Supply Chain

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Driver IC Demand to Rise With High-Res Display Sales

by Vanessa Browning

Taiwanese LCD driver IC supply makers expect to see improved performances heading into Q2’15, as LCD TV and smartphone vendors begin to release high-resolution products. For example, LCD driver IC demand for UltraHD TVs …

Tags:Display Drivers| Large Display Monitor| Supply Chain| Taiwan| Vol 22 - Issue 12

AUO Focuses on Five Areas for Panel Promotions

by Tom Allen

AUO is focusing on five key areas to promote panel sales this year, said president Paul Peng. They are UltraHD resolution; curved display technology; integrated touch; image improvement technologies such as wide colour gamut; …

Tags:AUO| Large Display Monitor| LCD Panels| Mobile Display Monitor| Quantum Dots| Supply Chain| Vol 22 - Issue 12

Microsoft Searches for Low-Cost Touch

by Tom Allen

Microsoft Mobile is said to be searching for a supplier of a low-cost on-cell touch panel(s), for handsets. The company is developing cheaper mobiles this year, reacting to strong challenges from rivals.

Tags:Microsoft| Mobile Display Monitor| Supply Chain| Touch Interfaces| Vol 22 - Issue 11

Production Ramp to Lower TV Panel Pricing

by Tom Allen

Pricing of LCD TV panels will soften in Q2’15, say sources in Asia, as China’s BOE ramps up production at the G8.5 Chongqing plant. LG Display will also increase its shipments. These factors will …

Tags:Large Display Monitor| LCD Panels| Pricing| Supply Chain| TV Production| Vol 22 - Issue 11

20% Fall Forecast for PCs

by Tom Allen

Efforts to clear inventory have limited PC shipments worldwide in Q1’15. It is thought in Taiwan that this will cause a 20% QoQ fall in shipments, according to ODMs and component makers. PC demand …

Tags:Mobile Display Monitor| PC Market (Personal Computers - PCs)| Supply Chain| Vol 22 - Issue 11

Microsoft Looks to China From Taiwan

by Tom Allen

Microsoft is increasing its orders to Chinese smartphone makers, as it switches away from Taiwanese manufacturers, say supply chain sources. The company has apparently made the shift to reduce its costs. Truly Optoelectronics is …

Tags:China| Microsoft| Mobile Display Monitor| Smartphones| Supply Chain| Vol 22 - Issue 10

Low-Cost Competition Causes Amazon Order Cuts

by Tom Allen

Tablet shipment orders to Compal and Quanta have been cut by Amazon, says China’s Economic Daily News. The EDN report cites Taiwanese supply chain makers. It claims that the cut in orders is due …

Tags:Amazon| Compal| Mobile Display Monitor| Quanta| Supply Chain| tablets| Vol 22 - Issue 09

Chinese Panel Share Rising at Korean Expense

by Tom Allen

Sources speaking to Business Korea have said that the Korean panel industry is increasingly being threatened by that of China, due to the Chinese government’s support. The sources said that the combined market share …

Tags:China| Korea| Large Display Monitor| LCD Panels| Market Shares - Panels| Mobile Display Monitor| Small Medium Panel Supply| Supply Chain| Vol 22 - Issue 09

Panel Pricing Falls Slightly in February

by Tom Allen

Average monitor panel prices fell about 1% in February, says DisplaySearch, with rising amounts of G8, G6 and G5 capacity being released for notebooks and tablets. Panel inventory build-up is currently a low risk, …

Tags:Large Display Monitor| LCD Panels| Mobile Display Monitor| Production| Small Medium Panel Supply| Supply Chain| Vol 22 - Issue 09

Lenovo Declines to Ramp Production

by Tom Allen

Notebook shipments at LCFC (Hefei) Electronics, a joint venture between Lenovo and Compal, will not be ramped higher in the next fiscal year, say sources in the supply chain. The decision was taken due …

Tags:Compal| Large Display Monitor| Lenovo| Mobile Display Monitor| Notebooks| Supply Chain| Vol 22 - Issue 08

Sony to Boost OGS Touch Panel Orders

by Helen Vince

Reports suggest that Sony is planning to increase orders of one glass solution touch panels with Truly Optoelectronics, which make the firm one of Sony’s main handset touch panel suppliers. At the same time, …

Tags:Mobile Display Monitor| sony| Supply Chain| Touch Displays| Vol 22 - Issue 07

Polariser Prices Continue to Fall

by Tom Allen

Polariser prices have dropped by about 3% per quarter for ‘the last few quarters’, sources have said, with the trend expected to continue in Q1’15. The decline will slow by Q2. Orders are expected …

Tags:Large Display Monitor| Mobile Display Monitor| Polarisers| Supply Chain| Vol 22 - Issue 06