2024
LG Chem's OLED evaporation materials business is experiencing robust growth, positioning the company to potentially surpass DuPont and claim the second-largest market share in the global OLED evaporation materials market by 2024, according to market research firm DSCC's "AMOLED Materials Report."
Thursday 15 August 2024
TPK reports strong 2Q24 growth, aims for breakeven in 2024 driven by energy storage systems
TPK, a leading panel manufacturer, reported a substantial improvement in its financial performance for the second quarter of 2024. The company narrowed its core business losses to NT$700,000 (approx. US$22,000) while posting a net profit of NT$350 million, marking a 204.1% increase from the previous quarter and a 1009.7% year-on-year growth. This impressive turnaround was largely attributed to interest income, exchange rate gains, investment returns, and government subsidies.
Wednesday 14 August 2024
E-paper industry sees a colorful boost
The e-paper industry is undergoing a significant transformation as it shifts from monochrome to color displays, triggering a replacement cycle for end products and boosting performance across the supply chain. Companies in the electrophoretic display sector, such as E Ink Holdings (EIH) and Netronix, have reported substantial improvements in their second-quarter operations.
Tuesday 13 August 2024
Taiwan display panel makers post mixed July results
Taiwan-based panel makers AU Optronics (AUO) and Innolux both saw revenues fall in July, while HannStar Display and Giantplus Technology reported strong rebounds for the month.
Monday 12 August 2024
SDC reportedly signs contract with Microsoft
Samsung Display (SDC) is reportedly collaborating with Microsoft to develop and supply OLED on Silicon (OLEDoS) for the next generation of Mixed Reality (MR) devices.
Monday 12 August 2024
TSMC targets CoWoS expansion with potential purchase of Innolux plant
At the close of 2023, Innolux shuttered its 5.5-generation LCD panel facility. Reports suggest that potential buyers for this plant include Micron and TSMC. Recently, TSMC has reportedly offered NT$20 billion (US$617 million) for the acquisition, which could substantially enhance Innolux's non-operating income. Neither TSMC nor Micron has commented on the speculation.
Monday 12 August 2024
Non-a-Si panels to gain prominence in automotive displays throughout 2024-2029, according to DIGITIMES Research
Global automotive display shipments are estimated to reach 225 million units in 2024, up 7.8% from a year ago, according to Jason Yang, DIGITIMES Research analyst specializing in the display industry. Yang notes that while a-Si will remain the mainstream technology for automotive displays for the next five years, the market share of other non-a-Si displays will all grow.
Monday 12 August 2024
OLED iPad supply chain shift: LGD expands as SDC rumored to scale back
Apple's first OLED iPad will feature panels supplied by LG Display (LGD) and Samsung Display (SDC). However, recent reports indicate a shift in the supply chain dynamics, with SDC reportedly reducing production while LGD increases its supply.
Friday 9 August 2024
Consumer electronics peak season boosts AmTRAN's 3Q performance outlook
Driven by higher consumer electronics demand and foreign exchange gains, AmTRAN achieved profitability for the fourth quarter. The company anticipates continued growth due to rising orders, with operational performance expected to reach new highs.
Friday 9 August 2024
With AI fueling AR and VR industries, South Korean micro LED component makers target backplane market
The augmented reality (AR) and virtual reality (VR) device market, after experiencing a period of stagnation, is seeing renewed growth momentum with the development of AI technology. South Korean microdisplay component makers are accelerating their entry into the AI glasses market.
Thursday 8 August 2024
Radiant unveils strategic expansion in Taiwan and Vietnam amid revenue growth
Radiant, a leading backlight module manufacturer, is experiencing a gradual recovery in revenue. The company anticipates distinct seasonal patterns in 2024, with the third quarter expected to be the peak season. Revenue is projected to increase by over 10% quarter-on-quarter, surpassing the initial estimate of 5-10% growth. For the full year 2024, annual revenue is expected to grow by 5-10% compared to 2023.
Wednesday 7 August 2024
Raydium reports strong 2Q24 results but keeps cautious for 3Q24
Display driver IC (DDI) manufacturer Raydium has announced its consolidated financial report for the second quarter of 2024, with revenue reaching NT$6.45 billion (US$206.4 million), marking a 6.9% increase quarter-on-quarter, and a 35.9% rise year-on-year.
Wednesday 7 August 2024
Taiwan based DDI makers navigate intensifying Chinese price competition
The ongoing price competition in the Chinese display driver IC (DDI) market has compelled Novatek Microelectronics and other Taiwan-based DDI suppliers to expand their target markets beyond China and implement additional strategies, according to industry sources.
Wednesday 7 August 2024
China solidifies dominance in global panel industry with strong domestic support
In the first half of 2024, China-based panel manufacturers have secured over 50% of small and medium-sized AMOLED panel shipments, reinforcing their leading position in the industry.
Tuesday 6 August 2024
Samsung boosts profit with semiconductor strength, system LSI surge
Samsung Electronics reported strong results for the second quarter of 2024, with its Device Solutions (DS) division, led by memory chips and the System LSI Business, driving nearly 60% of the company's operating profit.
Tuesday 6 August 2024
Innolux to reduce utilization rate by 5% in 3Q24 as panel demand decreases
Although Innolux just turned around in the second quarter of 2024, James Yang, President of the company, recently indicated uncertainties when looking ahead to the third quarter. Demand is expected to decrease, and Innolux's utilization rate will be reduced by about 5%. This slowdown in demand is anticipated to continue until the first quarter of 2025, with hopes for a surge in AI-related product replacements in 2025, leading to better notebook demand.
Tuesday 6 August 2024
Innolux gearing up for FOPLP boom
Innolux has selected FOPLP as the primary driver of its transformation from an LCD panel maker to a semiconductor firm and is getting ready for market growth, according to company chairman Jim Hung.
Monday 5 August 2024
SDC and LGD set to fight for iPhone 16's OLED orders
Apple's new iPhone is slated to launch in the second half of 2024, sparking intense competition between the two major South Korean panel manufacturers for the iPhone's OLED market. Reports indicate that Samsung Display (SDC) and LG Display (LGD) are aggressively vying for OLED orders in the iPhone 16 series' two high-end models.
Monday 5 August 2024
Panel prices expected to continue falling in August
Due to weak end-market demand, brands are ordering fewer panels, causing the price of LCD TV panels to drop in July. The panel prices are likely to fall in August.
Friday 2 August 2024
Apple iPhone SE4 to use OLED panels from BOE and LGD
LG Display (LGD) is expected to become the second supplier of OLED panels for Apple's iPhone SE4, slated for release in the first half of 2025. Samsung Display (SDC) will focus primarily on the high-end iPhone 16 series.
Friday 2 August 2024
AUO charts new course: Focusing on smart mobility and vertical solutions beyond displays
Taiwanese panel giant AUO is undergoing a significant transformation to diversify its business and reduce reliance on the cyclical display panel market. The company is focusing on three core operating structures: smart mobility solutions, vertical solutions, and display technology.
Research Report Database
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Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research
Global smartphone shipments from Chinese brands to rise in 3Q24 and 4Q24, says DIGITIMES Research
Chinese smartphone AP shipments set to rise over 9% sequentially in 3Q24, says DIGITIMES Research