TV Panels Rise While Tablets Fall at Innolux

Innolux president JC Wang has said that the company expects to reach 40-45 million UltraHD TV panel shipments this year. While 30% of Innolux’s panels were 50″+ in Q1, that number is forecast to reach 40% in Q2. Overall TV panels are expected to rise between 3% and 5% in 2015, while monitors fall a similar amount due to weak consumer demand. Notebook panels will be flat or slightly up and tablets will fall 10%. Innolux will use embedded touch in tablet panels this year. The company expects the smartphone market to rise 10% in 2015; by Q3, 30% of Innolux’s mobile panel shipments will be for feature phones and 70% for smartphones (compared to 40% and 60% in Q2).