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With 7% CAGR between 2016 and 2022, the magnetic sensor market should reach almost US$ 2.5 billion in 2022. Driven by the automotive applications and the introduction of the magnetoresistive technologies, it is showing a steady growth. The industry is step by step undergoing a consolidation process. According to Yole Développement (Yole), future mergers and acquisitions are expected to allow companies to ensure their market positioning and penetrate new market segments.

The “More than More” market research and strategy consulting company, proposes today a dedicated technology & market report related to semiconductor magnetic sensors industry: Magnetic Sensors Market & Technologies. Magnetic sensors functions included in this new analysis are switches/latches, position (angle/linear), speed, current and electronic compass. With this new report, Yole’s analysts are offering a comprehensive overview of the magnetic technologies such as Hall Effect, magneto resistive (AMR, GMR and TMR) and others, combined with market data and competitive landscape. Based on its strong knowledge of the semiconductor industry and its technical expertise, Yole’s team investigated the magnetic sensor ecosystem, conducted numerous interviews with leading players and gathered lot of strategic information. This report presents the key driving forces and restraints for each magnetic sensor market and provides accurate market forecasts in dollars, units and number of wafers.

magnetic sensor market

Magnetic sensors is becoming a key enabling technology for the growing automotive and IoT industries, announces the consulting company.

“Automotive market is the 1st magnetic sensors business thanks to a huge number of magnetic sensors per vehicle, as well as the large volume showed by the automotive sector,” said Yann de Charentenay, Technology & Market Analyst at Yole.

Therefore automotive is the biggest magnetic sensor business by far, accounting for more than 50% of the overall market’s US$1.64 billion value in 2016. Today, 20-30 magnetic sensors are used in a traditional ICE car. This could rise to 35 in hybrid cars, which require additional current sensors. Magnetic sensors can be used for position and speed sensing, switching, current sensing, and have the advantage of being contactless and thus very robust. Thus magnetic sensors already contribute significantly to car electrification. This will continue in coming years, in both powertrain and auxiliary brushless motors, and as reliability requirements increase for autonomous cars.

In parallel, Yole’s analysts consider a 2nd market segment including industrial plants, transportation, homes, appliances and consumer electronics. “The market is clearly very fragmented, with smaller volumes and more dedicated products than in automotive, which are thus also higher priced”, details Yann de Charentenay from Yole. But similar trends as in automotive are currently driving the market growth. And the transition to brushless motors and IoT are boosting the market by providing intelligence and connectivity to objects either for ‘industry 4.0’ or for consumer smart homes. “At Yole, we therefore expect this business will have double digit growth, the highest in the magnetic sensor market,” added Yann de Charentenay.

The ‘ecompass’ electronic compass market is stabilizing after several years of shrinkage due to rapid price erosion and smartphone market saturation. Ecompasses that use 3D magnetic sensors equip a majority of smartphones to precisely give pedestrians directions in digital maps, and for a few years have assisted GPS when satellite signals are unavailable. Market growth will come back thanks to new applications such as wearable, robots and drones, but will be moderate compared to other businesses.

The magnetic sensors market evolution is also pushed by a dynamic technology landscape. Indeed, the presence of magnetoresistive technologies, named xMR grows and reinforces the increasing complexity of the technology environment. It includes AMR, GMR, and more recently TMR. Their growth comes at the expense of, or combination with, historical Hall Effect technology.
xMR technologies’ main advantage is better sensitivity and thus they are mainly used for position measurement, especially for precise angles. Most big Hall players have introduced xMR technologies into their product portfolios and intend to grow this business. Yole’s analysis identified: AKM, Infineon Technologies, Allegro Microsystems, Melexis, TDK (especially with the acquisition of Micronas end of 2015), Diodes and Honeywell. According to Yole, xMR technologies will increase their market share from 27% to 33% from 2016 to 2022.

U.S. semiconductor chemical suppliers lost market share to Japanese and European competitors in every major segment over the past decade, according to the report entitled “Chemicals and Materials for Sub-100 nm IC Manufacturing,” recently published by The Information Network (www.theinformationnet.com), a New Tripoli, PA-based market research company.

“Despite a shift in semiconductor manufacturing from the U.S. to Japan, to Korea, and then to China, the chemical supply chain is still dominated by U.S., Japanese, and European chemical companies,” noted Dr. Robert Castellano, president of The Information Network.

