Thursday 14 September 2023
Taiwan's ICT supply chain firms get ready for carbon neutrality as Apple Watch hits target
At the Apple Event 2023, the new Apple Watch product line was unveiled as the first-ever carbon-neutral product of the US consumer electronics giant and became one of the spotlights of the day. Originally, Apple was planning to reach the goal of 100% carbon-neutrality of its supply chain by 2030. Now with Apple Watch hitting the goal first, the supply chain partners of Apple's MacBooks, iPhones, etc., will have to get ready for the rigorous alignment.
Thursday 14 September 2023
iPhone 15 to drive up flexible AMOLED prices
Despite the ongoing slump in the smartphone market, shipments of display panels are showing signs of steady recovery. Industry insiders are also eyeing a potential price hike, especially for flexible AMOLED panels. This upturn may gain momentum following Apple's iPhone 15 launch, boosting the negotiating power of panel suppliers.
Wednesday 13 September 2023
Corning's predictions for mainstream display technologies
According to Andrew Ho, general manager of Corning Display Technologies Taiwan, precision glass plays a crucial role in emerging display technologies. In his opinion, LCDs will continue to dominate the market thanks to mini LED technology. With OLEDs seeing cost improvements, and the rapid emergence of micro LEDs, these three technologies are expected to be at the forefront in the display market.
Tuesday 12 September 2023
InnoCare's expansion into AXI and beyond the healthcare business
InnoCare Optoelectronics Corporation (InnoCare) is working to grow its automated X-ray inspection (AXI) business. This includes expanding outside of the healthcare industry and finding more applications for the components and modules it produces. InnoCare General Manager Eric Lee estimated that shipments of AXI will exceed ten units this year and double in 2024.
Tuesday 12 September 2023
DDI backend firms see lackluster demand in 2H23
The sluggish sales of TVs and notebooks have prompted display driver IC (DDI) backend houses and related backend materials suppliers to be cautious about demand in the second half of this year while keeping their fingers crossed for demand recovery in 2024.
Tuesday 12 September 2023
DDI suppliers brace for slow 3Q23
Taiwan-based display driver IC (DDI) suppliers are bracing for a lackluster third quarter, with many reporting August revenue that was roughly comparable to the previous month, according to industry sources.
Monday 11 September 2023
LCD panel prices and utilization rates seen lower in 4Q23
Liquid crystal display (LCD) panel prices continued to rise in August, benefiting four major Taiwanese panel manufacturers' revenue growth. However, since the momentum of subsequent LCD panel price quotation hikes has slowed down, and demand is also seen weakening, the prices of LCD panels may slide again in Q4, and the utilization rate of the panel production lines in Q4 may be lower than in Q3.
Thursday 7 September 2023
Touch panel makers brace for poor 3Q23
Touch panel module specialists have seen customers delay shipments of their new products until the fourth quarter, signifying a particularly weak third quarter, according to industry sources.
Thursday 7 September 2023
Panel makers gearing up for smart cockpit boom
Panel makers, including suppliers of LCD and OLED applications, are aggressively pursing smart cockpit business opportunities.
Wednesday 6 September 2023
Corning said to build bendable glass plant in South Korea, targeting mobile, automotive apps
US-based specialty glass supplier Corning reportedly plans to invest KRW 2 trillion (US$1.5 billion) to set up a bendable glass manufacturing plant in South Korea, targeting immense business opportunities from mobile phones, IT and automotive applications.
Wednesday 6 September 2023
Innolux subsidiary eyeing entry into semiconductor sector
InnoCare Optoelectronics (INCX), a subsidiary of panel maker Innolux that specializes in the development of flat panels for medical applications, is collaborating with Smart Chain Enterprises to provide one-stop industrial non-destructive testing (NDT) services for advanced packaging and compound semiconductors.
Tuesday 5 September 2023
Touch panel module makers expand capacities for iPad Pro launch in 2024
As Apple has decided that the next-generation iPad Pro's 11-inch and 13-inch products will both adopt the OLED display panel, supply chain partners have already started to expand their touch panel capacity quietly so that they will be able to meet the demand of the new iPad Pro's launch, scheduled in the mid or second half of 2024.
