Looming Price Hikes, Tight Supply for LCD Driver ICs

Rising demand for internet of things (IoT), automotive electronics and smart home devices are driving foundries to shift some of their 200-mm production from LCD driver ICs to more profitable power management IC (PMIC) and microcontroller (MCU) devices, according to WitsView, a division of TrendForce. The result: panel makers should expect five to 10 percent higher…

Production Capacity for AMOLED Panels Expands; China’s Share to Rise

Due to rising demand for OLED displays in smartphones and high-end flat panel TVs, panel manufacturers are making bigger investments in new OLED display fab construction, according to market research firm IHS Markit. This investment is expected to increase global production capacity of AMOLED panels — including both red-green-blue (RGB) OLED and white OLED (WOLED)…

Notebook Panel Prices Remain Low

Low pricing for notebook panels is putting pressure on panel makers to maintain fab loading and gain market share, according to a new IHS Inc. report. In addition, low prices coupled with oversupply is hurting their profitability. “Panel cost structure has become crucial in the struggle to stay competitive,” said Jason Hsu, supply chain senior analyst…