Innolux Corp (群創) had the fourth-biggest market share in the global LCD TV panel market last month, thanks to a pickup in seasonal demand, statistics provided by market researcher TrendForce Corp (集邦科技) showed last week.
Innolux shipped 3.49 million units of TV panels last month, up 1.8 percent from June’s 3.43 million units, TrendForce said in a report on Thursday. Shipments of the company’s 23.6-inch panels last month increased by 74.2 percent month-on-month to 1.27 million units, it added.
However, Innolux’s 1.8 growth rate, which was limited by its capacity, was smaller than the 5 percent average monthly increase posted by the world’s top six TV panel manufacturers last month, TrendForce said.
Last month’s increase will help global TV panel shipments grow at a quarterly rate of between 8 and 9 percent this quarter, aided by seasonal demand for Black Friday sales in Europe and the US and holiday sales in China, TrendForce said.
However, Innolux has to find other channels for its new 23.6-inch TV panels, “as orders from Mexico stopped,” TrendForce analyst Iris Hu (胡家榕) said in the report.
“Starting in the second quarter, Innolux has worked with TV brands to prop up the demand for the 23.6-inch panels and developed markets in other regions, including Southeast Asia and emerging markets,” Hu said.
Local rival AU Optronics Corp (AUO, 友達光電), ranked sixth last month by shipping 2.26 million units, posting an increase of 0.8 percent from June’s 2.24 million units.
AUO has been fully operating its 7.5-generation and 8.5-generation plants to cope with increasing demand from TV vendors ahead of a coming peak season, TrendForce said.
However, the company’s shipment growth has been constrained by its “limited production capacity,” Hu said.
LG Display Co remained the world’s biggest TV panel maker last month, with shipments increasing by 5.7 percent to 4.49 million units from the previous month.
Samsung Electronics Co, the second-biggest TV panel maker, last month posted the largest growth in shipments, increasing them by 11.5 percent from a month ago to 4.46 million units, on the back of demand for 40-inch, 55-inch and 65-inch TV panels, TrendFroce said.
As Samsung plans to close down its L7-1 production line by the end of this year, the company might see TV panel shipments decline by 70 percent annually this year, TrendForce said.
China’s BOE Technology Group (BOE, 京東方) took the third spot last month by shipping 4 million units of TV panels, down about 1 percent from June’s 4.04 million units, while China Star Optoelectronics Technology Co (華星光電) came in fifth by increasing its shipments by 9.1 percent to 2.86 million units, TrendForce said.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s largest contract chipmaker, yesterday said its materials management head, Vanessa Lee (李文如), had tendered her resignation for personal reasons. The personnel adjustment takes effect tomorrow, TSMC said in a statement. The latest development came one month after Lee reportedly took leave from the middle of last month. Cliff Hou (侯永清), senior vice president and deputy cochief operating officer, is to concurrently take on the role of head of the materials management division, which has been under his supervision, TSMC said. Lee, who joined TSMC in 2022, was appointed senior director of materials management and
Nvidia Corp CEO Jensen Huang (黃仁勳) on Thursday met with US President Donald Trump at the White House, days before a planned trip to China by the head of the world’s most valuable chipmaker, people familiar with the matter said. Details of what the two men discussed were not immediately available, and the people familiar with the meeting declined to elaborate on the agenda. Spokespeople for the White House had no immediate comment. Nvidia declined to comment. Nvidia’s CEO has been vocal about the need for US companies to access the world’s largest semiconductor market and is a frequent visitor to China.
Hypermarket chain Carrefour Taiwan and upscale supermarket chain Mia C’bon on Saturday announced the suspension of their partnership with Jkopay Co (街口支付), one of Taiwan’s largest digital payment providers, amid a lawsuit involving its parent company. Carrefour and Mia C’bon said they would notify customers once Jkopay services are reinstated. The two retailers joined an array of other firms in suspending their partnerships with Jkopay. On Friday night, popular beverage chain TP Tea (茶湯會) also suspended its use of the platform, urging customers to opt for alternative payment methods. Another drinks brand, Guiji (龜記), on Friday said that it is up to individual
STABLE RESULTS: Despite June’s lower consolidated revenue, second-quarter sales still reached a record high, driven by demand for chips for AI applications Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported consolidated sales of NT$263.71 billion (US$9.02 billion) for last month, its second-lowest monthly result this year. The world’s largest contract chipmaker said in a statement that its revenue last month only fared better than the NT$260.01 billion posted in February. Last month’s figure rose 26.9 percent from a year earlier, but slumped 17.7 percent from May, the company said. However, second-quarter revenue reached NT$933.8 billion, a record high for a single quarter, company data showed. The figure represented growth of 11.26 percent from the first quarter and 38.6 percent from a year earlier. Previously, TSMC said that
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