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Thursday 25 November 2021
OLED DDI supply may fall short of demand in 2022
OLED display driver ICs (DDI) supply may fall short of demand in 2022, with the chip shortage likely to disrupt shipments for smartphones, according to industry sources.
Wednesday 24 November 2021
TV IC demand to pick up as early as 1Q22
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.
Tuesday 23 November 2021
New MediaTek TV SoC built using TSMC 7nm process
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.
Thursday 18 November 2021
E Ink expanding e-paper material production capacity
E Ink Holdings (EIH) is expanding production capacity for e-paper materials, mainly PI (polyimide) varnish, PI roll and functional film, through setting up four additional production lines at its factory in Hsinchu, northern Taiwan, according to company chairman and CEO Johnson Lee.
Monday 15 November 2021
Macroblock expects revenue proportion for mini LED to rise to 20% in 2022
LED driver IC design house Mcroblock expects the revenue proportion for driver ICs used in miniLED backlighting and RGB fine-pitch miniLED displays to increase from 15% at present to 20% in 2022, according to the company.
Wednesday 10 November 2021
Coretronic October revenues down on month, up on year
Coretronic has reported consolidated revenues of NT$4.728 billion (US$169 million) for October, decreasing 3.28% on month but increasing 23.51% on year, and those of NT$39.446 billion for January-October, growing 13.44%.
Tuesday 9 November 2021
GIS sees growth in 3Q21 operating profit margin
General Interface Solution (GIS) has reported third-quarter 2021 operating profit margin at 3.74%, rising 0.98pp sequentially and 3.48pp year-on-year, thanks to volume production of integrated touch and display modules used in miniLED-backlit tablets, according to the company.
Monday 8 November 2021
Highlights of the day: Taiwan stands good chance in EV, says Foxconn chair
Foxconn is bent on breaking the barriers to the carmaking industry. Foxconn chairman Young-Way Liu, speaking at the NATEA-orgainized the US-Taiwan High-Tech Forum, said he believes Taiwan, with its prowess in the semiconductor sector, stands a good chance of succeeding in the EV sector. At the same event, Applied Materials corporate VP Brian Shieh shared his views on the outlook of the display industry. In the semiconductor sector, TSMC is on track to move its 3nm node to volume production on schedule.
Monday 8 November 2021
Taiwan 3Q21 photonic output value up 3.28%, says PIDA
Taiwan-based makers generated NT$433.7 billion (US$15.5 billion) from photonic products in third-quarter 2021, increasing 3.28% sequentially, and NT$1,241.9 billion for the first three quarters of the year, rising 20.60% year-on-year, according to Photonics Industry & Technology Development Association (PIDA).
Monday 8 November 2021
US-Taiwan High Tech Forum: Applied Materials group VP Brian Shieh highlights display tech development
Brian Shieh, group vice president and general manager of the Display Technology Group at Applied Materials, participated in the US-Taiwan High Tech Forum - held online by North America Taiwanese Engineering & Science Association (NATEA) on November 5 - to discuss the evolution of display technology and its impact on the semiconductor industry. The new generation technologies including Natural 3D are expected to further expand the semiconductor content and play a role in driving the megatrends of the semiconductor industry.
Friday 5 November 2021
BenQ Materials expanding production capacity for separator film of batteries
Polarizer maker BenQ Materials is expanding production capacity for separator film used in batteries, with the capacity to increase to 40 million square meters at the end of 2021 and further to 100 million square meters in the fourth quarter of 2022, according to company president Ray Liu.
Friday 5 November 2021
Novatek aims to provide OLED TDDI chips
Display driver IC and SoC design house Novatek Microelectronics has taken a technological lead in OLED DDI (display driver IC) and moved a step further to develop OLED TDDI (touch & display driver integration) ICs which are in process of certification, and aims to become the first provider of smartphone-use OLED TDDI ICs among IC design houses, according to president Steve Wang.
Thursday 4 November 2021
TV SoC demand drops at slow pace
TV SoC demand has started to drop but at a slower pace compared to slowdowns in demand for other TV-use chips, such as display driver ICs, according to industry sources.
Tuesday 2 November 2021
OSAT service providers hard to hike prices for DDI
Outsourced semiconductor assembly and test (OSAT) service providers, such as ChipMOS Technologies and Chipband Technology, feel difficult to hike quotes for display driver ICs (DDI) until the first half of 2022, for problems regarding cost and structure of supply chains have not been solved yet, according to industry sources.
Monday 1 November 2021
TPK steps into 3D printing, nano silver application
Touch solution provider TPK Holding has extended production to 3D printing and application of nano silver-based touch sensors to touch solutions, according to company president Leo Hsieh.
Friday 29 October 2021
E Ink obtains TUV certification for color e-paper display module
Electronic paper (e-paper) maker E Ink Holdings has obtained Quality-mark and China-mark for Paper Like Display certification for E Ink Kaleido Plus e-paper display module from TUV Rheinland Greater China, according to the company.
Thursday 28 October 2021
Corning sales reach record high in 3Q21
Cornign has reported sales of US$3.6 billion for third-quarter 2021, up 3% sequentially and 20% from year-ago level to reach an all-time high.
Wednesday 27 October 2021
Coretronic hikes forecast growth in 2021 BLU shipment to 25-30%
Coretronic has upward adjusted forecast growth in 2021 shipments for LED backlight units (BLUs) from 20% originally to 25-30%, according to president Sarah Lin for the company's Display Business Group.
Monday 25 October 2021
Display driver IC inventory swelling
High-tech supply chains are encountering the availabilities of different chips that are in varying degrees. Chips such as display driver ICs (DDI) are no longer in tight supply, prompting suppliers of such chips to cut back wafer starts at foundries, according to industry sources.
Friday 22 October 2021
Apple may extend miniLED backlighting to MacBook Air in 2022
Apple is showing its preference for miniLED backlighting for high-end notebooks and tablets, and Apple is likely to adopt such backlighting for 13.3-inch MacBook Air to be launched in 2022, according to industry sources.
Thursday 21 October 2021
Macroblock gearing up for miniLED device boom
LED driver IC firm Macroblock has expressed optimism about its operations in 2022, citing a boom in demand for miniLED-backlight device applications.
Monday 18 October 2021
Output of panel components, LCD modules in China falls 30% due to power restrictions
Local governments' restricting power supply in China has led to decreases in utilization of production capacities at LCD panel supply chain makers' factories mostly in southern and eastern China to about 60%, and consequently, output of panel components and LCD modules has dropped by about 30%, according to AVC Revo.
Friday 15 October 2021
Highlights of the day: Automotive IC shortages to remain
The car industry has been plagued by component shortages, and automotive IC shortages are likely to last till at least 2023. TSMC's plan to build a mature process fab in Japan comes as good news for a semiconductor sector yearning for more capacity supply. And PanelSemi CEO Ting Chin-lung is making efforts to materialize his concept of "panel semiconductor."
Friday 15 October 2021
Panel semiconductor: Q&A with PanelSemi CEO Ting Chin-Lung
Chinese panel makers have become the world's largest LCD makers after over a decade of fierce market competition, while South Korean panel makers have chosen to gradually withdraw from the LCD market and turn their attention to OLED.
Thursday 14 October 2021
Coretronic expects October shipments to slip sequentially
Coretronic expects October shipments for projectors and image devices to decrease about 20% sequentially and those for LED backlight units (BLUs) to slightly decline, according to the company.