Supply Chain – Page 20 – Display Daily

Asus Touch Orders Return to Taiwan

by Tom Allen

Touch panel orders for Asus’ Zenfone smartphones will be moved from O-Film back to makers in Taiwan, say sources in the country. The new suppliers will include JTouch, TPK and Young Fast Electronics. O-Film …

Rigidtech Expands PSS Capacity and Uses

by Tom Allen

Rigidtech Microelectronics is setting up a factory in China to produce patterned sapphire substrates (PSS). Volume production will begin at the end of 2015, with an initial monthly capacity of about 100,000 units – …

Quanta Rises in March, But Q1 is Down

by Tom Allen

Quanta shipped 4 million notebooks in March, rising 48.1% MoM and 11.1% YoY. The company says that its Q1 shipments were 9.9 million – down 22.7% QoQ and 5.7% YoY. Shipments in April and …

Pegatron Capacity Utilisation Falls

by Tom Allen

Pegatron says that its notebook shipments were up between 30% and 40% MoM in March, to 650,000 – 700,000. Q1 shipments were not so bright, falling 20% QoQ and 20% – 30% YoY, to …

LG Cannot Meet OLED TV Demand

by Tom Allen

An offical at LG has told CNet that the company is struggling to meet the demand for OLED TVs. “There’s enough demand right now that we can’t build OLED TVs quickly enough”, said David …

LG Invests in Chinese Polariser Production

by Tom Allen

LG Chemical is to expand polariser production in China. The company will invest $100 million to expand production in Nanjing, raising annual capacity from 40 million m² to 54 million m². LG Chem also …

CEC Opens IGZO Line

by Tom Allen

CEC Panda has opened a new G8.5 IGZO LCD production line in Nanjing, China. CNY29.2 billion ($4.7 billion) was invested in the fab, which has an annual output of 720,000 substrates. These substrates can …

Apple Watch…But Touch Makers are Optimistic

by Tom Allen

Supply chain sources, including touch panel maker TPK, have told Asian media that Apple Watch yields are rising, after a low Q1. Total shipments in 2015 are expected to reach 15 million units. Two …

Apple Cuts Watch Targets on Display Concerns…

by Tom Allen

According to Taiwan’s UDN Mobile, Apple has halved its Apple Watch shipment targets. The new target is 1.25 million – 1.5 million units per month, from 2.5 million – 3 million. ‘Sources in Apple’s …

Nanosys Doubles QD Capacity on UltraHD Demand

by Tom Allen

Nanosys has doubled its quantum dot production capacity, to 25 tons per year. The new capacity enables Nanosys to provide optical components to more than 6 million 60″ UltraHD TVs a year and the …

Sapphire Capacity Expands in China

by Tom Allen

Biel Crystal Manufactory and Lens Technology, Chinese sapphire makers, have expanded their production capacities, according to industry sources. The companies made the move due to the growing adoption of sapphire in wearable and smartphone …

30% Yield Rate Rumoured for Apple Watch

by Tom Allen

G is For Games claims that Quanta, which manufactures the Apple Watch, has a yield rate of just 30%. It is unclear at this time what is causing the problems. Quanta has taken on …

Tags:Apple| Apple Watch (iWatch)| Mobile Display Monitor| Supply Chain| Vol 22 - Issue 12