LCD TV panel prices have fluctuated heavily in 2024: prices surged early in the year, as Chinese panel makers reduced production during the Lunar New Year holidays, and brand manufacturers scrambled to stock up on inventory amid the Red Sea crisis. However, TV manufacturers began to slow down after July, leading to a drop in panel prices as the demand surge subsided.

Polarizer specialist Cheng Mei Materials Technology (CMMT) is collaborating with customers on films, adhesives, and coatings for the fan-out panel-level packaging (FOPLP) backend manufacturing process. The company has made the initial step into the redistribution layer first (RDL-first) manufacturing process, primarily targeting applications such as power ICs and radio frequency integrated circuits (RFIC). Samples are currently being sent, with mass production pending customer validation.

Pegatron reported a November revenue of NT$105.758 billion (US$3.35 billion), reflecting a 10.58% decline from the previous month and a 9.44% decrease compared to the same period last year. Cumulative revenue from January to November 2024 reached NT$1.02 trillion, down 12.84% compared to the same period last year. Despite the slump, communication products are expected to drive the fourth quarter of 2024 to become the year’s revenue peak.