TPK to see 1Q21 revenues grow 5-10% sequentially
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.
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 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 expects 10-20% shipment growth in 2021
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 expand capex for 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 sees January revenues drop
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.
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 chips in tight supply
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.
Wah Hong enters car industry supply chain
Display components supplier Wah Hong Industrial has cut into the automobile industry supply chain, according to the Taiwan-based company.
CMMT ramping up polarizer output
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.
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 panel price rally to continue in 1H21
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 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.
Polarizer makers to raise prices amid tight supply
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.
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 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.
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...
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.
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.
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.
Highlights of the day: Innolux seeking to introduce foundry business model to panel industry
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 proposes concept of panel semiconductor
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...
Panel components shortages worsen
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.
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.
Taiwan polarizer suppliers to embrace strong 1H21
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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