Apart from its leadership in the foundry sector, TSMC has been making a lot of efforts developing packaging technologies with which it can offer value-added services to customers. It has recently seen an "unexpected" rise in orders demanding its CoWoS...
UV-C LED devices in tight supply
Demand for UV-C LED products for disinfection applications has drastically increased in the wake of the coronavirus pandemic, stretching the production lead times at makers of such devices, according to industry sources.
Lumileds reportedly hikes prices
Netherlands-based Lumileds will hike quotes for its LED products, including devices and modules for automotive lighting, by 4% beginning April 15, 2020, but Taiwan-based competitors will not follow suit for the time being, according to industry sources.
LED packaging service provider Edison Opto expects the proportion of consolidated revenues for LED automotive lighting modules to rise from about 28% curently to 35-40% by year-end 2020.
China makers step up fine-pitch LED display production
China-based LED makers are relying on fine-pitch RGB LED displays as a main source of business growth, with global market demand rising about 40% on year in 2019, according to industry sources.
Demand for TV-use LED BLUs to fall in 2Q20
Demand for TV-use LED backlight units (BLUs) has been strong in first-quarter 2020, but will slip below the historical average in the following quarter, thanks to the postponement of the Tokyo Olympics, according to industry sources.
Lextar involved in Nichia patent infringement lawsuit
Japan-based Nichia has filed with Tokyo District Court a charge against IPF, a Japanese after-market automotive component sales agent, alleging LED devices used in IPF-distributed automotive headlight bulbs infringe on its Japan patent concerning LED packaging structure.
TV-use LED backlighting in strong demand
Demand for LCD TV panels whose supply has been undermined by the coronavirus outbreak has turned strong, and in turn pushed up demand for LED backlighting, according to industry sources.
Highlights of the day: Apple reportedly prefers mini LED to OLED for medium-size devices
LED firms are generally optimistic about mini LEDs, expanding wafer, chip and packaging capacity for the segment. Apple reportedly prefers mini LED to OLED for its medium-size devices and will launch an iPad Pro with mini LED backlighting...
Mini LED is expected to get a significant boost in applications as Apple is proceeding with R&D of devices adopting mini LED backlighting, and may commercialize more such devices in the next five years, according to industry sources.
Vertically-integrated LED maker Lextar Electronics, LED epitaxial wafer and chip maker Epistar and LED packaging service provider Advanced Optoelectronic Technology (AOT) are readying capacity for mini LED backlighting applications for 8K LCD TVs, according to industry sources.
Taiwan-based LED supply chain including epitaxial wafer and chip maker Epistar, vertically-integrated LED maker Lextar Electronics as well as LED packaging service providers Unity Opto Technology, Everlight Electronics and Harvatek will expand production capacities for production of mini LED chips,...
LED automotive lighting module maker Laster Tech has disclosed clients have not canceled or decreased orders already placed despite the coronavirus pandemic, but some will delay taking delivery of shipments.
Lextar expects mini LED revenue proportion to rise
Vertically-integrated LED firm Lextar Electronics expects the proportion of consolidated revenues for mini LED applications to reach 5-7% in 2020 and rise to 10-15% in 2021.
LED lighting maker Tons Lightology's OBM (own brand manufacturing) shipments accounted for 20% of 2019 consolidated revenues, higher than 15-16% in 2018, and the revenue proportion is likely to further rise in 2020, according to the company at a March 10 investor conference.
Samsung may launch micro LED TVs in 2H20
Samsung Electronics plans to partner with Taiwan-based LED epitaxial wafer and chip maker Epistar for supply of micro LED chips, signaling that it is likely to launch micro LED TVs in the second half of 2020, industry sources cited South Korea-based media reports as indicating.
China-based flat panel maker China Star Optoelectronics Technology (CSOT) under the TCL Group and Xiamen Sanan Integrated Circuit (Sanan-IC), China-based LED chip maker San'an Optoelectronics' subsidiary maker, will set up a joint-venture lab for developing micro LED materials, manufacturing processes...
Epistar mini LED shipments scheduled until June
LED epitaxial wafer and chip maker Epistar has obtained orders for mini LED chips with shipments scheduled until June 2020, according to industry sources.
LED lighting vendors have turned conservative in placing OEM orders recently due to the impact of China's coronavirus outbreak, with overall demand for LED lighting in the first half of 2020 estimated to slip 15-20% on year, according to industry sources.
Handset sales in China have plummeted in the wake of the coronavirus outbreak, which has hit hard both production and consumer confidence. The Chinese governmet reportedly is mulling measures to rejuvenate the handset market, including offering subsidies...
Epistar to hike production capacity for mini LEDs
LED epitaxial wafer and chip maker Epistar, optimistic about demand for mini LED applications, has disclosed it will allocate capital expenditure budget of NT$3.5 billion (US$116.51 million) to expand production capacity for mini LED chips.
Demand growing for UV-C LED disinfection applications
LED firms have seen a rise in demand for using UV-C LED technology to disinfect bathroom equipment and drinking water as well as purify air from Taiwanese and Chinese potential clients in the wake of the coronavirus outbreak, according to industry sources.
Light + Building show postponed to September
Light + Building tradeshow, originally due to be kicked off in Frankfurt in March, has been rescheduled for September in response to the coronavirus outbreak, according to the organizers.
LED makers concerned about virus impact on SID 2020
As new micro LED products are expected to be unveiled at SID Display Week 2020 to take place in San Francisco during July 9-11, LED makers are worried that the coronavirus outbreak could impact the exhibition and the progress of developing micro LED technology.
Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as...
Taiwan large-size LCD panels – 4Q 2019
Taiwan's large-size LCD panel shipments went down slightly on quarter, but more than 5% on year to arrive at 59.12 million units...
China smartphone AP shipments – 4Q 2019
Smartphone AP shipments to China-based vendors came to 197 million units, down 5.9% on year and 7.7% on quarter.
Global tablet market (outbreak updates) – 4Q 2019
The tablet sector is witnessing better capacity recovery than the notebook and handset sectors.
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...