TSMC chairman Mark Liu took part in a White House-hosted online meeting of the world's semiconductor powerhouses on Tuesday. After the meeting, Liu reiterated the Taiwan-based foundry house's commitment to building a wafer fab in the US state of Arizona. The semiconductor supply chain has been troubled by shortages for months, with major Taiwanese IC vendors set for another wave of price hikes in second-quarter 2021. Development of microLED applications have been gaining momentum, and commercialized products may be available as early as year-end 2021.
Coretronic expects its shipments of energy-saving products, mainly backlight units (BLU), to stay flat in April, as shortages of some critical components will undermine its efforts to ramp up shipments.
Development of microLED applications has been gaining momentum, with commercialization of the technology likely to begin at year-end-2021 at the earliest, according to Falcon Liu, marketing director for Taiwan-based PlayNitride.
Taiwan-based PCB manufacturers, such as Taiwan PCB Techvest (TPT) and Apex International, are gearing up for the miniLED-backlit TV market boom as they have cut into supply chains of major makers in the new segment, according to industry sources.
Global demand for LCD displays used in various medical purposes spiked in 2020 due to COVID-19, but is expected to shrink sharply in 2021 along with the gradual easing of the pandemic, according to industry sources.
The compound annual growth rate (CAGR) of large-size LCD panel applications can still see a double-digit rate in the next five years, bolstered by the growing popularity of over 9-inch automotive boards and interactive whiteboards (IWB), according to Digitimes Research.
Samsung Electronics has reported operating profits fell 26.7% sequentially to KRW9.05 trillion (US$8.08 billion) in the fourth quarter of 2020, due to weaker memory prices, sluggish consumer products sales, higher marketing costs and impacts from the Korean won's appreciation.
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.
Taiwan-based LED firms Everlight Electronics and Lextar Electronics, and LCD panel makers Innolux and AU Optronics (AUO) are stepping up efforts developing miniLED-backlit LCD automotive displays for dashboards, central information displays and infotainment devices, with such applications likely to begin shipping in 2022, according to industry sources.
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 resources.
Samsung Electronics is expected to adopt a two-pronged approach to push the sales of its QLED and microLED TVs in 2021, in response to fellow company LG Electronics' efforts to promote its rollable OLED TVs, according to Digitimes Research.
Apple is reportedly looking to adopt miniLED displays for its new iPads and MacBook Pros in 2021, while Samsung Electronics is expected to release a miniLED tablet and Micro-Star International (MSI) a miniLED notebook, according to sources from the upstream supply chain.