Demand for LCD driver ICs in high gear
Suppliers of LCD driver ICs have seen an influx of rush orders from panel makers in Taiwan and China who are ramping up their output to meet increasing panel demand from the IT and TV sectors, according to industry sources.
Many IC components have been in short supply due to insufficient foundry support. Now foundry houses are asking their fabless IC clients to book well in advance for capacity for 2021 to make sure they have enough support. The components...
EIH 2020 revenues to be highest in four years
E-paper solution provider E Ink Holdings (EIH) expects its sales for 2020 will the highest in four years although some of its shipments will be affected by components shortages, such as driver ICs, according to company chairman Johnson Lee.
Everlight ships POB miniLED BLUs for TCL TVs
Everlight Electronics started shipping POB (package on board) miniLED backlight units (BLU) for TCL's LCD TVs in second-quarter 2020, according to industry sources.
Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
Wah Hong posts strong sales
Optical film supplier Wah Hong Industrial has reported strong sales for September and third-quarter 2020 on surging demand for optical films from the IT and LCD TV clients.
Lextar ships mini LED BLUs for Xiaomi TVs
Lextar Electronics is shipping mini LED backlight units (BLU) for use in 82-inch 8K and 4K LCD TVs unveiled by China-based Xiaomi in late September 2020, according to industry sources.
More vendors to launch mini LED-backlit TVs in 2021
TCL and Xiami have launched mini LED-backlit LCD TVs, and other vendors, including Samsung Electronics, LG Electronics, Konka, Changhong, Hisense and Vizio will follow suit in 2021s.
IT, TV panel prices to continue rising in 4Q20
Quotes for IT and TV panels will continue their upward spiral in the fourth quarter of 2020 amid strong demand from TV and notebook vendors, tight capacity at panel makers, and short supply of some key components, according to industry sources.
Taiwan's optical filter specialist Kingray Photoelectric Technology is set to expand monthly production capacity for narrow band pass filter (NBPF) for 3D ToF (time of flight) modules to 200 million units after its second coating line at its plant in Chungli, northern Taiwan becomes operational in...
Power inductor maker Arlitech sees strong demand ahead
Taiwan-based power inductor supplier Arlitech Electronic expects its sales to grow steadily in the second half of 2020 thanks to robust demand for power conductors from the LCD industry, according to industry sources.
Corning Display Technologies Taiwan has recently tied up with two local startups, Memorence AI and TD42, to jointly develop image recognition technologies and solutions.
Corning has announced it will exhibit technologies from its latest R&D innovations at the 2020 Taiwan Innotech Expo (TIE), one of the largest invention fairs in Asia, beginning September 24.
Many panel makers are ramping up their output for notebook applications thanks to a surge in demand for computing devices needed to support remote work and study. While these makers generally expect the robust demand to stretch into 2021, their notebook panel shipment momentum may be crippled by a...
Replacement demand for colored e-book readers is expected to emerge in 2021, as the ongoing stay-at-home economy is bolstering demand for the e-paper-based reading devices, according to industry sources.
TDDI chips demand for midrange 5G smartphones has been strong, particularly from Chinese handset vendors, encouraging related Taiwan-based backend houses to purchase new test equipment for additional capacities, according to industry sources.
Backlit unit (BLU) provider Radiant Opto-Electronics and optical film maker Wah Hong Industrial have reported strong sales for August, buoyed by robust demand for IT devices including notebooks and tablets supporting stay-at-home economy.
Entire Technology has worked with clients to develop high-end diffuser plates based on new composite materials and special optical micro-structure for mini LED backlighting for gaming notebooks, monitors, automotive displays, and LCD TVs, according to company chairman David Wang.
Taiwan polarizer suppliers diversifying client bases
Taiwan's polarizer makers BenQ Materials and Cheng Mei Material Technology (CMMT) both are striving to expand their client bases to sustain shipment momentum, according to company sources.
BLU maker Coretronic sees revenues up slightly in August
Backlit unit (BLU) and projector provider Coretronic has reported revenues of NT$3.899 billion (US$133.14 million) for August, up 5% sequentially but down 12% on year.
LCD panel prices keep rallying in September
LCD panel prices will continue to move up this month, driven by a ramp-up in demand for TVs, notebooks and PC monitors, and also by shortages of some key components, according to industry sources.
Polarizer supplies to stay tight through 1H21
Global supplies of polarizers are expected to remain tight through the first half of 2021 along with recent upsurge in demand for LCD panels supporting remote work and study, according to industry sources.
Optical and RF connector provider EZconn has said that its factories in Taiwan, China and the Philippines all will be operating at full capacities in September-October thanks to a recovery of orders from clients in the US and Europe.
Macroblock has obtained orders for its mini LED driver ICs from major display vendors for use in their large-size RGB mini LED TVs, according to the company.
EIH to intro new-gen color e-paper tech in 2021
E Ink holdings (EIH) is putting increasing focus on colored e-paper solutions, with plans to roll out its next-generation Advanced Color ePaper (ACeP) technology in 2021, according to company chairman Johnson Lee.
Global notebook shipment forecast, 2021 and beyond
Notebook shipments are expected to grow over 20% on year in 2020 thanks to demand from stay-at-home activities in the wake of...
Taiwan LCD monitors – 2Q 2020
Taiwan's second-quarter 2020 PC monitor shipments grew 24.8% sequentially.
Global tablet market – 2Q 2020
Second-quarter 2020 global tablet shipments amounted to 39.65 million units, surging 60.5% from a quarter ago and 21.4% from...
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...