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DSCC Examines Leading Panel Suppliers’ 2018 Q1 Results

by Andrew Fenn

During the first quarter of 2018, Chinese suppliers outperformed Taiwan and Korean suppliers, helped by government subsidies, lower labour and fab costs, and the exclusion of interest payments in odd quarters, according to DSCC. …

Tags:Financial Data| Large Display Monitor| Large LCD Supply| LCD Fabs| Mobile Display Monitor| OLED Fabs| Small Medium Panel Supply| Vol 25 - Issue 17

HKC Has Plans for G11 and G8.6 LCD Fabs

by Bob Raikes

Taiwanese sources have highlighted that HKC Optoelectronics, based in Chongqing, China, is to build a new LCD fab in Zhengzhou, China, that will make panels from 65″ on a G11 fab. The investment level …

Tags:China| Investment| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 15

TV Panel Prices Under Pressure

by Bob Raikes

Taiwanese sources are pointing to challenges in large area panel pricing for panel makers, so we checked it out. It seems that not only are panel makers under price pressure, but TV brands are …

Tags:Large Display Monitor| Large LCD Supply| LCD Panels| Pricing| TV Set Market| Vol 25 - Issue 15

New Contenders Heading Into the Gaming Monitor Market This Year

by Andrew Fenn

LG, Innolux and BOE are among the flat panel-makers preparing to capitalise on the upward momentum of the gaming industry this year by expanding their operations within the gaming monitor market—currently dominated by AU …

Tags:AUO| Game Playing| Large Display Monitor| Large LCD Supply| Samsung| Vol 25 - Issue 15

IT Panel Volume to Grow

by Bob Raikes

Data from Witsview, quoted in the Taiwanese press, puts the total of IT panels (notebooks + monitors) at 314.94 in 2017 and the company is forecasting 326.37 – a 3.6% increase – in 2018. …

Tags:Desktop Monitors| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Notebooks| Small Medium Panel Supply| Vol 25 - Issue 13

LG Display Expands Module Capacity in China

by Bob Raikes

Business Korea reports that LG Display has finished converting a factory used, at one time for the manufacture of PDP modules, and subsequently by LG Chem, for the production of LCD modules. The factory, …

Tags:China| Large Display Monitor| Large LCD Supply| LCD Module Assembly| LG Displays (LGD)| Vol 25 - Issue 13

HKC Launches Patent Infringement Counter Suit Against Innolux

by Andrew Fenn

HKC has filed a counter-claim against Innolux for patent infringement, according to the OLED Association. The news comes after Innolux filed its own patent infringement lawsuit against HKC back in February. The company alleged …

Tags:Large Display Monitor| Large LCD Supply| Litigation| Mobile Display Monitor| Patents| Vol 25 - Issue 13

IHS Clarifies TV Panel Price Trends

by Bob Raikes

David Hsieh of IHS Markit has published a detailed blog post looking at the likely development of large area LCD panel pricing and has concluded that there will be falling prices for this quarter …

Tags:Foxconn (Honhai)| IHS Markit| Large Display Monitor| Large LCD Supply| Pricing| TV Set Market| Vol 25 - Issue 11

AUO President Says Flat Panel Industry will Rebound in 2018 Q3

by Andrew Fenn

Michael TsaiMichael Tsai, president of AU Optronics (AUO) was recently quoted by Digitimes as saying that the global flat panel industry will rebound in the third quarter of 2018 after a difficult second quarter. …

Tags:AUO| Large Display Monitor| Large LCD Supply| LCD Fabs| Vol 25 - Issue 10

Shorter Month Results in Lower Shipments

by Yvette Raikes

The shorter month of February saw a drop of 15.6% MoM in large panel shipments to 16.929 million for the four main suppliers, but this was only down 3.8% YoY. AUO announced February revenue …

Tags:AUO| CPT| Financial Data| Hannstar (Hannspree)| Innolux| Large Display Monitor| Large LCD Supply| Vol 25 - Issue 11

digitimesresearch

Taiwan’s Large LCD Panel Shipments Higher Than Expected in 2017 Q4

by Andrew Fenn

Shipments of 9″-and-above LCD panels from Taiwan-based manufacturers were better than expected during the fourth quarter of 2017, according to Digitimes Research. This new data reveals that Taiwan’s shipments of large-size panels totalled 237.8 …

Tags:Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Notebooks| Samsung| Taiwan| Vol 25 - Issue 07

Innolux President Predicts a Bright 2018

by Andrew Fenn

Innolux president Robert Hsiao has revealed the company is feeling optimistic about 2018, expecting a boost to its performance over that seen last year, according to Digitimes. Hsiao predicts a 7-9% quarter-on-quarter drop in …

Tags:Innolux| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 06