Friday 1 December 2023
Samsung rumored to boost smartphone and TV production by 10% in 2024
Samsung Electronics anticipates a recovery in the terminal market in 2024 and reportedly plans to increase the production of televisions and smartphones by 10% annually, potentially driving the recovery of markets such as semiconductors, components, and displays.
Friday 24 November 2023
Foldable material supplier U-Best readies for leap in HC film shipments
Taiwan-based materials supplier U-Best Innovative Technology has begun shipping its hard coat (HC) films to clients in China in the third quarter of 2023. As the market for foldable smartphones continues to grow, the company expects HC film orders to pick up early next year despite a slight drop in the fourth quarter of 2023; moreover, high order volumes are expected for the third quarter of 2024 as smartphone brands release new models, says U-Best general manager Huang Nan-Hau.
Friday 17 November 2023
AUO drives the future of smart mobility with innovative MicroLED displays
Taiwanese panel maker AU Optronics (AUO) is making a significant foray into the automotive market with innovative smart cockpit solutions featuring MicroLED display technology. The company's recent acquisition of Behr-Hella Thermocontrol GmbH (BHTC) and its upcoming inaugural appearance at CES 2024 are key milestones in this strategic expansion.
Friday 17 November 2023
ESG and adhesives: Tex Year sees promising demand
Environmental, Social, and Governance (ESG) considerations have become a key focus for corporations. Tex Year Industries Chairperson and CEO Donald Hsiao said that the firm has been developing green materials early on, and green materials are key in carbon reduction efforts. This might allow the firm to capture the lucrative carbon reduction business under the current ESG trend.
Thursday 16 November 2023
EIH pushes back recovery projections; current states of the e-ink market
E Ink Holdings (EIH) Chairperson Johnson Lee recently revised the firm's revenue outlook for 2023 for the third time in its earnings call on November 15. The firm's projection went from the previous forecast of no growth or single-digit decline to a high single-digit or low double-digit decline this time. He also extended his projection for the industry downturn, with the lowest point anticipated in the first quarter of 2024.
Monday 13 November 2023
Smartphone and PC market rebound only transient? IC designers say consumer demand momentum may not fully recover until 2H24
The landscape of the IC design industry presents a mixed picture regarding the recent upturn in the mobile phone and PC markets. While some IC design companies have delivered promising revenue growth amid positive forecasts from major mobile SoC vendors like MediaTek and Qualcomm, cautious voices within the IC design sector express reservations about the transient nature of the current market recovery, and some industry insiders have asserted that the rebound may not materialize until the second half of 2024.
Wednesday 8 November 2023
Merck wins liquid crystal patent lawsuit in Germany against Chinese firm Bayi Space
German company Merck announced that the Dusseldorf District Court in Germany has ruled that Beijing Bayi Space LCD Technology (Bayi Space) has infringed on Merck's LCD mixture patent and will be banned from selling LCD display products with the infringing liquid crystal (LC) mixture in Germany.
Tuesday 7 November 2023
Fitipower will launch new DDI and PMIC products in 2024
Display driver IC (DDI) manufacturer Fitipower stated that compared to the second quarter, third-quarter revenues saw a slight decline and have nearly stabilized. The main reason is that while small-sized DDI saw a demand recovery surface in the third quarter, the inventory replenishment of medium-sized customers like automotive and industrial control applications concluded. Additionally, replenishments for large-size applications like TVs also hit the brakes in the second quarter. This back-and-forth offset of shipments resulted in revenue failing to continue to grow.
Tuesday 7 November 2023
AUO divides operations into 8 biz groups to enhance its vertical application biz
AUO recently divided the firm's operations into eight main business groups to expand its vertical businesses. The decision is in line with the firm's "dual-axis transformation" strategy to provide more value-added and specialized products.
Monday 6 November 2023
Concurrent planning to get ahead: Exclusive interview with Canadian supply chain solution provider Kinaxis co-founder Duncan Klett
In an era defined by global economic shifts, supply chain complexities, and ever-increasing uncertainty, companies must constantly adapt to survive and thrive. One company at the forefront of this transformative journey is Kinaxis, a Canadian supply chain solution provider co-founded by Duncan Klett in 1984. Kinaxis is listed on the Toronto Stock Exchange, with a market cap of nearly US$3 billion as of November 2023.
Friday 3 November 2023
JNTC rides Huawei's Mate 60 success for revenue surge, expanding capacity in Vietnam
In response to the strong sales of Huawei's Mate 60 series smartphones, JNTC, the South Korean supplier of curved mobile cover glass, is gearing up for significant revenue growth in 2023. The company is expanding its manufacturing base in Vietnam to meet the surging demand, which can be attributed to Huawei's flagship Mate 60 Pro.
