China LED makers expanding mini/micro LED capacities
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 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.
Mini LED shipments to fall short of expectation in 2H20
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.
Everlight reports gains, Epistar losses for 1Q20
LED packaging service provider Everlight Electronics saw profits for first-quarter 2020, while LED epitaxial wafer and chip maker Epistar suffered losses.
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.
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.
Epistar to outsource testing, sorting of mini LED
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.
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.
Major Chinese LED chipmakers see high inventory
Major China-based LED chipmakers, due to shrinking demand arising from the coronavirus pandemic, have seen inventory pileups, according to industry sources.
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.
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...
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.
Japan-based Nichia has disclosed it has won a patent infringement lawsuit in Japan against HTC Nippon and its local distributor Kanematsu Communications.
AU Optronics (AUO) and PlayNitride have jointly announced a 9.4-inch high resolution flexible micro LED display with 228 PPI pixel density.
Epistar to set up mini LED capacity in Taiwan
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.
Epistar-Leyard JV in China to start production in 2H20
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 LED makers brace for sharp falls in 1Q20 profits
China-based LED makers generally estimate large decrease in first-quarter 2020 profitability due to impacts of coronavirus pandemic, according to industry sources.
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.
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.
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...
UV-C LED devices in tight supply
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 sees almost no impact from coronavirus
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.
Lumileds reportedly hikes prices
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.
Demand for TV-use LED BLUs to fall in 2Q20
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 involved in Nichia patent infringement 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
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Taiwan LCD TVs – 1Q 2020
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Taiwan large-size LCD panels – 1Q 2020
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Outbreak impact: China smartphone and AP shipments
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Coronavirus impact special report: Mobile devices
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Global server shipment forecast and industry analysis, 2020
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