WitsView, a division of TrendForce, reports that Foxconn is expected to take the first place in the global shipment ranking of LCD TV ODMs for 2018, for the brand benefitted from the prosperous business of Sharp, a subsidiary of Foxconn, as well as stable orders from Sony and VIZIO. TPV slid to the second place, with TCL and BOEVT following the third and fourth.
As Apple unveils its new iPhone models, TrendForce has provided the following comments for your reference.
The share of In-Cell solutions in the global smartphone market is estimated to reach 27.1% in 2018, marginal up from 26.2% of last year, according to the latest research on touch display solutions by WitsView, a division of TrendForce. This is due to the rapid adoption by Android smartphones, despite the fact that the new iPhones this year will not adopt In-Cell solutions. Particularly, the share of TDDI (Touch with Display Driver Integration) In-Cell solutions is likely to grow significantly to 17.3%, although the IC products for TDDI In-Cell products experience a tight supply.
Samsung will launch models with in-display fingerprint sensors, following Vivo, Huawei, Xiaomi, and OPPO, says TrendForce. The adoption by these major Android smartphones has constantly increased the penetration of in-display fingerprint technologies, among which ultrasonic and optical fingerprint sensing have made considerable breakthroughs. TrendForce estimates that ultrasonic and optical in-display fingerprint sensors will account for 13% of all fingerprint sensor technologies in 2019, significantly up from 3% in 2018.
According to the Large Size Panel Cost Breakdown, the latest report by WitsView, a division of TrendForce, the overall production costs of large-size panels are estimated to drop by 1~1.5% QoQ in 3Q18, less than 2~2.5% in 2Q. This is because the components of panels have a relatively limited price drop influenced by the tight supply. Moreover, the panel makers still face the amortization of equipment capital expenditure for new technologies including narrow-bezel, Mini LED and inkjet printing OLED.