Within this supply chain, U.S. chemical manufacturers lost market share in every major chemical sector over the past decade, according to The Information Network’s report. Specific details for the top three suppliers in each of the sectors are listed in the table below:

chemicals

 

The first sector is one of the more interesting, because GlobalWafers, a Taiwanese company, acquired SunEdison in late 2016 making it the first company to break into the top three that wasn’t from headquartered in the U.S., Japan, or Europe,” added Dr. Castellano.

According to the report, the company held a 13.5% share in 2004 (when it was called MEMC) but it dropped to 10.1% in 2016 (when it was called SunEdison).

In each of the other sectors, the U.S. company dropped in market share. In the liquid chemicals sector, KMG Chemicals dropped from first place to third place, but gained market share because of its acquisition of OM Chemicals in 2014.

SEMICON Europa is quickly approaching on 14-17 November.  As the premier platform in Europe for discovering new technologies, finding solutions to electronics design and manufacturing challenges, and meeting the people and companies who are advancing electronics innovation, SEMICON Europa features over 60 presentations covering the entire electronics manufacturing supply chain.

BOSCH-300

SEMI interviewed one of the four keynotes presenting on November 14 during the Opening Ceremony, Dr. Stefan Finkbeiner, CEO of Bosch Sensortec, about topics about developments and trends in IoT, Environmental Sensing, and Value Chain as well as the role of Europe.

SEMI:  IoT growth is slower than expected. Possible reasons are relatively high costs and lack of silicon integration and interoperable standards. However, expected progress over the next two years on all those fronts will fuel a market that “will very quickly double” its shipment rates. What do you see as key factors for a success of IoT solutions and what are today’s roadblocks?

Finkbeiner: Today, the IoT market is fragmented. The lack of standardization is limiting the implementation of new solutions, and only a cooperation of different competencies will bring us closer to a better result. Key success factors for doing so are customization, standardization and cooperation between different parties along the ecosystems and the value chain: all those elements will contribute to the progress of the IoT. In the end, it is the use case that really counts. If you have to pay for a solution, you will only do so if you are sure you will really benefit from it.  Some applications, which are already in the market, include the possibility of detecting the indoor air quality. When and where shall I open the window to get fresh air in order to improve the work environment? If a room is empty, there is no need to use the sensors to heat up or cool down. We can calculate the benefits – and those in charge of operation can measure how much it pays off.

SEMI:  Which role does the cooperation along the value chain play here?

Finkbeiner:  Cooperation is the key, and when we talk about the value chain, there are different competencies, e.g. hardware, software and collaboration with partners to generate smart sensors. These smart sensors accumulate and evaluate sensor signals and dates. Only valuable data is transferred via gateways into a cloud. It is not only about “making the value chain happen,” but also about having access to the market. No company on its own is able to access all markets, but with a net of partners we can. It is crucial to combine competencies in order to get access to the IoT market and accelerate penetration in different applications.

SEMI:  Smart buildings represent the second largest target of the IoT market. This is followed by connected vehicles and smart farms at about a billion devices each. Let’s take the automotive industry and major changes of today’s new players such as Tesla, Google or Uber entering the market. Do you expect or see already similar trends for in the field of Smart buildings or Smart Cities?

Finkbeiner: If we talk about environmental sensing, the answer will be “no.” Still, companies with competencies in the field of sensors or microcontrollers are the ones providing sensor solutions. However, if you talk about making use out of the data, companies like Google, Apple, or Amazon, will also be involved in the IoT market’s data business.

SEMI:   What are typical examples of Environmental Sensing you are referring to?

Finkbeiner: A typical example of environmental sensing is measuring the indoor air quality for energy management in a smart home or smart factory. Let´s take, for example, a fitness application: you can use an app to measure the humidity rate and the air quality. If the results do not show favorable conditions for doing sports, you will most probably decide not to exercise in that specific area, or during a specific time, or period. One of the first products on the market is a smart case for the smartphone developed by i-BLADES, which turns into a portable air quality monitor, thanks to the integrated gas sensor BME680. We currently see many such smart applications emerging on the market.  But there are also other applications: let´s take, for example, food watching. If food is aging, our sensor can recognize it – and an app can show it on your smart phone.

SEMI: The solutions available on the market are very fragmented today and adopting various often-interoperable standards. How do you think it will evolve?

