AOpen, a member of the Acer Group, has seen demand slowly rebounding for digital signage along with the easing of the coronavirus pandemic, according to company chairman Victor Chien.

A large portion of the rebounding orders are for digital signage used in hotels and fast food chain stores, Chien said. Based on orders received, AOpen's digital signage shipments in 2022 may return to 70-80% of the pre-pandemic levels, Chien noted.

Other Taiwan-based digital signage ODMs/vendors have also seen rebounding orders, but most of these orders are coming in small volumes from existing clients, with no orders from new clients, according to industry sources.

Although demand for digital signage in the China market is large, competition is very intense and there are many unspoken rules concerning demand and supply, the sources said, adding consequently, Taiwan-based ODMs/vendors can only compete in the market segment of small-volume high-end digital signage models.

AOpen has reported consolidated revenues of NT$315.9 million (US$11.3 million) for September, the highest monthly level since 2006 with growth of 69.50% on month and 152.93% on year. Consolidated sales of NT$739.8 million for third-quarter 2021 increased 28.72% on quarter and 40.79% on year, and those of NT$1.799 billion for January-September rose 51.10% on year.