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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
17:18 (GMT+8)
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LED to dominate LCD backlights in 2011 with 56% market penetration, says DisplaySearch Nov 18, 15:09 LEDs will become the dominant large-size TFT-LCD backlight unit (BLU) light source by 2011 with a 56% share, and to 78% in 2015, according to DisplaySearch. Traditional backlights using CCFL and EEFL for notebook, monitor, and TV displays will drop to 44% of the market in 2011. Read more |
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Taiwan-based passive device makers Polytronics, Thinking Electronic see prospects for new products Nov 18, 14:26 Passive device maker Polytronics Technology has received verification from clients on its new LED heat dissipation plate product line and expects to see demand from Taiwan- and South Korea-based panel makers, according to the company. Thinking Electronic Industrial, another passive device maker, also said it has obtained orders for its new variable resistors used in 3G base stations, from China, Ireland and other markets. Read more |
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LED chipmaker may be next Foxconn acquisition target, say observers Nov 17, 16:41 Foxconn Electronics (Hon Hai Precision Industry) is possibly eyeing the LED industry for its next acquisition, having seen its LCD panel subsidiary Innolux Display enter into a merger deal with Chi Mei Optoelectronics (CMO) an TPO Displays, market observers have suggested. Read more |
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Japan-based Nichia to be more aggressive in LED TV backlighting market, say sources Nov 13, 16:06 Thanks to increasing demand, Japan-based LED chipmaker Nichia is expected to be more aggressive in the LCD TV LED-backlit market in 2010 in addition to its previous focus on the notebook LED-backlit segment – a move which will bring more pressures on Taiwan competitors, according to industry sources. Read more |
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LED industry total capex to grow 158% in 2010, says LEDinside Nov 12, 14:16 Total capex in the Taiwan LED industry is expected to reach NT$35 billion (US$1.08 billion) in 2010, up 158% on year from NT$13.5 billion in 2009, according to LEDinside. Read more |
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China market: TV vendors starting price war for LED TVs Nov 12, 12:02 Domestic and international vendors in China are cutting prices for LED-backlit LCD TVs to stimulate sales, with Hisense offering the deepest cuts, according to reports from China. Read more |
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LED chipmakers see October revenues increase Nov 11, 16:32 LED chipmakers saw their October revenues increase on the high demand for high-brightness blue LEDs, while LED packaging houses saw sequential drop for October revenues. Read more |
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TSMC board approves US$2.5 billion for 12-inch capacity expansion Nov 11, 12:05 Taiwan Semiconductor Manufacturing Company (TSMC) has announced its board of directors on November 10 approved a budget of around US$2.24 billion to expand advanced technology capacity for 300mm (12-inch) wafer fabs and wafer-level chip scale packaging. The board also approved the allocation of US$254.6 million to expand 12-inch wafer fab facilities. Read more |
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LED backlighting, 16:9 ratio remain mainstream technologies for notebook panels in 2010 Nov 11, 11:10 LED-backlighting and 16:9 aspect ratio will remain as the mainstream technologies for notebook panels in 2010 with some models featuring touchscreen and 3D functions, according to market sources. Read more |
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LED companies post mixed October revenues Nov 10, 10:11 LED packaging house Ledtech Electronics and LED chipmaker Tekcore have both posted record revenues for October, while LED packaging house Unity Opto Technology saw a 4.77% sequential decline last month. Read more |
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LCD component suppliers hit seasonal revenue lull Nov 6, 17:10 Taiwan-based CCFL maker Wellypower Optronics and color filter (CF) maker Sintek Photronic saw their October revenues drop 9.15% and 1.99%, respectively, in October 2009 due to seasonality. Read more |
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IC design house Richtek may see slight revenue drop in 4Q09 Nov 6, 12:07 Richtek Technology has estimated fourth-quarter 2009 revenues may stay flat or drop slightly to NT$2.2-2.5 billion (US$67.64 million-76.87 million). The company said it is optimistic about its 2010 outlook and expects to see strong growth momentum in the LED driver IC segment. Read more |
