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Tuesday 19 March 2024
HiSilicon demos chip and terminal solutions for smart homes, displays, and IoT
HiSilicon (Shanghai) Technologies showcased new chip and terminal device solutions for smart homes, displays, and the Internet of Things (IoT) at the recent Appliance & Electronics World Expo (AWE) in Shanghai.
Tuesday 19 March 2024
KLA to exit FPD business by 2024
KLA decided to exit the Flat Panel Display business (FPD) by the end of 2024 and will continue to provide services to the installed base.
Thursday 14 March 2024
Marine display provider Data Image gaining opportunities in vehicle market
Taiwan-based Data Image reached a breakthrough in the special vehicle display market while starting its business with professional highly durable marine displays.
Thursday 14 March 2024
Acer CEO: Only black swan for notebooks could be in panel prices
Acer Chairman and CEO Jason Chen noted that the current notebook supply is going smoothly and the Red Sea crisis had a limited impact. The only potential "black swan" is the oversupply of panels. Chen mentioned that this has caused everyone to move quickly to prevent inventory from depreciating and causing losses.
Monday 11 March 2024
China EV makers woo buyers with in-car beds, kitchens, and drones
In China, electric vehicles with built-in fridges and even in-car karaoke systems are considered passé. Instead, carmakers are turning to increasingly novel add-ons from beds to cooktops to boost sluggish sales.
Monday 11 March 2024
BenQ Taiwan GM discusses GenAI technologies and their implications for edge devices
In the rapidly evolving landscape of AI technology, BenQ Taiwan's General Manager, Steve Yang, commends the continued advancement of AI applications within a year but notes that there remains a notable distance between these advancements and their integration into end products.
Friday 8 March 2024
South Korean manufacturers secure all OLED panel orders for Apple's iPad Pro
Apple is set to launch a new generation of the iPad Pro as early as March 2024. The total supply volume of OLED panels is estimated to be 8.5 million units, and it will be fully supplied by South Korea's Samsung Display (SDC) and LG Display (LGD). However, the absence of Chinese manufacturers like BOE has certainly garnered some attention.
Friday 8 March 2024
Taiwan Electrical Association's Yu Wen-kuang says Taiwan's future is AI, forget about EVs
China's rise as a great EV power in the East presents the world and Taiwan with a fresh set of challenges.
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.
Thursday 7 March 2024
Samsung embraces hybrid approach: S90D OLED TVs to mix QD-OLED and WOLED panels
Samsung Electronics is reportedly set to unveil its new OLED TV series, the S90D, in 2024, marking a significant move as it will adopt both Samsung Display's QD-OLED and LG Display's WOLED panels. This strategic decision reflects a compromise, likely prompted by LGD's insistence on maintaining parity between its WOLED and Samsung's QD-OLED panels.
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
Interview with UBI Research founder Yi Choong-Hoon: breaking down the competition in the panel sector
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive research on LCD and OLED panel technologies and long-term observations of IT market trends.
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
Apple rethinks microLED approach: Osram cooperation dropped, new suppliers sought
Apple's foray into Micro LED applications has been closely watched. However, a recent announcement from AMS Osram has sent shockwaves through the industry. AMS Osram revealed the unexpected cancellation of a crucial microLED production project by a major customer. Although the customer was not identified, industry insiders speculate it to be Apple, particularly given the project's focus on microLEDs for potential adoption in Apple Watches.
Friday 1 March 2024
AI takes center stage at MWC 2024: a showcase of Taiwan's hardware excellence
In a significant shift from the 5G focus of 2023, the 2024 Mobile World Congress (MWC) has turned its limelight onto AI.
Friday 1 March 2024
Up periscope! The companies hitting the jackpot in the 2024 smartphone lens lottery
Periscope lenses are set to become the staple of high-end smartphones.
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.
Tuesday 27 February 2024
Samsung applies for patent for new smartphone form; combines foldable with rollable technology
Samsung Display (SDC) has registered a patent with the United States Patent and Trademark Office (USPTO) for a device that combines rollable and foldable technologies. The industry is paying attention to whether Samsung will launch various new forms of smartphones to respond to the rapid pursuit of Chinese brands.
Tuesday 27 February 2024
Raydium expects AMOLED DDI sales to grow significantly
Display driver IC (DDI) specialist Raydium Semiconductor is optimistic about its first-quarter performance as it has commenced mass production of AMOLED DDIs for clients' new tablet products.
Tuesday 27 February 2024
Will the 2024 Olympics be a boon for TV panel makers?
Although market forecasts have expected major sporting events in 2024 to drive a wave of TV upgrades, this has generally not been the case in the past. What can be expected is growth in the large-sized, high-end segment, in other words, a push for quality over quantity.
Monday 26 February 2024
India roundup: Tower Semiconductor and Tata propose setting up fabs in India
India's chip ecosystem is rapidly evolving, and local firms' ties with Taiwan-based companies on semiconductors are expected to deepen.
Friday 23 February 2024
Innolux sees recovery in display panel demand for 2024
Innolux anticipates a recovery in display panel demand in 2024 while increasing its deployment in non-display industries.
Thursday 22 February 2024
AUO's MicroLED displays enter supply chain of automakers
AUO is accelerating its efforts in MicroLED technology to secure a leading position in the next-generation display market. The company anticipates its automotive products to enter mass production between 2026 -2027. Industry sources reveal that AUO's clients in the automotive industry include major automotive manufacturers such as BMW, Audi, and Mercedes-Benz.
Thursday 22 February 2024
Ultra-thin glass demand rising due to surge in foldable smartphones
Demand for foldable smartphones continues to surge as companies like Samsung Electronics, Huawei, and Oppo release new products, significantly boosting market sales and leading to exponential growth in the demand for ultra-thin glass (UTG).
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