LED lighting maker Tons Lightology has obtained orders with shipments scheduled until several months after but has had shipments deferred due to congested logistics operations at many harbors around the world and shortage of containers, according to the company.
LED packaging service provider Ledtech Electronics has indicated demand for LED low-temperature lighting in China and other overseas markets began to rebound in August-September and it has obtained orders with shipments scheduled until November 2021.
LED automotive lighting modules maker Laster Tech has disclosed it has deferred shipments for 40-50% of recently received orders because shortages of automotive semiconductors has caused China-based automakers to delay or decrease production or shipments.
LED driver IC design house Macroblock has obtained orders with shipments scheduled until year-end of 2021 with quotes its products for rising due to tight supply of wafer foundry and IC packaging/testing services, according to industry sources.
LED suppliers for Apple's upcoming MacBook Pro have said their shipments for the new model are on schedule, in response to recent reports about the shortage of related mini LED chips and other ICs, accoding to industry sources.
Production for Apple's next-generation MacBook Pros is slow due to shortages of miniLED chips and other ICs and may require at least one month to ramp up to an appropriate pace, according to industry sources.
China-based TCL will expand the annual production capacity for miniLED-backlit LCD TVs to 10 million units in 2024, with miniLED backlighting to penetrate over 60% of its large-size LCD TVs in the year, according to industry sources.
LED chip and Si-based sensor chip maker Opto Tech will develop high-performance photo coupler SoC for which average selling processes are about 10 times compared to general photo coupler sensing devices, according to company president David Huang at an August 31 investor conference.
LED automotive lighting module maker Excellence Optoelectronics (EOI) will expand production capacity at its factory in Michigan State of the US by adding a production line in the fourth quarter of 2021, according to company president Fanny Huang.
Photo couplers have been in strong demand since early 2021 and the robust demand will remain in the second half of 2021, with shipments for orders scheduled until the end of the year, according to industry sources.
LED packaging service provider Edison Opto has seen decreasing shipments of LED automotive lighting modules to supply chain makers for automakers in North America since the second quarter of 2021 mainly because these automakers have suffered a short supply of automotive semiconductor components, but expects shipments to return to normal levels in mid-September 2021, according to the company.
Taiwan-based backend houses, including Tong Hsing Electronic Industries, King Yuan Electronics (KYEC), and Xintec, have seen orders from international IDMs continue ramping up for processing automotive CMOS image sensors (CIS), significantly driving up their revenue and profit performances in the second half of the year, according to industry sources.
Ennostar had its business operation swinging from an operating loss of NT$329.4 million (US$11.8 million) and a net loss of NT$259.9 million for the first quarter of 2021 to an operating profit of NT$635.1 million and a net profit of NT$700.2 million for the second quarter, according to the company.
With a huge population of 1.37 billion people, a high demographic dividend, and generous subsidies for electric vehicles (EV) from both the central and state governments, India is expected to increase EV penetration rate from 1% to 10% by 2025.
LED automotive lighting module maker Laster Tech has reported July consolidated revenues of NT$370.2 million (US$13.2 million), increasing 9.76% on month but decreasing 13.15% on year, while fellow maker Excellence Optoelectronics (EOI) had those of NT$272.4 million growing 0.96% on month but shrinking 25.36% on year.
Coretronic has reported consolidated revenues of NT$4.020 billion (US$144 million) for July, dipping 3.68% on month but rising 8.40% on year, and those of NT$25.693 billion for January-July grew 13.12% on year.