CONNECT WITH US
May 21, 10:15
Mobile AMOLED panel prices rise in May, while LCD prices slide
As demand in the mobile phone market recovers, panel makers have seen related AMOLED panel prices increase slightly in May, while prices for mobile LCD panels continue to fall.
TCL CSOT recently showcased its 7.85-inch tri-fold flexible OLED and other technologies at the Display Week 2024 event organized by the Society of Information Display (SID) in San Jose, California. TCL CSOT exhibited over 40 different panel products, spanning smartphones, tablets, notebooks, automotive displays, TVs, and medical devices. Among these, their printed OLED and flexible OLED technologies received the most attention.
Macroblock, a Taiwan-based LED driver IC design house, intends to avoid the red ocean sector and instead focus on increasing high-value-added products such as professional large-scale LED displays, XR display applications, and vehicle LED displays.
PMOLED panel manufacturer RiTdisplay has actively transformed into the energy sector in recent years.
Semiconductors and displays are industries Taiwan excel in, but the entry barrier for optical clear adhesives is high.
Apple's supply chain experienced inventory adjustments in the market, with the launch of new products in 2024 driving the recovery of supply chain operations.
Taiwan's panel makers saw mixed business performances in April, but major suppliers of large-sized panels, AU Optronics (AUO) and Innolux, are optimistic that their shipments will grow quarter by quarter in 2024, with both striving to reverse losses into profits.
AUO will participate in SID (Display Week) 2024 to showcase Micro LED and highlight their investment in three major display technologies for green tech applications, particularly Cholesteric Liquid Crystal (ChLC).
These are the most-read DIGITIMES Asia stories in the week of May 6 – May 10.
Market research firm DSCC recently stated that for Apple's OLED iPad launched in 2024, LG Display (LGD) is expected to account for over 65% of the panel shipments, ahead of Samsung Display (SDC). Observers in the South Korean industry have raised concerns about Apple issuing rather harsh requirements, suspecting that Apple may be attempting to shift the "responsibility" of weak sales and shipments onto the South Korean panel manufacturers
There are rumors that Apple attempted to transfer supplier technology to Chinese companies to lower the supply prices of key components.
Display Driver IC (DDI) specialist Raydium Semiconductor expects to post slight revenue growth in the second quarter of 2024, thanks to a pick-up in demand for large-size DDIs.