LED upstream
  • China LED makers eye mini/micro LED business opportunities
    China-based major LED chip makers and packaging service providers, optimistic about demand for mini and micro LEDs, are currently pushing capacity expansions mainly for related applications, according to industry sources.
  • Epistar president Fan Chin-yung
    Epistar is likely to see operation swing into profitability in the fourth quarter of 2020 if the impact of the coronavirus pandemic eases off in the third quarter, according to company president Chin-yung Fan.
  • An example of mini LED backlighting
    Demand for RGB fine-pitch mini LED displays and mini LED backlight units was originally expected to take off in second-quarter 2020 following CES 2020, but corresponding shipments will be significantly short of original expectation in second-half 2020, according to industry sources.
  • LED firms have been hit hard by the coronavirus pandemic
    LED packaging service provider Everlight Electronics saw profits for first-quarter 2020, while LED epitaxial wafer and chip maker Epistar suffered losses.
  • Sensor chip orders are strong
    Vertically-integrated LED makers Tyntek and Opto Tech have received many rush orders for Si-based sensor chips for medical devices for which demand is sharply growing due to the coronavirus pandemic, according to industry sources.
  • Epistar is gearing up for mini LED
    LED epitaxial wafer and chip maker Epistar has received rush orders for mini LED RGB fine-pitch displays from Europe and the US, with shipments scheduled for second-half 2020, according to industry sources.
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    LED epitaxial wafer and chip maker Epistar is in preparation to increase production of mini LEDs and will outsource testing and sorting of the chips, with Taiwan-based FitTech and YTEC very likely to obtain orders for such services, according to industry sources.
  • IR and UV LED applications have been in strong demand
    LED packaging service provider Everlight Electronics and vertically-integrated LED firm Opto Tech are fully utilizing production capacities for infrared (IR) and ultraviolet (UV) LED devices, according to the companies.
  • The coronavirus pandemic is crippling demand for LEDs
    Major China-based LED chipmakers, due to shrinking demand arising from the coronavirus pandemic, have seen inventory pileups, according to industry sources.
  • Application of UV-C LED to disinfection
    China- and Taiwan-based LED makers have stepped up development of UV-C LED devices for disinfection purposes in the wake of the coronavirus pandemic, according to industry sources.
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    Vertically-integrated LED maker Opto Tech has received many rush orders for infrared (IR) LED and UV-C LED devices as well as Si-based sensor chips arising from the coronavirus pandemic, with the corresponding production capacities fully utilized and shipments scheduled until the second quarter of...
  • Car-use micro LED displays may wait some 2-3 years before commercialization
    Samples of micro LED displays for use in cars have been undergoing trials and commercialization of such products is estimated to take 2-3 years, according to industry sources.
  • A Japanese court has ruled in favor of Nichia in an infringement lawsuit against HTC' subsidiary in
    Japan-based Nichia has disclosed it has won a patent infringement lawsuit in Japan against HTC Nippon and its local distributor Kanematsu Communications.
  • A 9.4-inch high resolution flexible micro LED display jointly developed by AUO and PlayNitride
    AU Optronics (AUO) and PlayNitride have jointly announced a 9.4-inch high resolution flexible micro LED display with 228 PPI pixel density.
  • Mini LED backlighting of smartphones showcased by Epistar
    LED epitaxial wafer and chip maker Epistar has disclosed it will invest NT$5.4 billion (US$179 million) to set up mini LED production lines at its existing factories in Central and Southern Taiwan Science Parks in 2020 and first-half 2021, with volume production to begin in fourth-quarter 2020.
  • A 216-inch 8K RGB fine-pitch mini LED display showcased by Epistar and Leyard jointly at CES 2020
    Taiwan-based LED epitaxial wafer and chip maker Epistar is establishing a joint venture with China-based LED display maker Leyard Optoelectronic for producing mini/micro LED chips and modules in Wuxi, eastern China, with production to begin in second-half 2020, according to Epistar.
  • China-based LED makers have been hit hard by the coronavirus outbreak
    China-based LED makers generally estimate large decrease in first-quarter 2020 profitability due to impacts of coronavirus pandemic, according to industry sources.
  • Lextar's I-Mini Blue mini LED backlighting module
    Micro-Star International (MSI) will launch Creator 17, a 17.3-inch 4K gaming notebook with mini LED backlighting reportedly made by vertically-integrated LED maker Lextar Electronics.
  • Falling LED chip prices dented the maker's profitability
    The second largest China-based LED epitaxial wafer and chip maker HC SemiTek suffered net loss of CNY1.048 billion (US$152 million) for 2019, compared with net profit of CNY244 million for 2018, according to the company.
  • TSMC has made a lot of efforts developing backend technologies
    Apart from its leadership in the foundry sector, TSMC has been making a lot of efforts developing packaging technologies with which it can offer value-added services to customers. It has recently seen an "unexpected" rise in orders demanding its CoWoS...
  • Disinfection applications are in strong demand in the wake of the coronavirus pandemic
    Demand for UV-C LED products for disinfection applications has drastically increased in the wake of the coronavirus pandemic, stretching the production lead times at makers of UV-C LED devices used in such products, according to industry sources.
  • FitTech's 1H20 shipment schedule remains unchanged
    LED probing, testing and sorting equipment maker FitTech indicated that clients have not decreased orders or asked for delaying shipments despite coronavirus outbreak, with shipments schedule for first-half 2020 remaining unchanged.
  • The LED sector has seen pressure from the pandemic
    Netherlands-based Lumileds will hike quotes for its LED products, including devices and modules for automotive lighting, by 4% beginning April 15, 2020, but Taiwan-based competitors will not follow suit for the time being, according to industry sources.
  • The postponement of the Tokyo Olympics is chilling TV replacement demand
    Demand for TV-use LED backlight units (BLUs) has been strong in first-quarter 2020, but will slip below the historical average in the following quarter, thanks to the postponement of the Tokyo Olympics, according to industry sources.
  • Lextar says it has yet to receive court papers about the lawsuit
    Japan-based Nichia has filed with Tokyo District Court a charge against IPF, a Japanese after-market automotive component sales agent, alleging LED devices used in IPF-distributed automotive headlight bulbs infringe on its Japan patent concerning LED packaging structure.

Global tablet market – 1Q 2020

Taiwan LCD TVs – 1Q 2020

Taiwan large-size LCD panels – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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