Finkbeiner: There are applications with more obvious benefits than others. The best practices should be leveraged to develop standards. In fact, nobody wants to work with three or four different ecosystems and thus more standardization will be required. For instance, to run applications coming from different companies with just one app is a must. As soon as applications will grow, the standardization will grow, too. The growing number of applications increasingly drives up the number of use cases and as a result, more standardization will occur. It is a slow process, but it is indeed happening.

SEMI:  Bosch invested in a new 300mm Fab in Dresden, which is the biggest single investment in Bosch’s 130-year history. The fab will satisfy the demand generated by the growing number of internet of things (IoT) and mobility applications; the new location should manufacture chips on the basis of 12-inch wafers.  Bosch is one of the largest players in Dresden. This new investment is marking a big step: how important is it for you, as a global player, to belong to such an important innovation hub in Europe?

Finkbeiner: For Bosch, it is essential to be part of this microelectronics cluster in Dresden and to utilize the synergies around it. For the semiconductor industry, it is important to leverage the synergies of the different players in Dresden. Beyond this, if we talk about ecosystems for IoT applications and collaborations, it is also important to go to innovation hubs driving IoT products and solutions such as Berlin, Singapore and other places with a rich start-up ecosystem. Furthermore, a global footprint is also very important: a worldwide IoT community and a larger ecosystem, a connection with America and Asia. But then again: Europe is a very good place to be! In Europe, all competencies to make the IoT applications happen are available.

SEMI:   Which key areas will enhance the cooperation within innovation hubs across different innovation hubs in Europe?

Finkbeiner: When talking about hardware, Dresden comes into play. Dresden certainly brings the necessary competencies, for instance with universities and industry collaboration. Think about Silicon Saxony in Dresden or clusters around the Stuttgart region in Baden-Wurttemberg. Also presence on global hubs and markets, such as Silicon Valley in the U.S. West Coast or Shanghai in China, are important.

SEMI:  What do you expect from SEMICON Europa 2017 and why do you recommend attending in Munich?

Finkbeiner: SEMICON Europa is a very important platform for us. It is an opportunity to meet partners, customers, industry leaders, to exchange ideas and to get new insights. In addition, together with Stuttgart and Dresden, the Munich region as a location of significant electronics companies and technical universities is particularly important for us. We, at Bosch Sensortec also have a development site in Munich.

The Global Semiconductor Alliance (GSA) today announced the 2017 award nominees for the GSA Awards Dinner Celebration. Featuring a new Master of Ceremonies format hosted by Wayne Brady, five-time Emmy winner and Grammy nominee, the celebration will take place on Thursday, December 7, 2017, at the Santa Clara Convention Center in Santa Clara, California. The program will recognize companies that have demonstrated excellence through their vision, strategy, execution and future opportunity. These companies will be honored for their achievements in several categories ranging from outstanding leadership to financial accomplishments, as well as overall respect within the industry.

The 2017 Dr. Morris Chang Exemplary Leadership Award winner is Ray Stata, Cofounder and Chairman of Analog Devices, Inc.

The evening’s program will recognize leading semiconductor companies that have exhibited market growth through technological innovation and exceptional business management strategies. The award categories and nominees (in alphabetical order) are as follows:

View Nominee Announcement Video

Start-Up to Watch Award

  • DecaWave Ltd.
  • Innovium, Inc.
  • SiFive, Inc.

Most Respected Private Semiconductor Company Award

  • Aquantia Corporation
  • Luxtera, Inc.
  • Montage Technology
  • Silego Technology, Inc.

Most Respected Emerging Public Semiconductor Company Award (Achieving $100 Million to $500 Million in Annual Sales):

  • Monolithic Power Systems, Inc. (MPS)
  • Parade Technologies, Ltd.
  • Power Integrations, Inc.

Most Respected Public Semiconductor Company Award (Achieving $500 Million to $1 Billion in Annual Sales):

  • ams AG
  • Shenzhen Goodix Technology Co., Ltd.
  • Silicon Labs

Most Respected Public Semiconductor Company Award (Achieving $1 Billion to $5 Billion in Annual Sales)

  • Analog Devices, Inc.
  • Dialog Semiconductor
  • Xilinx, Inc.

Most Respected Public Semiconductor Company Award (Achieving Greater than $5 Billion in Annual Sales)

  • Infineon Technologies AG
  • NVIDIA Corporation
  • NXP Semiconductors N.V.

