A three-year growth streak for gaming PCs and gaming monitors came to an end in 2022 as worldwide gaming PC shipments declined 6.4% while gaming monitors declined 7.1% compared to 2021, according to the IDC Worldwide Quarterly Gaming Tracker.
Taiwan PC monitor makers' shipments decreased 6.4% sequentially and 26% on year to come to less than 18 million units in the fourth quarter of 2022 as the global economy remained in a downturn, while most brand vendors still had high inventory at the channel, according to DIGITIMES Research's study on the Taiwan PC monitor industry.
Global AIO PC shipments continued to plunge in the fourth quarter of 2022, down 15% sequentially and 44% on year to reach only around two million units since most demand had already been fulfilled in 2021 amid robust stay-at-home activities during the COVID-19 pandemic at the time, according to DIGITIMES Research's study on the AIO PC market.
Taiwan-based displays solutions provider Coretronic has reported revenue growth for February, and expects its energy saving product lines to continue seeing growth in March.
E-paper solution provider E Ink Holdings (EIH) plans to share profits with its customers by lowering the prices of its new color e-paper products, optimizing the high profitability garnered in 2022, according to company chairman Johnson Lee.
Coretronic has secured new sub-subcontract orders for OLED tablet products, with related production set to begin in May-June, according to the LED BLU supplier.
LED backlight unit (BLU) specialist Darwin Precisions has stepped up its deployment in the QFN leadframe sector, optimizing its photo etching and electrochemical capability, according to company chairman Michael Tsai.
The output value of Taiwan's FPD (flat panel display) industry declined 24% in 2022, according to statistics compiled by the Photonics Industry & Technology Development Association (PIDA).
After declining 7.7% from a quarter ago in the fourth quarter of 2022, global tablet shipments are expected to plunge a double-digit percentage sequentially to fall beneath 30 million units, the lowest quarterly level since the second quarter of 2020, according to DIGITIMES Research's latest report covering global tablet shipments.
In terms of roles that an accelerator plays in the entrepreneurial ecosystem, Ms. May Yang, COO of Garage+, believes that in the case of Silicon Valley, the emergence of the entrepreneurial ecosystem is closely related to talents, capital, and government policies. Meanwhile, for developing countries, accelerators would play more significant roles in the entrepreneurial ecosystem.
Taiwanese startups can no longer involve in "me-too" or "me-better" businesses, but must plan ahead and develop "me-only" technologies. The reasons are because the scales of Taiwanese venture capital (VC) and local market are limited, and does not have an advantage in demographic dividend. Mr. Michael Kao, President of Taiwan ITRI New Venture Association (TINVA) said that environmental, social, and governance (ESG), pharmaceuticals, smart manufacturing, and the semiconductor industries are some of the cutting-edge technologies that Taiwan should plan ahead and invest in. Given Taiwan's complete information and communications technology (ICT) industry chain, there is a good chance that Taiwan can gear to become a key hub for innovations and startups for the Asia Pacific region.
Samsung Display (SDC) and LG Display (LGD) will ramp up their OLED panel output in 2023 to fend off competition from Chinese rivals, according to sources at the TV supply chain makers.
Taiwan-based e-paper solutions provider E Ink Holdings (EIH) and its associated company Netronix are establishing partnerships with Taiwan-based Readmoo, enabling the Chinese e-book maker to launch its first colored e-book in traditional Chinese recently.
AUO Display Plus (ADP), an AUO subsidiary specializing in industrial and commercial display solutions, has reported a 20% revenue increase to a range of NT$30-40 billion (US$990-1,320 million) in 2022, expecting to post over 20% revenue growth in 2023.
Before microLED technology becomes mature for commercial use, miniLED-backlit LCD panels will compete with OLED panels for application to high-end automotive displays.
Backlit unit (BLU) suppliers Coretronic and Radian Opto-Electronics have reported flat sales performance for 2022. Coretronics ended the year with its revenue ebbing 0.1% from a year earlier, while Radiant Opto-Electronics posted a 3.1% growth.
Car display shipments during 2022 are forecast to remain short of 200 million sheets. Notably, center control display (CCD) shipments are expected to decrease to 95.3 million sheets for 2022, according to forecasts made by DIGITIMES Research.
Keyboard and CCM (compact camera module) maker Chicony Electronics has reported consolidated revenues of NT$115.748 billion (US$3.89 billion) for 2022, the historically high annual level and increasing 7.70% on year, according to the company.
Most TV brands remain conservative about their outlook for 2023, expecting sales in North America and Southeast Asia likely to rise despite market uncertainty.
Demand for large-size outdoor LED fine-pitch displays in the China market has nosedived due to impact of COVID control measures and should reach bottom levels by January 2023, according to Taiwan-based LED driver IC design house Macroblock.
Suppliers of miniLED backlighting may take a hit if Apple adopts OLED screens for its iPad Pro, but they are turning their focus to automotive applications, according to industry sources.
Online TV sales during the Double 12 (December 12) shopping festival in China were lower than expected despite easing COVID restrictive measures. Double 12 is a sales day cut from the same cloth as Singles' Day (November 11) in China or Black Friday in the West.
