TV brands yay pass US tariff costs to consumers – May 06, 2025 TrendForce’s latest research indicates that US reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum.
LG Display’s Guangzhou LCD plant officially transferred to CSOT April 03, 2025 LG Display’s Guangzhou Gen 8.5 LCD line has officially transferred to CSOT and been renamed “T11”. CSOT will now own two Gen 6, four Gen 8.5, one Gen 8.6, and two Gen 10.5 LCD production lines with this acquisition.
Global semiconductor market to grow by 15% in 2025 December 12, 2024 Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
LG Display to invest $1 billion in Vietnam OLED plant November 18, 2024 With the new investment, LG Display wants to ramp up OLED panel output after selling its LCD factory in China for USD 1.5 billion.
NexChip and Samsung Foundry lead LCD and OLED driver IC markets October 23, 2024 NexChip and Samsung Foundry have emerged as major leaders in the display driver IC (DDIC) industry for 3Q24, according to the most recent insights from Omdia's Display Driver IC industry Tracker.
TCL to acquire LG Display’s Guangzhou plant October 01, 2024 TCL Group announced on September 26th its plans to acquire 80% equity in LG Display’s 8.5-generation LCD panel plant in Guangzhou (including 10% previously held by Shenzhen Skyworth) and 100% equity of the module factory through its subsidiary, CSOT.
LG Display sells China LCD plant for $1.5 billion September 27, 2024 According to a regulatory filing, LG Display will hand over all of its stake in the plant to China Star Optoelectronics Technology, a subsidiary of Chinese home appliance giant TCL, on March 31, 2025.
VR/MR device shipments to reach 37 million units by 2030 August 05, 2024 TrendForce’s latest report reveals that shipments of near-eye displays are expected to increase year-by-year over the next few years following inventory clearance.
Compal to invest $15.4m in Polish plant July 08, 2024 Compal, a Taiwan-based contract electronics manufacturer, has announced plans to build its first factory in Poland. It wants to target European automotive firms.
Softbank to buy Sharp's Osaka facility June 10, 2024 Japanese investment giant SoftBank has reached an agreement with Sharp to convert its Sakai plant site from an LCD television panel factory into an AI data centre.
Intel to take over Sharp's liquid crystal display plants June 07, 2024 US chip giant Intel will work with its 14 Japanese partners to save costs and conduct research into back-end chip production and assembly processes.
E-paper displays: More than paper – for a smart world The principle of e-paper displays is based on charged particles suspended in a clear liquid. These move to the sides of microcapsules or microcups and become visible when an electric field is applied. E-paper displays show images and text even in bright light and in direct sunlight. They do not require backlighting. Under the motto "More than paper - for a smart world", the Asian company Seekink Inc. has developed numerous e-paper display technologies since 2015. The company has grown to become one of the largest manufacturers of e-paper and offers not only classic e-paper displays (EPD), but also complete solutions based on the latest technologies such as NFC, WLAN and Bluetooth.
SEACOMP opens manufacturing facility in Tijuana May 31, 2024 US-based electronics manufacturing services provider SEACOMP has formally launched its new 60,000 square foot factory in Mexico.
Siliconware Precision breaks ground on Malaysian plant May 28, 2024 Taiwan's semiconductor packaging and testing company Siliconware Precision Industries is pressing ahead with its development of a new $1.2 billion facility in Bandar Cassia Technology Park, Penang.
US tariff barriers boosts Utilisation rates at Taiwanese foundries May 22, 2024 The White House announced new tariffs on Chinese imports on May 14th, including a 50% tariff on semiconductor products manufactured in China, which will take effect by 2025. Something that has led to an increase in orders for Taiwanese foundries.
Sharp to close its Sakai gen 10 line May 14, 2024 Sharp has officially announced the impending end of production at its Sakai Gen 10 facility in Japan, scheduled for the third quarter of 2024.
Vedanta set to own 98.2% of display maker AvanStrate May 13, 2024 India-based mining and electronics group Vedanta will acquire an additional 46.57% stake in Japan's AvanStrate Inc for $78.3 million. The transaction is expected to be completed by June 2024.
