Digitimes in Taiwan has published a substantial interview with Tianma President, Sun Yongmao which is enjoying its position as the largest supplier of LTPS panels by the end of 2017, usurping JDI and with company revenues up 47% in Q1 of 2018 and with CAGR of 39% over the last ten years. The company claims top spot in ‘all-screen’ panels and is the second largest supplier to the automotive segment, and the largest in China, with one in five dashboard displays coming from the firm. Automotive panels have seen CAGR of 77% over the last three years.
The company is expecting to start flexible OLED production this month, but Sun said that the company sees the commercialisation of miniLED backlights as a bit further away partly because for smartphone sized displays there could be a cost increase of $5 to $10.
Sun believes that it is mostly the suppliers of large panels that will suffer in the forthcoming oversupply period and that his firm’s strong position with Chinese smartphone suppliers will see the business continue to grow.
Analyst Comment
The company had a very strong range of technologies on display at Display Week (Tianma Impressive as Usual) (BR)
