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  • Last update: Monday 29 June 2015 [270 news items]

Commentary: Looming trade war and increasing OEM orders to turn China domestic capacities obsolete

Aug 29, 11:50

The looming trade war has been pushing China-based solar firms to plan for short- and medium-term adjustments to domestic capacities. If demand from the domestic and emerging markets...

Commentary: Epistar expands capacity while facing price competition from China-based peer

Aug 15, 16:03

The LED chip market continues to experience oversupply problems. However, in first-half 2012, most tier-one LED firms in Taiwan were operating with full capacity, which has led to...

Commentary: No winners in solar trade war

Aug 9, 15:23

There are no winners in trade wars why typically see policies used as short-term prescriptions. Governments should consider creating fair competition allow the solar industry to shine...

Commentary: Solar firms should invest in R&D to escape from becoming OEM firms

Aug 9, 15:05

The messy conditions in the solar market have been causing invested firms to reconsider their strategies. Taiwan-based firms should adopt the model of their South Korea-based peers...

Commentary: India marks 1GW solar milestone with power outage

Aug 3, 15:50

For a country to begin and maintain industrialization, infrastructures such as railroad systems, highways, bridges, ports, buildings, roads, and most important of all, electricity,...

Commentary: Taiwan solar module makers face challenges due to lack of government and bank support

Jul 26, 15:48

Most solar module firms around the world have support from their governments and domestic banks. This allows customers that are buying solar modules to obtain bank loans and module...

solar modules

Commentary: Traditional lighting firms increase stakes in LED lighting market

Jul 26, 12:21

The LED lighting market has been attracting traditional lighting firms to adjust business strategies in order to obtain market shares.

LED light bulb

Commentary: Can the LCD panel industry rebound?

Jul 24, 16:20

Both AU Optronics (AUO) and Chimei Innolux (CMI) have reported declines in stock prices due to less than expected growth in the third quarter so far and economic instabilities in...

LCD TV competition

Commentary: China solar firms sandwiched between growing costs and shrinking market

Jul 23, 14:40

China-based solar firms have become a target for Europe- and US-based solar firms that are on the brink of bankruptcies. To protect the domestic solar industry, countries have been...

Commentary: Is Nexus 7 launch a blessing or a curse for other Android tablet vendors?

Jul 18, 15:38

Google has begun shipping its Nexus 7 and the initial response to the tablet seems to be positive, with industry sources indicating that the platform vendor will be able to ship 2.5-3...

Commentary: Japan government needs to do more to protect domestic solar industry

Jul 13, 14:47

The government in Japan recently announced lucrative solar feed-in-tariffs that have sparked discussions about Japan becoming the world's second-largest solar market. However, it...

solar cell

Commentary: HIT solar cells may thrive

Jul 12, 12:23

One type of high-efficiency mono-crystalline N-type solar cells is heterojunction with intrinsic thin layer (HIT). This type of solar cell has conversion efficiency exceeding 20%...

thin-film

Commentary: China fights to lead in setting LED lighting standards

Jul 5, 13:11

The rise of China's LED lighting industry has been supported by the government. Despite the fact that many international lighting firms have been promoting the Zhaga Consortium to...

LED lamps

Commentary: Taiwan government needs to cooperate more with local panel makers

Jul 2, 16:05

Taiwan-based panel makers should form a strategic alliance with the government in order to push forth Taiwan's panel industry in the global market, according to Chimei Innolux (CMI)...

Commentary: China panel makers need to improve production technology

Jun 29, 14:56

China's ability to further compete in the global high-end panel market is hindered by the technology most of its panel makers are using. As a result, China's major panel makers are...

Commentary: Can government subsidies save the LED industry?

Jun 27, 11:40

Classic economics believes in small government and let the market mechanism run its course. Keynesian economics believes in interventions, in particular, government interventions...

LED lightings

Commentary: MediaTek, MStar reach merger deal in fast manner; highlighting difficulties of Taiwan IC design industry

Jun 26, 01:00

Although the proposal by MediaTek to merge with rival MStar Semiconductor comes as a big surprise to Taiwan's IC design industry, MediaTek chairman MK Tsai and his counterpart Wayne...

