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Monday 25 October 2021
Display driver IC inventory swelling
High-tech supply chains are encountering the availabilities of different chips that are in varying degrees. Chips such as display driver ICs (DDI) are no longer in tight supply, prompting suppliers of such chips to cut back wafer starts at foundries, according to industry sources.
Friday 22 October 2021
Apple may extend miniLED backlighting to MacBook Air in 2022
Apple is showing its preference for miniLED backlighting for high-end notebooks and tablets, and Apple is likely to adopt such backlighting for 13.3-inch MacBook Air to be launched in 2022, according to industry sources.
Thursday 21 October 2021
Macroblock gearing up for miniLED device boom
LED driver IC firm Macroblock has expressed optimism about its operations in 2022, citing a boom in demand for miniLED-backlight device applications.
Monday 18 October 2021
Output of panel components, LCD modules in China falls 30% due to power restrictions
Local governments' restricting power supply in China has led to decreases in utilization of production capacities at LCD panel supply chain makers' factories mostly in southern and eastern China to about 60%, and consequently, output of panel components and LCD modules has dropped by about 30%, according to AVC Revo.
Friday 15 October 2021
Highlights of the day: Automotive IC shortages to remain
The car industry has been plagued by component shortages, and automotive IC shortages are likely to last till at least 2023. TSMC's plan to build a mature process fab in Japan comes as good news for a semiconductor sector yearning for more capacity supply. And PanelSemi CEO Ting Chin-lung is making efforts to materialize his concept of "panel semiconductor."
Friday 15 October 2021
Panel semiconductor: Q&A with PanelSemi CEO Ting Chin-Lung
Chinese panel makers have become the world's largest LCD makers after over a decade of fierce market competition, while South Korean panel makers have chosen to gradually withdraw from the LCD market and turn their attention to OLED.
Thursday 14 October 2021
Coretronic expects October shipments to slip sequentially
Coretronic expects October shipments for projectors and image devices to decrease about 20% sequentially and those for LED backlight units (BLUs) to slightly decline, according to the company.
Wednesday 13 October 2021
DDI backend firms expect flat growth in 4Q21
Taiwan-based display driver IC (DDI) backend specialists expect to post flat sequential revenue growth in the fourth quarter of 2021, as tight foundry capacity constrains their fabless clients' output, according to industry sources.
Tuesday 12 October 2021
TPK expects slight impact on China plants from power supply restrictions
Touch solution provider TPK Holding has said its plants in southeastern China will cope with local governments' restrictions on power supply by adjusting production schedules and inventories, and expects operation of these factories to be slightly affected by the restrictions.
Thursday 7 October 2021
Apex enjoys robust PCB demand from Samsung
Apex International, a Thailand-based PCB maker established by Taiwanese entrepreneurs, has received booming orders for PCBs used in miniLED backlight units (BLU) from Samsung Electronics, according to industry sources.
Wednesday 29 September 2021
LCD panel prices to continue slide in October
LCD panel prices will continue trending downward in October, despite suppliers' efforts to constrain their output, according to industry sources.
Tuesday 28 September 2021
Everlight to begin small-volume shipments for miniLED BLUs for automotive displays in 4Q21
LED packaging service provider Everlight Electronics will begin shipping miniLED backlight units (BLU) for automotive central information displays and dashboards in small volumes to makers in the supply chains of US and European automakers in fourth-quarter 2021, according to the company.
Tuesday 28 September 2021
LCD panel prices to continue sliding
LCD panel prices will likely continue trending downward until the end of the first quarter or the beginning of the second quarter in 2022, according to industry sources in China.
Thursday 23 September 2021
Glass substrate shortage to ease in 1Q22
Glass substrates shortage will remain in fourth-quarter 2021 but is expected to ease off in first-quarter 2022, according to industry sources.
Friday 17 September 2021
Tons Lightology suffers delay in shipment
LED lighting maker Tons Lightology has obtained orders with shipments scheduled until several months after but has had shipments deferred due to congested logistics operations at many harbors around the world and shortage of containers, according to the company.
Friday 17 September 2021
Flexible AMOLED + On Cell design adopted for iPhone 13 series
Flexible AMOLED + On Cell display design is adopted for 5.4-inch iPhone 13 mini, 6.1-inch iPhone 13, 6.1-inch iPhone 13 Pro and 6.7-inch iPhone 13 Pro Max, according to industry sources.
Friday 17 September 2021
Shenzhen Laibao Hi-Tech steps into LCD module business
Shenzhen Laibao Hi-Tech, a China-based maker of ITO conductive glass, color filters as well as OGM (one glass metal mesh) and OGS (one glass solution) touch panels, will step into the production of LCD modules with an investment of CNY250 million (US$38.5 million) to set up a factory in Chengdu, western China, according to industry sources.
Thursday 16 September 2021
Taiwan LCD driver IC suppliers say orders remain strong
Some Taiwan-based LCD driver IC suppliers have claimed their book-to-bill ratios remain above one with clear order visibility through the end of this year and even 2022, in response to recent reports indicating LCD panel prices have started falling due to a slowdown in TV and other end-market device demand.
Thursday 16 September 2021
Corning names new president for CDTT
Corning has appointed Andrew Ho as president of Corning Display Technologies Taiwan (CDTT), replacing Daniel Tseng, who has been named president and general manager of Corning Display Technologies China.
Monday 13 September 2021
GLT reportedly remains major light guide plate supplier for Apple
Light guide plate maker Global Lighting Technologies (GLT) has obtained orders with shipments scheduled until fourth-quarter 2021 as originally expected, according to company president Johnny Tsai.
Friday 10 September 2021
BLU maker Coretronic sees increased August revenues
Coretronic saw consolidated revenues of NT$4.137 billion (US$148 million) for August increase 2.92% on month and 6.11% on year and those of NT$29.831 billion for January-August grow 12.09% on year.
Wednesday 8 September 2021
Wah Hong Industrial posts flat growth in August revenues
Optical film maker Wah Hong Industrial has reported consolidated revenues of NT$938.1 million (US$33.7 million) for August, slightly increasing 1.16% sequentially but decreasing 3.87% on year, and those of NT$7.228 billion for January-August grew 10.67% on year.
Wednesday 8 September 2021
Taiwan August export value hits record for second time straight, says MOF
Taiwan recorded a total export value of US$39.55 for August 2021, hitting a monthly record for the second consecutive time with a growth of 4.2% on month and 26.9% on year. The corresponding total import value of US$36.08 billion was also the historically highest monthly figure and rose 12.6% on month and 46.3% on year, according to the Ministry of Finance (MOF).
Wednesday 8 September 2021
LED driver IC firm Macroblock to embrace strong 2H21
LED driver IC design house Macroblock has obtained orders with shipments scheduled until year-end of 2021 with quotes its products for rising due to tight supply of wafer foundry and IC packaging/testing services, according to industry sources.
Tuesday 7 September 2021
LED suppliers for upcoming MacBook say shipments on schedule
LED suppliers for Apple's upcoming MacBook Pro have said their shipments for the new model are on schedule, in response to recent reports about the shortage of related mini LED chips and other ICs, accoding to industry sources.