Trade Resources Industry Views Taiwan Makers Expanding High-End Panel Production

Taiwan Makers Expanding High-End Panel Production

Taiwan panel makers are continuing to see pressure from China makers as they expand production capacity for high-end handset panels.

China makers are focusing on LTPS TFT LCD production, with capacity expected to continue increasing throughout 2015 and into 2016. The ample supply coupled with production from Japan and Korea could drop pricing for the technology, pushing down prices for a-Si technology.

Taiwan makers are focused on a-Si production in the high-end handset panel segment, said market observers, adding that the makers do not have plans to establish new LTPS TFT LCD facilities.

Chunghwa Picture Tubes (CPT) in particular plans to produce a-Si panels and AU Optronics (AUO) will aim to use the technology for high-end handset panels. Innolux on the other hand is expected to promote the technology for entry-level and mid-range handsets.

However, Taiwan makers are focusing on orders from China, with recent trends indicating that demand for high-resolution, low-priced units is still on the rise, making a-Si technology a competitive technology for Taiwan makers in the handset segment over the next year, Digitimes Research added.

Source: http://www.digitimes.com/news/a20140925PD210.html
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Taiwan Makers Feel Pressure From High-End Handset Panel Production in China