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May 6, 14:37
Nichia setting up miniLED chip production capacity
Nichia, with investment of JPY60 billion (US$549 million), is setting up dedicated production capacity for miniLED chips for backlighting applications in Tokushima Prefecture, Japan, with completion scheduled for July 2021 and production to kick off at the end of September 2021, according to Dai Tsuan-jia, general manager for Nichia Taiwan.
Taiwan Surface Mounting Technology (TSMT) will trial surface mounting of miniLED chips, ICs and other components on PCBs for use in backlighting of two MacBook models to be launched in second-half 2021, according to industry sources.
Polarizer maker Cheng Mei Materials Technology (CMMT) can only operate at 80-85% of its capacity at present due to a shortage of VA (vertically aligned) compensation films, according to company sources.
Eternal Materials has seen shipments increasing for silicone-based sealant used in miniLED packaging amid growing demand for miniLED backlighting, according to industry sources.
Panel maker AU Optronics (AUO) is already in talks about major orders for 2022, according to company chairman Paul Peng.
AU Optronics (AUO) has reported first-quarter 2021 consolidated revenues of NT$82.94 billion (US$2.98 billioj), up by 3.0% sequentially and 54.5% on year.
Specialty IC foundry Vanguard International Semiconductor (VIS) has announced plans to take over the L3B plant of LCD panel maker AU Optronics (AUO), and related equipment and facilities, for NT$905 million (US$32.4 million).
The ICT supply chain continues to be influenced by serious component shortages and UMC is now looking to have its major clients to enter into 3-year supply agreement. Meanwhile, LCD panel supply is expected to grow worse as some key component suppliers such as Corning and AUO are set to perform annual maintenance in the near future. Kinsus' capacity is expected to increase by 30% in 2021 to satisfy growing orders from clients.
Backlight unit (BLU) maker Coretronic is expanding its production capacity in Vietnam and China to meet increasing market demand, according to Sarah Lin, president of its energy-saving device unit.
Taiwan-based makers shipped only 6.26 million LCD TVs globally in the first quarter of 2021, down 34.2% sequentially, due mainly to shortages of panels, display driver ICs and SoC chips, Digitimes Research has found.
LCD panels supply worsening
Apr 28
With Corning and AU Optronics (AUO) planning to undertake annual maintenance for their fabs shortly, the current tight supply of glass substrates and LCD panels is likely to worsen in the near term, according to industry sources.
Corning has reported sales of US$3.3 billion for first-quarter 2021, falling 2% sequentilly but rising 38% on year, with net income soaring 138% sequentially to arrive at US$599 million and swinging back from loss registered in first-quarter 2020.