Highlights of the day: Tough highway forward for show glass suppliers
DIGITIMES employees
The show business is having a troublesome time this 12 months because of the coronavirus pandemic. But makers within the upstream provide chain are having additional strain from South Korean LCD panel distributors’ strikes to shut manufacturing traces, decreasing demand for glass substrates and different supplies. In China’s handset market, which has additionally been onerous hit by the pandemic, main native distributors are studying from Apple’s advertising and marketing technique as proven in its launch of the brand new iPhone SE, and are banking on low-price 5G smartphones to shore up their gross sales. But a lot uncertainty remains to be mendacity forward within the handset market. Taiwanese handset-use HDI board makers nonetheless see vital orders at current, however visibility past second-quarter 2020 is opaque.
Glass substrate panorama altering in step with reductions in Korea LCD fabs: The international panorama for the availability of show glass substrates is altering together with the strikes by Samsung Display and LG Display to regularly withdraw from the LCD panel market.
Huawei, Xiaomi roll out cheaper 5G telephones in China: Competition in China’s 5G telephone market has prolonged to the entry-level to mid-range segments sooner than anticipated as distributors together with Huawei, Xiaomi and Hisense have rolled out 5G fashions priced between CNY2,000-3,000 (US$280-421), in response to market observers.
Taiwan handset HDI board makers cautious about 2H20: Taiwan’s makers of handset-use HDI boards have but to really feel the pinch of waning handset gross sales thus far this 12 months and are anticipated to take pleasure in steady shipments by way of second-quarter 2020, however they’re cautious about prospect for the second half of the 12 months, in response to business sources.
