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Hybrid work makes Innolux upbeat about 2022

LCD panelmaker Innolux Corp (群創) expects business to gradually improve this year, because a slump in panel prices is abating thanks to resilient demand for TVs and notebook computers as a hybrid work model is gaining popularity and more countries are viewing COVID-19 as an epidemic.
Overall, the flat-panel industry this year is likely to experience less price volatility as the COVID-19 situation improves worldwide, Innolux chairman Jim Hung (洪進揚) told an online investors’ conference yesterday.
“I don’t believe that the whole of 2022 will experience boom-and-bust cycles in terms of panel prices. This year won’t be a repeat of last year,” ....

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Innolux supply constraints to continue due to parts shortage


Innolux supply constraints to continue due to parts shortage
By Lisa Wang / Staff reporter
LCD panel maker Innolux Corp (群創) expects panel supply constraints to continue through the year, due to shortages in key components and water supply, the firm said yesterday.
Chips used in panels for driver ICs, touch sensors and power management equipment have been in short supply, as manufacturers prioritized investment in higher-end chips, the Miaoli-based company said.
“The visibility of key component supply is very low,” Innolux president James Yang (楊柱祥) told an investors’ conference in Taipei yesterday. “The lead time of IC chips supply are more than six months, from four months. We cannot even receive clear answers about delivery.” ....

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