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Thursday 15 April 2021
Touch Taiwan 2021 to kick off next week
Touch Taiwan 2021 will be hosted from April 21-23 in Taipei with the online edition to be available from April 19-28.
Thursday 15 April 2021
Highlights of the day: TSMC expects flat growth in 2Q21 sales
TSMC expects flat sequential growth in its second-quarter 2021 sales, but has upward revised its outlook for full-year 2021 revenue to around 20% growth. The foundry house has also raised its capex budget for 2021 to US$30 billion. In the display sector, AUO is expanding its 6G LCD line in Kunshan, China to cater to strong demand for LTPS panels for notebooks. Notebook PCB makers in Taiwan also expect strong sales in first-quarter 2021.
Thursday 15 April 2021
AUO expanding 6G LCD line in China
AUO is expanding capacity at its Kunshan, China plant, with new capacity scheduled to arrive in the third quarter of 2022.
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
LCD panel makers bracing for handsome profits in 2Q21
Taiwan-based LCD panel makers are likely to continue generating handsome profits in the second quarter of 2021, thanks to continued rallies in panel prices, according to industry sources.
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
Taiwan panel makers report robust March sales
Taiwan-based LCD panel makers have reported brisk sales for March and first-quarter 2021, with prospects of their revenues continuing rising in the second quarter, thanks to panel price hikes amid tight supply.
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.
Monday 12 April 2021
Taiwan March exports hit record
Taiwan recorded exports totaling US$35.89 billion in March 2021, the highest-ever monthly level with growths of 29.1% sequentially and 27.1% on year, while the imports reached US$32.23 billion, also a monthly record, growing 38.4% sequentially and 27.0% on year, according the Ministry of Finance (MOF).
Friday 9 April 2021
Highlights of the day: Chromebook shipments set for sharp growth
The notebook market has been robust in recent months thanks to stay-at-home needs. Chromebook shipments are expected to rise sharply in 2021. Apart from Intel, some other chip vendors, such as MediaTek and Elan, are poised to see robust growths in reenues from the Chromebook segment. ODM Wistron saw its notebook shipments spiked 52% on year in first-quarter 2021. The smatphone market is also recovering, and Apple is expected to adopt teh more power-efficient LTPO backplane technology for OLED displays in the premium models of its next-generation iPhone lineup.
Friday 9 April 2021
AUO sales rise in March
AU Optronics (AUO) has reported consolidated revenue of NT$30.72 billion (US$1.08 billion) for March 2021, up by 20.0% on month and 49.8% on year.
Friday 9 April 2021
Apple reportedly to adopt LTPO display technology for new iPhones
Apple reportedly will adopt LTPO (low-temperature polycrystalline oxide) backplane technology for OLED displays in its premium iPhones to be launched later in 2021, 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
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.
Monday 29 March 2021
Highlights of the day: Panel short supply hikes prices
As supply of LCD panels remains tight, demand is expected to stay robust in the second quarter of 2021 with their prices also expected to remain in growth track. The tight supply of analog chips, in addition to their rising quotes, also further extended the lead times needed for the delivery. MOSFETS and protective devices are also experiencing brisk orders from automotive, transmission and fast charging applications.
Monday 29 March 2021
LCD panel prices to continue rising in 2Q21
LCD panel prices will continue moving upward in second-quarter 2021 after making significant gains in the first quarter, as the supply remains constrained due to shortages of crucial upstream parts and materials, including glass substrates and LCD driver ICs, according to industry sources.
Wednesday 24 March 2021
Innolux foraying into smart window applications
Innolux has teamed up with upstream suppliers, including Corning and Merck, to develop smart window products using liquid crystal technology.
Wednesday 24 March 2021
Taiwan February manufacturing production index up on year
Taiwan recorded manufacturing production index (2016 as base year) of 108.76 for February 2021, decreasing 14.98% sequentially and but increasing 3.79% on year, according to Ministry of Economic Affairs (MOEA).
Tuesday 23 March 2021
Samsung Display flexible AMOLED panels make headways in China, says Digitimes Research
The penetration rate of Samsung Display's flexible AMOLED panels at the high-end smartphone segment in China in the first quarter of 2021 was higher than that seen a year earlier, Digitimes Research has found.
Tuesday 23 March 2021
Taiwan February export down on month, says MOEA
Taiwan-based makers saw their combined export value amount to US$42.59 billion in February 2021, decreasing 19.2% on month but increasing 48.5% on year, according to statistics released by the Ministry of Economic Affairs (MOEA).
Friday 19 March 2021
Taiwan patent applications down in 2020
Taiwan recorded 72,238 patent applications in 2020, decreasing 3.23% on year, according to Intellectual Property Office (IPO).