In 2022, the overall revenue of the global IC design industry reached US$215.4 billion. Among them, the US IC design sector is the largest in scale, with a 63% market share and revenue of over US$130 billion. Taiwan's IC design sector is the second largest in the world, with an 18% market share and revenue approaching US$40 billion. China comes in third, with a market share of nearly 15%.
E-paper solution provider E Ink Holdings (EIH) is growing its presence in the China market, where demand for e-paper solutions from the education sector is likely to pick up significantly, according to company chairman Johnson Lee.
Taiwan-based displays solutions provider Coretronic has reported revenue growth for February, and expects its energy saving product lines to continue seeing growth in March.
Japan-based firms' investments in their home market in 2022 were more robust than in years past and three main factors were the driver for their relocation back to Japan, according to DIGITIMES Research's latest study covering Japan-based enterprises.
Fitipower Integrated Technology, an affiliate of the Foxconn Group specializing in display driver ICs (DDI), has seen customer orders, particularly those from the TV sector, gradually level off.
Merck, a supplier of chipmaking chemicals and materials, and e-paper solution provider E Ink Holdings (EIH) are both on a hiring spree to beef up their workforce in Taiwan, according to industry sources.
Touch module maker TPK Holding has reported an operating loss of NT$210 million (US$6.93 million) for its core business in the fourth quarter of 2022 due to decreased shipments for handset, tablet and notebook applications.
A group of Taiwan-based touch module makers and e-paper solution providers have formed a strategic alliance to develop advanced e-paper displays and other solutions using cholesteric liquid crystal (ChLC) technology, according to industry sources.
Polarizer manufacturer Cheng Mei Materials Technology (CMMT) may land orders from India's panel industry supply chain now that its primary customer, Innolux, has decided to build up panel production facilities in India in cooperation with a local company.
Display driver IC (DDI) specialist Novatek Microelectronics has entered the final stage of verification for its OLED DDIs at a South Korean panel customer who ships iPhone-use OLEDs, according industry sources.
Coretronic, a manufacturer of LED backlight units (BLU), will kickstart the volume production of its second plant in Vietnam in October this year. The initial output will target TV applications.
Coretronic shipped 1.92 million LED backlight units (BLUs) as well as 52,000 projectors and visual solution devices, with the former decreasing 20% on month and the latter slipping 41% on month and 13% on year, according to the company.
Japan-based Yano Research institute estimated global shipments of polarizers used in TFT-, TN-, STN-LCD and AMOLED panels in 2022 at 489.2 million square meters, decreasing 20.7% on year.
Display driver IC (DDI) vendors have received orders requiring short delivery lead times for large-size display applications from the notebook and IT sectors in the first quarter of 2023, according to industry sources.
Most Taiwan-based miniLED suppliers are conservative about their prospects for the first quarter of 2023 due to low seasonal demand and reduced workdays.
Merck, a supplier of chipmaking chemicals and materials, has broken new ground in Kaohsiung, southern Taiwan, for a new production facility for its semiconductor solutions business.
In terms of Taiwan's entrepreneurial environment, Mr. Jerry Chen, an investor in Mucker Capital for the Asia Pacific region, is of the opinion that Taiwan has very little visibility in the international market in terms of software entrepreneurship, including in Software-as-a-Service (SaaS) solutions. To date, Taiwan has not produced any iconic company in this industry. Nevertheless, based on its past experiences in ICT, semiconductors, and manufacturing, as well as its pool of outstanding software developers, Taiwan is in fact equipped with the potential to develop B2B SaaS products. In this sense, by assuming the roles of a venture capitalist and an accelerator, Mucker Capital not only provides seed capital, but also helps startups overcome growth bottlenecks and accelerate their growth toward the next phase.
Novatek Microelectronics is about to hold its earnings call, and what market outlook the top Taiwanese supplier of display driver ICs (DDI) will give for the chip segment is highly concerned by the entire supply chain, given that DDI was the first chip segment to undergo inventory correction, starting as early as the second quarter of 2022, according to industry sources.
All firms with considerable business scales in Taiwan's electronics industry are publicly traded. When they release their tentative annual financial indicators, we can already grasp the growth momentum of the industry, as well as the interactions between different industry sectors and the medium- and long-term outlook. DIGITIMES has again collected data on the ICT product manufacturing, semiconductors, optoelectronics, IC distribution and components sectors, providing readers with a comprehensive picture of the electronics industry and an outlook of the industry trends in 2023.
Taiwan-based e-paper solutions provider E Ink Holdings (EIH) and its associated company Netronix are establishing partnerships with Taiwan-based Readmoo, enabling the Chinese e-book maker to launch its first colored e-book in traditional Chinese recently.
Corning expects glass prices to stay flat sequentially in the first quarter of 2023 but warned of an overall on-quarter decrease in its core business sales.
Taiwan-based makers received export orders totaling US$52.17 billion in December 2022, down 23.2% on year, according to the Ministry of Economic Affairs (MOEA).
VividQ, a Cambridge-based holographic display technology company, announced on January 17 that it is partnering with Dispelix, a Finnish waveguide supplier, to produce a breakthrough augmented reality (AR) technology that will bring AR experience to the next level.
Polarizer maker BenQ Materials has reported December consolidated revenues of NT$1.212 billion (US$39.7 million), decreasing 2.31% on month and 16.83% on year, while fellow maker Cheng Mei Materials Technology (CMMT) had those of NT$714.1 million growing 12.56% on month but slipping 23.30% on year, according to the companies.
