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Thursday 15 April 2021
Taiwan LCD driver IC firms to post profit gains in 2Q21
Taiwan-based LCD driver IC suppliers have already notified their customers about price hikes of 10-20% or more for their TDDI and other DDI chips starting April, and are poised to post significant profit gains in the second quarter, according to industry sources.
Wednesday 14 April 2021
Highlights of the day: MiniLED applications gaining momentum
Apple is expected to soon unveil a miniLED-backlit iPad Pro, and its miniLED supply chain is ready to expand shipments, having improved yield rates. In the semiconductor sector, supply for packaging tools has been extremely tight, with equipment vendors reluctant to expand production, wary of possibly a lurking bubble in the market. And MediaTek is keen to maintain its leadership in the 5G phone market segment. The IC vendor has stepped up purchases of BT substrates for use in its 5G mobile SoCs to make sure it has enough supply.
Wednesday 14 April 2021
Light guide plate maker GLT expects 10-15% revenue growth in 2021
Light guide plate supplier Global Lighting Technologies (GLT) expects its revenues to expand by 10-15% in 2021, bolstered by growing shipments across its product lineups.
Tuesday 13 April 2021
Highlights of the day: TSMC confident about US fab project
TSMC chairman Mark Liu took part in a White House-hosted online meeting of the world's semiconductor powerhouses on Tuesday. After the meeting, Liu reiterated the Taiwan-based foundry house's commitment to building a wafer fab in the US state of Arizona. The semiconductor supply chain has been troubled by shortages for months, with major Taiwanese IC vendors set for another wave of price hikes in second-quarter 2021. Development of microLED applications have been gaining momentum, and commercialized products may be available as early as year-end 2021.
Tuesday 13 April 2021
Mildex, Young Fast enjoy brisk orders for niche-market applications
Touch panel makers Mildex Optical and Young Fast Optoelectronics have experienced a rebound in orders recently, particularly those for fitness equipment and niche-market applications, according to sources at the companies.
Tuesday 13 April 2021
Coretronic BLU shipments to be affected by component shortages in April
Coretronic expects its shipments of energy-saving products, mainly backlight units (BLU), to stay flat in April, as shortages of some critical components will undermine its efforts to ramp up shipments.
Tuesday 13 April 2021
MicroLED may start taking off at year-end 2021, says PlayNitride executive
Development of microLED applications has been gaining momentum, with commercialization of the technology likely to begin at year-end-2021 at the earliest, according to Falcon Liu, marketing director for Taiwan-based PlayNitride.
Monday 12 April 2021
China panel makers keen on miniLED development
Leading China-based panel makers China Star Optoelectronics Technology (CSOT), BOE Technology and Tianma Micro-electronics have stepped up efforts developing miniLED applications, according to industry sources.
Tuesday 6 April 2021
Highlights of the day: Flexible AMOLED shipments to grow
Handset vendors are expected to launch more foldable devices with AMOLED screens this year. Global shipments of flexible AMOLED panels for foldable devices are expected to reach 12 million units in 2021. In the handset market, where sales have been recovering, MediaTek stands a good chance of becoming the world's number-one vendor of mobile SoCs in 2021. In the semiconductor sector, backend firms expect demand for speciality DRAM to stay robust through third-quarter 2021.
Tuesday 6 April 2021
Foldable smartphone-use AMOLED shipments to reach 12 million units in 2021
Global shipments of flexible AMOLED panels for foldable smartphone applications are likely to reach over 12 million units in 2021, driven by new foldable devices launched by handset brands, according to industry sources.
Thursday 1 April 2021
Himax, BOEVx team up for automotive AMOLED display solutions
Himax Technologies, a vendor of driver ICs, has announced it has teamed up with BOE Varitronix (BOEVx), a supplier of car-use display products, to develop flexible AMOLED automotive display solutions.
