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Friday 15 March 2024
Silicon photonics advancing the optoelectronics industry
Taiwan's optoelectronics industry output value soared by 44.35% in 2023 to NT$2.0473 trillion (US$648.9 billion).
Thursday 14 March 2024
Ko Ja forays into new businesses and industries
Ko Ja (Cayman), a maker of Membrane Touch Switches (MTS) used mainly for notebook keyboards, has been actively investing in chemical and optical materials while strengthening its foothold in the Noteook computer (NB) market by acquiring stakes in upstream supplier firms. Ko Ja's new investments are applied in the healthcare, lighting, and aesthetic medicine industries.
Tuesday 12 March 2024
Adoption of 4-color ESLs growing
Fabless chipmakers are pleased to witness the growing popularity of four-color electronic shelf labels, according to industry sources.
Tuesday 12 March 2024
Polarizer supplier CMMT expects modest recovery in 2024
Polarizer maker Cheng Mei Materials Technology (CMMT) expects a steady improvement in operations this year, with a stronger second half of 2024. The company is developing new applications with clients across different sectors and has sustained limited impact from the Cyclo Olefin Polymer (COP) shortage.
Friday 8 March 2024
EIH expects sales to hit bottom in 1Q24
E-paper solutions provider E Ink Holdings (EIH) anticipates revenue will be at its lowest for 2024 in the first quarter of 2024 before increasing and sustaining growth through the final quarter of 2024.
Friday 8 March 2024
Taiwan LED makers see shipment pull-ins pick up
The demand for LED products is gradually warming up following a period of inventory adjustments in the market. While LED companies experienced a general decline in revenue for February 2024, they have been bolstered by steady demand in consumer and automotive applications. Ennostar and Everlight Electronics reported a double-digit year-on-year growth in cumulative revenue for January and February, with performance in the first quarter of this year poised to see year-on-year growth as well.
Thursday 7 March 2024
Qisda picks up M&A pace; subsidiaries going public
Qisda Chairperson Peter Chen announced that the group will be picking up its merger and acquisition pace this year, as several of its subsidiaries are slated for IPO and the conglomerate seeks partnerships in key components in the healthcare, AI, 6G, and satellite fields.
Wednesday 6 March 2024
Touch screen solutions provider AMT set for early April listing, eyeing revenue surge in 2024
Touch screen solutions provider Ape Material Technology (AMT) is set for listing on the Taipei Exchange (TPEx) or the over-the-counter market in early April 2024. Chairperson Lillian Chao has expressed optimism that the company's revenue for the year will surpass that of 2023, with a minimum gross profit margin of 40%.
Wednesday 6 March 2024
Touch module maker TPK to focus on expanding into new businesses
Amid the yet-to-recover PC market, Taiwan-based touch module maker TPK experienced on-year declines in multiple indexes in 2023. TPK has outlined its strategy for 2024 as "focusing on stabilizing its core business while expanding into new sectors," targeting growth in new energy, LiDAR, and 3D printing.
Monday 4 March 2024
After missing out on AI Pin and MR products, Young Optics relies on niche business opportunities to survive in 2024
Affected by a shrinking consumer market, Young Optics experienced a significant drop in revenue and profits in 2023, and the struggles have continued in 2024. New star products failed to boost operations, and the momentum for mixed reality (MR) new products from US clients has been limited. It also missed out on the highly anticipated AI Pin. The company is now looking to capitalize on niche applications like 3D printing and automotive products to drive new gains.
Friday 1 March 2024
Coretronic kicks off production in its second Vietnamese factory; Product updates
As global geopolitical tension, economic instability, and persistent inflation affected the recovery of consumer products, Coretronic's shipments and revenue declined in 2023. However, the commencement of mass production at its second Vietnamese factory in February is expected to boost the business this year, and more significant growth is expected in 2025. Overall, since some of Coretronic's projects would only officially commence in the fourth quarter of this year, a stronger growth momentum is anticipated in 2025.
Friday 1 March 2024
Raydium to see OLED DDI, automotive TDDI drive growth in 2024
Display driver IC (DDI) specialist Raydium Semiconductor expects OLED DDIs and automotive TDDIs to be the company's growth drivers in 2024.
