LED upstream
  • 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.
  • 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.
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    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,...
  • 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.
  • Epistar wins patent infringement lawsuit in US
    LED wafer and chip maker Epistar has won a patent infringement lawsuit against US-based distributor Lowe's Home Center in the US, according to the company.
  • 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.
  • 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.
  • 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.
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    Taiwan-based LED makers, due to the coronavirus outbreak in China, will give shipment priority to clients based in Taiwan, Vietnam, Malaysia and other Southeast Asian countries at present, according to industry sources.
  • Work to resume, but normal production unlikely
    For many parts of China, work is supposed to resume starting February 10 after an extended Lunar New Year break in the wake of the coronavirus outbreak, but manufacturers generally do not believe their production can return to normal levels. Materials...
  • Notebook ODMs to see low utilization rates in China
    The coronavirus outbreak in China has widespread impacts on the ICT supply chain. Although many makers are supposed to resume production in China next week or in mid-February if no further complications occur, they cannot tell how normal their operations will be. Notebook...
  • Epistar's mini LED products are all made in Taiwan
    Epistar has maintained manufacturing of all its mini LED products in Taiwan and therefore progress in developing and promoting mini LED products is not affected by the coronavirus outbreak in China.
  • Lextar chairman David Su
    Demand for mini LED applications is taking off, according to David Su, chairman and CEO for vertically-integrated LED firm Lextar Electronics.
  • The Wall micro LED TV developed by Samsung Electronics
    Sony, Samsung Electronics and LG Electronics had showcased large-size micro LED TVs while China-based TCL, Konka and Leyard Optoelectronic had exhibited large-size RGB (red-, green-, blue-light) fine-pitch mini LED displays at CES 2020 during January 7-10, signaling that micro LED TVs will have a good...
  • LED chip inventory is decreasing
    LED chip inventories are generally decreasing toward a healthy level with price drops to slow down, according to LED epitaxial wafer and chip maker Epistar.
  • Lextar has introduced UV-C LED devices for disinfecting portable kettles
    Vertically-integrated LED maker Lextar Electronics has developed PU35CM2 UV-C LED devices for disinfecting portable kettles or small bodies of fresh water, according to the company.

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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