Taiwan has opportunities to strive in the global micro LED market by leveraging its technological advantages in the LED, semiconductor, and backend industries, according to Louis Huang, CEO of Taiwan's Photonics Industry and Technology Development Association (PIDA).
As smartphone-use OLED panel prices have dropped since 2018, mini LED backlighting for handset-use LCD panels has become disadvantageous in cost. Market opportunities for mini LED backlighting, therefore, lie in application segments where OLED panels are less competitive in production cost.
Light guide plate (LGP) maker Global Lighting Technologies (GLT) has returned to the glowing keyboard supply chain of MacBook Pro and is set to add two production lines at its plant in northern Taiwan to support shipments to Apple, according to industry sources.
Mini and micro LEDs are being touted as strong candidates to play a key role in the next-generation display market. Now Apple is said to be developing a 12.9-inch mini LED-backlit iPad Pro for launch in third-quarter 2020. Many Taiwan-based supply chain partners are eyeing the mini...
Taiwan-based supply chain makers including Epistar, General Interface Solution (GIS), Taiwan Surface Mounting Technology (TSMT), Zhen Ding Technology and Flexium Interconnect are poised to receive orders for components to be used in a 12.9-inch mini LED-backlit iPad Pro that Apple reportedly will launch...
Notebook vendors are ready to adopt mini LED backlighting for their devices, paving the way for the technology to move beyond public signage to consumer electronics, according to industry sources.
Japan Display Inc (JDI) has announced it has developed a prototype micro LED display, a strong candidate to become a next-generation mainstream display technology, and it will be exhibited at FIinTech Japan 2019 in Makuhari Messe during December 4-6.
GLT to expand light guide plate capacity
Light guide plate maker Global Lighting Technologies (GLT) plans to build additional production lines at its plant in Tongluo, central Taiwan to cope with rising demand from the scissor-switch keyboard sector, according to company chairman Lee Mang-shiang.
Chip-on-film (COF) substrate supplier JMC Electronics has seen orders for large-size display driver IC packaging slow down in the fourth quarter of 2019, for which the company is likely to post a 10-15% sequential decline in revenues, according to industry sources.
Colored e-book readers to debut in 2020
End-market device vendors in Europe and China are planning to launch colored e-book readers in 2020, with prospects to eke out a portion of market share dominated by monochrome models currently, according to sources at e-paper solution provider E Ink Holdings (EIH).
AOT to ship LED BLUs for 8K TVs in 3Q20
LED packaging service provider Advanced Optoelectronic Technology (AOT) will begin shipping LED backlight units (BLUs) for use in 8K LCD TVs in third-quarter 2020, according to the company.
JOLED unveils printed OLED production line
JOLED has disclosed it has completed constructrion of what it calls the world's first mass production line of printed OLEDs at its Nomi site, Japan, looking to start mass production in 2020.
EIH to ship colored e-book reader solutions in 2020
E-paper solution provider E Ink Holdings (EIH) is currently undergoing design-in processes for colored e-paper solutions for the next-generation e-book readers with shipments of related products to kick off in 2020, according to company acting chairman Johnson Lee.
Polarizer, QDEF supply capacity in China insufficient
Taiwan's suppliers of polarizers and quantum dot enhancement films (QDEF) still have opportunity to make gains in China where the supply capacity for these two optical products is still insufficient despite the fast expansion of its flat panel industry, according to industry sources.
Production of Taiwan's manufacturing industry totaled NT$3.37 trillion in the third quarter of 2019, down 7.01% on year, making the third consecutive quarter of on-year declines due mainly to the US-China trade tensions, according to figures from Taiwan's Ministry of Economic Affairs (MOEA).
Chinese handset vendors are eager to adopt anylayer HDI boards for their high-end smartphones, but they currently have to source such boards from outside of China despite the country's bid to raise self-sufficiency for electronics components. Taiwan-based PCB makers Compeq...
Epistar to allocate at least NT$5 billion for 2020 capex
LED epitaxial wafer and chip maker Epistar has disclosed plans to set aside a capex budget of at least NT$5 billion (US$164 million) for 2020, mainly for expanding production capacities for mini LED chips, mini LED backlight units (BLUs) and VCSEL epitaxial wafers and diodes.
Micro LED looks promising, but faces challenges
Micro LED seems promising for being use in display devices, but mass transfer yield rates during and production costs remain problems in commercializing the technology.
While top chip vendors have been keen on securing support from TSMC's cutting edge 7nm and 5nm manufacturing nodes, demand for the foundry house's other processes have also been strong. Now TSMC and its fellow competitor UMC are both set to allocate more of their 12-inch fab capacity to making driver...
TSMC and UMC are set to allocate more of their available 12-inch fab capacities for the fabrication of display driver ICs in 2020 to satisfy growing demand for applications such as 8K TVs and 5G smartphones, according to industry sources.
GIS earnings hit 13-quarter low in 3Q19
Touch panel maker General Interface Solution (GIS) has disclosed that its net profit hit a 13-quarter low of NT$381 million (US$12.498 million) in the third quarter of 2019 due to a write-off of NT$1.203 million impaired assets.
There has been much hype about the arrival of the 5G era, but 4G is still very much alive and kicking. Global smartphone sales have slowed down in 2019, but Taiwanese IC designers have seen demand for 4G smartphone chips rebound in the...
TPK wins deals for silver nanowire touch solutions
TPK Holding's small-size silver nanowire-based touch solutions have entered design-in processes of 1-2 foldable handsets, according to Leo Hsieh, president of the touch module and sensor maker.
Corning has disclosed its glass prices for the third quarter were consistent with the prior quarter's levels, but warned of a slight drop sequentially in the fourth quarter. The company expects its glass prices for all of 2019 to register a low-single-digit drop, compared to its previous estimate of...
BLU maker Coretronic sees slow orders for 4Q19
Coretronic expects shipments of its energy-saving products, mainly backlight units (BLU), to register a single-digit sequential drop in the fourth quarter of 2019 due to a reduction of EMS and ODM orders, the company has said.
Taiwan handsets – 3Q 2019
Taiwan makers shipped 14.21 million handsets in third-quarter 2019, up 3% sequentially but down 34.8% on year.
Taiwan LCD TVs – 3Q 2019
Taiwan's TV maker shipped a total of 7.39 million LCD TVs in the third quarter, up 3.2% sequentially.
Taiwan LCD monitors – 3Q 2019
Taiwan PC monitor shipments continued to grow on-year in the third quarter of 2019 at 5.8% to arrive at 23.73 million units.
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...