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Epistar, Formosa, Everlight report net profit for 3Q09 Nov 5, 15:32 Taiwan-based LED chipmakers Epistar, Formosa Epitaxy (FOREPI) and LED packaging house Everlight Electronics have reported net profits for the third quarter of 2009 at NT$606.93 million (US$18.65 million), NT$74.97 million and NT$566.6 million, respectively. Read more |
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Price gap between large-size LED- and CCFL-backlit panels to further narrow in 1Q10 Nov 5, 11:56 The price gap between LED- and CCFL-backlit large-size LCD panels will continue to narrow in 2010, with the difference in the 40-inch segment reducing to 29.8% in the first quarter of 2010 from 35.8% in the third quarter of 2009, according to industry sources. Read more |
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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). Read more |
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Taiwan LED chipmakers expanding capacity on strong backlight demand Nov 3, 12:26 The total blue LED chip capacity of Taiwan-based LED chipmakers Epistar, Formosa Epitaxy, Tekcore, Arima Optoelectronics, Genesis Photonics and Huga Optotech is expected to increase by 25% to five billion chips per month in 2010 to meet increasing demand for LEDs used in large-size panel backlighting and general lighting applications, according to market sources. Read more |
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Shortage of LED chips to continue in 1Q10, say sources Oct 29, 16:45 The current shortage in the supply of LED chips is expected to continue in the first quarter of 2010 due to significant demand for LED backlighting from the LCD TV and notebook segments, according to industry players. Read more |
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LED backlighting to be adopted in smaller-size LCD TVs in 2010, says AUO executive VP Oct 28, 15:22 LED backlighting will start to be adopted in smaller-size 19- to 24-inch LCD TVs in 2010, and LED-backlit applications will account for 15-20% of total LCD TV panels AU Optronics (AUO) will ship in 2010, according to company executive VP of global business unit Paul Peng. Read more |
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Camera module maker AOET ready for LED chip production Oct 27, 14:11 Camera lens and module maker Ability Opto-Electronics Technology (AOET), a subsidiary of Foxconn Electronics (Hon Hai Precision Industry), has reportedly entered the production of LED chips, according to industry sources. Read more |
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Taiwan market: LG to ship ultra-thin frameless LED-backlit TVs in November Oct 22, 15:55 LG Taiwan will ship its SL90 series frameless LED TVs with a thickness of 2.9cm to the local market in November, with the 47-inch model priced at NT$86,900 (US$2,682) and the 42-inch one at NT$67,900. Read more |
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LED chipmaker Tyntek to merge with Ubilux Oct 20, 15:45 Taiwan-based LED chipmaker Tyntek has announced a merger deal with LED epitaxy maker Ubilux, a subsidiary of Powerchip Semiconductor Corporation (PSC), to secure supply of high brightness blue LED chips. Read more |
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Foxconn Chengdu investment to focus on optoelectronics Oct 19, 16:21 The recent US$1 billion investment Foxconn Electronics (Hon Hai Precision Industry) promised to make in Chengdu, China will focus on manufacturing of optoelectronics products, according to the company. Read more |
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Lite-On to supply LCD TV backlight LEDs to Samsung and LG Display Newswatch - Oct 16, 16:55 Taiwan-based LED packaging house Lite-On Technology has entered the supply chains of Samsung Electronics and LG Display (LGD) for LCD TV backlighting, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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I-Chiun posts profit for 3Q09 Oct 15, 15:52 LED leadframe maker I-Chiun Precision Industry has posted a net profit of NT$228.43 million (US$7.09 million) for the third quarter of 2009, up 3.17% sequentially and up 38.75% on year. Net profit for the first three quarters were NT$524.05 million, up 32.32% on year. Read more |
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Epistar estimated to earn NT$600 million in 3Q09 Oct 14, 14:41 Taiwan-based LED chipmaker Epistar is estimated to have generated a net profit of over NT$600 million (US$18.3 million) for the third quarter of 2009 due to increased shipments of more profitable high-brightness blue LEDs, according to market sources. Read more |
