Large LCD Supply

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Innolux & AUO Agree on Tight Supply

by Milos Pavlovic

Taiwanese sources report that the CEOs of both Innolux and AUO both said at Touch Taiwan that they expected panel supply to be tight until the end of 2016. Panel makers have restricted supply …

Tags:Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Touch Taiwan 2016| Vol 23 - Issue 34

Vendors Shutting Down a-Si TFT LCD Fabs

by Ross Young

Samsung Display, one of the leading amorphous silicon (a-Si) TFT LCD manufacturers for the past 20 years, is shutting down its first G7 line, Line 7-1, from as early as the end of July …

Tags:Large LCD Supply| LCD Fabs| OLED Fabs| Panasonic| Samsung Display| Vol 23 - Issue 26

BC2 Hsieh Looks at Opportunities for IT Displays

by Bob Raikes

The next speaker was David Hsieh, who heads up the Display Research for IHS, and he asked why display innovation is bypassing the PC/IT space? He showed the development of the industry overall and …

Tags:IHS DisplaySearch| Large Display Monitor| Large LCD Supply| LCD Fabs| Mobile Display Monitor| OLEDs| SID Display Week 2016

Samsung Slips in Large Area

by Tom Allen

Samsung Display’s share of the global large-size (9″+) LCD market has fallen, so that the firm is now placed fifth: behind LGD, BOE, AUO and Innolux. These counterparts have expanded their production of low- …

Tags:AUO| BOE| IHS Markit| Innolux| Large Display Monitor| Large LCD Supply| LG Displays (LGD)| Samsung Display| Vol 23 - Issue 17

paul gray ihs

Are Chinese Companies Gaining Control of Displays?

by Bob Raikes

Paul Gray of IHS then gave a display market overview which he called “Chinese Companies Gaining Control”. He said that the current “spreading unhappiness” is a logical consequence of the events of recent years. …

Tags:China| Display Supply & Demand| Electronic Displays & Embedded World 2016| Large Display Monitor| Large LCD Supply| LCD Fabs| Mobile Display Monitor| Vol 23 - Issue 09

Oversupply Will Continue in LCD Market

by Tom Allen

The oversupply issue currently affecting the LCD industry – exacerbated by China’s aggressive investment in production capacity and high fab utilisation – will continue well into 2016, says IHS. Large-area LCD supply is forecast …

Tags:China| IHS Markit| Large Display Monitor| Large LCD Supply| Mobile Display Monitor| Supply Chain| Vol 23 - Issue 03

auo

AUO To Boost Capacity by 5% in Q1

by Bob Raikes

Reports from Taiwan have said that AUO’s 8.5G fab in Houli, is due to add around 25K to 30K substrates per month from the first quarter of 2016 – representing around a 5% boost …

Tags:AUO| Large Display Monitor| Large LCD Supply| LCD Fabs| Mobile Display Monitor| Vol 22 - Issue 52

auo

UltraHD TVs Continue to Rise

by Tom Allen

AUO estimates that UltraHD TV sales have reached around 16 million units so far this year, and will end 2015 at 24 million sets due to end-of-year demand in the USA and Europe. More …

Tags:AUO| Large Display Monitor| Large LCD Supply| UltraHD| Vol 22 - Issue 45

Taiwan Sees Growth in Large Panel Shipments in Q3

by Milos Pavlovic

Digitimes Research reports that large LCD sales by Taiwanese makers reached 58.63 million in Q3, up 1.2% quarter on quarter. The volume gives Taiwan a forecast market share for the year of 34.2%, with …

Tags:AUO| Innolux| Large Display Monitor| Large LCD Supply| Taiwan| Vol 22 - Issue 44

TrendForce Finds Panel Makers Turn to Developing High-Value Products

by Bob Raikes

The August shipments of notebook display panels grew 21% over the prior month to 14.43 million units, according to the latest large-size panel shipment report from WitsView, a division of TrendForce. Though the August …

Tags:Large LCD Supply| Notebooks| Wide Viewing Angles

Large-Area Margins to Plunge After Five-Year High

by Tom Allen

Profit margins for large-area TFT-LCD displays reached 10% in Q1’15, says IHS – their highest level since the first half of 2010. However, prices and margins are now being pressured downwards by high factory …

Tags:IHS Markit| Large Display Monitor| Large LCD Supply| LFD - Large Format Display| Market Data| Mobile Display Monitor| Vol 22 - Issue 37

Q2 Will Reverse Large Panel Declines, Says MIC

by Tom Allen

Taiwan’s MIC says that shipments of large-area TFT-LCD panels, for notebooks, monitors and TVs, reached 148.8 million units in Q1’15. This is a 4.1% QoQ fall. Monitor panels slipped the most, by 11.2%, while …

Tags:Large Display Monitor| Large LCD Supply| Market Data| Mobile Display Monitor| Vol 22 - Issue 31