Commentary: China government needs to create projects with sufficient IRRs to save solar industry

Jun 19, 16:02

Some China-based solar firms have been falling into bankruptcies since the market downturn in 2011. Many polysilicon firms in China have been shutting down production. The China government...

solar module

Commentary: Japan, India increase dependence on solar energy due to energy shortages

Jun 18, 16:21

Energy hungry markets are the new potential markets for the solar industry. China's solar market is being spurred by rising energy demand due to the rapid economic developments. Now,...

solar panels

Commentary: Solar material and equipment firms competing with customers

Jun 18, 12:19

The large turbulences in the solar market have caused abnormal conditions in the industry. The contract price of polysilicon has reached an all-time low, nearly as low as the spot...

solar equipment

Commentary: Poland has potential to build a strong renewable energy sector

Jun 14, 15:45

Compared to countries in the same region, Poland seems promising. From the printed version of The Economist on June 9, Poland's latest GDP was 3.5%. This relatively high...

Commentary: Cost decides technologies in Taiwan solar supply chain

Jun 14, 14:01

Demand for solar cells with higher conversion efficiency has been rising causing various types of technologies to be taken notice by the industry. The solar industry continues to...

solar cell

Commentary: Anti-dumping and anti-subsidy rulings create win-win situation for US

Jun 11, 15:01

After the announcement of the high anti-dumping duties of 31-250% on China-based solar firms by the US government, peers in Greater China expected the duties to cause significant...

solar panel

Commentary: Love and loathing relationship between Europe and China solar firms

Jun 5, 15:28

China has been playing an important role in the debt crisis in Europe by supporting the region with funds.

solar module

Commentary: China firms plan to acquire Europe-based solar peers

Jun 5, 01:15

As solar firms in Europe suffer financial losses due to lack of competitiveness against China-based solar firms, according to a June 3 article by The Financial Times, China-based...

thin-film solar

Commentary: Taiwan market LED lighting pricing strategies and global competition

Jun 4, 15:54

As global efforts increase to become greener, LED lighting is becoming more pervasive around the world. It was originally estimated that by the end of 2012 mainstream LED light bulbs...

Commentary: US, China renewable energy trade war continues

Jun 1, 11:29

Following the announcement of anti-dumping duties on China-made solar cells that range from 31-250% by the US Department of Commerce, more anti-subsidy duties have been levied on...

Commentary: Investing into China technology park needs further consideration

May 28, 16:09

TPV Technology, the world's largest LCD display producer, began construction of a technology park in Pingtan Island in China's Fujian Province in December 2011. Pingtan Island was...

LCD displays

Commentary: Dependence on China solar firms may turn Taiwan supply chain into OEM factories

May 28, 11:01

The huge duties slapped onto China-made solar cells by the US Department of Commerce have been causing different effects in different economies.

solar cell

Commentary: Solar trade war between US and China looming

May 18, 14:39

In 2011, several US-based solar firms such as Solyndra, SepctraWatt, Evergreen Solar, and Energy Conversion Devices filed for bankruptcies. While the fundamental problem may be due...

Sunteceh

Commentary: Zero export tariff on China-made solar wafers likely to push down global wafer prices

May 11, 11:26

China-based solar firms have been demanding the government cut export tariffs on solar wafers to zero and allow polysilicon to be exported to international markets. This is likely...

solar cell

Commentary: Cooperation with traditional energy firms to help spur solar demand

May 10, 10:43

The governments in Europe have been cutting down incentives for solar PV systems. Emerging solar markets such as the US and China have also been cutting solar incentives. This means...

solar modules

Commentary: A Micron-Elpida merger would improve DRAM industry health

May 8, 12:13

Micron Technology reportedly has reached the final stage of talks on the purchase of Elpida Memory. The possible merger of Micron and Elpida will help to restore a healthier supply-demand...

Micron set to acquire Elpida

Commentary: The battle cry in the global LCD TV market

May 4, 16:37

The LCD TV market was hit by low demand in 2011. Due to Thanksgiving holidays in North America, the market finally saw the light at the end of the tunnel near end of 2011.

Samsung smart TV

Commentary: China solar firms fight back for survival

May 4, 10:49

China-based solar firms who have been suffering have been accusing international firms of dumping polysilicon into China's domestic market.

solar material
270 items [5/8]
2015 China IC design market forecast
2015 China smartphone panel trend forecast

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Analysis of China revised domestic semiconductor industry goals
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