LED lighting maker Tons Lightology has obtained orders with shipments scheduled until several months after but has had shipments deferred due to congested logistics operations at many harbors around the world and shortage of containers, according to the company.
Shenzhen Laibao Hi-Tech, a China-based maker of ITO conductive glass, color filters as well as OGM (one glass metal mesh) and OGS (one glass solution) touch panels, will step into the production of LCD modules with an investment of CNY250 million (US$38.5 million) to set up a factory in Chengdu, western China, according to industry sources.
Some Taiwan-based LCD driver IC suppliers have claimed their book-to-bill ratios remain above one with clear order visibility through the end of this year and even 2022, in response to recent reports indicating LCD panel prices have started falling due to a slowdown in TV and other end-market device demand.
Corning has appointed Andrew Ho as president of Corning Display Technologies Taiwan (CDTT), replacing Daniel Tseng, who has been named president and general manager of Corning Display Technologies China.
Optical film maker Wah Hong Industrial has reported consolidated revenues of NT$938.1 million (US$33.7 million) for August, slightly increasing 1.16% sequentially but decreasing 3.87% on year, and those of NT$7.228 billion for January-August grew 10.67% on year.
Taiwan recorded a total export value of US$39.55 for August 2021, hitting a monthly record for the second consecutive time with a growth of 4.2% on month and 26.9% on year. The corresponding total import value of US$36.08 billion was also the historically highest monthly figure and rose 12.6% on month and 46.3% on year, according to the Ministry of Finance (MOF).
LED driver IC design house Macroblock has obtained orders with shipments scheduled until year-end of 2021 with quotes its products for rising due to tight supply of wafer foundry and IC packaging/testing services, according to industry sources.
LED suppliers for Apple's upcoming MacBook Pro have said their shipments for the new model are on schedule, in response to recent reports about the shortage of related mini LED chips and other ICs, accoding to industry sources.
Display driver IC (DDI) prices have been rising, buoying suppliers' sales and profitability thus far this year. But prices are likely to stop increasing in the fourth quarter of 2021, according to industry sources.
Global Lighting Technologies (GLT) has reportedly become the main supplier of light guide plates used in illuminated keyboards of 14- and 16-inch miniLED-backlit MacBook Pro series to be launched by Apple later in 2021, with shipments beginning in August 2021 in small volumes and then in large volumes in September, according to industry sources.
Polarizer maker BenQ Materials will expand production capacity for 3-layer separator film of lithium-ion (Li) batteries through expanding existing capacity at its factory in central China and setting up a factory in central Taiwan, according to company chairman and CEO Chen Chien-chi.
Touch module maker General Interface Solution (GIS) will invest in production of in-display fingerprint recognition modules and film-coated anti-reflection and anti-glare cover glass for use in automotive displays at an existing factory in Central Taiwan Science Park (CTSP).
Electronic paper (e-paper) maker E Ink Holdings, in view of continued strong demand for e-paper, will expand production capacity for e-paper materials, mainly PI (polyimide) varnish and PI roll, by adding four production lines, according to company chairman and CEO Johnson Lee at an August 19 investor conference.
LCD driver IC prices, particularly those for small- and medium-size panel applications, will likely hold steady as downstream device assemblers and vendors are unwilling to accept more price hikes, according to industry sources.
The global supply of polarizers was tight in the first half of 2021 and the tight supply is expected to continue in the second half, according to president Jay Liu of polarizer maker BenQ Materials at an August 18 investor conference.
Ennostar had its business operation swinging from an operating loss of NT$329.4 million (US$11.8 million) and a net loss of NT$259.9 million for the first quarter of 2021 to an operating profit of NT$635.1 million and a net profit of NT$700.2 million for the second quarter, according to the company.
Touch solution provider TPK Holding completed expansion of LCD module production capacity to a fourfold level at the end of the second quarter of 2021 and has utilized over 50% of the expanded capacity currently, according to company president Leo Hsieh.
Glass processing service provider G-Tech Optoelectronics has become an OEM supplier of automotive 3D-forming cover glass used in the panels of central information displays and dashboards for Europe-based automakers, with small-volume shipments beginning in the first half of 2021, according to industry sources.
Muramoto Electron (Thailand), or METCO, is a subsidiary established in 1987 in Bangkok, Thailand by Muramoto Industry. METCO manufactures semiconductors, car parts, car stereo components, central control parts, camera parts, printer parts, and other electronics components.