In the competitive smartphone maket, product differentiation is one of the crucial factors to attract customers. Handset vendors are now looking to customized chips to achieve such production differentiation, with Xiaomi reportedly working...
Prices for TV SoCs, driver ICs set to rise
Taiwan's IC designers are mulling raising quotes for TV SoCs and driver ICs amid increasingly tight supply as Korean vendors gradually quit production of LCD panels and TVs as well as related chips solutions, according to industry sources.
Apple is likely to adopt mini LED backlighting for its new product models to be launched in the second half of 2020 and this is expected to bring orders for Taiwan-based display driver IC design houses and backend service providers, according to industry sources.
Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect reportedly have entered the supply chain of Apple's upcoming mini LED-backlit iPad Pro and MacBook series and will compete with their South Korean peer Young Poong Electronics for a higher shipment ratio for flexible boards...
PlayNitride to expand micro LED capacity
Taiwan-based PlayNitride plans to raise an additional fund of US$50 million for the establishment of its second production line for micro LED epitaxial wafers and chips, according to company CEO Charles Li.
Industrial touch panel solution providers including Young Fast Optoelectronics, Mildex Optical and Higgstec are expected to post strong revenue and profit growths for the second quarter of 2020 thanks to increasing demand for touch panel solutions for industrial control and medical equipment applica...
Having seen its production lines run at full capacity since April, PMOLED panel maker WiseChip Semiconductor expects its order momentum to continue into August thanks to an improved product mix, according to company sources.
Lextar ships micro LED devices in small volumes
Vertically-integrated LED maker Lextar Electronics has begun small-volume shipments for micro LED devices to help clients develop products including 10-inch automotive dashboard displays, VR/AR displays, smartwatches and aeronautic displays, according to company chairman and CEO David Su.
Taiwan-based Eris Technology has eentered the supply chain of China's leading display panel vendors by providing power diodes and MOSFET chips, according to industry sources.
LED epitaxial wafer and chip maker Epistar sets high hopes on mini LED applications. It has been keen to improve every step of the manufacturing process for mini LED chips, and aims to lower the defect rate to below 1ppm.
EIH colored e-paper production running at full capacity
E Ink Holdings (EIH) has seen its colored e-paper production lines run at full capacity, with the high gear to persist through September, according to company chairman Johnson Lee.
Intel and TSMC are head to head in 3D packaging technology. While Intel has unveiled its Lakefield processors 3D-packaged with its Foveros technology, TSMC is looking to commercialize its SoIC technology for 3D heterogeneous integration...
Fabless chipmakers in Taiwan and China specializing in display driver ICs and fingerprint sensor chips are keenly developing OLED DDI chip solutions for smartphones seeking to build a preemptive presence in OLED screens that promise to become a mainstream in the hadnset market, according to industry...
Netronix to start shipping e-paper name badges in 3Q20
Taiwan-based e-paper solution provider Netronix has landed major orders for e-paper name badges from a US-based medical testing lab in the wake of the coronavirus pandemic, with shipments to kick off in the third quarter of 2020, according to company CEO CM Lin.
Merck has announced a strategic partnership with Guardian Glass to commission sales of Eyrise dynamic liquid crystal windows. With this partnership, Merck said it aims to expand the customer base of its Liquid Crystal Windows business by leveraging additional distribution channels.
Touch panel maker General Interface Solution (GIS) expects current demand for its tablet and notebook touch modules to continue into the third quarter, with expanding sales of its mini LED and OLED touch modules and ultrasonic in-display sensor modules to drive its growth momentum in 2020-2021, according...
BenQ Materials expects its lithium-ion battery separator film business to make headway in 2021 as such products are likely to enter the supply chain of a top Japanese automaker next year, according to company chairman ZC Chen.
Backlit unit (BLU) supplier Radiant Opto-Electronics is said to be ready to ship BLUs for Apple's upcoming iPad and iMac products slated for launch in the second half of 2020, according to industry sources.
TPK 1H20 performance better than expected
Touch panel maker TPK Holding has seen better-than-expected results so far in the first half of 2020, buoyed by a surge in demand for notebooks and tablets globally to support remote work and study, according to company chairman Michael Chiang.
Backlit unit (BLU) and projector maker Coretronic has reported consolidated revenues for April amounted to NT$3.562 billion (US$120.51 million), up 8% sequentially, as increased shipments of high-margin ultra short-throw projectors helped lift up ASP of its projector products in the month.
China-based NAND flash maker YMTC reportedly is looking to cross into brand SSD business in the third quarter and will focus on supplying the devices to PC makers. Meanwhile, Apple's new iPhones using OLED panels for 2021 may adopt
China-based panel maker BOE reportedly will become an OLED panel supplier for Apple's 5G iPhones in addition to Samsung Display and LG Display, giving Taiwan-based PCB makers a chance to penetrating into the iPhone supply chain, according to sources from the upstream supply chain.
Touch Taiwan 2020 pushed back to 1H21
The Touch Taiwan 2020 trade show, which was originally planned for August 26-28, has been delayed to the first half of 2021 due to the impacts of the coronavirus pandemic, according to the show organizer Taiwan Display Union Association (TDUA).
Entire Technology has begun to ship diffuser plates used in backlighting of 17.3-inch gaming notebooks and expects such adoption for 2-3 additional gaming notebook models in 2020, according to company chairman Jyh-horng Wang.
The display industry is having a tough time this year thanks to the coronavirus pandemic. But makers in the upstream supply chain are having extra pressure from South Korean LCD panel vendors' moves to close production lines, reducing demand for glass...
Taiwan LCD monitors – 1Q 2020
Taiwan's PC monitor shipments in the first quarter of 2020 went down 20.5% sequentially.
Global tablet market – 1Q 2020
Global tablet shipments are forecast to climb 45.5% sequentially and 9.9% on year in the second quarter of 2020 thanks to a...
Taiwan LCD TVs – 1Q 2020
Taiwan makers shipped a total of 4.65 million LCD TVs in the first quarter of 2020.
Outbreak impact: China smartphone and AP shipments
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research...
Coronavirus impact special report: Mobile devices
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...