LED applications
  • Taiwanese panel makers see robust demand
    Work- and study-from-home needs in the wake of the pandemic have shored up demand for IT devices, benefitting makers along the supply chian, including Taiwanese panel suppliers who saw shipments for large-size LCD applications shoot up...
  • RiTdisplay CEO DC Wang
    PMOLED panel maker RiTdisplay has taped out commodity mini LED display products and is ready to ship samples to clients for validation, with commercial shipments likely to kick off in 2021, according to company CEO DC Wang.
  • The LED firm sees strong demand
    LED epitaxial wafer and chip maker Epistar has seen utilization of production capacity rise from 50-60% in the second quarter of 2020 to 70% currently due to increased demand for LED chips for backlighting, lighting and fine-pitch displays, according to the company.
  • Micro LED displays based on PlayNitride-developed PixeLED Matrix
    PlayNitride, to fund its plan to set up its second micro LED production line, will raise additional paid-in capital of US$50 million by the end of September 2020, according to the company.
  • Elan Microelectronics chairman and president Yeh I-hau (front)
    Touch screen IC designer Elan Microelectronics has formed a strategic alliance with LED driver IC developer Macroblock for developing chip solutions for micro LED displays, mini LED backlighting and fine-pitch displays, according to Elan.
  • Harvatek is devoting more efforts to developing IR LED devices
    LED packaging service provider Harvatek has disclosed its shipments for infrared (IR) LED surveillance and sensing applications began to increase in first-half 2020 with their revenue proportion rising to 10-20% in second-quarter 2020.
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    LED lighting maker Tons Lightology has reported operating profit of NT$32.6 million (US$1.11 million) for second-quarter 2020, compared to operating loss of NT$8.4 million for the previous quarter.
  • Taiwan semiconductor companies see strong orders from Huawei in 1H20
    Shipment momentum for servers, datacenter servers, notebooks and tablets has shown signs of deceleration as many countries begin lifting coronavirus-induced lockdowns, according to Taiwan Institute of Economic Research (TIER)
  • LED firms have high hopes for mini LED applications
    LED makers who have suffered from price drops amid oversupply are banking on mini/micro LEDs to revive their businesses, and they are forming strategic partnerships among one another and with LCD firms looking to better their competition against the OLED camp.
  • Epistar sees increasing shipments for fine-pitch RGB mini LED displays
    LED chipmaker Epistar has seen shipments for fine-pitch RGB mini LED displays increase significantly in the third quarter of 2020, with orders to last into the fourth quarter, according to the company.
  • A mini LED-backlit LCD TV
    Epistar and Lextar Electronics have teamed up vying for orders from Samsung for TV-use mini LED backlight units (BLU), with their samples being validated by the Korean vendor, according to industry sources.
  • Tripod has entered Apple's supply chain for mini LED backlight applications
    PCB manufacturer Tripod Technology has reportedly cut into the supply chain for Apple's upcoming mini LED-backlit iPads and MacBooks and will offer super-thin rigid boards for the devices, according to industry sources.
  • Apple's strategy for 5G iPhone
    Apple looks set to unveil dual-mode 5G iPhones later this year, setting the benchmark for high-end smartphones and outracing Andriod competitors in phone specs. But industry observers speculate that Apple may introduce single-band iPhones...
  • 9.4-inch micro LED display co-developed by AUO and PlayNitride
    AU Optronics (AUO) will enhance its cooperation with a holding company to be formed by one of its subsidiaries Lextar Electronics and Epistar, as it moves to sharpen its LED technology and product development, according to industry sources.
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    Local governments in China offered subsidies of CNY1.05 billion (US$149 million) for Chinese LED firms in first-half 2020, according to Gaogong Industry Research Institute (GGII).
  • Demand from the TV sector is expected to grow
    Taiwan's PCB makers are poised to embrace a new wave of shipment boom for mini LED backlit boards along with increasing penetration of mini LED backlighting technology in new notebook and TV products, with rigid PCB solutions emerging as the mainstream, according to industry sources.
  • A mini LED-backlit LCD TV
    Everlight Electronics expects staggering shipment growth for LCD TV-use mini LED backlight units (BLU) in third-quarter 2020.
  • Everlight wins a patent lawsuit in Germany
    LED packaging service provider Everlight Electronics and its strategic partner, LED chip maker Epileds Technologies, have won a patent lawsuit against South Korea-based Seoul Semiconductor in Germany.
  • Demand for UV-C LED disinfection applications has been strong amid the pandemic
    Epileds Technologies will expand by two to three time its monthly production capacity for UV-C LED to more than one million chips, with the new capacity to gradually come online beginning fourth-quarter 2020, according to company president Hsu Ming-sen.
  • A
    LED automotive lighting module maker Laster Tech has reported consolidated revenues of NT$357.6 million (US$12.1 million) for June, increasing 9.31% sequentially and 19.17% on year.
  • Epistar expects strong demand for RGB mini LED displays
    Epistar has disclosed it began shipping RGB mini LED displays with pitches below 0.8mm for procurement projects in June and will start shipping to Europe-based operators of recreational centers and Chinese clients in third-quarter 2020.
  • Use of UV-C LED in disinfection
    Demand for UV-C LED disinfection applications has been soaring since the coronavirus pandemic broke out in first-quarter 2020, according to industry sources.
  • Apple is expected to unveil mini LED-backlit devices
    Apple is likely to adopt mini LED backlighting for its new product models to be launched in the second half of 2020 and this is expected to bring orders for Taiwan-based display driver IC design houses and backend service providers, according to industry sources.
  • Zhen Ding, Flexium to supply mini LED-backlit boards for new Apple devices
    Taiwan's flexible PCB makers Zhen Ding Technology and Flexium Interconnect reportedly have entered the supply chain of Apple's upcoming mini LED-backlit iPad Pro and MacBook series and will compete with their South Korean peer Young Poong Electronics for a higher shipment ratio for flexible boards...
  • A
    EMS provider Lite-On Technology and LED packaging service provider Everlight Electronics have seen sharp growth in demand for UV and IR LED devices, and are poised to expand corresponding production capacities, according to the companies.

Taiwan notebooks – 2Q 2020

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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