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NEWS TAGGED RESEARCH ANALYSIS
Friday 18 March 2011
Digitimes Insight: Earthquake impacts two major Japan LCD stepper makers
Looking at TFT LCD equipment supply, although South Korea has improved its own equipment production capability in recent years, it still relies heavily on Japan for PECVD, sputter...
Friday 18 March 2011
Digitimes Insight: Japan represents over 30% of IGBT production, slight impact from quake
The impact the Japan earthquake has on photovoltaic (PV) inverters will be determined by the supply of insulated gate bipolar transistor (IGBT) since Japan represents 30% of global...
Friday 18 March 2011
Digitimes Insight: Japan LCD component supplies see minimal impact from quake
As the epicenter of the magnitude 9.0 earthquake that struck off the coast of Japan on March 11, 2011 was located close to the northeastern prefecture of Miyagi, the local area has...
Friday 18 March 2011
Digitimes Insight: Japan digital camera plant shutdown to only have small impact on production
Panasonic, Canon and Nikon have temporarily closed their digital camera and component plants in northeastern Japan following the March 11 earthquake and tsunami.
Thursday 17 March 2011
Digitimes Insight: PV module material supply hit by quake
Demand in the PV market is continuing to flourish into the first half of 2011, and as shortages of materials continue, the effect of the March 11 earthquake on the polysilicon materials...
Thursday 17 March 2011
Digitimes Insight: Japan earthquake has little impact on wireless communication industry
The earthquake offshore of Japan should have little impact on the wireless communications industry because, unlike in semiconductors and panels, Japan-based companies do not play...
Thursday 17 March 2011
Digitimes Insight: PC component supply unaffected by quake, but automotive electronics may take hit
The PC component supply chain has been little affected by the earthquake-tsunami that hit Japan on March 11, as component makers have moved most of their production to China along...
Wednesday 16 March 2011
Digitimes Insight: Rolling black-outs to hit Japan-based LCD TV vendors
Production of Japan-based major LCD TV vendors such as Sony, Toshiba, Panasonic and Sharp will not be significantly affected by the 9.0 magnitude earthquake and tsunami that struck...
Wednesday 16 March 2011
Digitimes Insight: Japan earthquake raises concern about notebook battery supply
In the wake of the devastating earthquake and tsunami that hit Japan, possible shortages of notebook-use lithium batteries are a concern for the PC sector although global demand for...
Wednesday 16 March 2011
Digitimes Insight: AUO may kick off panel production in China faster than Korea rivals
AU Optronics (AUO) may see faster progress in its TFT-LCD panel mass production in China than its Korea-based competitors, as the government in Taiwan has lifted all restrictions...
Wednesday 16 March 2011
Digitimes Insight: South Korea LED supply chain unaffected by Japan earthquake
South Korea's LED supply chain relies on Japan's Kyocera and Namiki for sapphire substrates, and Nichia and Toyoda Gosei for epitaxial wafers, chip packaging and LED phosphor mater...
Tuesday 15 March 2011
Digitimes Insight: Japan earthquake impact on semiconductor industry
Areas affected by Japan's March 11 earthquake, aftershocks and the quake-triggered tsunamis include the prefectures of Fukushima, Miyagi, Aomori, Yamagata, Iwate and Akita.
Tuesday 15 March 2011
Digitimes Insight: Japan quake unlikely to hit global LED supply chain
LED players in Japan have been spared major impacts from the March 11 massive earthquake and tsunami that hit the country, as their plants are mostly far away from the stricken areas...
Wednesday 9 March 2011
The LED upstream boom: Q&A with Digitimes Research analyst Jessie Lin
With LED chipmakers aggressively increasing capacity to meet fast growing demand from the LCD displays and general lighting markets, suppliers in the upstream are optimistic on outlook...
Tuesday 8 March 2011
China driving MOCVD demand in 2011, says new report from Digitimes Research
As global penetration of LED TV's increases and LEDs get ready to take the lighting sector by storm, global demand for metal organic chemical vapor deposition (MOCVD) has been increasingly...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research