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NEWS & VIEWS |
Taipei,
Sunday, October 12, 2008 11:26 (GMT+8)
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To reduce costs, panel makers considering white LEDs over RGB LEDs in TV BLUs Oct 9, 17:16 Although using LED-backlighting for large-sized LCD TVs expands the color gamut and improves the quality of the viewing experience, as well as reducing power consumption for the TVs, LEDs are seldom adopted in LCD TVs due to the higher price of LEDs compared to CCFL backlighting. Such LED backlit TVs are only available on the high end of the market, seen in a few models from major international vendors such as Sony and Samsung Electronics. Read more |
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Most LED players report weak September sales Oct 9, 16:07 The LED sector saw weak sales for September, despite it being the high season, with many players seeing revenues stay flat for the month. Read more |
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Epistar files LED patent infringement lawsuit against Huga Oct 8, 15:05 Taiwan-based LED chipmaker Epistar has filed a patent infringement lawsuit against competitor Huga Optotech, seeking NT$200 million (US$6.16 million). Read more |
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Wellypower LED shipments increase in 3Q, but sales down 17% Oct 7, 14:45 Wellypower LED shipments in the third quarter reached 50 million units, as the market for white-box handset recovered. Shipments were up from 20 million units shipped in the second quarter, according to market sources. Read more |
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To increase notebook BLU penetration rates, LCD panel makers to allow thicker BLUs Oct 7, 01:10 In response to demand for energy saving and environmental protection, LCD panel makers continues to introduce LED-backlight notebook panels, and in order to increase the penetration rates, the makers are loosening the specifications for LED backlight units (BLUs) for notebooks, according to market sources. Read more |
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Europe and Japan firms tie up on green-LED development Oct 6, 12:23 IMEC, Europe's leading independent nanoelectronics research institute, and Taiyo Nippon Sanso Corp. (TNSC), a total solution provider in the compound semiconductor field, have announced that they have signed an agreement to jointly develop manufacturing technology for high efficiency LED (light-emitting diode) devices. The agreement marks the first time Taiyo Nippon Sanso has collaborated with an advanced research center based in Europe. Read more |
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Radiant September sales driven by LED BLUs for notebooks Oct 6, 11:48 Backlight unit (BLU) maker Radiant Opto-Electronics has reported strong consolidated revenues for September at NT$3.38 billion (US$104.54 million), up 3.34% on year due to strong demand for LED applications for notebooks. Read more |
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Holy Stone September sales to hit record thanks to recovery of white-box handset market Oct 3, 01:00 The recovery of the white-box handset market in China after the 2008 Beijing Olympic Games drove the September sales of passive component maker Holy Stone Enterprise to hit a monthly record for the company. Holy Stone reported September sales of NT$1.26 billion (US$39.2 million), up 3.64% from August and 0.54% on year. Accumulated sales from January to September this year were NT$10.24 billion, up 4.59% on year. Read more |
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Kenmos notebook-use LED BLU shipments to pick up in 4Q08 Oct 1, 01:30 Kenmos Technology expects LED backlight unit (BLU) shipments for notebooks to hit a record in the fourth quarter, after slumping for the past few quarters, as the replacement of cold cathode fluorescent lamps (CCFLs) is accelerating, according to industry sources. Read more |
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Sapphire sales driven by LED and RF switch applications, says Yole Sep 30, 17:02 Thanks to tremendous growth in Silicon-on-Sapphire (SoS) devices, the overall sapphire material market is expected to average 21% annual growth and reach US$402 million by 2012, stated research firm Yole Developpement. Sapphire production mainly serves two applications in the electronics field: GaN-based LEDs and RF switch devices for handsets. Read more |
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Lite-On to focus on energy segments in future Sep 30, 12:04 With Wistron acquiring Lite-On Technology's display business, the company expects its revenues performance will drop, but gross margin will rise during the initial stage. Read more |
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LED sector has weak 4Q order visibility Sep 30, 11:44 The LED sector is bracing for a weak fourth quarter, as current order visibility has hardly extended beyond October, according to industry and company sources. Read more |