JDI completes the sale of Higashiura fab to Sony April 16, 2024 Back in March last year, Japan Display Inc (JDI) announced that it was going to sell its Higashiura fab facilities. The company has now completed the sale of the former Higashiura fab facilities to Sony Semiconductor Manufacturing Corporation (SCK).
LG Electronics expands home appliance AI chip range April 12, 2024 Korea's LG Electronics is set to extend its appliance-specific on-device AI chip, DQ-C, to 46 models by the end of the year.
Rebound in mini LED product shipments in 2024 November 06, 2023 Due to declining demand in consumer electronics, shipments of Mini LED products are expected to decrease to 13.337 million units in 2023, says TrendForce. However, the market is projected to rebound in 2024, with shipments estimated at 13.792 million units, and the growth trend is expected to continue through 2027
Manufacturers from China have increased their dominance September 29, 2023 At least in the in the auto display market. Omdia reports that Chinese companies have emerged as the top suppliers in the automotive display market in the first half of 2023, holding a market share of 45.3%.
Shipments of smartphone panels forecasted to drop by 9% YoY September 28, 2023 TrendForce projects that shipments of smartphone display panels (smartphone panels) will reach approximately 1.85 billion pieces in 2023, reflecting a YoY increase of 8.7%.
Market share of OLED automotive panels continues to grow September 26, 2023 The latest “Automotive Display Market Analysis” from TrendForce indicates that the overall demand for automotive display panels (automotive panels) is gradually stabilizing and shows an upward trend as the automotive market as a whole slowly recovers, and promotional activities related to smart cockpits continue to expand.
Kyocera signs distributor TTI to provide LCD displays September 11, 2023 TTI, Inc., is now an authorised distributor of Kyocera LCD display products in North America. The companies will focus on expansion opportunities in the industrial, medical and eMobility markets.
Japanese watchmakers and Western automakers boost micro LED market August 10, 2023 Mass production of large displays and wearable devices is propelling the Micro LED market. TrendForce predicts that the market value of Micro LED chips will reach USD 27 million in 2023, indicating a YoY growth of 92%.
Global LCD monitor shipments see 7.4% QoQ decline in 1Q23 June 15, 2023 TrendForce reports that in the first quarter of 2023, global shipments of LCD monitors fell 7.4% QoQ to 28.8 million units, marking a YoY decline of 20.5%.
Chinese brands boost global TV shipments to pre-pandemic levels May 18, 2023 TrendForce investigations show that Chinese brands have pushed global TV shipments in 1Q23 to an impressive 43.37 million units.
TV panel demand heats up, Gen 5+ LCD capacity utilisation rate to rise to 77% May 08, 2023 The panel market has become imbalanced due to the continuous addition of new production capacities and a significant slowdown in demand post-pandemic. In response, panel makers have effectively reduced inventory by lowering capacity utilisation rates to below 70% in 2H22.
Samsung to bring OLED to next-gen Ferrari models April 13, 2023 Samsung Display has signed a memorandum of understanding (MOU) with Ferrari to develop a display solution for implementation in Ferrari’s next-generation models.
Shipments of gaming monitors fell to 19.8M units in 2022 April 10, 2023 TrendForce’s latest research revealed that shipments of gaming monitors have seen their first decline since 2016 due to high inflation, resulting in only 19.8 million units being shipped in 2022 for a 13% YoY decline.
LCD monitor panel output predicted to increase 15% QoQ in 2Q23 March 30, 2023 TrendForce estimates that approximately 31.9 million LCD monitor panels were shipped in 1Q23, indicating a 2.6% QoQ and 33.4% YoY decline.
Display driver IC prices predicted to Stabilise in 2Q23 March 22, 2023 Panel makers have aggressively driven down the prices of display driver ICs (DDIs) over the past few quarters in response to slumping panel prices. Meanwhile, foundries have not made any significant price adjustments recently.