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Monday 25 October 2021
China makers actively investing in mini/microLED
China-based panel maker BOE Technology in 2020 established a business unit for developing and producing miniLED fine-pitch displays and microLED displays, while LED chip maker Sanan Optoelectronics has made plans to raise funds of up to CNY7.9 billion (US$1.23 billion) mostly for developing and producing mini/microLED chips.
LATEST STORIES
Friday 22 October 2021
China smartphone shipments fall 5% in September
Smartphone sales in the China market slipped 5.4% sequentially to 20.81 million units in September 2021, with non-Chinese brands accounting for less than 6% of the sales, indicating iPhone 13 series launched in mid-September had yet to show notable sales momentum in the market.
Thursday 21 October 2021
CATL faces challenges in bid to build battery plant in US
The largest China-based lithium battery maker Contemporary Amperex Technology (CATL) has reportedly planned to set up a battery factory in the US, but the company will face challenges, according to industry sources.
Thursday 21 October 2021
Micron reportedly to set up new DRAM fab in Japan
Micron Technology is reportedly mulling a new DRAM fab in Hiroshima prefecture, western Japan, for as much as JPY800 billion (US$7 billion).
Wednesday 20 October 2021
Asia Venturing: Can Asia see the unicorn boom?
In a world where "money is cheap," unicorns, the companies with a valuation of more than $1 billion, are born in an accelerated mode during the COVID-19 pandemic era.
Wednesday 20 October 2021
Honor strengthens smartphone marketing in overseas channels
Honor, a spinoff from Huawei, has been re-establishing its partnerships with US-based vendors including Qualcomm, Microsoft and Intel since early 2020 and has risen to third place in terms of share in China's smartphone market. The company is now also looking to push into overseas markets with collaboration with Google.
Tuesday 19 October 2021
TV sales during October holidays in China down 12.2% on year, says AVC
In the China market, 2.36 million TVs were sold during the week-long holidays in early October 2021, decreasing 12.2% on year, while the corresponding sales value of CNY9.1 billion (US$1.4 billion) increased 0.6%, according to All View Consulting (AVC).
Tuesday 19 October 2021
Economists warn spillover effect of China economic slowdown
China's third-quarter economic growth numbers slowed more than expected to 4.9% from the same period last year, falling short of the 5.2% forecasted by a Reuters poll, but the growth has not yet bottomed, said economists.
Tuesday 19 October 2021
First-tier China lithium battery makers keep prices unchanged for LTA clients
First-tier China-based lithium battery makers, despite continual hikes in material cost, have kept quotes unchanged for LTA (long-term agreement) supplies, according to industry sources.
Monday 18 October 2021
Output of panel components, LCD modules in China falls 30% due to power restrictions
Local governments' restricting power supply in China has led to decreases in utilization of production capacities at LCD panel supply chain makers' factories mostly in southern and eastern China to about 60%, and consequently, output of panel components and LCD modules has dropped by about 30%, according to AVC Revo.
Friday 15 October 2021
Supply chain flexibility is crucial, says Cheney Wang, VP of supply chain and Taiwan GM of Latch
Latch was founded in 2014 by a group of former Apple employees and began trading on Nasdaq on June 7th, 2021 under LTCH. Through a SPAC listing, it raised $453 million and values over $1.5 billion. The system of Latch is designed to bring all devices and services together to make buildings "smart."
Friday 15 October 2021
Demand for non-TV-use panels remains robust, says AUO chairman
While global demand for TVs has decreased, global demand for TFT-LCD panels used in business-use notebooks and monitors, commercial and automotive displays, customized displays has been strong and is expected to remain until the end of 2021 at least, according to chairman Paul Peng for AU Optronics (AUO).
Friday 15 October 2021
Will foundry expansions lead to capacity glut?
Many IDMs and pure-play foundries, including second-tier ones, are all poised to expand their fab capacities sparking concerns that the arrival of the additional capacities could result in a glut of processed wafers.
Friday 15 October 2021
US sees battery shortages by 2025
South Korean battery suppliers are expected to be the main suppliers for the US electric vehicle market until at least 2025, indicated industry sources. The US has begun building capacities to produce EV batteries locally, but given the long preceding set-up process, the undersupply of batteries in North America will continue until 2025.
Friday 15 October 2021
TSMC sees fab capacity stay tight, mulls new fab in Japan
TSMC will see its 12- and 8-inch fab capacities stay tight in 2021 and throughout 2022, and is gearing up for its next stage of growth, said company CEO CC Wei at an earnings earnings conference call held on October 14.
Thursday 14 October 2021
China power restrictions to challenge supply chains in the long term
Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up production costs, according to industry sources.