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GMT lands LED driver IC orders from TV vendors Oct 14, 12:13 IC designer Global Mixed-mode Technology (GMT) has recently completed several driver IC design-ins for LED-backlit LCD TVs developed by China- and Taiwan-based downstream vendors, with mass shipments slated for the first quarter of 2010, according to industry sources. Read more |
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Epistar and Lynk Labs sign equity investment and licensing agreement Oct 14, 10:31 Epistar, a Taiwan-based LED epiwafer and chipmaker, has entered into a strategic equity investment and license agreement with Lynk Labs, a supplier of AC LED device, light engine and power supply technology. Terms of the deal were not disclosed. Read more |
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Graphics card vendor Elsa shifting from graphics cards to LED lighting Oct 13, 14:47 Taiwan-based second-tier graphics card vendor Elsa Technology has reportedly shifted the focus of its business from graphics cards to LED lighting products, according to industry sources in Taiwan. Read more |
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Everlight to issue common stock to raise about NT$3 billion Oct 13, 12:27 Taiwan-based LED packaging house Everlight Electronics on October 12 announced that the board of directors has approved for issuing common stock to raise an estimated capital of NT$3.33 billion (US$103.29 million) mainly for operations, investment and equipment purchase. Read more |
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LED chipmakers post high September revenues with full utilization rates Oct 12, 11:10 LED chipmakers have seen their production run at full utilization and posted high revenues for September. Epistar, Formosa Epitaxy (FOREPI) and Tekcore have reported revenues of NT$1.26 billion (US$39.25 million), NT$242 million and NT$114 million, respectively. Read more |
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Lite-On, Bright LED and Harvatek see year-high revenues in September Oct 9, 16:52 LED packaging houses Lite-On Technology, Bright LED Electronics and Harvatek have all reported year-high revenues for September 2009. Read more |
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Epistar to invest in Tekcore through private placement Oct 7, 11:37 LED chipmaker Epistar has decided to invest in fellow competitor Tekcore by acquiring 43 million common shares via private placement. The total investment is expected to amount to NT$722.4 million (US$22.48 million), and Epistar will have a 19.9% stake in Tekcore. Read more |
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Unity Opto sales continue soaring in September Oct 6, 14:55 LED packaging house Unity Opto Technology generated revenues of NT$462.76 million (US$14.3 million) in September, increasing by 9.1% from NT$424.17 million for August and increasing by 54% from NT$300.52 million for September 2008, according to data from the Taiwan Stock Exchange (TSE). The company hit a record monthly total for the fifth consecutive month, according to the company. Read more |
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LED chip demand set to outpace supply growth in 2010 Oct 5, 14:51 Demand for LED chips is set to outpace supply growth in 2010 due to the increasing penetration rates of LED TVs and LED notebooks, according to industry sources in Taiwan. Read more |
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Global shortage of epitaxial LED wafers will not ease until 2012, says Epistar chairman Sep 30, 16:03 The existing global supply shortage of epitaxial wafers used to make LED chips for backlight modules (BLUs) will not relax until 2012, according to chairman of Taiwan-based LED chipmaker Epistar, Lee Biing-Jye, whose estimation is based on the current demand growth trend and makers' expansion plans. Read more |
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China Electric signs with Cree to enhance overseas marketing of LED lighting Sep 30, 15:37 Taiwan-based lighting product maker China Electric on September 29 signed a strategic agreement with US-based Cree to introduce the latter's LED technologies and strengthen its marketing of LED lighting products in Asia Pacific and North America, according to China Electric. Read more |
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AUO distributor Promate to see high sales in September; expects strong LED growth in 2010 Newswatch - Sep 29, 15:51 Promate Electronics, IC distributor of AU Optronics (AUO), is expected to see its September 2009 revenues hit a monthly high for the year due to expanding panel shipments and improving panel prices, according to market sources. The company expects sales from the LED segment to grow significantly in 2010. Read more |
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Chimei, Asustek to enter LED-backlit monitor market Sep 29, 15:15 Chimei and Asustek Computer are eyeing the LED-backlit LCD monitor market and plan to launch products by the end of 2009 and early 2010, according to market sources. Read more |
