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Wednesday 22 September 2021
Samsung and Korea: Wolves of the North
Since the 1970s, Taiwan and South Korea have been parallelly developing semiconductor and new-geneation IT industries. The national conditions and industrial strength of the two countries are very similar. During the Cold War, Taiwan and South Korea were part of the first island chain facing the communist world. Now the US and China are rivals that compete head to head with not only weaponry, but also the strength of the technology industry, the most representative of which is the semiconductor industry and the ubiquitous supply chain. About 60% of Taiwan's and Korea's semiconductor exports go to China. In 2020, China imported as much as US$350 billion of semiconductors, with about half of them from Taiwan and South Korea. Taiwan and South Korea both export enormously to China on the one hand, and vie for the industry leadership position on the other. South Korea specializes in memory, but Taiwan's industry structure is more diverse: wafer foundry, IC design, packaging and testing. Taiwan and South Korea dislike each other but also rely on each other.
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
TV-use panel makers cut back on production to curb price falls
Viewing that prices for TV-use LCD panels began to drop significantly in August 2021, China-based LCD panel makers BOE Technology and China Star Optoelectronics Technology (CSOT) as well as LG Display began to reduce the production of such panels in September, a bid to prevent such prices from dropping further, 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
AUO unveils 85-inch 4K gaming TV panel with 240Hz VRR
AU Optronics (AUO) has unveiled an 85-inch 4K gaming TV panel with VRR (variable refresh rate) of 240Hz.
Thursday 16 September 2021
MSI adopts AUO miniLED display technology in creator notebook
AU Optronic's (AUO) AmLED (adaptive miniLED) display technology is featured in MSI's new creator notebook series.
Wednesday 15 September 2021
91.4 million automotive display panels shipped globally in 1H21
Global automotive display panel shipments reached 91.4 million units in first-half 2021, increasing 39.1% on year, according to Omdia.
Tuesday 14 September 2021
Taiwan science parks record over NT$1,712 billion in 1H21 revenue, says MOST
Government-developed Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated combined revenues of NT$1,712.828 billion (US$61.28 billion) in first-half 2021, growing 25.20% on year, according to Ministry of Science and Technology (MOST).
Tuesday 14 September 2021
Taiwan makers increasingly immune to sharp TV panel price falls, says AUO chair
Chances are slim for LCD TV panel prices to plunge to the cash cost level and Taiwan panel makers are now much more immune to the ongoing round of price falls amid changing industrial structures and their increasingly robust financial strength, according to Paul Peng, chairman of AU Optronics (AUO).
Friday 10 September 2021
Innolux ships over 40 million panels in August
Innolux shipped 40.50 million TFT-LCD panels in August, consisting of 12.71 million large-size units and 27.79 million small- to medium-size units which increased 3.5% and decreased 2.3% on month respectively, according to the company.
Thursday 9 September 2021
AUO August revenues decline sequentially despite increased shipments
AU Optronics (AUO) shipped LCD panels totaling 2.171 million square meters in August, increasing 3.6% on month, but its consolidated revenues for the month decreased 1.91% sequentially to NT$32.710 billion (US$1.17 billion) due to panel price declines.
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).
Tuesday 7 September 2021
LCD driver IC designers to be under thorny process of hiking prices
LCD driver IC design houses will hike quotes to reflect continually increased costs for wafer foundry services but have been faced with reluctance from clients, LCD panel makers, because panel prices have kept falling since the end of the second quarter of 2021, according to industry sources.
Friday 3 September 2021
India may consider technology transfer to develop local TV supply chains
In view of the high growth in demand for TVs in India, India Cellular and Electronics Association (ICEA) recommends that the India government set up local TV supply chains. As it is not easy to set up a local TV panel supply chain competitive in production cost in India, the transfer of panel technologies from overseas panel makers could be a feasible strategy.
Thursday 2 September 2021
Highlights of the day: Chip shortage reportedly hinders new MacBook Pro production
Chip shortages have been troubling many vendors, including Apple, whose much anticipated miniLED-backlit MacBook Pro series may be unveiled later than expected. The electric vehicle market looks so promising that many companies are eager to have a share, including Chinese handset vendor Xiaomi, which has just set up an EV business. LCD TV panel prices had soared for months until recently, and they are expected keep falling till year-end 2021.
Thursday 2 September 2021
TV panel pricing may keep falling till year-end 2021
LCD TV panel prices have been falling at a rapid pace since August, and may continue dropping until year-end 2021, as demand for TVs in developed countries has been declining and most of TV vendors have decreased panel procurement, according to industry sources.
Tuesday 31 August 2021
Prices for LCD TV panels to fall in September, says Sigmaintell
September prices for LCD TV panels drop from August levels by US$9-13 per panel, according to China-based Sigmaintell Consulting.
Wednesday 25 August 2021
Highlights of the day: TSMC to raise quotes
Semiconductor production cost is set to rise further, as the world's number pure-play foundry, TSMC, has notified clients that its quotes will rise 10-20% starting next year. Silicon wafer supplier GlobalWafers has reported clear order visibility till year end 2022. In the display sector, China-based panel maker CSOT has started moving in equipment at a module plant in India.
Wednesday 25 August 2021
ICEA recommends establishment of LCD TV supply chains in India
Viewing that there are no local supply chains for LCD TVs in India, India Cellular and Electronics Association (ICEA) recommends that the India government set up local TV panel production lines.
Wednesday 25 August 2021
CSOT begins equipment installation at panel module factory in India
China Star Optoelectronics Technology (CSOT), a display panel maker belonging to the China-based TCL Group, recently held a ceremony for starting the installation of production equipment at its panel module factory in Tirupati, southeastern India, according to industry sources.
Wednesday 25 August 2021
Giantplus optimizing product mix for profitability
Small- to medium-size LCD panel and module maker Giantplus Technology has been adjusting product mix by hiking revenue proprotions for niche-market and car-use applications in a bid to hike overall profitability, according to the company.
Tuesday 24 August 2021
Taiwan July manufacturing production index down on month
Taiwan recorded manufacturing production index (2016 as base year) of 137.34 for July 2021, decreasing 1.90% sequentially but increasing 15.02% on year, according to Ministry of Economic Affairs (MOEA).
Monday 23 August 2021
Taiwan July export orders up
Taiwan-based makers received export orders totaling US$55.30 billion in July 2021, increasing 2.9% sequentially and 21.4% on year, according to the Ministry of Economic Affairs (MOEA).
Friday 20 August 2021
Highlight of the Day: Intel's plan to acquire GF gets hindered
The move of GF's plan for IPO is more likely to happen in the near future, which might make Intel's buyout plan vanish. Two OLED panel suppliers in China are expanding their panel capabilities which tell the adoption rate of OLED panels in smartphone brands, including Samsung, Xiaomi, Oppo, is getting higher. LCD panel makers; on the other hand, are transforming to focus on more value-added products.