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May 25, 15:16
Green inflation bound to come within decade, says AUO chair
Green inflation has not begun yet but is bound to occur within the next decade, and there will be no longer cheap consumer electronics products then, according to Paul Peng, chairman of both LCD panel maker AU Optronics (AUO) and Taipei Computer Association (TCA).
Taiwan-based LCD company AU Optronics (AUO) has become the seventh-largest company by profit in the DIGITIMES ASC 100 ranking.
5G penetration and accelerated digital transformation boost the growth of semiconductor and tech product companies. Global decarbonization and car sales recovery benefits the automotive industry, especially their EV businesses. The 2022 Asia Supply Chain 100 (ASC 100) Ranking reveals megatrends in the tech sector.
According to DIGITIMES Asia Supply Chain 100 (ASC 100) list, tech companies in the "semiconductor" and "electronic components" sectors account for eight out of the top 10 businesses with the highest profit margin in 2021.
Sharp ranks 43rd on the 2022 edition of DIGITIMES Asia Supply Chain 100 (ASC 100), with a revenue of US$22.79 billion. Although its revenue lags behind the likes of Sony, LG Electronics, Panasonic, and Midea, with an annual growth of 715.5%, Sharp's profit ranks among the top. Sharp is also the only brand company in the ASC 100 top 50 led by a Taiwanese.
AU Optronics (AUO) and Innolux have dismissed rumors about a potential merger of the two display giants.
Rajesh Exports, a major gold trading company in India without prior experience in electronic manufacturing, is looking to invest in the manufacturing of EV battery cells and AMOLED display.
China-based display panel makers and LG Display (LGD) have been under operational pressure along with consecutive drops in LCD panel price for longer than three quarters, and are placing hope on growing demand for high-end panels including OLED ones, according to industry sources.
LED driver IC design house Macroblock expects to post a double-digit sequential revenue increase with high gross margin in the second quarter of 2022, driven by robust demand for high-end niche-market applications.
E Ink Holdings (EIH) aims to have electronic paper (e-paper) replace paper by seeking more applications to various surfaces such as those of tables, walls and automobiles, according to company chairman and CEO Johnson Lee.
LED chipmaker Everlight Electronics expects shipments of its miniLED backlight units (BLU) for automotive displays to rise in the second half of 2022, when its Taiwan production capacity for the offering will be expanded sharply, according to industry sources.
Taiwan-based lead frame makers are expected to see business opportunities from China-based vendors' adoption of POB (package-on-board) miniLED backlighting for LCD TVs, according to industry sources.