The Industrial Technology Research Institute (ITRI) forecasts that AI will transform the display panel industry in three key areas: image quality, energy efficiency, and human-machine interaction.
Taiwan-headquartered electronics manufacturer Wistron, a major Apple supplier, is investing $24.5 million in a new factory in Vietnam's northern province of Ha Nam, according to a report published by a local media, the Investor Vafie Magazine.
BOE Technology, the largest Chinese display panel manufacturer, is reportedly placing equipment orders for its 8.6-generation (8.6G) OLED panel plant under construction in China. Many South Korean equipment makers, including Sunic System, Avaco, Shinsung E&G, and DMS, are expected to benefit as potential suppliers.
At InfoComm 2024, North America's largest display expo, Samsung Electronics, and LG Electronics are set to showcase various commercial display solutions, all featuring AI technology applications.
Radiant Opto-Electronics, a major backlight module manufacturer, held its shareholders meeting on May 28, 2024, completing the election of a new board of directors, with all proposals passed successfully. The new board convened an interim meeting immediately following the shareholder's meeting, electing Yu-chao Wang as chairman and president, thus beginning a new chapter in the leadership transition.
E Ink Holdings, a major e-paper manufacturer, is nearing the end of its inventory clearance phase. Chairman Johnson Lee stated that the inventory of modules is expected to be nearly cleared by the end of May.
As global TV shipments declined in the first quarter of 2024, but demand for 75-inch and larger TVs remained strong. Notably, regional market differences have led to varying brand performances.
OLED panels used for external screens/monitors remain dominated by the two major South Korean panel manufacturers, Samsung Display (SDC) and LG Display (LGD), becoming a new growth driver for both firms with an annual shipment growth of around 20%.
Besides being a key supplier for Apple's IT products, leading backlight module manufacturer Radiant Opto-electronics has been actively expanding into the telematics market in recent years. It is anticipated that the order quantity and revenue will significantly increase by 2026, reaching a peak by 2028 and expected to extend until 2030.
The most unexpected development in Qisda's history occurred in 2005, when the company's predecessor, BenQ, failed to merge with Siemens Mobile. It made a large loss of NT$30 billion (US$927.4 million) at the time. For the industry, BenQ's failure to integrate Siemens Mobile remains a lethal mergers and acquisitions lesson.
Taiwan's LED leader Ennostar will adopt a "3+1" strategy to meet the transformation challenges ahead and will collaborate closely with panel maker AU Optronics (AUO) and MicroLED expert PlayNitride to create a "dream team" dedicated to pioneering advanced MicroLED displays, according to Paul Peng, chairman of both AUO and Ennostar.
Taiwan's major panel specialist Innolux is poised to wow the audiences at the upcoming Touch Taiwan 2024 by showcasing the industry's first color conversion MicroLED display technology alongside other pioneering MicroLED innovations and applications.
After fully embracing AI with the recent launch of the Galaxy S24 series flagship smartphones, Samsung Electronics unveiled its new lineup of Neo QLED, OLED, and Lifestyle series displays in Taiwan on April 17, where it also emphasized the advantages of AI in improving display performance and color rendering. By offering a more complete product line, Samsung hopes to take a leading sales position in the high-end display market and maintain double-digit growth for large-size TV sales in Taiwan in 2024.
E-paper solution provider E Ink Holdings (EIH) will showcase its strategic alliances in e-paper module production, IC design, and solar-powered systems, alongside its wide array of other e-paper solutions at the 2024 Touch Taiwan.
Despite the decline in the global TV market, market experts project that MiniLED TVs, given their cost-effectiveness, will surpass OLED TVs in shipment volume for the first time this year.
Samsung Display Vice President Kim Hyun Jae believes that AR/VR displays will trend from LCDs toward micro OLED and micro LED technologies as the market for metaverse applications continues to grow. Samsung Display will focus on micro LEDs for AR applications, while micro OLEDs will primarily be used for VR/MR displays.