Best Financially Managed Semiconductor Company Award (Achieving Up to $1 Billion in Annual Sales):

  • Parade Technologies, Ltd.
  • Silicon Labs
  • Silicon Motion Technology Corporation (Silicon Motion, Inc.)

Best Financially Managed Semiconductor Company Award (Achieving Greater than $1 Billion in Annual Sales)

  • Maxim Integrated
  • SK Hynix Inc.
  • Skyworks Solutions, Inc.

Analyst Favorite Semiconductor Company Award (chosen by analyst Rajvindra Gill of Needham & Company, LLC)

  • Microchip Technology Inc.
  • Micron Technology, Inc.
  • NVIDIA Corporation

Outstanding Asia Pacific Semiconductor Company Award

  • MediaTek Inc.
  • Samsung Electronics Co., Ltd.
  • Spreadtrum Communications

Outstanding EMEA Semiconductor Company Award

  • Graphcore
  • Infineon Technologies AG
  • STMicroelectronics
  • Valens

 

Leti announced today that a team of its researchers is participating in a U.S.-funded project to develop a safe, implantable neural interface system to restore vision by stimulating the visual cortex.

Funded by the U.S. Defense Advanced Research Projects Agency (DARPA), the Neural Engineering System Design program (NESD) sets out to expand neurotechnology capabilities and provide a foundation for future treatments of sensory deficits.

Scientists from Leti and Clinatec, Leti’s biomedical research center focused on applying micro- and nanotechnology innovations to health care, are part of a consortium conducted by the Paris Vision Institute under the leadership of Prof. José-Alain Sahel and Dr. Serge Picaud. The Vision Institute is a leading European research center in eye diseases, and is part of the Seeing and Hearing Foundation (Fondation Voir et Entendre, FVE), which was awarded the DARPA grant.

The FVE team project, called CorticalSight, is part of the six projects selected by DARPA to participate in the groundbreaking NESD program. CorticalSight will apply techniques from the field of optogenetics to enable communication between neurons in the visual cortex and a camera-based, high-definition artificial retina worn over the eyes. Leti will lead the development of the active implantable medical device that will interface with the visual cortex.

Clinatec and its Leti partners will focus on developing a safe, wireless, implantable system that restores vision through light stimulation of optogenetically modified neurons in the visual cortex. Leti is tasked with designing an implantable device, as well as creating hermetic packaging and radiofrequency links for the implantable system, and subsequently conducting technical test benches. The Leti implant will enable visual cortex optical-stimulation patterns, and integrate the underlying control electronics within a minimally invasive cortical implant.

“Clinatec’s integrated approach to high-tech, medical-device R&D, extending from Leti’s technological development to in-house clinical expertise and testing capabilities, allows our teams to address cutting-edge medtech development challenges,” said Prof. Alim-Louis Benabid, Clinatec’s chairman of the board, and co-investigator of the CorticalSight project. “This contribution to the CorticalSight consortium will pave the way to new therapeutic devices for vision restoration thanks to the NESD program.”

Partners of the CorticalSight project also include the French companies Chronocam and Gensight®, Stanford University, Inscopix and the Friedrich Miescher Institute of Switzerland.

By Lara Chamness, SEMI

2017 will be a record-breaking year. Semiconductor sales will exceed $400 billion for the first time and semiconductor equipment sales will finally shatter the historic high set in 2000. What is driving this growth?

Monolithic demand drivers have been replaced by a diversity of applications including: Augmented Reality, Virtual Reality, Artificial Intelligence, cloud storage, Smart Automotive (driver assistance and autonomous), Smart Manufacturing, and Smart MedTech. These proliferating demand drivers and ensuing increasing silicon (semiconductor) content in electronics is fueling what many are calling a “super cycle.” The overwhelming majority of semiconductor devices used to enable these end markets are commodities, creating a renaissance for smaller wafer diameter fabs (200mm and smaller).

Not only are legacy fabs seeing a resurgence, the industry is seeing the evolution of China transitioning away from primarily being a consumer of chips towards developing a self-sufficient semiconductor supply chain. Spurred by the 2014 National IC Guideline, all IC ecosystem sectors in China made significant progress in 2016. Such as IC design becoming the largest semiconductor sector, surpassing IC packaging and test, with over 1,300 vendors. Advancements have been made in chip production with over 24 new fab construction projections underway or planned, prompting the wafer fab equipment market to exceed $11 billion in 2018 and to potentially surpass $18 billion by 2020.

