Small Medium Panel Supply – Page 7

AUO Chairman Predicts a Healthy Second Half of 2018 for Panel Industry

by Andrew Fenn

Digitimes reports that AU Optronics chairman Paul Peng has high hopes for the panel industry, as smartphone and TV brands bolster their inventories heading into the second half of 2018. The company is currently …

Taiwan Small Panel Shipments Up in July

by Yvette Raikes

Monthly shipments of small and medium panels for the four main Taiwanese suppliers were up 6.0% MoM and 14.6% YoY to 115.249 million. Hannstar Display saw turnover for July of NT$1.6 billion ($52.9 million), …

Taiwan Small-to-Medium LCD Panel Shipments to Decline 2% in 2018 Q3

by Andrew Fenn

Digitimes Research says that small-to-medium LCD panel shipments from Taiwan-based firms will decline 2% during the third quarter of 2018. This drop has been attributed to the extension of LCD profile-cutting to support ‘notched’ …

Tags:Mobile Display Monitor| Small Medium Panel Supply| Smartphone Market| Taiwan| Vol 25 - Issue 30

DSCC Smartphone Display Cost Report Highlights Profitable Rigid OLED Business

by Andrew Fenn

DSCC has released its OLED Smartphone Cost Report for the second quarter of 2018, highlighting a number of issues in the market. The report illuminates the huge impact of fab utilisation on fixed costs …

Tags:Market Data| Mobile Display Monitor| Small Medium Panel Supply| Smartphones| Vol 25 - Issue 28

Change in Smaller Panel Shipments Small Sequentially but Up on Year

by Yvette Raikes

Small and medium panel shipments were up 0.1 MoM and 11.8% YoY to 108.69 million for the top four suppliers in Taiwan. AUO reported June turnover of NT$24.83 billion ($812 million), down 3.5% MoM …

DSCC Expects Samsung OLED Revenues to Recover

by Bob Raikes

DSCC said in a blog post that it expects Samsung Displays’ fab utilization rate will continue to improve as it builds up volumes to meet the demands for flexible OLEDs for Apple, Samsung and …

Supply Tightening for Smartphone Panels

by Bob Raikes

China-based research company, Sigmaintell Research has forecast that supply demand balance for smartphone displays will get closer to equilibrium in the third quarter of 2018, as seasonal demand patterns drive volume growth to around …

Tags:Mobile Display Monitor| Pricing| Small Medium Panel Supply| Smartphones| Vol 25 - Issue 22

BC08 Tianma Looking for Full Screen Takeover

by Bob Raikes

Charles Peng is from Tianma and he talked about the new era of mobile phone displays. 5G will soon be available with high speed and low latency enabling new AI applications. The smartphone will …

BC02 Mizhuo Thinks Investment is a ‘Bit Crazy’

by Bob Raikes

Nakane-san is from Mizhuo Securities and, like Ross Young, the previous speaker, he is another veteran of the display industry. He had more than 150 slides – also with a lot of text! Not …

BC01 Young Sets out the Development of LCDs & OLEDs

by Bob Raikes

The first speaker was Ross Young, who talked about the year and introduced DSCC which is now two years old and has eight employees. The company now has four OLED reports, two display cost …

April Sees Reduction in Small Panel Shipments

by Yvette Raikes

Overall small and medium panel shipments for the “big four” fell 5% MoM in April to 92.92 million, although this was up 5.2% from last year. AU Optronics posted revenue for April of NT$24.477 …

Taiwan Small and Medium-Sized Panel Shipments to Rise in 2018 Q2

by Andrew Fenn

Shipments of small and medium-sized LCD panels coming from Taiwan will grow 8.6% quarter-on-quarter in the second quarter of 2018, Digitimes Research has predicted. Increased demand from Chinese entry-level and mid-range smartphone manufacturers and …

Tags:Market Data| Mobile Display Monitor| Small Medium Panel Supply| Vol 25 - Issue 17