Micro LED Apple Watch production faces significant changes
March 14, 2024
In a surprising twist, LED giant ams OSRAM has called off a significant Micro LED collaboration with Apple, casting substantial uncertainty on the launch of the much-anticipated Micro LED version of the Apple Watch as its sole chip supplier.
Global top 10 foundries Q4 revenue up 7.9%
March 12, 2024
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
Taiwan’s foundry capacity share projected to decline to 41%
December 14, 2023
TrendForce’s latest findings show that as of 2023, Taiwan holds approximately 46% of global semiconductor foundry capacity, followed by China (26%), South Korea (12%), the US (6%), and Japan (2%).
Toppan to acquire JOLED's Nomi Site
December 06, 2023
Toppan Inc. has entered into a sale and purchase agreement with OLED developer and manufacturer JOLED Inc. for the land and buildings at the JOLED Nomi Site in Nomi, Ishikawa Prefecture, Japan.
Top 10 foundries experience 7.9% QoQ growth in 3Q23
December 06, 2023
The third quarter of 2023 was a dynamic quarter for the global foundry industry – marked by an uptick in urgent orders for smartphone and notebook components, according to TrendForce’s research.
Global TV shipments fall below 197M units for the first time in 2023
November 29, 2023
TrendForce’s latest research indicates that despite a decrease in the CPI in Europe and the US this year, consumer budgets are still constrained due to the current high-interest-rate environment, and the real estate bubble in China has suppressed TV demand.
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
X-FAB set to receive funding for European push
October 18, 2023
X-FAB is set to receive subsidies as part of the new Important Project of Common European Interest in Microelectronics and Communication Technologies (IPCEI ME/CT). The funding will span across three of X-FAB's sites.
OLED monitor shipments predicted to soar 323% in 2023
October 13, 2023
TrendForce reports that the ever-expanding dimensions of OLED products, combined with the ambitious plans of several top-tier brands, mean that 2023 could see OLED monitor shipments hitting a staggering 508,000 units—an astronomical YoY surge of 323%.
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%.
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.
Q2 revenue for top 10 IC design houses surge 12.5%
September 21, 2023
Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to USD 38.1 billion, marking a 12.5% quarterly increase.
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%.
Rumour: Noctiluca to supply components to Apple?
July 21, 2023
Poland's Noctiluca has revealed that it has signed an Evaluation License Agreement with an unnamed Californian consumer electronics manufacturer. The Polish media believes the customer is Apple.
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%.
Foldable smartphone shipments to soar by over 50% YoY
May 24, 2023
TrendForce estimates that shipments of foldable smartphones will reach 19.8 million units in 2023, marking an impressive YoY growth rate of 55% compared to 12.8 million units last year.
UDC and PPG open new Irish OLED manufacturing site
May 22, 2023
Universal Display Corporation and PPG have officially opened a new OLED manufacturing facility in Shannon, Ireland. The site is expected to double the production capacity and diversify UDC's manufacturing footprint for energy-efficient phosphorescent OLED emissive materials.
eMagin enters merger deal with Samsung Display
May 19, 2023
US micro OLED company eMagin has entered into a definitive merger agreement with Samsung Display. Under the terms of the agreement, the South Korean company will pay USD 2.08 per eMagin share in cash, in a transaction valued at approximately USD 218 million.
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.
UDC acquires OLED assets from Merck KGaA
May 04, 2023
Universal Display Corporation has acquired the Phosphorescent OLED Emitter IP assets of Merck KGaA, Darmstadt, Germany.
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.
OLED materials projected to reach a valuation of $3B in 2025
April 12, 2023
TrendForce’s latest report, “AMOLED Technology and Market Status”, reveals that OLED, the next generation of digital displays, has not only taken hold of the smartphone market but is also beginning to make its move into other applications.
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.
ams Osram stands to benefit from Apple adopting micro LED
February 02, 2023
According to TrendForce, Apple is expected to adopt Micro LED for its consumer electronic products in the close future.
Seiko Epson and Universal Display enter OLED evaluation agreement
January 18, 2023
Universal Display Corporation has entered into an OLED evaluation agreement with Seiko Epson Corporation.
Foldable smartphones will drive up market value for hinges
January 16, 2023
Annual global shipments of foldable smartphones are projected to climb from around 12.8 million units for 2022 to around 18.5 million units for 2023, says TrendForce in its latest report on the market for OLED displays.
Shipments of TV panels are projected to drop by 2.8% YoY for 2023
January 13, 2023
The ongoing Russia-Ukraine military conflict and high inflation will continue to affect the global economy and politics during 2023.
LCD monitor shipments to return to pre-pandemic levels for 2023
January 10, 2023
According to TrendForce’s latest analysis of the market for LCD monitors, device shipments are estimated to reach around 135 million units for 2022, showing a YoY drop of 7%.
Global TV shipments are projected to drop by 3.9% YoY
December 22, 2022
TrendForce’s latest research finds that TV brands’ promotional activities related to China’s Singles’ Day were helped by the steep decline in display panel prices.
Mini LED backlit automotive display modules forecasted to total around 450,000 units for 2023
December 21, 2022
According to TrendForce’s latest research, shipments of Mini LED-backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers.
Mycronic receives order for an FPS10 Evo
December 19, 2022
Swedish Mycronic AB says that it has received an order for an FPS10 Evo from a new, unnamed, customer in Asia.
Penetration rate of smartphones with OLED display is rising
November 30, 2022
According to TrendForce’s latest research, the penetration rate of smartphones that feature an OLED panel (regardless of whether the OLED panel is the rigid, flexible, or foldable type) is projected to climb from around 47.7% in 2022 to 50.8% in 2023. Then, by 2026, the penetration will climb above 60%.
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