LED upstream
  • Anylayer HDI boards demand rising
    Chinese handset vendors are eager to adopt anylayer HDI boards for their high-end smartphones, but they currently have to source such boards from outside of China despite the country's bid to raise self-sufficiency for electronics components. Taiwan-based PCB makers Compeq...
  • FitTech secures mini LED equipment orders for shipments in 1H20
    FitTech has landed orders for mini LED probing, testing and sorting equipment totaling NT$1.8 billion (US$59.0 million) with shipments scheduled for first-half 2020, according to company chairman Hsu Chiu-tien.
  • Epistar to expand capacity in 2020
    LED wafer and chip maker Epistar has disclosed plans to set aside a capex budget of at least NT$5 billion (US$164 million) for 2020, mainly for expanding production capacities for mini LEDs, backlight units (BLUs) and VCSEL wafers and diodes.
  • Micro LED seems promising for display devices
    Micro LED seems promising for being use in display devices, but mass transfer yield rates during and production costs remain problems in commercializing the technology.
  • Opto Tech expects shipments for fine-pitch LED displays in 2019 to increase 30% on year
    LED chip maker Opto Tech expects shipments for fine-pitch LED displays in 2019 to increase 30% on year due to strong demand from the North America and Europe markets mainly arising from US-China trade disputes, according to the company.
  • Epistar and Lextar have reported net operating losses
    LED epitaxial wafer and chip maker Epistar and vertically-integrated LED firm Lextar Electronics have reported net operating losses of NT$874.6 million (US$28.7 million) and NT$145.8 million respectively for third-quarter 2019.
  • A mini LED-backlit LCD TV
    While mini LED chips has begun seeing adoption for high-end LCD monitor and TV backlighting, the technology is not expected to be widely used over the next 3-4 years, according to industry sources.
  • Opto Tech expects significant on-year sales growth in fourth-quarter 2019
    LED chip maker Opto Tech expects significant on-year sales growth in fourth-quarter 2019 - a traditionally off-season period - due to strong demand for Si-based sensor chips used in smart watches and wrist bands, and increased orders for LED displays.
  • Sanan Optoelectronics plans to kick off production of 6-inch micro LED
    China-based LED epitaxial wafer and chip Sanan Optoelectronics plans to kick off production of 6-inch micro LED epitaxial wafers later in fourth-quarter 2019, according to industry sources.
  • Epistar has disclosed it has lowered capacity utilization rates
    Taiwan-based Epistar has disclosed it has lowered capacity utilization rates to controal inventory level in efforst to cope with LED chip oversupply that has been hitting the global market since the fourth quarter of 2018.
  • Epistar's consolidated sales for September reached NT$1.345 billion
    LED packaging service provider Everlight Electronics' September consolidated revenues reached NT$1.730 billion (US$55.7 million), decreasing 2.47% sequentially and 15.36% on year. LED wafer and chip maker Epistar's consolidated sales for September reached NT$1.345 billion, shrinking 6.06% sequentially...
  • FiTech is optimistic about demand for mini LED probing
    LED probing and testing equipment maker FiTech is optimistic about demand for mini LED probing, testing and sorting equipment from China- and Taiwan-based makers and expects shipments in 2020 to hike a few times on year, according to the company.
  • CP Chong, SVP at Kulicke & Soffa
    US-based semiconductor assembly equipment supplier Kulicke & Soffa (K&S) is optimistic that 5G and AI applications will drive demand for advanced IC packaging equipment.
  • Epistar expects demand for mini LED backlighting to take off
    LED epitaxial wafer and chip maker Epistar's clients are developing mini LED-backlit gaming LCD monitors, notebooks, tablets and smartphones, which is expected to boost demand for mini LED backlighting starting second-half 2020, according to company president Fan Chin-yung.
  • Mikro Mesa Technology has developed a process that mass transfers several million 3-micron micro LED
    Cayman Islands-registered Mikro Mesa Technology has developed a process that mass transfers several million micro LED chips of 3 microns in diameter from epitxial wafers onto a backplane of nearly four inches via pressure-free bonding at low temperatures, according to company founder and chairman Chen...
  • Researchers developed a process producing GaN thin film micro LED wafers without using mass transfer
    Researchers at National Central University in Taiwan has developed a process producing GaN thin film micro LED eoitaxial wafers without using mass transfer to make display panels, according to Microluce, a startup business specifically established for commercialize the technology.
  • China makers invested CNY22.65 billion in seven LED R&D and production projects in first-half 2019
    China-based makers invested CNY22.65 billion (US$3.19 billion) in seven LED R&D and production projects in first-half 2019, nearly CNY20 billion of which was related to micro LED, according to China Solid State Lighting Alliance (CSA).
  • Nichia is developing micro LED automotive matrix headlights
    Japan-based Nichia is developing micro LED automotive matrix headlights with Infineon Technologies designing the driver ICs, according to industry sources.
  • Everlight has disclosed it has become a partner for ISELED Alliance
    LED packaging service provider Everlight Electronics has disclosed it has become a partner for ISELED Alliance, an open alliance formed in 2016 to boost development of smart RGB LED lighting technology and solutions for automotive interior lighting.
  • Strong demand for mini LED in 2020
    Strong demand for mini LED in 2020 is expected offer related equipment suppliers, driver IC vendors, panel makers and materials distributors lucrative business opportunities.
  • A micro LED R&D team established in 2018 by Foxconn has been disbanded
    A micro LED R&D team established in 2018 by Foxconn Electronics at its production base in Shenzhen, southern China, has been disbanded, according to industry sources.
  • PlayNitride is mulling increasing paid-in capital for mass producing micro LED production capacity
    PlayNitride is mulling increasing paid-in capital for setting up micro LED production capacity, according to company chairman and CEO Charles Li.
  • Lextar has introduced I-Mini 55-inch RGB mini LED UFP display with a pitch of 0.7mm
    RGB mini LED fine-pitch displays with high resolution and contrast can form 100- to 200-inch seamless mosaic displays, form factors that LCD panels cannot achieve, according to Lextar Electronics chairman and CEO David Su.
  • Lextar has reported August consolidated revenues of NT$815.7 million
    LED packaging service provider Everlight Electronics has reported August consolidated revenues of NT$1.773 billion (US$56.5 million), increasing 7.09% sequentially but decreasing 19.90% on year, while vertically-integrated LED firm Lextar Electronics' NT$815.7 million for the month grew 5.74% sequentially...
  • Sanan saw second-quarter 2019 net profit decrease 75.1% on year
    China-based LED epitaxial wafer and chip maker Sanan Optoelectronics saw second-quarter 2019 net profit decrease 75.1% on year to CNY197 million (US$28.9 million) due to oversupply and price drops, according to industry sources.

Taiwan notebooks – 3Q 2019

China smartphone AP shipments – 3Q 2019

Global server market – 3Q 2019

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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