Popular Keywords
- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Force
On August 15th, TSMC officially announced the acquisition of Innolux’s 5.5G manufacturing facility in Tainan, Taiwan, for NT$17.14 billion. TrendForce reveals that Taiwanese panel makers will still operate several smaller-generation production lines, which are historically used for IT panels and mid-to-small-sized displays. However, as competitors continue to expand their large-generation production capacities, it has become increasingly difficult for these smaller lines to compete. This challenge has prompted Taiwanese panel makers to pursue transformation strategies in recent years.
TrendForce’s latest report reveals that shipments of near-eye displays are expected to increase year-by-year over the next few years following inventory clearance. It is anticipated that OLEDoS will dominate the high-end VR/MR market, with its technological share rising to 23% by 2030, while LCD will continue to occupy the mainstream market, holding a 63% share in near-eye displays.
TCL Group officially announced on August 1st that it has become the priority bidder for LG Display's Guangzhou plant equity deal. Following this, TCL CSOT will engage in exclusive negotiations with LG Display to finalize the transaction agreement. TrendForce reports that if the acquisition is successfully completed, it will boost CSOT's market influence and increase the supply area market share of the top three LCD TV panel makers to nearly 70%.
TrendForce reports that while the immediate impact on this year's supply will be minimal, the closure will significantly affect the TV panel market in 2025. The facility, dedicated entirely to LCD TV panel production, is expected to reduce the total available market supply by nearly 5 million units next year, representing 2% of the global supply.
TrendForce’s latest report reveals a robust start to 2024 for OLED monitors, with shipments reaching approximately 200,000 units in the first quarter—marking a YoY growth of 121%.