SEMI’s complimentary webinar will take place on Thursday, November 9, 2017.

In this webinar, an overview of the latest semiconductor market trends, drivers and forecasts will be discussed. Segments covered will include fab capacity, equipment, and materials trends as well as discuss year-to-date data based on SEMI’s data collection programs. SEMI will provide a market update with data from SEMI’s Industry Research & Statistics Reports and Database, specifically highlighting two recently released reports: 200 mm Fab Outlook to 2021 and SEMI China IC Industry Outlook2017.

REGISTER for WEBINAR: 8:00am – 8:45am PST, Thur., Nov. 9, 2017

 

Worldwide silicon wafer area shipments increased during the third quarter 2017 when compared to second quarter 2017 area shipments according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

Total silicon wafer area shipments were 2,997 million square inches during the most recent quarter, a 0.7 percent increase from the record 2,978 million square inches shipped during the previous quarter. New quarterly total area shipments are 9.8 percent higher than third quarter 2016 shipments and continue to ship at their highest recorded quarterly level.

“Global silicon wafer shipment volumes surpassed record levels for the sixth quarter in a row, resulting in a new historical high,” said Chungwei (C.W.) Lee (李崇偉), chairman of SEMI SMG and spokesman, VP, Corporate Development and chief auditor of GlobalWafers (環球晶圓).  “While silicon demand is strong, silicon pricing remains well below pre-downturn levels.”

Silicon* Area Shipment Trends

Source: SEMI (www.semi.org), November 2017
Millions of Square Inches
2Q2016
3Q2016
4Q2016
1Q2017
2Q2017
3Q2017
Total
2,706
2,730
2,764
2,858
2,978
2,997

*Semiconductor applications only

Silicon wafers are the fundamental building material for semiconductors, which in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or “chips” are fabricated.

All data cited in this release is inclusive of polished silicon wafers, including virgin test wafers and epitaxial silicon wafers, as well as non-polished silicon wafers shipped by the wafer manufacturers to the end-users.

 

Pixelligent Technologies, the inventor of PixClear high-index nanocomposites for the OLED display, HD display, and solid state lighting markets, announced today it has named Alain Harrus, Ph.D. and Gene Banucci, Ph.D. to the Pixelligent Board of Directors.

“Alain and Gene are joining the Pixelligent team at a critical time in our development as we are emerging from years of product development and application engineering, to widespread adoption of our nanocomposites across all of our target markets. The combined vast experience which Alain Harrus brings on the OLED and semiconductor equipment front, and that Gene Banucci brings from having built one of the most successful advanced materials companies, is an incredibly valuable addition to the Pixelligent team and we are honored to have them,” commented Craig Bandes, CEO of Pixelligent Technologies.

Alain Harrus is currently the CEO of Kateeva, a manufacturer of a deposition equipment platform utilizing ink jet printing, with its initial focus on mass production of OLED displays. Kateeva’s innovations are helping to accelerate the adoption of OLED and other advanced display technologies. Prior to Kateeva, Alain was a Partner at Crosslink Capital, a San Francisco-based venture capital company where he led the firm’s semiconductor and energy technology investment activities. Before Crosslink he was the CTO at Novellus Systems—now part of Lam Research. “I’m excited to be joining the Pixelligent Board as the Company is entering its inflection point and emerging as a leading provider of high-efficiency materials to the OLED and HD display markets,” said Alain Harrus. Pixelligent and Kateeva have been partnering to optimize advanced display process solutions for the OLED for the past 12 months.

Gene Banucci is the former founding CEO of ATMI.  Gene served as CEO of ATMI from 1986-2004 and remained on the Board until the company was sold for $1.1B in 2014. Under his leadership the company completed an IPO and he grew the company to $245 million in revenues when he retired.  Since retiring as CEO, he has served on over 10 Boards across numerous industries.  “I have known and worked with executives at Pixelligent and have been following the Company’s progress for the last few years.  I am impressed with the balanced approach that Pixelligent has executed on both the market-leading materials they have developed as well as their proprietary mass production manufacturing platform.  I look forward to working with the team to help firmly establish Pixelligent as a leading advanced materials supplier to the OLED and Solid State Lighting markets,” said Gene Banucci.

