As Samsung Display continues to shift its focus away from notebook panel production to AMOLED production, Taiwan panel makers such as AU Optronics (AUO) are expected to see increased orders for notebook panels in 2014, according to Digitimes Research.
Most panel makers including China-based ones are focused on small- to medium-size panel production for products used in smartphones and tablets. Due to this trend, market observers believe that notebook panels could be in shortage by as high as 20 million units during 2014, bringing about new business opportunities for other panel makers in the market.
As a result, Digitimes Research expects AUO to be one of the forerunners in such developments and is likely to be the biggest competitors with LG Display in the segment. |