Vertical Divider
HannStar to Add Gen 5.5 w/30K Substrate/month Capacity
HannStar Display is setting up a new LCD Gen 5.5 production line planned production to be targeted for notebook-use panels, according to company Vice President Wu Hsu-ho. In 2003, HannStar installed the existing 5.3G line with monthly capacity of 130,000-140,000 1,200mm x 1,300mm glass substrates. The new production line will enhance competitiveness and fulfil new demand, Wu said. The new line will be used to produce high-resolution, thin, and narrow-bezel panels for use in gaming notebooks mainly and in tablets. HannStar has a capex budget of NT$17 billion (US$607 million) for the new production line, with planned capacity of 30,000 glass substrates/month. The new production line will be installed at a factory that HannStar acquired from affiliated HannsTouch Solution in 2020, Wu indicated. HannStar is discussing with equipment suppliers and glass substrate makers and has not yet decided on details of the new production line, Wu said. In principle, HannStar will choose 5.5G generation with glass substrate size of 1,300mm x 1,500mm but may select larger sizes, Wu noted. HannStar has not yet decided on when to start construction but plans to have the new production line come into operation in 2023.
Panels used in smart wearable devices took up 7% of 2020 total shipments and the shipment proportion is expected to rise to about 10% in 2021, Wu said.
HannStar has downward adjusted shipments for smartphone-use panels based on its operational strategies, with the corresponding shipment proportion slipping from about 30% in 2020 to 20% in the first half of 2021 and expected to further drop in the second half, Wu noted. In contrast, the shipment proportion for industrial panels is expected to rise from 10% in 2020 to 15% in 2021, Wu indicated.
While panels used in notebooks and tablets have larger shipment proportions and demand remains strong, global short supply of ICs may impact shipments for such panels, especially notebook-use applications, in the second half of 2021, Wu said.
HannStar has fully utilized production capacity and the full utilization is expected to continue in the second half of 2021, Wu noted.
HannStar Display is setting up a new LCD Gen 5.5 production line planned production to be targeted for notebook-use panels, according to company Vice President Wu Hsu-ho. In 2003, HannStar installed the existing 5.3G line with monthly capacity of 130,000-140,000 1,200mm x 1,300mm glass substrates. The new production line will enhance competitiveness and fulfil new demand, Wu said. The new line will be used to produce high-resolution, thin, and narrow-bezel panels for use in gaming notebooks mainly and in tablets. HannStar has a capex budget of NT$17 billion (US$607 million) for the new production line, with planned capacity of 30,000 glass substrates/month. The new production line will be installed at a factory that HannStar acquired from affiliated HannsTouch Solution in 2020, Wu indicated. HannStar is discussing with equipment suppliers and glass substrate makers and has not yet decided on details of the new production line, Wu said. In principle, HannStar will choose 5.5G generation with glass substrate size of 1,300mm x 1,500mm but may select larger sizes, Wu noted. HannStar has not yet decided on when to start construction but plans to have the new production line come into operation in 2023.
Panels used in smart wearable devices took up 7% of 2020 total shipments and the shipment proportion is expected to rise to about 10% in 2021, Wu said.
HannStar has downward adjusted shipments for smartphone-use panels based on its operational strategies, with the corresponding shipment proportion slipping from about 30% in 2020 to 20% in the first half of 2021 and expected to further drop in the second half, Wu noted. In contrast, the shipment proportion for industrial panels is expected to rise from 10% in 2020 to 15% in 2021, Wu indicated.
While panels used in notebooks and tablets have larger shipment proportions and demand remains strong, global short supply of ICs may impact shipments for such panels, especially notebook-use applications, in the second half of 2021, Wu said.
HannStar has fully utilized production capacity and the full utilization is expected to continue in the second half of 2021, Wu noted.
|
Contact Us
|
Barry Young
|