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Friday 23 July 2021
Strong demand for panels boosts Taiwan optoelectronics industry
Taiwan's optoelectronics industry in the first half of 2021 shows strong growth, compared to the same period in 2020, due to the large-scale stimulus plans from major economies and the steady global economic demand. Among the optoelectronic industry, panels have increased the most, because of the stay-at-home economy and shortage of raw materials and components, which have stimulated the increase in panel price.
Friday 23 July 2021
Radiant reportedly to begin BLU shipments for new miniLED-backlit Apple devices in August
LED backlight unit (BLU) maker Radiant Opto-Electronics is expected to begin shipments for miniLED BLUs for use in new iPad mini in August 2021 as well as those for use in 14- and 16-inch MacBook Pro in August-September, according to industry sources.
Thursday 22 July 2021
Harvatek, Bright LED expect demand to remain strong in 3Q21
LED packaging service providers Harvatek and Bright LED Electronics saw significant increases in orders in second-quarter 2021, and expect strong demand to continue at least in the third quarter, jugding from their shipment schedules, according to the companies.
Thursday 22 July 2021
E Ink and Ricoh launch ultra-thin digital whiteboards
Taiwan-based digital paper solution provider, E Ink Holdings, and Ricoh have jointly unveiled an ultra-thin digital whiteboard, with applications across medical, construction, and office settings.
Wednesday 21 July 2021
Daxin eyes significant business expansion in 2022
LCD chemical material supplier Daxin Materials will complete the construction of its new plant in Taichung, central Taiwan by the end of this year, laying the groundwork for significant business expansion in 2022.
Wednesday 21 July 2021
Epistar, Sanan to supply mini/microLED chips for Samsung
Taiwan-based LED epitaxial wafer and chip maker Epistar and China-based fellow maker Sanan Optoelectronics are expected to become two additional suppliers of mini/microLED chips for Samsung Electronics, with shipments to begin in the second half of 2021, according to industry sources.
Wednesday 14 July 2021
Macroblock begins to ship driver ICs for miniLED backlighting
LED driver IC design house Macroblock has disclosed it began small-volume shipments for FALD (full array local dimming) driver ICs used in miniLED backlighting in second-quarter 2021.
Tuesday 13 July 2021
Highlights of the day: TSMC mulls more overseas fabs
TSMC is mulling setting up more fabs overseas, apart from its exsiting facility in Nanjing, China and the one being built in the US. TSMC is looking at building new fabs in Japan and Germany for 28nm and 12/16nm chip output. Apple is keen on adopting miniLED backlighting for its devices, and is likely to add China-based Luxshare as a second supplier of SMT services for miniLED BLUs. Meanwhile, notebook component suppliers are turning cautious about building up inventory amid mixed signals about the notebook market's outlook.
Tuesday 13 July 2021
Luxshare to become second SMT service provider for miniLED backlighting for Apple
Taiwan Surface Mounting Technology (SMT) is currently the only provider of SMT services for Apple's miniLED backlighting applications, but China-based Luxshare Precision Industry is expected to become a second provider in fourth-quarter 2021 at the earliest, according to industry sources.
Friday 9 July 2021
Everlight schedules shipments for invisible-light LED devices till end of 2021
LED packaging service provider Everlight Electronics has obtained orders for invisible-light LED devices with shipments scheduled until the end of 2021, according to industry sources.
Thursday 8 July 2021
EIH keeps improving e-paper technologies
E Ink Holdings (EIH) will continue improving e-paper technologies to maintain its technological leadership through continued investment in R&D of e-paper film, materials, pigment, flexibility and technologies needed by its ecosystem partners including wireless power supply, time sequence control ICs used in e-paper and reference design for products, according to company chairman Johnson Lee.
Wednesday 7 July 2021
LCD driver IC prices set to rise in 3Q21
Display driver IC (DDI) prices will continue to rise, albeit at a slower pace, in the third quarter of 2021, as downstream LCD panel makers are reluctant to accept the new quotes from related IC vendors amid concerns of possible a slowdown in demand, according to industry sources.
Tuesday 6 July 2021
Notebook chip and component shortage to improve in 4Q21
The ongoing shortage of notebook-use chips, panels and other components is expected to improve substantially in the fourth quarter of 2021, according to Digitimes Research.