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Radiant sees strong demand for notebook-use LED BLUs, paper says Newswatch - Sep 29, 11:02 Order visibility for backlight units (BLUs) is getting shorter and shorter, barely reaching beyond one month's time. The only segment seeing continued strong demand is the notebook-use LED BLU segment, according Radiant Opto-Electronics chairman Wang Pen-jan, as cited by the Chinese-language Economic Daily News (EDN). Read more |
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Notebook LED backlighting to see 30-40% penetration next year Sep 29, 10:40 LED backlight applications will have a 30-40% penetration in the notebook market next year, according to market watchers. Read more |
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Showa Denko establishes Taiwan subsidiary Sep 26, 20:14 Showa Denko KK (SDK) has established a wholly owned subsidiary Taiwan Showa Denko Electronics to strengthen its sales of LED chips, with the new company to have a capital of NT$10 million. With the establishment of the new subsidiary, SDK will strengthen its customer support and meet market needs. Read more |
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Lite-On expects September revenues to exceed NT$1 billion Sep 26, 17:12 With the LED industry having entered into the traditional peak season in the third quarter, Taiwan-based LED packaging company Lite-On Technology expects revenues in September to exceed NT$1 billion, according to market sources. Read more |
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Neo-Neon LED general lighting revenues to grow 20-30% in 2009 Sep 26, 17:11 Despite a global economic downturn, Hong Kong-based LED company Neo-Neon Holdings estimates that its revenues from LED lighting applications will grow 20-30% in 2009. Read more |
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CMO not confident about LCD market in 2009, but 8.5G fab to start production as scheduled Sep 26, 11:36 Chi Mei Optoelectronics (CMO) will start volume production at its 8.5G fab in 2009 as scheduled although it does not have too much confidence in next year's LCD panel market, according to company president Jau-Yang Ho. Read more |
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All Dell notebooks to use LED backlighting by 2010 Sep 25, 12:37 Dell plans to transition all of its new notebook displays to light-emitting diode (LED) in the next 12 months, as it strives to become the 'greenest' technology company in the world. Read more |
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Demonstration LED street lamp orders picking up, regulations to be released early in January 2009 Sep 25, 12:22 The release time of regulations for LED street lamps in Taiwan has been pushed forward to the end of January in 2009, with several demonstration projects already expected to be launched this year, according to market sources. Read more |
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Everlight to see on-month increase in September revenues Sep 25, 01:20 LED maker Everlight Electronics is expected to see revenues of NT$1.05 billion (US$32.81 million) in September assisting the company's third-quarter revenues to rise to NT$3 billion, according to market watchers. Read more |
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Harvatek expects delayed orders to boost September revenues Sep 24, 16:39 Taiwan-based LED packaging company Harvatek's revenues in August were lower than expected, but the company estimates that a delay in orders from August may end up boosting September's shipment and monthly revenues, according to market sources. The sources added that the company's overall performance in the third quarter will be an improvement from the second quarter, with utilization rates increasing from 40-50% in the second quarter to 60% in the third quarter. Read more |
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High Power Opto to acquire Aixtron MOCVD tool for production of GaN LED epiwafers Sep 24, 12:17 AIXTRON AG today announced that Taiwan-based High Power Opto has placed an order for one AIX 2800G4 HT MOCVD system in the second quarter of 2008. High Power Opto will receive the system in the 42x2-inch wafer configuration. It will be installed at the company's production facilities in Taiwan in the first quarter of 2009 and be used for volume production of ultra high brightness (UHB) gallium nitride based LEDs. Read more |
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With LED market in oversupply, players postpone MOCVD orders Sep 23, 01:15 With growth in the LED industry in 2008 being slower than expected, Taiwan's capacity of metal-organic chemical vapor deposition (MOCVD) equipment will not increase by the 100 units originally expected this year, driving up the market total to 300 units, according to market sources. The total is now only expected to rise by 60-70 units, the sources noted. Read more |
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Official regulations for LED street lamps in Taiwan to come in March 2009 Sep 19, 17:03 Official regulations for LED street lamps in Taiwan will be released in March 2009, with industry players expecting governmental orders to help drive Taiwan LED makers' street lamp business, according to market sources. Read more |
