Taiwan is expected to lag behind South Korea in large TV panel shipments this year with suppliers in Seoul expected to benefit from orders placed by TV brands from their own conglomerates, according to Taipei-based market information advisory firm TrendForce Corp.
Citing data compiled by its panel industry research unit WitsView, TrendForce said that worldwide shipments of 75-inch TV screens are expected to grow by 114 percent from last year to 1.5 million units this year, with Taiwan accounting for 30 percent and South Korea accounting for about 70 percent.
Only four firms in the world supply 75-inch panels, two from Taiwan — Innolux Corp (群創) and AU Optronics Corp (友達) and two from South Korea — and Samsung Display Co and LG Display Co.
Taiwan started developing 75-inch TV panels later than South Korea, so even though Taiwanese firms have stepped up their efforts to boost production, their shipments will still trail those of their South Korean counterparts, TrendForce said.
Global shipments of 65-inch TV panels this year are expected to grow 45 percent year-on-year to 11 million units, with Taiwan taking about 40 percent of the market, South Korea taking about 60 percent and China only 2 percent, Trendforce said.
In the first quarter, worldwide shipments of 65-inch TV panels are expected to hit 2.2 million, up 104 percent from a year earlier as Taiwan and South Korea have been focusing on efforts to supply larger TV screens, the advisory firm said.
As for 65-inch TV panels, Samsung Display has secured large orders from Samsung Group, one of the largest home appliance makers in the world, boosting overall shipments for South Korea, TrendForce said.
China is unlikely to see its global market grow significantly until next year when the nation’s new 10.5-generation production lines become operational, TrendForce said.
With major display suppliers in the global market concentrating on larger TV panel production, the average size of TV screens this year is expected to grow 7.3 percent from a year earlier, TrendForce said.
However, in terms of unit shipments, about 256 million TV screens will be shipped this year, down 1.8 percent from a year earlier, the advisory firm said.
The average size of TV panels on the world market this year is expected to increase 2 inches from a year earlier to 45.5 inches, TrendForce said.
PATENTS: MediaTek Inc said it would not comment on ongoing legal cases, but does not expect the legal action by Huawei to affect its business operations Smartphone integrated chips designer MediaTek Inc (聯發科) on Friday said that a lawsuit filed by Chinese smartphone brand Huawei Technologies Co (華為) over alleged patent infringements would have little impact on its operations. In an announcement posted on the Taiwan Stock Exchange, MediaTek said that it would not comment on an ongoing legal case. However, the company said that Huawei’s legal action would have little impact on its operations. MediaTek’s statement came after China-based PRIP Research said on Thursday that Huawei filed a lawsuit with a Chinese district court claiming that MediaTek infringed on its patents. The infringement mentioned in the lawsuit likely involved
Taipei is today suspending work, classes and its US$2.4 trillion stock market as Typhoon Gaemi approaches Taiwan with strong winds and heavy rain. The nation is not conducting securities, currency or fixed income trading, statements from its stock and currency exchanges said. Authorities had yesterday issued a warning that the storm could affect people on land and canceled some ship crossings and domestic flights. Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) expects its local chipmaking fabs to maintain normal production, the company said in an e-mailed statement. The main chipmaker for Apple Inc and Nvidia Corp said it has activated routine typhoon alert
GROWTH: TSMC increased its projected revenue growth for this year to more than 25 percent, citing stronger-than-expected demand for AI devices and smartphones The Taiwan Institute of Economic Research (TIER, 台灣經濟研究院) yesterday raised its forecast for Taiwan’s GDP growth this year from 3.29 percent to 3.85 percent, as exports and private investment recovered faster than it predicted three months ago. The Taipei-based think tank also expects that Taiwan would see a 8.19 percent increase in exports this year, better than the 7.55 percent it projected in April, as US technology giants spent more money on artificial intelligence (AI) infrastructure and development. “There will be more AI servers going forward, but it remains to be seen if the momentum would extend to personal computers, smartphones and
Catastrophic computer outages caused by a software update from one company have once again exposed the dangers of global technological dependence on a handful of players, experts said on Friday. A flawed update sent out by the little-known security firm CrowdStrike Holdings Inc brought airlines, TV stations and myriad other aspects of daily life to a standstill. The outages affected companies or individuals that use CrowdStrike on the Microsoft Inc’s Windows platform. When they applied the update, the incompatible software crashed computers into a frozen state known as the “blue screen of death.” “Today CrowdStrike has become a household name, but not in