Thursday 29 February 2024
FocalTech sees multiple growth opportunities in 2024; biggest risk lies in mobile TDDI
Display Driver IC (DDI) manufacturer FocalTech pointed out that with the overall smartphone market's recovery in the fourth quarter of 2023, the shipment momentum for smartphone Touch DDI (TDDI) and AMOLED touch IC has significantly increased, resulting in quarter-on-quarter revenue growth. Despite that, the continued price competition for TDDI has restricted the revenue growth rate. Fortunately, improvements in the product portfolio have boosted the company's profit margins.
Wednesday 21 February 2024
EIH to hire staff for capacity expansion
Taiwan-based E Ink Holdings (EIH), a provider of e-paper solutions, has launched a recruitment initiative to hire an additional 150 individuals for capacity expansion over the next 2-3 years. This is part of a broader expansion plan that includes increasing production lines and office buildings.
Wednesday 7 February 2024
Novatek sees OLED DDIs to become growth engine for 2024
Display driver IC (DDI) specialist Novatek Microelectronics anticipates that revenue growth will be driven by OLED DDI sales this year. Additionally, the company is targeting a bigger presence in the TV SoC market.
Tuesday 6 February 2024
AUO, Innolux stepping up non-panel biz deployment
Taiwan-based display giants AUO and Innolux have stepped up their non-display business deployment. AUO has seen a 20% increase in revenue from its vertical business solutions, and Innolux has set up various programs to shift its workforce to more non-display talents.
Tuesday 6 February 2024
With new iPads around the corner, how will Apple adjust its tablet strategy?
As rumors pick up of Apple holding a product launch as early as March to unveil its latest iPad Pro, speculation has reached beyond the usual display and processor upgrades and how increased specs will drive sales. Market observers are also watching how Apple will adjust its iPad line, which currently spans multiple generations and spec variations: in particular, if Apple chooses to discontinue its 10.2-inch 9th generation iPad, it will leave a void in the US$300 price range, which may lead to a substantial shift in sales numbers in the overall market.
Monday 5 February 2024
CES 2024 showed the world display vistas for your vehicle
Automotive display panel sizes now exceed 40 inches.
Thursday 1 February 2024
Samsung Display's record 4Q23 profits atone for feeble semiconductor performance
Samsung Display (SDC), a subsidiary of South Korea's Samsung Electronics, achieved record quarterly operating profits in the fourth quarter of 2023.
Tuesday 30 January 2024
CMMT invests in AEMC to pave way into semiconductor business
Taiwan-based polarizer maker Cheng Mei Materials Technology (CMMT) has acquired a 33.7% stake in Opals Chemical Technology, a subsidiary of Advanced Echem Materials Company (AEMC), for NT$308 million (US$9.85 million), as it looks to expand into a new semiconductor business.
Wednesday 24 January 2024
TV makers stockpiling panels, other components ahead of panel production cuts
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box TV suppliers and second-tier TV brands to increase their order volumes while panel prices are still low. Industry experts predict increased utilization rates at panel factories due to this order surge but warn that this could lead to a less robust peak season.
Tuesday 23 January 2024
Apple's Vision Pro catalyzes Japanese XR HMD renaissance
Apple's Vision Pro is expected to reenergize competition in the extended reality (XR) head-mounted display (HMD) market.
Tuesday 23 January 2024
TCL CSOT CEO Zhao Jun predicts future of OLED at CES 2024
TCL CSOT CEO and COO Zhao Jun talked about automotive display tech breakthroughs and inkjet-printed OLED progress in an exclusive interview during CES 2024.
Tuesday 23 January 2024
Asia Optical pushes for diversification with LGIT
Asia Optical, an optical components manufacturer, is diversifying its business by collaborating closely with LG Innotek (LGIT) in the high-end mobile and car lens sectors.
Thursday 18 January 2024
SDC and BOE legal war spreads to diamond pixel patent invalidity lawsuit
Recently, news has come out from the South Korean industry that the US Patent Trial and Appeal Board (PTAB) has recently decided to accept the arguments of Chinese panel manufacturer BOE and other companies and started to fully adjudicate the invalidity cases of Samsung Display's (SDC) three patents for its Diamond Pixel structure.
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