Display panel
  • Innolux incoming TV product business head Chu-hsiang Yang
    Flat panel maker Innolux is likely to reshape its top management in June, in which vice president Chu-Hsiang Yang will be promoted to serve as president of the company's TV product business unit, replacing the incumbent president Mau-sheng Hung.
  • AUO
    AU Optronics (AUO) has said that it does not have a specific roadmap as well as a schedule for volume production of micro LED display products currently although it has successfully developed related technology.
  • Taiwan recorded manufacturing production index (2016 as base year) of 103.52 for April 2018, decreasing 11.15% sequentially but increasing 9.07% on year, according to the Ministry of Economic Affairs (MOEA).
  • csot
    China Star Optoelectronics Technology (CSOT) has signed a deal which calls for an investment of up to CNY42.68 billion (US$6.682 billion) to build a new 11G flat panel plant - the company's second fab of that generation.
  • innolux
    Flat panel maker Innolux has said that it has no plans to adjust its production capacity and that it expects its inventory levels, particularly for large-size panels, to taper off starting the second quarter.
  • EIH president Johnson Lee
    E Ink Holdings (EIH) expects its sales to rebound in the second quarter of 2018 from the weak results in the first quarter, with full-year results to increase compared to 2017, according to company president Johnson Lee.
  • AUO
    AU Optronics (AUO) has announced that it will unveil leading-edge mobile device displays and LTPS technologies will be unveiled at SID's Display Week 2018 in Los Angeles from May 22 to 24.
  • samsung
    Display products highlighted by China-based flat panel makers at the recently concluded China Information Technology Expo (CITE) show that most of China's panel suppliers are actively developing 18:9 all-screen and profile-cut panels in response to demand from the handset sector, the largest application...
  • panel
    Most Korea-based LCD equipment makers saw their revenues hit high in 2017, driven by expansion projects initiated by Samsung Display and LG Display to ramp up their OLED panel production capacities, as well as by record-high export shipments, mainly to China, according to Digitimes Research.
  • panel
    Prices of LCD TV panels of all sizes have continued falling recently with quotes for some sizes likely to hit their cash cost levesl in June, which could trigger an array of production cuts by panel makers in order to address downward price pressure, according to industry sources.
  • HannStar Display saw its net profits more than halve to NT$873 million (US$29.35 million) in the first quarter of 2018 from the NT$1.83 billion recorded a year earlier, affected by dwindled panel demand as well as panel prices.
  • CPT aims to ramp up automotive-use panels in 2018
    Chunghwa Picture Tubes (CPT) saw its performance swing back to the negative territory in the first quarter of 2018 with a pre-tax loss of NT$1.758 billion (US$59.095 million).
  • corning
    Corning has unveiled its new 10.5G LCD glass substrate manufacturing facility co-located with the BOE Technology Group (BOE) plant in the Hefei Xinzhan Hi-Tech Industrial Development Zone in Anhui, China.
  • tpk
    Taiwan-based touch panel makers TPK and General Interface Solution (GIS), both iPhone supply chain partners, have mixed prospects for the second quarter of 2018, with the former likely to suffer operating losses and the latter to see a 10% sequential revenue increase, due mainly to mixed sales performances...
  • Nova technology has started recognizing revenues generated from equipment orders placed by China Star Optoelectronics Technology (CSOT) and Semiconductor Manufacturing International (SMIC) in the second quarter of 2018, according to industry sources.
  • E Ink Holdings (EIH) has agreed to invest EUR26 million (US$30.89 million) into digital label solution provider SES-imagotag as the two companies are strengthening their collaborative efforts to expand and accelerate the retail IoT market.
  • LG currently accounts for 70% of the global OLED TV market
    LG Display (LGD) plans to ramp up the production capacity of OLED TV panels at its 8.5G line in order to meet demand from new clients including Loewe, Arcelik and Hisense, according to industry sources.
  • LCD panel maker AU Optronics (AUO) has disclosed its consolidated revenue for April reached NT$24.48 billion (US$823.26 million), down by 4.2% on month and 11.9% on year.
  • Flat panel maker Chunghwa Picture Tubes (CPT) has reported consolidated revenues of NT$2.199 billion (US$73.75 million) for April, up 0.9% on month but down 16.2% on year.
  • innolux
    Flat panel maker Innolux saw its net profit slip 31.5% on quarter and 75.2% on year to NT$2.94 billion (US$98.61 million) in the first quarter of 2018, the company's lowest quarterly earnings in seven quarters. EPS for the first quarter stood at NT$0.30, which met market expectations.
  • Touch panel maker General Interface Solution (GIS) has reported net profits of NT$602 million (US$20.22 million) or NT$1.78 per share for the first quarter of 2018. Both figures were the lowest levels in seven quarters.
  • AUO
    AU Optronics (AUO) is ramping up shipments of ultra-large, 4K, gaming and LTPS notebook panels to maintain its sales momentum and profits, according to company sources.
  • China-based Tianma Microelectronics is expected to kick off commercial production at the first phase of its 6G AMOLED line in Wuhan in mid-2018, according to industry sources.
  • Touch panel maker TPK Holding has reported consolidated revenues of NT$6.643 billion (US$223.79 million) for April, representing a 9.34% increase on month and 2.29% increase on year.
  • TPK CEO HH Chiang
    Touch panel maker TPK Holding expects its revenues to plunge 20% sequentially in the second quarter of 2018 as clients are undertaking inventory adjustments ahead of the release of new products, according to the company.

Taiwan large-size LCD panels – 1Q 2018

China smartphone AP shipments – 1Q 2018

Taiwan small- to mid-size LCD panels – 1Q 2018

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

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