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Oct 18, 10:58
Output of panel components, LCD modules in China falls 30% due to power restrictions
Local governments' restricting power supply in China has led to decreases in utilization of production capacities at LCD panel supply chain makers' factories mostly in southern and eastern China to about 60%, and consequently, output of panel components and LCD modules has dropped by about 30%, according to AVC Revo.
The car industry has been plagued by component shortages, and automotive IC shortages are likely to last till at least 2023. TSMC's plan to build a mature process fab in Japan comes as good news for a semiconductor sector yearning for more capacity supply. And PanelSemi CEO Ting Chin-lung is making efforts to materialize his concept of "panel semiconductor."
Taiwan-based display driver IC (DDI) backend specialists expect to post flat sequential revenue growth in the fourth quarter of 2021, as tight foundry capacity constrains their fabless clients' output, according to industry sources.
LED automotive lighting module maker Laster Tech has fully utilized production capacity and expects the full utilization to remain until 2022 based on orders received, while fellow maker Excellence Optoelectronics (EOI) has utilized 80-90% of production capacity, according to the companies.
LCD panel maker AU Optronics (AUO) has reported consolidated revenues of NT$32.999 billion (US$1.18 billion) for September, growing 0.88% on month and 26.54% on year, while fellow maker Innolux saw those of NT$29.454 billion decrease 6.15% on month but increase 11.76% on year.
Touch solution provider TPK Holding has said its plants in southeastern China will cope with local governments' restrictions on power supply by adjusting production schedules and inventories, and expects operation of these factories to be slightly affected by the restrictions.
Startups are the growing force of India's economy. One of India's unicorn startups launched Ola Cars online car-shopping platform, while electric vehicles (EV), especially two-wheelers, are seeing increasing sales in India.
Ennostar, a holding firm jointly established by LED epitaxial wafer and chip maker Epistar and vertically-integrated LED maker Lextar Electronics, will expand production capacity for miniLED backlighting by 20-30% in the fourth quarter of 2021 and further double the end-of-2021 capacity in 2022, according to company chairman Lee Biing-jye.
EMS provider Lite-On Technology has reported consolidated revenues of NT$14.613 billion (US$524 million) for September, increasing 7.90% on month and but inching down 1.02% on year.
Apex International, a Thailand-based PCB maker established by Taiwanese entrepreneurs, has received booming orders for PCBs used in miniLED backlight units (BLU) from Samsung Electronics, according to industry sources.
LED chip and Si-based sensor chip maker Opto Tech will put increased focus on its core business growth in 2022, and will be striving to improve its product mix for margins improvement, according to the company.
Innolux has obtained orders for LCD panels used in automotive, industrial and commercial displays with shipments scheduled until first-quarter 2022, according to company president James Yang.