Supply Chain – Page 16 – Display Daily

Competition Rises in 43″ Panel Supply

by Milos Pavlovic

Sources in the panel maker supply chain have said that Chinese makers are to raise their 43″ TV panel production. This size is currently dominated by AUO and LG Display; however, it is reported …

2016 AIO PC Production Dominated by Quanta

by Tom Allen

Quanta has received more than 70% of HP’s AIO PC orders for 2016, say sources in the Asian supply chain. The company also produces many of Apple’s iMacs. Meanwhile, Dell’s AIO PC orders are …

Asus Lowers Notebook Forecast on Fluctuating Exchange Rates

by Tom Allen

Asus has lowered its notebook shipment target for Q3, says the Taipei Times. The company is apparently aiming to ‘lower sales exposure’ in some emerging markets to prevent losses due to currency exchange rates. …

CPT Will Deliver Flexible AMOLEDs in 2017

by Tom Allen

CPT and ITRI agreed the transfer of flexible AMOLED technology and touch panel integration last month (CPT Signs Technology Agreement with ITRI). Now, there are reports that CPT expects to begin mass-production of flexible …

Panel Inventory to Reach New Peak in Q3

by Tom Allen

LCD TV panel inventory will be higher than normal in the second half of 2015, due to softer demand and increased output, says IHS. Peak panel inventory (4.7 weeks’ worth) was reached in December …

Chinese Tablet Supply Chain Shifts

by Tom Allen

Chinese tablet supply chain makers have been shifting production to other applications, according to ET Mag‘s sources. In light of falling orders from Chinese white box tablet vendors, companies have been moving to smartphones, …

Tags:China| Mobile Display Monitor| Supply Chain| tablets| Vol 22 - Issue 33

LG Raises OLED Investment on Chinese LCD Progress

by Tom Allen

LG Display is to shift its investment priority to OLED displays, due to the speed with which Chinese rivals are catching up in the LCD market. Over the next 10 years, LGD plans to …

China Makers Raise Panel Market Share

by Tom Allen

According to China’s Sigmaintell Consulting, BOE, CSOT and Nanjing CEC Panda together shipped 79.4 million large-size TFT-LCD panels in the first half of the year. This is a 16% YoY increase and represents 20.3% …

Rising Touch Shipments for Mobile Devices

by Tom Allen

ET Mag says that Chinese touch panel makers will ship more than 179.5 million units in Q3’15: a 15.5% QoQ rise. Shipments will consist of 153 million units for smartphones (up 15.6%), 25.26 million …

Asus Predicts Stronger Second Half

by Tom Allen

Asus shipped 4.3 million notebooks in Q2’15, down from 4.8 million in Q1’15 and 4.6 million in Q2’14. Desktop shipments were 500,000 units, down 100,000 from Q1. Asus has said that it is aiming …

Foxconn Set for Success in Emerging Markets

by Tom Allen

As more smartphone vendors look to Brazil and India, Foxconn will benefit, say sources from Asia. Vendors are seeking local production partners, as Brazilian and Indian governments are imposing high tariff rates on imported …

Surface Orders to Increase

by Tom Allen

Sources from the upstream supply chain have said that Microsoft’s orders for new Surface 2-in-1 devices will be 50% higher than last year in Q4’15. Order visibility has already reached the end of 2015, …

Tags:Microsoft| Mobile Display Monitor| Supply Chain| tablets| Vol 22 - Issue 32