|These buyers are SIMO & SK's traditional customer base for eMMC controllers.....|
China smartphone vendors ramping a-Si LCD panel orders
Sammi Huang, Taipei; Steve Shen, DIGITIMES [Wednesday 12 July 2017]
Demand for smartphone-use a-Si TFT LCD panels has bounced recently, notably from China-based smartphone vendors, including Vivo and Xiaomi Technology, according to Taiwan-based supply chain makers.
Demand for a-Si TFT LCD panels was rather sluggish in the first half of 2017 as most smartphone vendors in China were rushing to develop new models equipped with 18:9 all-screen displays, indicated the sources.
However, China's smartphone vendors have stepped up their pace of a-Si LCD panel orders recently, and the upsurge in orders has also prompted panel suppliers, including AU Optronics (AUO), Chunghwa Pictures (CPT) and Tianma Micro-electronics, to raise their quotes, said the sources.
Prices of a-Si panels are likely to stay at higher levels or continue to rise through the end of 2017 as Korea-based panel makers reportedly have scaled down their production of a-Si panels, added the sources.
Xiaomi has made a strong comeback in the smartphone market, with its smartphone shipments increasing 70% sequentially to 23.16 million units in the second quarter of 2017, according to company founder and CEO Lei Jun.