Solomon Systech, which specializes in the design and development of proprietary display IC products and system solutions, has announced the release of what the company claims is the world's first PM-MicroLED display driver. The new SSD2363 enables the next generation of high brightness displays for wearables, home appliances, and industrial applications.
Automobiles are poised to be one of the major drivers for the semiconductor industry's growth. To boost its automotive chip capacity, China announced it aims to set up more than 30 standards by 2025, encouraging and regulating related technology development.
The supply-demand imbalance of LCD panels is steadily easing, and the prospects of the panel industry are moving upward, according to Paul Peng, chairman of AUO (formerly known at AU Optronics).
LG Display (LGD) is borrowing KRW1 trillion (US$770 million) from LG Electronics and will use the loan for the growth of its OLED product business, according to LGD's recent announcement.
AUO Digitech, a subsidiary of AUO specializing in smart manufacturing solutions, has seen its sales proliferating, increasing by a CAGR of 100% in three years to reach over NT$500 million (US$16.5 million) in 2022.
The semiconductor supply chains of Samsung Electronics and SK Hynix are expected to return to normal, as Japan confirmed lifting export restrictions on three types of semiconductor materials to South Korea. The positive impact of the warming ties between Japan and South Korea on South Korean businesses has attracted attention from all sides.
InnoCare Optoelectronics, a subsidiary of Innolux focusing on developing flat panels for medical applications, has claimed that it maintains a leading position in the X-ray flat panel detector (FPD) segment with a nearly 50% market share.
IC design houses have experienced a surge in short lead time IC orders for mass-market devices, including TVs, IT products, and handsets, according to industry sources.
Display driver IC suppliers have experienced an increase in short lead-time orders, leading them to become more optimistic about their business prospects for the second quarter, according to industry sources.
Handset panel prices continue trending down in March, but will likely stop falling and begin to stabilize at the end of the second quarter, according to industry sources.
Paul Peng, chairman of AUO, is likely to be elected as the new chairman of Ennostar when the LED chipmaker holds its board meeting at the end of May this year, according to industry sources.
Taiwan-based panel makers AU Optronics (AUO) and Innolux and backlight unit (BLU) supplier Coretronic have been keen on developing non-panel businesses, expecting related new businesses to start contributing significantly to their revenue growth.
LCD panel maker Innolux has dismissed Chinese online media reports indicating that it has closed at least 50 module assembly lines at its plant in Ningbo, China, with 20% of the factory's workers being laid off.
LCD panel makers remain cautious about ramping up the utilization rates of their LCD fabs, although TV panel prices have begun bouncing up, and quotes for IT applications show signs of recovery.
Major Taiwan-based display panel makers AU Optronics (AUO) and Innolux, having racked up heavy losses in 2022, are cautious about spending in 2023, although panel prices are showing signs of recovery.
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.
China-based BOE Technology, Samsung Display (SDC) and LG Display (LGD) plan to set up 8.xth-generation (8.xG) IT-use OLED panel production lines mainly because Apple plans to adopt OLED panels for iPad Pro to be launched in 2024, and later for 14- and 16-inch MacBook, according to South Korea-based Maeil Business Newspaper.
United Microelectronics (UMC) has introduced 28eHV+, the latest advancement in its 28nm embedded high voltage (eHV) technology. The process node is designed for driver ICs used in next-generation displays for smartphone, VR/AR and IoT device applications.
Innolux is pushing ahead with the second phase of its double-pronged transformation by partnering with the India-based Vedanta Group, having reached a milestone in its first phase of the established policy, according to company chairman Jim Hung.
China-based BOE Technology is very unlikely to supply LTPS (low-temperature polysilicon) OLED panels for the iPhone 15 to be launched in the second half of 2023, according to South Korea-based media The Elec and Chosun Biz.
Samsung Display (SDC) and LG Dispaly (LGD) have come under increasing pressure of price competition for smartphone OLED panels from China-based makers, mainly BOE Technology, Visionox Technology, Tianma Microelectronics, China Star Optoelectronics Technology (CSOT), according to South Korean media The Elec.
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.
Demand for OLED display driver ICs (DDI) has begun picking up, according to memory backend house ChipMOS Technologies, which expects its sales to recover gradually starting the second quarter.
