Supply Chain – Page 19 – Display Daily

Wistron Forecasts Positive Second Half

by Tom Allen

Wistron expects its notebook shipments to be flat in this quarter, from last quarter’s 4.7 million units. However, the company has told the Taipei Times that it is optimistic for the second half of …

Microsoft Will Lower Smartphone Orders

by Tom Allen

Smartphone makers say that Microsoft has lowered its orders for low-cost models, as demand in emerging markets has been lower than expected. The makers estimate that orders will fall as much as 20% MoM …

Tags:Microsoft| Mobile Display Monitor| Smartphones| Supply Chain| Vol 22 - Issue 20

TV Panels Rise While Tablets Fall at Innolux

by Tom Allen

Innolux president JC Wang has said that the company expects to reach 40-45 million UltraHD TV panel shipments this year. While 30% of Innolux’s panels were 50″+ in Q1, that number is forecast to …

TPV to Ship 70+ Million LCD Products

by Helen Vince

TPV says it expects to ship more than 70 million LCD products in 2015, of which more than half will contain display and chip components supplied by Taiwanese manufacturers. Innolux, AU Optronics and Mediatek …

WSJ Confirms Taptic Engine Limiting Watch Supply

by Tom Allen

Image credit: WSJSources have told the Wall Street Journal that one of the issues limiting supply of the Apple Watch is a defective taptic engine (a new component providing haptic feedback) as rumoured in …

Radiant Predicts High Smartphone BLU Shipments

by Tom Allen

Radiant Opto-Electronics expects backlight units (BLUs) for smartphone applications to represent between 20% and 25% of its consolidated revenues in the second half of the year. The company said that it would invest NT$3 …

Quantum Materials’ QD Capacity Rises Eight Times

by Tom Allen

Quantum Materials has taken early delivery of a larger quantum dot production system, more than eight times larger than its current installed capacity. The new continuous-flow process equipment will extend capacity by 2,000kg. It …

Bloomberg Claims SDC’s A3 Line Has Started Production

by Tom Allen

According to Bloomberg, Samsung Display has begun to produce flexible OLED displays at its G6.5 A3 line – which was expected to begin production in June. Bloomberg claims that the new fab will more …

AGC Moves Production From Japan to China

by Tom Allen

Asahi Glass will build a new furnace for TFT-LCD glass substrates in Guangdong Province, China, the company has announced. With the new agreement, AGC will be able to establish an integrated production system from …

Apple Watch Supply Issues Caused by Display and Motor

by Tom Allen

An analyst at China’s KGI Securities, Ming Chi-Kuo, says that the Apple Watch supply issues (Apple Cuts Watch Targets on Display Concerns…) have been caused by difficulty in producing two components. The first is …

Tags:Apple| Apple Watch (iWatch)| Mobile Display Monitor| Supply Chain| Vol 22 - Issue 17

Rumour: Apple Takes on JOLED for iPad

by Tom Allen

Korea’s ET News claims that Apple has contracted JOLED – a joint venture between Japan Display, Sony and Panasonic – to produce OLED panels for its next-generation iPads. Similar rumours have appeared before, claiming …

BOE Looks to OLED Production in 2015

by Tom Allen

OLED-Info, citing ‘reports’, says that China’s BOE is aiming to start small-sized OLED production in the second half of this year. The company is ordering equipment for its G5.5 LTPS fab in Ordos, which …