Wednesday 17 April 2024
EIH to present at Touch Taiwan 2024 advanced solutions developed with its strategic alliances
E-paper solution provider E Ink Holdings (EIH) will showcase its strategic alliances in e-paper module production, IC design, and solar-powered systems, alongside its wide array of other e-paper solutions at the 2024 Touch Taiwan.
Thursday 11 April 2024
Confirmed: Apple is about to OLED and that's not all
Apple's new iPads will feature OLED screens, and there's more.
Thursday 11 April 2024
Taiwan DDI firms post mixed 1Q24 results
Major Taiwanese display driver IC (DDI) manufacturers have announced their first-quarter earnings with varying results.
Wednesday 10 April 2024
China pushes for OLED material self-sufficiency
China was already the largest OLED panel producer in 2023, manufacturing 51% of the world's OLED panels. Now it's actively increasing its capacity for OLED materials, for which China's market share in 2023 was 38%.
Wednesday 3 April 2024
PCB and other component suppliers seek to reduce dependence on Apple
PCB and camera lens firms seek to diversify their product offerings and reduce their reliance on Apple and other consumer electronics.
Monday 25 March 2024
Woe betide suppliers as Apple kills Micro LED division
Suppliers will suffer as the second major Apple division bites the dust.
Friday 22 March 2024
Sharp mulls cutting SDP loose, large-sized LCD lines at risk
Sharp is hoping to rescue its finances.
Thursday 21 March 2024
Lens upgrades and increases to boost GSEO 1Q24 revenue
According to Genius Electronic Optical (GSEO) Chairperson Jones Chen, handsets are being equipped with an increasing number of lenses, and lenses on high-end handset models are continually being upgraded. Market experts believe this trend and the increasing number of VR products will bring GSEO a lucrative first quarter.
Wednesday 20 March 2024
Taiwanese lighting module maker Excellence Opto beams into Mexico
Excellence Opto has major plans for expansion.
Wednesday 20 March 2024
Micro LED's 5 challenges in mass production: Q&A with VueReal CEO Reza Chaji
Apple Inc.'s recent decision to give up a Micro LED smartphone collaboration with ams OSRAM forced the latter to sell its new factory in Malaysia to deal with the strategic change. Reza Chaji, CEO of VueReal, a Micro LED startup company based in Ontario, Canada, gave his insight on the challenges of the Micro LED industry during an exclusive interview with DIGITIMES.
Friday 15 March 2024
Silicon photonics advancing the optoelectronics industry
Taiwan's optoelectronics industry output value soared by 44.35% in 2023 to NT$2.0473 trillion (US$648.9 billion).
Thursday 14 March 2024
Ko Ja forays into new businesses and industries
Ko Ja (Cayman), a maker of Membrane Touch Switches (MTS) used mainly for notebook keyboards, has been actively investing in chemical and optical materials while strengthening its foothold in the Noteook computer (NB) market by acquiring stakes in upstream supplier firms. Ko Ja's new investments are applied in the healthcare, lighting, and aesthetic medicine industries.
Tuesday 12 March 2024
Adoption of 4-color ESLs growing
Fabless chipmakers are pleased to witness the growing popularity of four-color electronic shelf labels, according to industry sources.
Tuesday 12 March 2024
Polarizer supplier CMMT expects modest recovery in 2024
Polarizer maker Cheng Mei Materials Technology (CMMT) expects a steady improvement in operations this year, with a stronger second half of 2024. The company is developing new applications with clients across different sectors and has sustained limited impact from the Cyclo Olefin Polymer (COP) shortage.
Friday 8 March 2024
EIH expects sales to hit bottom in 1Q24
E-paper solutions provider E Ink Holdings (EIH) anticipates revenue will be at its lowest for 2024 in the first quarter of 2024 before increasing and sustaining growth through the final quarter of 2024.
