Everlight, Epistar post mixed November growths
LED packaging service provider Everlight Electronics has reported November consolidated revenues of NT$1.9 billion (US$62.3 million), increasing 7.48% sequentially but decreasing 3.15% on year, while LED epitaxial wafer and chip maker Epistar saw those of NT$1.367 billion slip 5.77% sequentially and...
GCS, Epistar strengthen tie-up
Pure-play compound semiconductor wafer foundry Global Communication Semiconductors (GCS) has enhanced its strategic partnership with Epistar by investing in Epistar's China-based foundry subsidiary Episky.
Taiwan has opportunities to strive in the global micro LED market by leveraging its technological advantages in the LED, semiconductor, and backend industries, according to Louis Huang, CEO of Taiwan's Photonics Industry and Technology Development Association (PIDA).
As smartphone-use OLED panel prices have dropped since 2018, mini LED backlighting for handset-use LCD panels has become disadvantageous in cost. Market opportunities for mini LED backlighting, therefore, lie in application segments where OLED panels are less competitive in production cost.
Mini and micro LEDs are being touted as strong candidates to play a key role in the next-generation display market. Now Apple is said to be developing a 12.9-inch mini LED-backlit iPad Pro for launch in third-quarter 2020. Many Taiwan-based supply chain partners are eyeing the mini...
Taiwan-based supply chain makers including Epistar, General Interface Solution (GIS), Taiwan Surface Mounting Technology (TSMT), Zhen Ding Technology and Flexium Interconnect are poised to receive orders for components to be used in a 12.9-inch mini LED-backlit iPad Pro that Apple reportedly will launch...
Notebook vendors are ready to adopt mini LED backlighting for their devices, paving the way for the technology to move beyond public signage to consumer electronics, according to industry sources.
Japan Display Inc (JDI) has announced it has developed a prototype micro LED display, a strong candidate to become a next-generation mainstream display technology, and it will be exhibited at FIinTech Japan 2019 in Makuhari Messe during December 4-6.
Japan-based Nichia has disclosed it has filed charges with a court in the Judicial District of the Capital of the State of Sao Paulo against Karimex Componentes Eletronicos and Arrow Brasil, two Brazil-based sales agents for Taiwan-based LED packaging service provider Everlight Electronics, and against...
IC substrate maker Uniflex Technology expects shipments of NFC (near-field communication) flexible board modules and mini LED substrates to expand significantly, boosting overall revenues and profits for 2020.
Production of Taiwan's manufacturing industry totaled NT$3.37 trillion in the third quarter of 2019, down 7.01% on year, making the third consecutive quarter of on-year declines due mainly to the US-China trade tensions, according to figures from Taiwan's Ministry of Economic Affairs (MOEA).
Chinese handset vendors are eager to adopt anylayer HDI boards for their high-end smartphones, but they currently have to source such boards from outside of China despite the country's bid to raise self-sufficiency for electronics components. Taiwan-based PCB makers Compeq...
FitTech has landed orders for mini LED probing, testing and sorting equipment totaling NT$1.8 billion (US$59.0 million) with shipments scheduled for first-half 2020, according to company chairman Hsu Chiu-tien.
Epistar to allocate at least NT$5 billion for 2020 capex
LED epitaxial wafer and chip maker Epistar has disclosed plans to set aside a capex budget of at least NT$5 billion (US$164 million) for 2020, mainly for expanding production capacities for mini LED chips, mini LED backlight units (BLUs) and VCSEL epitaxial wafers and diodes.
Micro LED looks promising, but faces challenges
Micro LED seems promising for being use in display devices, but mass transfer yield rates during and production costs remain problems in commercializing the technology.
LED chip maker Opto Tech expects shipments for fine-pitch LED displays in 2019 to increase 30% on year due to strong demand from the North America and Europe markets mainly arising from US-China trade disputes, according to the company.
Epistar, Lextar report 3Q19 operating losses
LED epitaxial wafer and chip maker Epistar and vertically-integrated LED firm Lextar Electronics have reported net operating losses of NT$874.6 million (US$28.7 million) and NT$145.8 million respectively for third-quarter 2019.
While mini LED chips has begun seeing adoption for high-end LCD monitor and TV backlighting, the technology is not expected to be widely used over the next 3-4 years, according to industry sources.
Opto Tech sees strong demand for Si-based sensor chips
LED chip maker Opto Tech expects significant on-year sales growth in fourth-quarter 2019 - a traditionally off-season period - due to strong demand for Si-based sensor chips used in smart watches and wrist bands, and increased orders for LED displays.
China-based LED epitaxial wafer and chip Sanan Optoelectronics plans to kick off production of 6-inch micro LED epitaxial wafers later in fourth-quarter 2019, according to industry sources.
Epistar controls inventory to cope with LED oversupply
Taiwan-based Epistar has disclosed it has lowered capacity utilization rates to controal inventory level in efforst to cope with LED chip oversupply that has been hitting the global market since the fourth quarter of 2018.
Everlight, Epistar see decreased September revenues
LED packaging service provider Everlight Electronics' September consolidated revenues reached NT$1.730 billion (US$55.7 million), decreasing 2.47% sequentially and 15.36% on year. LED wafer and chip maker Epistar's consolidated sales for September reached NT$1.345 billion, shrinking 6.06% sequentially...
FitTec optimistic about mini LED equipment
LED probing and testing equipment maker FiTech is optimistic about demand for mini LED probing, testing and sorting equipment from China- and Taiwan-based makers and expects shipments in 2020 to hike a few times on year, according to the company.
Advanced packaging, mini LED rising as new growth driver: Q&A with Kulicke & Soffa SVP CP Chong
US-based semiconductor assembly equipment supplier Kulicke & Soffa (K&S) is optimistic that 5G and AI applications will drive demand for advanced IC packaging equipment.
LED epitaxial wafer and chip maker Epistar's clients are developing mini LED-backlit gaming LCD monitors, notebooks, tablets and smartphones, which is expected to boost demand for mini LED backlighting starting second-half 2020, according to company president Fan Chin-yung.
Taiwan handsets – 3Q 2019
Taiwan makers shipped 14.21 million handsets in third-quarter 2019, up 3% sequentially but down 34.8% on year.
Taiwan LCD TVs – 3Q 2019
Taiwan's TV maker shipped a total of 7.39 million LCD TVs in the third quarter, up 3.2% sequentially.
Taiwan LCD monitors – 3Q 2019
Taiwan PC monitor shipments continued to grow on-year in the third quarter of 2019 at 5.8% to arrive at 23.73 million units.
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...