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Category Archives: Materials

TFT LCD Material/Component Tightness in 2015?

Earlier in 2014, we forecasted demand growth of 7% and capacity growth of 4% in 2014. Our latest forecasting indicates 2014 TFT LCD area growth will come in at 7.6%. During 2014, panel prices have been stable, with prices of some sizes – such as 32” and 40”/42” – seeing increases. Continue Reading

LCD Panel Supply and Demand: Will 2015 Be Tighter?

Panel makers benefitted from the panel shortage in Q2’14, which enabled panel prices and shipments to increase at the same time. We recently summarized the reasons for the shortage. We are expecting the tightness in TV, notebook PC, and monitor panels to continue in Q3’14, before inventory adjustments are made in Q4’14. Continue Reading

Apple and Sapphire

Sapphire and Apple’s plans to use it on upcoming iPhones have been hot topics recently. To date, Apple has only used sapphire for the rear camera lens and touch ID (for fingerprint chip), which have diameters less than 10mm. Speculation surrounds whether Apple would adopt sapphire for the cover glass of future iPhones, which would represent a significant increase in volume. Continue Reading