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Taiwan second-tier LED players obtain orders for China projects Sep 28, 16:17 Taiwan-based LED chipmaker Opto Tech has landed orders for LED streetlamps from China's government LED lighting program and is expected to start shipments in the fourth quarter of 2009 or in the first quarter of 2010, according to market sources. Read more |
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Epistar settles LED patent lawsuit with Philips Stockwatch - Sep 25, 16:12 LED chipmaker Epistar has announced that its patent lawsuit with Philips has been settled. Philips will begin to license AlInGaP LED technology to Epistar, according to a company statement with the Taiwan Stock Exchange (TSE). But Epistar did not disclose the terms for the licensing. Read more |
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BenQ launches 5 LED-backlit monitors Sep 25, 16:05 BenQ has started shipping five LED-backlit LCD monitors with sizes ranging from 15.6- to 24-inch to the Taiwan market, and they will be shipped later to Japan, Australia and China, according to Danny Yao, general manager, BenQ Taiwan. Read more |
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HannStar to launch FSC-OCB panels in 1Q10 Sep 24, 11:56 Taiwan-based LCD panel maker HannStar Display plans to launch in-house developed FSC-OCB (field sequential color-optical compensated birefringence) panels in the first quarter of 2010 featuring RGB LED backlight, according to the company. Read more |
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I-Chiun sees strong SMD LED leadframe orders in September Sep 23, 16:38 LED leadframe maker I-Chiun Precision Industry is expected to see September revenues increase by 8-10% sequentially, recording a new peak in monthly revenues, as the company has already landed orders for over 700 million SMD LED leadframes for the month, according to market sources. Read more |
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Para Light expects revenue growth on China LED streetlamp orders Sep 22, 15:01 Taiwan-based LED packaging house Para Light Electronics expects orders for LED streetlamps from Nanjing and Lianyuangang in Jiangsu province, China will start benefiting its revenues in October, and contribute 15 million yuan (US$2.2 million) to the company's fourth-quarter revenues, according to market sources. Read more |
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Huga wins LED patent lawsuit against Epistar Sep 22, 12:25 Taiwan's intellectual property court has ruled in favor of LED chipmaker Huga Optotech in a patent infringement lawsuit filed by its competitor Epistar, according to Huga's filing at Taiwan Stock Exchange (TSE). Read more |
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LED chipmakers and packaging houses expect strong demand in 4Q09 Sep 21, 17:10 LED chipmakers and packaging houses are unlikely to see seasonal decline in the fourth quarter, expecting revenues to remain at the levels seen in the third-quarter peak season due to strong demand for LED backlighting in notebooks, netbooks and LCD TVs, according to market sources. Read more |
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All Ring Tech to see revenues boost by LED equipment Newswatch - Sep 18, 16:53 All Ring Tech, a Taiwan-based maker of equipment used in the production of passive components and TFT-LCD panels as well as IC packaging, has seen order visibility extend to the fourth quarter of 2009, according to market watchers. In addition to increased demand from panel customers, the equipment supplier has enjoyed growing revenue contributions from its LED equipment line. Read more |
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Samsung ahead in LED monitor market Sep 18, 16:50 Samsung Electronics has introduced a 23-inch ultra-thin LED-backlit monitor, the XL2370, in Taiwan and the model is expected to be available in other markets soon, according to the company. Read more |
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TSMC reportedly eyeing Lumileds and Toyoda Gosei to enter LED market Sep 17, 15:06 Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly looking to acquire LED makers Philips Lumileds or Toyoda Gosei for key LED patents to enter the LED market, according to market sources. Read more |
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VisEra announces new LED packaging technology Sep 17, 11:29 VisEra Technologies, a subsidiary of Taiwan Semiconductor Manufacturing Company (TSMC), has announced a new high-power LED packaging technology based on 8-inch silicon wafer, which can be applied to products such as LED streetlamps and indoor lighting. Read more |
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| 516 news tagged LED (1/11) | |
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