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LCD TV panel prices to rebound in 1Q21 or 2Q21, says AUO president
Better-than-expected TV sales during China's Double 11 online shopping festival signals that global demand for TVs is beginning to pick up, and LCD TV panel prices will rebound in the first or second quarter of 2022, acording to Frank Ko, president and COO Frank Ko at panel maker AU Optronics (AUO).
Samsung Display (SDC) is poised to expand production capacity for TV-use QD-OLED panels or IT-use OLED panels in South Korea, according to local media.
Smart retail solution provider Space4M, a subsidiary of AU Optronics (AUO), and miniLED solution provider PanelSemi, a subsidiary of Innolux, have jointly developed a solution of displaying drone e-sports race tracks on a flexible fine-pitch miniLED display.
TV-related IC demand is expected to pick up as early as the first quarter of 2022 following a slowdown in TV market sales seen since the third quarter of 2021, according to sources at fabless chipmakers.
During this year's Double 11 online shopping festival initiated by Alibaba, China saw better-than-expected TV sales at 4.224 million units for CNY11.66 billion (US$1.83 billion), respectively increasing 10.7% and 17.0% on year, according to China-based All View Cloud (AVC).
LED packaging service provider Everlight Electronics has been working with clients in developing VR/AR wearable devices by providing infrared (IR) LED and LED-based sensing devices, according to company chairman Robert Yeh.
MediaTek has unveiled its new Pentonic smart TV SoC family with the introduction of the 2000 series, which will power next generation flagship 8K TVs. The new SoC series is the world's first commercial TV chip manufactured using TSMC's N7 (namely 7nm process technology), according to the fabless company.
While Samsung Electronics expects its TV sales volume in 2021 to decrease 10-15% on year, QD(quantum dot)-OLED TVs are likely to help Samsung maintain profitability from TV sales, according to industry sources.
LED packaging service provider Edison Opto will expand production capacity for LED lighting modules by 30% and that for LED automotive lighting modules by setting up its second production line in Taiwan in the fourth quarter of 2021, with the additional capacity to come into operation as soon as the end of the second quarter of 2022, according to the company.
Taiwan-based COF (chip on film) OSAT (outsourced semiconductor assembly and test) service providers such as ChipMOS Technologies and Chipband Technology as well as COF substrate supplier JMC Electronics hold the general opinion that fourth-quarter 2021 demand for COF packaging/testing services for DDI (display driver ICs) used in large-size panels will not slip or is likely to grow slightly on quarter.
While demand for DDI (display driver ICs) used in TVs and Chromebooks has turned relatively weak, there is little room for prices for DDI used in TV-, monitor- and notebook-use panels to slip back to levels in 2020, according to DDI design houses.
Taiwan-based supply chain makers have to cope with decreasing global demand from consumers due to easing of the coronavirus pandemic by controlling inventories of unfinished products to reduce losses from decreased inventory values, EMS provider Qisda chairman and CEO Peter Chen has warned.
MICRO LED
ALTERNATIVES TO LCD
Why countries like India should join ITA-3: Q&A with Stephen Ezell, ITIF VP of Global Innovation Policy
The Information Technology and Innovation Foundation (ITIF) issued a report in September titled "How an Information Technology Agreement 3.0 would bolster global economic growth and opportunity," which is likely to ignite a new round of policy deliberation and debate among emerging countries that have not participated in the previous round of ITA. DIGITIMES tapped on the insight of Stephen Ezell, VP of Global Innovation Policy at ITIF, to discuss why it is essential now to start related policy considerations, as the demand for semiconductor capacity, the repositioning of global supply chains, and the call to deal with climate change and fulfill the UN Sustainable Development Goals require an ITA-3 in place sooner rather than later.
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