Display components
  • touch
    Touch panel modules maker TPK Holding, after seeing its 2020 net profits climb to a three-year high of NT$1.03 billion (US$37 million), expects its first-quarter 2021 revenues to grow 5-10% sequentially thanks to strong demand for large-size tablet and notebook applications.
  • miniled
    Macroblock has developed miniLED backlighting driver ICs and is likely to begin volume shipments for such driver ICs for use in tablets, notebooks, gaming monitors and TVs in second-half 2021, according to company chairman Yang Li-chang.
  • radiant
    Radiant Opto-Electronics aims to ship 2-3 million LED backlight units (BLU) for use in automotive dashboards of about 10 inches in 2021, with Europe-based automakers to be main clients, according to industry sources.
  • coretronic
    Backlight unit (BLU) maker Coretronic expects to post a 10-20% shipment increase in 2021, thanks to increasing output for energy-saving applications from its factory sites in Vietnam and China.
  • AUO to ramp up capacity of high-end panels in 2021
    AU Optronics (AUO) will expand its capital spending in 2021 to ramp up its output of LCD panels for IT and other premium applications.
  • coretronic
    Backlight unit (BLU) and projector maker Coretronic has reported consolidated revenues of NT$3.293 billion (US$116 million) for January, decreasing 15.29% sequentially and 1.05% on year.
  • Taiwanese panel makers experience sequential shipment drop in January
    LCD panel makers AU Optronics (AUO) and HannStar Display, as well as related component suppliers including Radiant Opto-Electronics, Global Lighting Technologies (GLT) and FineMat Applied Materials, all saw their consolidated revenues decrease sequentially in January 2021.
  • Notebook component shortages persist in 1Q21
    The supply of notebook-use chips including display driver ICs, power management chips and audio codecs chips continues to fall short of demand in the first quarter of 2021 despite it being a slow season traditionally for the notebook industry, according to Digitimes Research's finding.
  • lcd
    Display components supplier Wah Hong Industrial has cut into the automobile industry supply chain, according to the Taiwan-based company.
  • CMMT chairman Ho Chao-yang
    Polarizer maker Cheng Mei Material Technology (CMMT) plans to ramp up its monthly output to four million square meters from the current 3.5 million through an overhaul of its production lines, according to company chairman Ho Chao-yang.
  • foundry
    Taiwanese foundry houses' promises to devote more capacity to making automotive chips have raised concern among smaller IC designers. With the foundry capacity unlikely to see major expansion anytime soon, production of more automotive chips...
  • lcd
    LCD panel prices are expected to continue rising during the first half of 2021, as shortages of components and raw materials, including driver ICs, polarizers and glass substrates, will persist, according to industry sources.
  • display
    Display driver IC (DDI) backend specialists including Chipbond Technology and ChipMOS Technologies plan to enforce a second wave of price hikes in late February or early March to reflect their continued tight capacity, according to industry sources.
  • optical film
    Polarizer makers will hike prices by 5-10% in first-quarter 2021 amid tight supply, a result of shortages of a key material, optical compensation films, according to industry sources.
  • notebook
    IC components prices are rising as a result of shortages amid tight foundry capacity, heaping pressure on notebook makers. ODMs are mulling hiking notebook manufacturing quotes in order to ease the pressure. Components shirtages are also...
  • corning
    Corning has disclosed it is expanding production at its 10.5G LCD glass substrate plants in China to meet stgrong demand for IT and TV applications.
  • intel
    Just days after Intel seemingly dismissed speculation about expanding outsourcing to TSMC, sources from Taiwan's supply chain have disclosed that the US chip vendor has plans to have the pure-play foundry fabricate its core CPUs at 3nm...
  • touch
    Taiwan's top-two touch-panel module makers TPK Holding and General Interface Solution (GIS) are likely to share the majority of Apple's iPad device orders in 2021, according to industry sources.
  • EOI-produced LED taillight module used in Tesla Model 3
    LED automotive lighting module maker Excellence Optoelectronics (EOI) has disclosed it has worked with a US client to develop a 165-inch fine-pitch RGB miniLED displays, with shipments expected to begin in fourth-quarter 2021.
  • A CMW-based flexible micro LED panel
    Ingentec, which makes specialty gases used in semiconductor and display panel manufacturing, has developed CMW (copper magnetic wafer) substrates to match its vertical LED structure technology for producing miniLED microLED, according to company chairman and president Charly Chen.
  • Innolux
    The LCD industry getting so mature that existing players are keen to look for new opportunities and technologies. Innolux's executive VP Chin-Lung Ting has told Digitimes that the company will adhere to TFT-LCD as its core technology, but is exploring a new business model that he calls "panel...
  • Innolux executive VP Chin-Lung Ting
    South Korean panel makers are withdrawing from the LCD market, while their Chinese competitors, after frenzy expansion propelled them to the top of the LCD sector, are not expected to further expand their capacity significantly in the future, as they no longer have priority in receiving government...
  • Innolux president James Yang
    Panel makers continue to see their supply affected by shortages of glass substrates and LCD driver ICs, which have become severe due to recent power outages hitting plants at NEG and UMC plants, according to Innolux president James Yang.
  • GIS is poised to ramp up new in-display ultrasonic fingerprint sensor modules in 2021
    Touch panel maker General Interface Solution (GIS) is expected to lock in the first batch of in-display ultrasonic fingerprint sensor module orders from Samsung Electronics for usage in Korea-based brand's new flagship Galaxy S21 to be launched in 2021, according to industry sources.
  • tv
    Taiwan-based polarizer makers are poised to embrace brisk sales in the first half of 2021, bolstered by strong demand for TV and IT panels along with rising polarizer prices in the wake of tight supply.

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