Tuesday 30 March 2021
Highlights of the day: TSMC fast advancing manufacturing processes
TSMC is fast advancing its manufacturing processes. The foundry house's N4 - an extension of its 5nm process family - will be available for volume production in fourth-quarter 2021 ahead of its original scheduled. Supply constraints have been haunting many industry sectors for months, and Macronix expects NOR flash supply to stay tight for the next two years. In the display sector, Corning has announced price hikes for its glass substrates starting second-quarter 2021 to reflect increasing production costs and expenses.
Tuesday 30 March 2021
G-Tech expects automotive 3D-forming cover glass shipments to take off in 2H21
Glass processing service provider G-Tech Optoelectronics has disclosed it has seen European automakers adopt its 3D-forming cover glass for CIDs (central information displays) and rear-view mirrors and expects shipments for such glass products to increase sharply beginning in second-half 2021.
Tuesday 30 March 2021
Eternal to build new coating production line in China
Eternal Materials, which supplies resin materials and dry-film photoresists, is set to invest CNY90.52 million (US$13.84 million) to build a coating production line at a plant in Suzhou, China, with the new capacity to become fully operational as early as second-half 2022.
Tuesday 30 March 2021
Corning to hike glass substrate prices in 2Q21
Corning has disclosed plans to hike its display glass substrate prices in the second quarter of 2021 to reflect increased costs in logistics, energy, raw materials and other operational expenses during the current glass shortage.
Thursday 25 March 2021
Wah Hong Industrial upbeat about 2021
Optoelectronics materials supplier Wah Hong Industrial has expessed optimism about business in 2021, as demand for LCD panels is expected to remain strong througout the year.
Monday 22 March 2021
IC materials distributors buoyed by strong e-paper DDI demand
Semiconductor materials distributors are expected to gain profit momentum from brisk sales of COG or COF packaging materials driven by robust demand for e-paper and ESL (electronic shelf label) display driver ICs (DDI), apart from LCD TDDI chips and OLED chips, according to industry sources.
Friday 19 March 2021
E Ink expanding microcup FPL film capacity
E-paper display maker E Ink Holdings is expanding production capacity for micocup FPL (front panel laminate) film at its factory in northern Taiwan, according to company chairman and CEO Johnson Lee at a March 18 investor conference.
Wednesday 17 March 2021
Samsung raises quotes for rigid AMOLED panels
Samsung Electronics has raised its quotes for rigid AMOLED panels by 5-8% to reflect related driver IC supply constraints, according to industry sources.
Wednesday 17 March 2021
Taiwan PCB makers gearing up for miniLED TV boom
Taiwan-based PCB manufacturers, such as Taiwan PCB Techvest (TPT) and Apex International, are gearing up for the miniLED-backlit TV market boom as they have cut into supply chains of major makers in the new segment, according to industry sources.
Wednesday 17 March 2021
MiniLED-backlit TV competition heating up
Samsung Electronics will begin shipping its Neo QLED LCD TVs at the end of March 2021, heating up competition in miniLED backlighting, according to industry sources.
Tuesday 16 March 2021
Highlights of the day: LCD driver IC prices to rise on tight supply
LCD panel makers have seen orders picking up, in turn boosting their demand for driver ICs. But supply of LCD driver ICs has fallen far short of demand, prompting vendors to consider raising prices. Many other components are also in short supply, including networking chips. Some networking chip vendors, such as Braodcom, have had to extend their delivery lead times. At TSMC, its foundry services are expected to see strong demand from 5G, HPC and automotive sectors during second-quarter 2021.
Tuesday 16 March 2021
LCD driver IC supply falling short of demand by over 20%
The supply of LCD driver ICs has fallen short of demand by more than 20%, prompting Taiwan-based suppliers to consider price hikes, according to industry sources.
Thursday 11 March 2021
Polarizer supply to improve in 2H21, says BenQ Materials chairman
Polarizer supply has been tight amid strong demand for LCD panels, but is expected to become balanced in second-half 2021 when China-based makers ramp up production at newly-established facilities, according to Chen Zhien-chi, chairman for BenQ Materials.
Wednesday 10 March 2021
BLU shipments to rebound in March
Coretronic and Radiant Opto-Electronics expect their backlight unit (BLU) shipments to rebound significantly in March, as factory operations have returned to normal after the Lunar New Year holidays.