Thursday 2 November 2023
Equipment supplier Contrel secures orders for microLED, panel-level packaging
Contrel Technology, an LCD equipment specialist, has received orders for microLED and panel-level packaging from Taiwan's top-two panel makers, AUO and Innolux, which will drive revenue growth in 2024.
Wednesday 1 November 2023
Coretronic suffers blow with lower shipments across both major product lines
Due to adverse factors such as weak demand, sluggish inventory destocking, and high inflation, Coretronic projects lower shipments across both of its main product lines in the fourth quarter of 2023, as well as a decline in total shipments in 2023 compared to the previous year.
Wednesday 1 November 2023
AUO 3Q23 revenues up 10.7% QoQ
AUO Corp. released its consolidated revenues in the third quarter of 2023 on October 31, which totaled NT$70.11 billion, up by 10.7% quarter-over-quarter. AUO's net loss attributable to owners of the Company for the third quarter of 2023 was NT$0.98 billion, with a basic EPS(2) of -NT$0.13, further narrowing the losses from Q2 (-NT$0.63).
Friday 27 October 2023
PVD foil company Univacco sees better gross profit in 4Q23
Taiwan-based physical vapor deposition (PVD) foil and film manufacturing firm Univacco Technology said it is seeing orders stabilizing in the second half of 2023, as inventory adjustment is coming to an end.
Friday 27 October 2023
Electromagnetic waves applications offer entrepreneurial opportunities, says PIDA chair
Where to find entrepreneurial opportunities? They can be found from electromagnetic waves, especially at the application level, where different wavelengths can be utilized at different times for different application extensions, thus further stimulating entrepreneurial inspiration, according to Kenneth Tai, chairman of the Photonics Industry & Technology Development Association (PIDA).
Wednesday 25 October 2023
Smart cockpit enables closer ties between automotive makers, suppliers
Cars have been transformed into the third living space with smart cockpit technology development. As more display panels are used in a cabin, data privacy, and driver safety have become critical issues that carmakers and suppliers are concerned about.
Tuesday 24 October 2023
Modular panel company Powertip finds niche in industry squeeze
As major players in the display panel industry increasingly turn to niche markets in the face of increased competition in recent years, small- and middle-sized panel module companies have had to adapt their strategies to cope with the squeeze. For Powertip Technology, this has involved pairing their displays with motherboards.
Thursday 19 October 2023
Panel component suppliers aware of demand volatility in 4Q23
LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat the first, according to industry sources.
Thursday 19 October 2023
Taiwan-based Profet AI poised to scale up in Asia
Manufacturing is the cornerstone of many Asian countries. Profet AI helps manufacturers improve efficiency by empowering their employees with AI. The Taiwan-based AI software developer has launched an ambitious plan to expand in Asia, especially China, Japan and Vietnam.
Monday 16 October 2023
Touch panel firms conservative over 4Q23 sales performance
Affected by the destocking effort of Apple, its supply chain partners are facing the pressure of sales decline in the second half of 2023. Touch panel suppliers TPK and GiS are also cautious over the sales outlook of the 4th quarter. However, with the destocking effort coming to an end, they have said that market demand is likely to crawl out of the bottom in 2024.
Friday 13 October 2023
IC design houses see handset stockpiling pick up
IC design houses have seen handset customers start replenishing their stocks following months of inventory correction, according to industry sources.
Thursday 12 October 2023
Chinese mature-node IC foundry Nexchip to expand production capacity
Nexchip Semiconductor, a Chinese mature-node IC foundry, has disclosed plans to produce an additional 10,000 wafers each month.
Wednesday 11 October 2023
EIH set to mass produce cutting-edge color e-paper solutions in 2024
Taiwan's E Ink Holdings (EIH), staying at the forefront of revolutionizing color electronic paper applications, is on track to volume produce its groundbreaking E Ink Spectra 6 color e-paper technology in 2024.This technology and the innovative E Ink Kaleido 3 color printing e-paper technology have both been honored with the prestigious "2023 SDIA Award" in the gold category by the Smart Display Industrial Alliance (SDIA) in Taiwan.
Thursday 5 October 2023
Smart glasses and headsets to bring optical component industry boom
Meta's latest AI products include second gen smart glasses that can answer questions, co branded with Ray-Ban, along with Quest 3 VR headsets and robots capable of producing realistic images. The new smart glasses are closer to regular glasses than their predecessor and come with video recording functions in addition to photo-taking.
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