“These are exciting times for Pixelligent and we expect 2018 to be a record year in terms of revenues and commercial wins across all of our core OLED display, OLED lighting, HD Display, and LED lighting markets,” said Bandes.

SEMI announced today that the Industry Strategy Symposium (ISS) 2018, will take place January 15-18 at Half Moon Bay’s Ritz-Carlton Hotel, with the theme “Smart, Intuitive & Connected: Semiconductor Devices Transforming the World.”  ISS is the year’s first executive check-in, bringing together leading analysts, researchers, economists, and technologists for insights on the forces impacting the semiconductor industry. The annual symposium offers executives a unique platform for identifying growth opportunities and gaining industry intelligence to help them ensure that their business plans and forecasts are based on up-to-the-minute market conditions. Registration for ISS is now open.

Major developments are transforming the extended supply chain — artificial intelligence, intelligent vehicles, augmented and virtual reality, and limitless connectivity within the cloud. Through collaboration across an expanding ecosystem and advanced technical innovations, today’s electronics are incorporating features that defy convention, while constantly raising performance and lowering power consumption, with smaller footprints,  reduced device sizes, and increasingly packaging heterogeneously integrated components.

The ISS 2018 will feature insightful keynote addresses, panel discussions, and presentations spanning four key session topics:

  • Economic Trends: Get an insider’s view from Alpha Capital Partners, BCA Research, Gartner, IHS Markit and SEMI.
  • Market Perspective: Autonomous cars, virtual reality, and cloud connectivity — where’s the growth? Hear perspectives from Amazon Web Services, Mentor (a Siemens Business), Nissan Research Center Silicon Valley and Oculus.
  • Technology: Emerging applications and major advances in equipment, materials, design, and packaging. Get insights from executives at ASM, ASML, IC Knowledge, imec, Intel, and Versum Materials.
  • Societal Disruptions by Technology: Robotics, artificial intelligence, social media — hear from representatives of Accenture, IBM, McKinsey & Co., Tufts University and VLSI Research, among others.

The industry is going through a major growth cycle and the challenges remain to stay strong ahead of the cycles. SEMI Industry Strategy Symposium 2018 will give industry professionals the knowledge needed to succeed. To learn more and to register, visit http://www.semi.org/en/ISS

Oxide thin-film transistor (TFT) liquid crystal display (LCD) panels are increasingly adopted in mobile PCs due to their feature of high resolution while consuming low power. Global shipments of large oxide TFT LCD panels of 9 inches or larger are expected to grow from 20 million units in 2016 to 55.6 million units in 2017, according to new analysis from IHS Markit (Nasdaq: INFO). Of those, 51 million units are estimated to be applied to mobile PCs, which include notebook PCs and tablet PCs, up 200 percent from 17 million units in 2016.

110617_large_oxide_tft-lcd_panel_shipments

“Demand for high-resolution panels has increased as media content for mobile PCs became available in higher resolutions,” said David Hsieh, senior director at IHS Markit. “Apple’ and Microsoft’s use of oxide TFT LCD panels for products – iPad, iPad Pro, and Surface, respectively – helped increase the oxide mobile PC panel market and encouraged other PC brands to follow suit.”

Low-temperature polysilicon (LTPS) and oxide TFT LCD solutions are major candidates for displaying high-resolution images, and they are expected to account for more than 19 percent of the entire mobile PC display market in 2017, according to the Large Area Display Market Tracker by IHS Markit.

While LTPS can deliver higher resolution images and consume less power than oxide TFT LCD or a-Si TFT LCD, it has its own limits: its production cost is high and the yield rate is low. In addition, it is less efficient to produce large panels. Albeit not as high resolution as LTPS, oxide TFT LCD panels still display high-resolution images better than the a-Si solution, and they are suitable to produce large panels at lower production cost than LTPS.

LG Display and Sharp have expanded their oxide mobile PC panel shipments aggressively by 180 percent and 370 percent, respectively. CEC Panda in China is estimated to increase its shipments from about 600,000 units in 2016 to 4.2 million in 2017. As some oxide panel suppliers are reducing their focus on the mobile PC display business, display makers in China and Taiwan, such as BOE and Innolux, are expected to produce more oxide panels in future, IHS Markit said.