Highlights of the day: Innolux seeking to introduce foundry business model to panel industry
The LCD industry getting so mature that existing players are keen to look for new opportunities and technologies. Innolux's executive VP Chin-Lung Ting has told Digitimes that the company will adhere to TFT-LCD as its core technology, but is exploring a new business model that he calls "panel...
Innolux proposes concept of panel semiconductor
South Korean panel makers are withdrawing from the LCD market, while their Chinese competitors, after frenzy expansion propelled them to the top of the LCD sector, are not expected to further expand their capacity significantly in the future, as they no longer have priority in receiving government...
Panel components shortages worsen
Panel makers continue to see their supply affected by shortages of glass substrates and LCD driver ICs, which have become severe due to recent power outages hitting plants at NEG and UMC plants, according to Innolux president James Yang.
Touch panel maker General Interface Solution (GIS) is expected to lock in the first batch of in-display ultrasonic fingerprint sensor module orders from Samsung Electronics for usage in Korea-based brand's new flagship Galaxy S21 to be launched in 2021, according to industry sources.
Taiwan polarizer suppliers to embrace strong 1H21
Taiwan-based polarizer makers are poised to embrace brisk sales in the first half of 2021, bolstered by strong demand for TV and IT panels along with rising polarizer prices in the wake of tight supply.
Samsung Electronics is expected to adopt a two-pronged approach to push the sales of its QLED and microLED TVs in 2021, in response to fellow company LG Electronics' efforts to promote its rollable OLED TVs, according to Digitimes Research.
MiniLED backlighting is expected to strengthen large-size LCD panels' competitiveness against OLED in five years, according to Ting Chin-lung, executive vice president for Innolux.
Suppliers in almost all sectors in the semiconductor ecosystem are raising prices to reflect tight capacity amid strong demand. But there have been concerns that the upward pricing trend may send end-device prices up, deterring consumers...
More devices to come with miniLED displays
Apple is reportedly looking to adopt miniLED displays for its new iPads and MacBook Pros in 2021, while Samsung Electronics is expected to release a miniLED tablet and Micro-Star International (MSI) a miniLED notebook, according to sources from the upstream supply chain.
EIH to promote color e-book readers
E Ink Holdings (EIH) will promote its ACeP (advanced color e-paper) technology to e-book readers in 2021.
Notebooks with foldable screens may hit store shelves by the end of 2021. Intel has been developing foldable-screen notebooks, with development reaching the final stage. Meanwhile, China-based foundry SMIC...
Demand for filters to rise thanks to increasing adoption of ToF technologies in smartphones
First-tier smartphone brands such as Apple and Samsung Electronics have begun adopting time of flight (ToF) technologies in their new smartphones, which is expected to boost the penetration of filters supporting the technologies, according to sources from the upstream supply chain.
InnoCare to see sales momentum continue into 2021
InnoCare Optoelectronics, a subsidiary of Innolux focusing on developing flat panels for medical applications, is on track to see its shipments of X-ray image inspection detectors and other equipment grow 10-20% in 2020, with the sales momentum to continue into 2021.
GIS reportedly enters iPhone supply chain
As China-based BOE Technology will soon begin to supply flexible OLED panels for iPhones, its Taiwan-based partner General Interface Solution (GIS) will supply corresponding integrated touch modules, according to industry sources.
Merck will present its latest technology advancements for the electronics industry at an all-digital event of the Consumer Electronics Show (CES) from January 11-14, 2021.
When tough US sanctions against Huawei took effect in mid September, Taiwanese chip suppliers did lose massive orders from one of their biggest clients. But Taiwan's IC ecosystem has since seen the void filled up by strong demand from...
Daxin gearing up for semiconductor materials
LCD chemical material supplier Daxin Materials aims to ramp up the production of semiconductor materials when its new plant, being built in central Taiwan, is completed in the third quarter of 2021, according to company chairman Cheng-Yih Lin.
The LCD panel sector has seen tight supply, thanks to strong demand for applications supporting stay-at-home needs in the wake of the pandemic. But the LCD shortage has worsened recently because of production disruptions at suppliers,...
General Interface Solution (GIS) has delivered multiple models of sensor-enabled display devices, built using its core sensing technology and designed for medical applications, for validation, according to sources at the touch panel maker.
Taiwan-based E Ink Holdings (EIH) and China-based Microview Electronics have signed a strategic partnership deal under which the pair will be jointly promoting e-paper solutions for electronics shelf labels (ESLs), healthcare, wearables, and various IoT applications.
LCD driver IC suppliers to see gross margin growth
Taiwan-based display driver IC (DDI) suppliers are poised to see their gross margins improve in fourth-quarter 2020 and even in first-quarter 2021 due to rising chip prices.
Merck has set up an R&D lab and related production lines in Taiwan to develop and produce inkjet printing OLED materials targeting medium-size display applications, according to John Lee, newly appointed chairman of Merck Taiwan.
PIDA calls for cross-domain integration
Photonics Industry and Technology Development Association (PIDA) has recently held a green technology investment forum in Tainan, calling for new investments to promote local industries and economy in the southern part of Taiwan.
Samsung is keen on catching up with TSMC in advanced node semiconductor manufacturing, but sources blame unsatisfactory yield rates for 8nm process at the Korean foundry for short supply of Nvidia's new GeForce RTX 30 GPUs. The Korean...
Coretronic reports decreased revenues for November
Backlit unit (BLU) and projector supplier Coretronic has reported November revenues of NT$3.779 billion (US$133.88 million), down 1% sequentially and 13% on year, as shipments were affected by the shortages of some crucial components.
MicroLED looks like it is going to take the display market by storm in the next decade or so. Established...
OLED may not be replacing LCD as mainstream, but micro LED stands a chance
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...
Taiwan LCD monitors – 3Q 2020
Taiwan's PC monitor shipments in the third quarter of 2020 grew 6.9% sequentially and 4.1% on year.
Taiwan LCD TVs – 3Q 2020
Taiwan's TV shipments arrived at 8.46 million units in the third quarter of 2020, up 34.7% sequentially and up 11.9% on year.
Global server shipment forecast and industry analysis, 2021
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China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...