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LED chipmaker Genesis sees strong demand from China public displays market Sep 17, 01:20 Genesis Photonics is seeing China's public displays market driving its LED chip shipments, with its September revenues standing a good chance of hitting a new record for the seventh month in a row at NT$140 million (US$4.36 million), according to the company. Read more |
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Equipment supplier Single Well expects margins to fall in 2H08 as expansion in LED sector slows Sep 16, 12:05 Taiwan LED equipment maker Single Well expects margins to fall below 40% for the second half of 2008 as capacity expansion in the LED sector is slowing down. Read more |
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Neo-Neon to start test runs at LED chipmaking plant Sep 16, 12:02 Neo-Neon Holdings, one of the world's largest decorative lighting companies, will make its debut in the LED chipmaking market by starting test runs at its China plant next month, according to industry sources. Read more |
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Youngtek sorting utilization rate drop to 60% Sep 11, 12:48 Though the LED market is recovering, upstream players have yet to recover. LED chip shipments are growing less than expected, which is further affecting LED sorting shipments as well, according to market sources. Read more |
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LED players see revenues growth in August Sep 11, 01:20 Taiwan-based LED packaging company Everlight saw August revenues of NT$1.02 billion (US$32 million), up 10.27% from NT$925 million in July and up 9.5% on year, and exceeding the NT$1 billion mark for the first time. Accumulated revenues from January to August reached NT$7.5 billion, up 24% on year, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Everlight starts shipping high-power LEDs for micro projectors in September Sep 10, 01:50 Taiwan-based LED packaging company Everlight has received high-power LED orders to be used in micro projectors with shipment starting in September. Although initial order volumes are limited, Everlight is the first to enter the market for micro projectors in Taiwan, according to market sources. Read more |
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Wellypower August revenues down 18% on year Sep 8, 15:48 CCFL maker Wellypower has posted August revenues of NT$506 million (US$16 million), maintaining at the same levels as in July, but dropping 18% on year from NT$621 million, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Tatung Group extends deployment in LED business via San Chih's investment at Formosa Epitaxy Sep 8, 15:18 San Chih Semiconductor, a subsidiary of the Tatung Group, has announced it is to invest in LED maker Formosa Epitaxy via a private placement. With the investment, industry watchers commented that the Tatung group will have a complete deployment in the LED industry. Read more |
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LED makers postpone expansion Sep 4, 01:10 Citing more conservative procurement among customers, Epistar and Formosa Epitaxy have decided to hold off their expansion plans, according to company sources. Read more |
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Ledtech receives LED light bar orders from Japan Sep 3, 10:59 Taiwan-based LED packaging company Ledtech Electronics received an order for commercial-use LED light bars from Japan, with shipments to begin in September, according to market sources. The order was for NT$12 million and was for a commercial use applications. Read more |
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Harvatek revenues to drop slightly in August Sep 2, 12:05 Taiwan-based LED packaging company Harvatek estimates its August revenue total will fall a little short of its total in July, but revenues in the third quarter will be better than that it saw in the second quarter, according to market sources. Read more |
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LED notebook BLUs drive Kenmos 1H08 margins Sep 1, 21:44 Benefiting from shipments of notebook-use LED backlight units (BLU), second-tier Taiwan-based BLU maker Kenmos saw its operating income reach NT$142 million (US$4.5 million) in the second quarter of this year, while its gross margins totaled 11.25%, the first time its margins surpassed 10%. The company's gross margins also outshone the 9.09% Coretronic reported and the 6.33% totaled by Radiant Opto-Electronics (ROEC), according to market sources. Read more |
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LED driver IC supplier Macroblock sees margins decline in 2Q08 as competition increases Aug 29, 15:52 According to market watchers, more Taiwan IC design players are entering the LED driver IC market causing Macroblock's margins to drop below 40% in the second quarter. Silicon Touch, another major LED driver IC supplier in Taiwan, is also facing pressure from an increasing number of competitors. Read more |
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Lite-On still optimistic about LED penetration in notebooks Aug 28, 01:25 Lite-On Technology is confident that about 15% of new notebooks will feature LED backlights, according to company CEO KC Terng, despite that some industry players believe the penetration rate of LED-backlit notebooks will be lower than previously expected in the short term. Read more |
