Highlights of the day: Smartphone market woes
The US-China trade war has put Huawei, and in general the smartphone market, in limbo. Huawei has sharply cut orders for flagship smartphones, according to supply chain information available to Digitimes Research. The woeful smartphone...
Moving out of China seems to be an irreversible trend for many IT products manufacturers at the moment. But where are they relocating? For Wistron, India is a key destination; for HHD vendors, their contract manufacturers are converging...
LED epitaxial wafer and chip maker Epistar and its wholly-owned subsidiary Yenrich Technology have jointly developed a fine-pitch RGB display with a pitch of 0.8mm, and showcased it at InfoComm 2019 in Orlando, the US, during June 12-14, according to the LED firm.
The escalating US-China trade war is sending IT firms moving their manufacturing operations from China to avoid the tariffs imposed on Chinese products. But plant relocation is much easier said than done, as it is a complicated process...
Pro Display XDR highlights potential of mini LED
Apple's unveiling of the US$4,999 Pro Display XDR display device is paving the way for suppliers of LED-backlit products to renew their efforts to cut into the niche display market, according to sources from Taiwan's LED supply chain makers.
Epistar, Everlight post mixed May revenues
LED epitaxial wafer and chip maker Epistar saw May consolidated revenues of NT$1.289 billion (US$41.0 million) decrease 15% sequentially and 28.94% on year, while LED packaging service provider Everlight Electronics' NT$1.849 billion grew 6.71% sequentially but slipped 6.86% on year.
Lextar developing fine-pitch RGB displays
Vertically-integrated LED firm Lextar Electronics has been developing fine-pitch RGB displays for use in commercial space, convention centers and gaming machines, with shipments likely to begin in the second half of 2019, according to company chairman and CEO David Su.
Local governments in China have sharply reduced subsidies for domestic LED firms, shifting the focus of subsidization from procuring MOCVD sets to R&D for technological innovations and patent applications, according to industry sources.
Electronic and Optoelectronic System Research Laboratories (EOSRL) under government-sponsored Industrial Technology Research Institute has made a breakthrough in technology of mass transferring micro LED chips from sapphire-based epitaxial wafers onto substrates, according EOSRL general director Wu...
LED automotive lighting module maker Excellence Optoelectronics has obtained long-term orders with shipments scheduled through 2023, according to the company.
AMOLED display panel maker RiTdisplay and micro LED chip maker PlayNitride have formed a strategic alliance to develop and produce below 3-inch micro LED panchromatic display modules for smart wearable devices, according to RiTdisplay.
AU Optronics (AUO) has disclosed it will showcase at SID's Display Week 2019 mini LED backlit LCD panels ranging from 2.9- to 32-inch sizes with high brightness and high dynamic range for gaming, VR and professional applications.
As the US has hiked punitive tariffs on China-made products from 10% originally to 25%, retail prices in the US market for China-made LED lighting products are estimated to rise 5-8%, according to industry sources.
Everlight nets NT$0.20 for 1Q19
LED packaging service provider Everlight Electronics has reported net EPS of NT$0.20 for first-quarter 2019.
Vertically-integrated LED maker Lextar Electronics expects the proportion of consolidated revenues for mini LED backlighting to rise to 5-10% in the second half of 2019.
LED packaging service provider Edison Opto has entered the supply chains of US-based carmakers by providing LED automotive lighting modules, while LED automotive lighting module maker Excellence Optoelectronics is constructing a factory in Michigan, the US, with trial production to start in second-half...
Local governments in Taiwan plan to procure 200,000 LED smart streetlamps via open bid in 2019, according to industry sources.
LED lighting firm Tons Lightology expects the proportion of consolidated revenues for own-brand business in 2019 to increase to over 20%.
Lextar posts 1Q19 net EPS of NT$0.22
Vertically-integrated LED maker Lextar Electronics has reported first-quarter 2019 consolidated revenues of NT$2.168 billion (US$70.3 million), gross margin of 0.94%, operating loss of NT$423.9 million, net profit of NT$112.7 million and net EPS of NT$0.22.
Everlight Electronics has become a supplier of LED flashes and sensors for almost all China-based smartphone vendors, according to the company.
China-based Sanan Optoelectronics will invest CNY12 billion (US$1.78 billion) to construct production lines for mini and micro LED epitaxial wafers and chips in central China, according to LEDinside.
The Foxconn Group has continued to deepen its deployments in micro LED technology through a multi-pronged approach in order to win micro LED-backlit display orders from Apple for its next-generation iPhone devices, according to a Chinese-language Economic Daily News report.
RiTdisplay developing OLED lighting
PMOLED display panel maker RiTdisplay has extended to development of dimmable flexible OLED lighting panels for automotive, medical and home-use applications, according to industry sources.
Signify (renamed from Philips Lighting) was promoting LiFi (light fidelity), a technology using LED visible light for wireless broadband Internet connection, at an event in Taipei last week.
LED backlight unit (BLU) maker Radiant Opto-Electronics will introduce high-end BLUs using mini LED chips in the next 3-5 years, according to company chairman and CEO Wang Pan-jan.
Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run
With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing...
Taiwan LCD monitors – 1Q 2019
Taiwan's PC monitor shipments continued enjoying on-year growth in the first quarter of 2019, rising 5.6%.
Global tablet market – 1Q 2019
According to Digitimes Research statistics, global tablet shipments in first-quarter 2019 were down 12.9% on quarter, but up...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...