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.
With demand for LCD TV panels decreasing, the off-season this year for the LED sector has arrived 1-2 months earlier than in the past, but Apple's adoption of miniLED backlighting for 12.9-inch iPad Pro and 14- and 16-inch MacBook Pro has lessened the off-season impact, according to industry sources.
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."
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.
LED automotive lighting module maker Laster Tech has fully utilized production capacity and expects the full utilization to remain until 2022 based on orders received, while fellow maker Excellence Optoelectronics (EOI) has utilized 80-90% of production capacity, according to the companies.
Startups are the growing force of India's economy. One of India's unicorn startups launched Ola Cars online car-shopping platform, while electric vehicles (EV), especially two-wheelers, are seeing increasing sales in India.
Ennostar, a holding firm jointly established by LED epitaxial wafer and chip maker Epistar and vertically-integrated LED maker Lextar Electronics, will expand production capacity for miniLED backlighting by 20-30% in the fourth quarter of 2021 and further double the end-of-2021 capacity in 2022, according to company chairman Lee Biing-jye.
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.
LED chip and Si-based sensor chip maker Opto Tech will put increased focus on its core business growth in 2022, and will be striving to improve its product mix for margins improvement, according to the company.
Along with Apple's adoption of miniLED backlighting for 12.9-inch iPad Pro, demand for the miniLED backlighting has taken off, but there is considerable room for reducing production cost and hiking yield rates for such applications, according to Ennostar.
Leadframe maker I-Chiun Precision Industry plans to further expand production capacity for another two product lines - heat spreaders and LED photocouplers - by 30% each, with the additional capacity scheduled to come online in the first quarter of 2022, according to the company.
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.
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.
LED packaging service provider Ledtech Electronics has indicated demand for LED low-temperature lighting in China and other overseas markets began to rebound in August-September and it has obtained orders with shipments scheduled until November 2021.
LED automotive lighting modules maker Laster Tech has disclosed it has deferred shipments for 40-50% of recently received orders because shortages of automotive semiconductors has caused China-based automakers to delay or decrease production or shipments.
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.