Friday 1 September 2023
Wah Hong seeks expansion and eyes opportunities in EVs
Leading optical film manufacturer Wah Hong Industrial has announced its intent to expand its factory space, a move signaling the company's aggressive push into next-generation technologies. The company has been approved to move into Ciaotou Science Park, even as it evaluates alternative locations for expansion. The company hopes to start construction in 2-3 years.
Thursday 31 August 2023
LCD TV panel prices likely to stabilize soon
After experiencing a half-year surge, LCD TV panel prices continue to show an uptick in late August. However, as the end of the third quarter approaches, industry insiders anticipate that the price rally will taper off in September. However, specific panel sizes may continue to see price increments.
Thursday 31 August 2023
OLED adoption in cars to accelerate
The collaboration between LG Display (LGD) and Mercedes-Benz on automotive OLED panels is expected to help accelerate adoption of OLED technology in the automotive industry, according to sources at Taiwanese IC design houses.
Tuesday 29 August 2023
Taiwanese display firms join hands to provide solutions for bookstore
Taiwan-based active-matrix (AM) miniLED flexible display provider PanelSemi, a subsidiary of Innolux, has partnered with E Ink, RapidSignage, and TopRGB Opto to release AM miniLED display, e-paper digital signage and e-paper tag solutions for a bookstore in southern Taiwan.
Tuesday 29 August 2023
Perovskite enables Taiwan photovoltaics industry's potential comeback
Lai Ju Chen, chairman of the Taiwan Perovskite Research and Industry Association (TPRIA), said Taiwan has great potential in developing the third-generation perovskite solar cells (PSC). Taiwan holds advantages in the semiconductor, photovoltaics, and panel industries and its expertise is increasingly demanded due to geopolitical factors.
Tuesday 29 August 2023
Handset panel prices stop falling
LTPS handset panel prices started rising in August, while a-Si handset panel prices have stopped falling in the month and stabilized and may increase slightly in September, according to industry observers citing data from CINNO Research. DIGITIMES Research's Chinese smartphone brand shipment figures also exhibited quarter-after-quarter growth in the second half of 2023.
Tuesday 29 August 2023
Skyworth reportedly to take over LGD Guangzhou plant
LG Display's 8.5G LCD fab in Guangzhou, China is reportedly up for sale and may be acquired by Chinese firm Skyworth, according to industry sources.
Wednesday 23 August 2023
AR set to outshine VR in the future?
Apple, Nvidia, and Pixar have recently formed alliance for OpenUSD (AOUSD), which aims to drive open standards for 3D tools and data. This strategic move has been interpreted as a potential indicator that the trajectory of 3D technology's development is poised to become mainstream in the coming years, laying a solid groundwork for the evolution of XR. Chairman Tom Liang of Jorjin Technologies has astutely observed that the cross between AR and VR could occur within a span of 3 to 5 years, potentially triggering a transformative revolution in human-machine interaction.
Wednesday 23 August 2023
US rumored to raise tariffs on Chinese TVs, panels
Rumors are spreading throughout the displays industry that the US may increase tariffs on Chinese-made TVs and/or TV panels.
Monday 21 August 2023
E Ink's color-changing e-paper enables imaginative product innovation
Color-changing e-paper was applied to a BMW concept car, which made the technology a hit. Later, kitchen brand Kohler applied it to a toilet, which was also refreshing, and now the latest color-changing e-paper has been applied to Xiaomi's newly released robotic dog, which is once again attracting attention.
Thursday 17 August 2023
E Ink revises 2023 revenue downward and projects upward trend in 2024
E Ink, a major e-paper manufacturer recently made the third revision to its annual revenue estimate with the number going from a double-digit on-year growth to a flat or a single-digit decline.
Tuesday 15 August 2023
Southeast Asia receives investment from the panel supply chain amid US-China tensions
Amid escalating US-China tensions, compaines in both Taiwan and China are eyeing investment opportunities in South and Southeast Asia. Taiwan's AUO is expanding into Vietnam, while Innolux is partnering with Vedanta in India for an LCD factory. China's major panel factories like BOE, TCL China Star Optoelectronics Technology (TCL CSOT), and HSK are investing in the region. These moves reflect a strategic shift in the display industry, positioning the region as an emerging essential production base for electronic products such as smartphones and laptops. Investment in the area is appealing to the suppliers given the population dividends, tariff incentives, subsidies, and lower labor costs.
2023 Supply Chain Summit
DIGITIMES Research Special Report Databases
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research