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FocalTech and Orise to Merge, Aiming at Smart Handheld

FocalTech, a leading touch controller IC maker, and Orise, a well-known smart handheld LCD driver IC solutions provider, have announced that they will merge operations under the name FocalTech, effective January 2015. While the new company will retain the name, and chairman – Genda Hu – of FocalTech, we believe the new company will represent a new form of vertical integration focused on the smart handheld device market.  Continue Reading

HD and FHD Smartphones Ramping Quickly in 2014

Display resolution in smartphones is changing rapidly. In our Smartphone Quarterly report, we forecast that HD (720×1280) and FHD (1080×1920) resolution smartphones are growing the fastest this year. The key drivers are adoption of LTE, application processor development, and display cost reductions. However, driver ICs could be a limiting factor for high resolution displays. Continue Reading

Did Large-Area TFT LCD Revenues Hit Bottom in February?

The large area TFT LCD industry is going through the darkest period in several years, as measured by monthly revenues. Data from the most recent Monthly TFT LCD Shipment Database indicates that February large area (9 inches and larger) TFT LCD revenues fell below $5B for the first time in over three years, declining 3% M/M and 13% Y/Y. Continue Reading