LED upstream
  • 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.
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    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.
  • CEO Charles Li
    Taiwan-based PlayNitride plans to raise an additional fund of US$50 million for the establishment of its second production line for micro LED epitaxial wafers and chips, according to company CEO Charles Li.
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    Vertically-integrated LED maker Lextar Electronics has begun small-volume shipments for micro LED devices to help clients develop products including 10-inch automotive dashboard displays, VR/AR displays, smartwatches and aeronautic displays, according to company chairman and CEO David Su.
  • Notebook orders may drop in 2H20
    PC demand in the first half of 2020 has been strong, thanks to stay-at-home needs, but PC vendors and their ecosystem partners are wary of weakening momentum in the second half of the year, with some brand clients reportedly starting...
  • Epistar president Fan Chin-yung
    LED epitaxial wafer and chip maker Epistar sets high hopes on mini LED applications. It has been keen to improve every step of the manufacturing process for mini LED chips, and aims to lower the defect rate to below 1ppm.
  • Lextar VP BY Chang (left) and Epistar VP Chang Shih-shien
    LED makers Epistar and Lextar Electronics have jointly announced the establishment of a holding company under which the two firms will be wholly-owned but independently operated subsidiaries.
  • PIDA holds a ceremony for unveiling a road map for micro LED development
    Photonics Industry & Technology Development Association (PIDA) has unveiled a roadmap for developing micro LED in Taiwan, with Innolux, AU Optronics (AUO), PlayNitride and ITRI's Electronic and Optoelectronic System Research Laboratories being major players.
  • The firms stopped stock trading ahead of releasing material information
    LED epitaxial wafer and chip maker Epistar and vertically-integrated LED maker Lextar Electronics stopped trading on Taiwan's stock market on June 18 ahead of their releasing material information.
  • LED companies see on-month declines in May revenues
    LED packaging service provider Everlight Electronics has reported consolidated revenues of NT$1.926 billion (US$64.5 million) for May, decreasing 0.5% on month but increasing 4.24% on year, and those of NT$8.379 billion for January-May, slipping 3.73% on year.
  • Lextar Electronics chairman and CEO David Su
    Vertically-integrated LED maker Lextar Electronics expects shipments in the third quarter of 2020 to rise to the highest quarterly level in the year, and LED backlighting will take up 70% of 2020 consolidated revenues, according to company chairman and CEO David Su.
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    Opto Tech has disclosed it expects to ship 18.37 billion visible-light, UV and IR LED chips in 2020, increasing 25% on year.
  • FitTech expects increasing revenues from mini LED business
    LED equipment maker FitTech expects its mini LED probing, testing and sorting services on an OEM basis to see demand beginning the fourth quarter of 2020 with demand to increase further in 2021, according to the company.
  • An LED filament light bulb
    Epistar has filed a charge with a US District Court against US-based Lowe's Home Center and Lowe's Companies (collectively as Lowe's) for infringing on its five US patents concerning LED filament lighting technologies, according to the company.
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    Epistar expects demand for GaN-on-Si from components for mobile fast charging devices to take off as early as second-half 2020, according to industry sources.
  • China LED makers eye mini/micro LED business opportunities
    China-based major LED chip makers and packaging service providers, optimistic about demand for mini and micro LEDs, are currently pushing capacity expansions mainly for related applications, according to industry sources.
  • Epistar president Fan Chin-yung
    Epistar is likely to see operation swing into profitability in the fourth quarter of 2020 if the impact of the coronavirus pandemic eases off in the third quarter, according to company president Chin-yung Fan.
  • An example of mini LED backlighting
    Demand for RGB fine-pitch mini LED displays and mini LED backlight units was originally expected to take off in second-quarter 2020 following CES 2020, but corresponding shipments will be significantly short of original expectation in second-half 2020, according to industry sources.
  • LED firms have been hit hard by the coronavirus pandemic
    LED packaging service provider Everlight Electronics saw profits for first-quarter 2020, while LED epitaxial wafer and chip maker Epistar suffered losses.
  • Sensor chip orders are strong
    Vertically-integrated LED makers Tyntek and Opto Tech have received many rush orders for Si-based sensor chips for medical devices for which demand is sharply growing due to the coronavirus pandemic, according to industry sources.
  • Epistar is gearing up for mini LED
    LED epitaxial wafer and chip maker Epistar has received rush orders for mini LED RGB fine-pitch displays from Europe and the US, with shipments scheduled for second-half 2020, according to industry sources.
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    LED epitaxial wafer and chip maker Epistar is in preparation to increase production of mini LEDs and will outsource testing and sorting of the chips, with Taiwan-based FitTech and YTEC very likely to obtain orders for such services, according to industry sources.
  • IR and UV LED applications have been in strong demand
    LED packaging service provider Everlight Electronics and vertically-integrated LED firm Opto Tech are fully utilizing production capacities for infrared (IR) and ultraviolet (UV) LED devices, according to the companies.
  • The coronavirus pandemic is crippling demand for LEDs
    Major China-based LED chipmakers, due to shrinking demand arising from the coronavirus pandemic, have seen inventory pileups, according to industry sources.

Taiwan LCD monitors – 1Q 2020

Global tablet market – 1Q 2020

Taiwan LCD TVs – 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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