LED applications
  • An LED automotive taillight
    LED packaging service provider Edison Opto expects the proportion of consolidated revenues for LED automotive lighting modules to rise from about 28% curently to 35-40% by year-end 2020.
  • Chinese LED makers are banking on fine-pitch displays to spur business growth
    China-based LED makers are relying on fine-pitch RGB LED displays as a main source of business growth, with global market demand rising about 40% on year in 2019, according to industry sources.
  • The postponement of the Tokyo Olympics is chilling TV replacement demand
    Demand for TV-use LED backlight units (BLUs) has been strong in first-quarter 2020, but will slip below the historical average in the following quarter, thanks to the postponement of the Tokyo Olympics, according to industry sources.
  • Lextar says it has yet to receive court papers about the lawsuit
    Japan-based Nichia has filed with Tokyo District Court a charge against IPF, a Japanese after-market automotive component sales agent, alleging LED devices used in IPF-distributed automotive headlight bulbs infringe on its Japan patent concerning LED packaging structure.
  • Mini LED BLUs are expected to see significant demand in 2020
    Demand for LCD TV panels whose supply has been undermined by the coronavirus outbreak has turned strong, and in turn pushed up demand for LED backlighting, according to industry sources.
  • Apple is expected to launch an iPad Pro with mini LED backlighting
    LED firms are generally optimistic about mini LEDs, expanding wafer, chip and packaging capacity for the segment. Apple reportedly prefers mini LED to OLED for its medium-size devices and will launch an iPad Pro with mini LED backlighting...
  • Apple reportedly prefers mini LED to OLED for medium-size devices
    Mini LED is expected to get a significant boost in applications as Apple is proceeding with R&D of devices adopting mini LED backlighting, and may commercialize more such devices in the next five years, according to industry sources.
  • An 8K large-size LCD TV
    Vertically-integrated LED maker Lextar Electronics, LED epitaxial wafer and chip maker Epistar and LED packaging service provider Advanced Optoelectronic Technology (AOT) are readying capacity for mini LED backlighting applications for 8K LCD TVs, according to industry sources.
  • A
    Taiwan-based LED supply chain including epitaxial wafer and chip maker Epistar, vertically-integrated LED maker Lextar Electronics as well as LED packaging service providers Unity Opto Technology, Everlight Electronics and Harvatek will expand production capacities for production of mini LED chips,...
  • Laster's clients are not cutting orders
    LED automotive lighting module maker Laster Tech has disclosed clients have not canceled or decreased orders already placed despite the coronavirus pandemic, but some will delay taking delivery of shipments.
  • Lextar is devoting more efforts to developing mini LED applications
    Vertically-integrated LED firm Lextar Electronics expects the proportion of consolidated revenues for mini LED applications to reach 5-7% in 2020 and rise to 10-15% in 2021.
  • Tons Lightology's own-brand LED lighting shipment proportion has been rising
    LED lighting maker Tons Lightology's OBM (own brand manufacturing) shipments accounted for 20% of 2019 consolidated revenues, higher than 15-16% in 2018, and the revenue proportion is likely to further rise in 2020, according to the company at a March 10 investor conference.
  • Epistar reportedly has teamed up with Samsung for micro LEDs
    Samsung Electronics plans to partner with Taiwan-based LED epitaxial wafer and chip maker Epistar for supply of micro LED chips, signaling that it is likely to launch micro LED TVs in the second half of 2020, industry sources cited South Korea-based media reports as indicating.
  • CSOT has made efforts to develop micro LED
    China-based flat panel maker China Star Optoelectronics Technology (CSOT) under the TCL Group and Xiamen Sanan Integrated Circuit (Sanan-IC), China-based LED chip maker San'an Optoelectronics' subsidiary maker, will set up a joint-venture lab for developing micro LED materials, manufacturing processes...
  • More display devices will feature mini LED backlighting
    LED epitaxial wafer and chip maker Epistar has obtained orders for mini LED chips with shipments scheduled until June 2020, according to industry sources.
  • LED lighting product demand to be hindered by coronavirus outbreak
    LED lighting vendors have turned conservative in placing OEM orders recently due to the impact of China's coronavirus outbreak, with overall demand for LED lighting in the first half of 2020 estimated to slip 15-20% on year, according to industry sources.
  • Handset sales have nosedived in the wake of the outbreak
    Handset sales in China have plummeted in the wake of the coronavirus outbreak, which has hit hard both production and consumer confidence. The Chinese governmet reportedly is mulling measures to rejuvenate the handset market, including offering subsidies...
  • Epistar to hike production capacity for mini LEDs
    LED epitaxial wafer and chip maker Epistar, optimistic about demand for mini LED applications, has disclosed it will allocate capital expenditure budget of NT$3.5 billion (US$116.51 million) to expand production capacity for mini LED chips.
  • UV-C LED for disinfection
    LED firms have seen a rise in demand for using UV-C LED technology to disinfect bathroom equipment and drinking water as well as purify air from Taiwanese and Chinese potential clients in the wake of the coronavirus outbreak, according to industry sources.
  • The tradeshow has been postponed due to the coronavirus outbreak
    Light + Building tradeshow, originally due to be kicked off in Frankfurt in March, has been rescheduled for September in response to the coronavirus outbreak, according to the organizers.
  • Micro LED development may be delayed by the coronavirus outbreak
    As new micro LED products are expected to be unveiled at SID Display Week 2020 to take place in San Francisco during July 9-11, LED makers are worried that the coronavirus outbreak could impact the exhibition and the progress of developing micro LED technology.
  • Apple says its manufacturers are ramping production more slowly than expected
    Apple has warned of iPhone supply constraints due to the coronavirus outbreak. And the iPhone is not the only Apple device whose production is being disrupted by the epidemic, as manufacturers are unlikely to start volume production as...
  • Notebook components supply may dry up in March
    Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their suppliers continue to be prevented from going to work by the coronavirus outbreak. Quanta Computer has started...
  • China's LED firms are set to see weak results in 1H20
    China-based LED makers who have resumed production in mid-February have only seen 50% of workers return amid the coronavirus outbreak in China, according to industry sources.
  • Leyard was among the exhibitors at ISE 2020
    Several China-based makers showcased new mini LED products at Integrated Systems Europe (ISE) 2020 in Amsterdam, the Netherlands, during February 11-14.

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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