Friday 8 March 2024
Taiwan LED makers see shipment pull-ins pick up
The demand for LED products is gradually warming up following a period of inventory adjustments in the market. While LED companies experienced a general decline in revenue for February 2024, they have been bolstered by steady demand in consumer and automotive applications. Ennostar and Everlight Electronics reported a double-digit year-on-year growth in cumulative revenue for January and February, with performance in the first quarter of this year poised to see year-on-year growth as well.
Thursday 7 March 2024
Qisda picks up M&A pace; subsidiaries going public
Qisda Chairperson Peter Chen announced that the group will be picking up its merger and acquisition pace this year, as several of its subsidiaries are slated for IPO and the conglomerate seeks partnerships in key components in the healthcare, AI, 6G, and satellite fields.
Wednesday 6 March 2024
Touch screen solutions provider AMT set for early April listing, eyeing revenue surge in 2024
Touch screen solutions provider Ape Material Technology (AMT) is set for listing on the Taipei Exchange (TPEx) or the over-the-counter market in early April 2024. Chairperson Lillian Chao has expressed optimism that the company's revenue for the year will surpass that of 2023, with a minimum gross profit margin of 40%.
Wednesday 6 March 2024
Touch module maker TPK to focus on expanding into new businesses
Amid the yet-to-recover PC market, Taiwan-based touch module maker TPK experienced on-year declines in multiple indexes in 2023. TPK has outlined its strategy for 2024 as "focusing on stabilizing its core business while expanding into new sectors," targeting growth in new energy, LiDAR, and 3D printing.
Monday 4 March 2024
After missing out on AI Pin and MR products, Young Optics relies on niche business opportunities to survive in 2024
Affected by a shrinking consumer market, Young Optics experienced a significant drop in revenue and profits in 2023, and the struggles have continued in 2024. New star products failed to boost operations, and the momentum for mixed reality (MR) new products from US clients has been limited. It also missed out on the highly anticipated AI Pin. The company is now looking to capitalize on niche applications like 3D printing and automotive products to drive new gains.
Friday 1 March 2024
Coretronic kicks off production in its second Vietnamese factory; Product updates
As global geopolitical tension, economic instability, and persistent inflation affected the recovery of consumer products, Coretronic's shipments and revenue declined in 2023. However, the commencement of mass production at its second Vietnamese factory in February is expected to boost the business this year, and more significant growth is expected in 2025. Overall, since some of Coretronic's projects would only officially commence in the fourth quarter of this year, a stronger growth momentum is anticipated in 2025.
Friday 1 March 2024
Raydium to see OLED DDI, automotive TDDI drive growth in 2024
Display driver IC (DDI) specialist Raydium Semiconductor expects OLED DDIs and automotive TDDIs to be the company's growth drivers in 2024.
Thursday 29 February 2024
FocalTech sees multiple growth opportunities in 2024; biggest risk lies in mobile TDDI
Display Driver IC (DDI) manufacturer FocalTech pointed out that with the overall smartphone market's recovery in the fourth quarter of 2023, the shipment momentum for smartphone Touch DDI (TDDI) and AMOLED touch IC has significantly increased, resulting in quarter-on-quarter revenue growth. Despite that, the continued price competition for TDDI has restricted the revenue growth rate. Fortunately, improvements in the product portfolio have boosted the company's profit margins.
Wednesday 21 February 2024
EIH to hire staff for capacity expansion
Taiwan-based E Ink Holdings (EIH), a provider of e-paper solutions, has launched a recruitment initiative to hire an additional 150 individuals for capacity expansion over the next 2-3 years. This is part of a broader expansion plan that includes increasing production lines and office buildings.
Wednesday 7 February 2024
Novatek sees OLED DDIs to become growth engine for 2024
Display driver IC (DDI) specialist Novatek Microelectronics anticipates that revenue growth will be driven by OLED DDI sales this year. Additionally, the company is targeting a bigger presence in the TV SoC market.
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research