Thursday 1 July 2021
Highlights of the day: Apple keen on miniLED backlighting
Apple has been keen on adopting miniLED backlighting for its devices. The US vendor is said to be funding its suppliers' SMT capacity expansions that will support Apple's demand for miniLED backlighting. Foundry capacity shortfall has triggered a wave of wafer fab expansions. Six-inch fabs are now also becoming targets of acquisition by car chip vendors. But automotive chip supply has begun improving, buoyed by more capacity support from foundry houses.
Thursday 1 July 2021
Apple seeking more SMT capacity for miniLED-backlit devices
Apple reportedly will be making a rare investment to expand surface mounting technology (SMT) assembly capacity at its partners to satisfy demand for its miniLED-backlit devices including the 12.9-inch iPad Pro and upcoming MacBook series, according to supply chain sources.
Thursday 1 July 2021
Large-size TVs gain ground in China, driving upgrades at panel suppliers
The TV market scale in China in terms of unit shipments continues to shrink, but the growing demand for large-size models there is driving the upgrades in the TV panel sector, which in turn will accelerate the transformation of price competition into value competition in the TV industry, according to industry sources.
Thursday 1 July 2021
Taiwan sees decreased domestic production for export orders in 2020, says MOEA
Of export orders received by Taiwan-based manufacturers and exporters in 2020, domestic production accounted for 46.0%, slipping 1.4pp on year, according to a survey of overseas production for export orders conducted by Ministry of Economic Affairs (MOEA).
Friday 25 June 2021
China LED chipmakers expanding mini/microLED capacity
China-based LED chipmakers have geared up a new round of capacity ramps focusing on expanding their mini/microLED chips mainly for display applications, according to industry sources.
Friday 25 June 2021
High ground of the supply chain: Japan and China
DIGITIMES has planned a series of special research projects, targeting the changes in the Asia market and supply chain. For the research, DIGITIMES has picked 100 representative Asian enterprises from the ICT and car sectors in terms of their revenues.
Wednesday 23 June 2021
Highlights of the day: Car chip supply to increase in 2H21
With more capcity support from foundry houses, car chip vendors can now ramp up their output. Some international automotive IC vendors have notified their clients that they can expect more supplies in second-half 2021. Foundry houses have been keen on expanding production capacity. Globalfoundries has just broken ground for a 12-inch fab construction project in Singapore. In the dispaly industry, glass substrate supplier Corning is said to be reducing supply to Korean clients who are set to terminate LCD panel production despite delays.
Wednesday 23 June 2021
Corning to adjust glass supply among panel makers
Corning is reportedly adjusting its supply strategy amid the tight supply of display glass substrates and the structural changes of the display industry, according to sources from Taiwan's supply chain.
Tuesday 22 June 2021
Highlights of the day: Taiwan makers face hurdles to automotive supply chain
Taiwan tech firms have made considerable achievements in the EV sector, having entered the supply chain of Tesla. But as the car market is still dominated by traditional marques who are now also keen to continue the market of future cars, Taiwan tech firms face quite some hurdles to entering the supply chains of these major car vendors. With the easing of the pandemic possibly slowing demand for devices supporting stay-at-home needs, chip vendors are now said to be expecting Chromebook shipments to grow at a slower pace in 2021. Corning has announced a moderate price hike to its display glass substrates in third-quarter 2021 to reflect rising production costs.
Tuesday 22 June 2021
Corning announces moderate price increase for display glass in 3Q21
Corning has announced it will implement a moderate increase to its display glass substrate prices in the third quarter of 2021.
Thursday 17 June 2021
U-Best Polymer to ship hard coat films for foldable smartphone applications
Taiwan-based polymer materials supplier U-Best Polymer Industry is expected to start shipping its hard coat (HC) films to Chinese handset vendors for foldable smartphone applications in the third quarter of 2021 at the earliest, according to company president NH Huang.
Wednesday 16 June 2021
Macroblock to kick off volume shipments for miniLED-backlight solutions in 2H21
LED driver IC design-house Macroblock will start ramping up its shipments of miniLED-backlight solutions in the second half of 2021, targeting notebook and large-size TV applications.