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Philips said to be looking for Taiwan partner for LED bulb production Newswatch - Aug 26, 16:59 With Philips set to launch LED lights for the general lighting market this September, Taiwan LED makers such as Lite-On, Epistar, and Everlight are expected to have the opportunity to benefit from OEM orders, according to the Chinese-language Economic Daily News. Read more |
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WTC and HannStar Board share virtual headquarters Aug 26, 01:25 With Taiwan-based multi-layer ceramic capacitors (MLCC) supplier Walsin Technology Corporation (WTC) announcing that it would be increasing its stake in printed circuit board (PCB) maker HannStar Board – also a part of Passive System Alliance (PSA) – from 15.14% to 20%, the two companies have set up a single headquarters led by Peter Chu, general manager of WTC, according to market watchers. WTC indicated the headquarters is a virtual system to integrate WTC and HannStar Board's resources, and the two companies will still operate independently. Read more |
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Walsin Lihwa said to be entering LED market Aug 25, 12:46 Taiwan based electric wire and cable maker Walsin Lihwa is going to join the LED market and placed an order for Aixtron AG MOCVD systems in the second quarter this year, with the systems being delivered this quarter. Read more |
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LED general lighting market to reach US$1.4 billion by 2010 Aug 21, 16:27 Taiwan Industrial Economics and Knowledge Center (IEK) forecasts that the global LED general lighting market may grow to US$1.4 billion by 2012. IEK mentioned that although the LED general lighting market is not expected to see explosive growth, growth will remain steady over the next few years. Read more |
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LED packaging players expect increasing sales for 3Q Aug 19, 12:58 While LED players' revenues in July rebounded sequerntially, they were still far from the peak levels seen early this year and the end of last year, though Taiwan LED packaging companies such as Bright LED and Everlight Electronics are also seeing improvement in thier August orders as well. Read more |
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SDI July sales and accumulated net income decline; production of LED lead frames may be delayed Aug 18, 12:19 Taiwan lead frame maker Shuen Der Industry (SDI) reported accumulated pre-tax income of NT$231 million (US$7.36 million) from January to July of 2008, down 38.5% on year mainly because of more than NT$66 million in exchange losses in the first quarter. The company also had earnings per share (EPS) of NT$1.34 through the first seven months of the year. Read more |
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Coretronic 1H08 sales up 17% on year Aug 15, 12:22 Taiwan LCD backlight unit (BLU) maker Coretronic announced its financial results for the second quarter, with consolidated sales revenues amounting to NT$21 billion (US$675 million) and operating income at NT$951 million. Net income was reported at NT$1 billion, of which attributable to equity holders of the parent company NT$896 million, up 53% on quarter. The basic earnings per share (EPS) for the second quarter of 2008 was NT$1.23 per common share. Read more |
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As LCD market matures, CMO to eye LED, solar markets over next 10 years Aug 15, 12:16 Chi Mei Optoelectronics (CMO), marking its tenth anniversary, has spelt out its roadmap for the next 10 years, during which it will slow down its expansion in the LCD panel industry and will instead gear up the development for LEDs, eco-friendly lighting, and solar energy. Read more |
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Ledtech to develop low-cost LED applications Aug 14, 11:47 Despite the downturn in global consuming market, Taiwan LED packaging company Ledtech Electronics continues to explore markets for new products. The company is planning to work with other international players to develop low-cost LED lamps and reading lights for underdeveloped countries, according to market sources. Read more |
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Lite-On sees improving profitability in 2H08 Aug 13, 13:46 Lite-On Technology expects its gross margin to improve significantly in the second half of this year following completion of the sale of its monitor business to Wistron at the end of this month, a company official said at a recent investors conference. Read more |
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MicroSolar LED heat-transfer technology attracting attention, paper says Newswatch - Aug 13, 11:39 The Chinese language Economic Daily News is reporting that Taiwan LED maker MicroSolar has attracted the attention of LCD panel makers such AU Optronics (AUO) and Chi Mei Optoelectronics (CMO) with its developments in LED lighting heat-transfer technology. Read more |
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