Taiwan LCD driver IC firms to post profit gains in 2Q21
Taiwan-based LCD driver IC suppliers have already notified their customers about price hikes of 10-20% or more for their TDDI and other DDI chips starting April, and are poised to post significant profit gains in the second quarter, according to industry sources.
Light guide plate supplier Global Lighting Technologies (GLT) expects its revenues to expand by 10-15% in 2021, bolstered by growing shipments across its product lineups.
TSMC chairman Mark Liu took part in a White House-hosted online meeting of the world's semiconductor powerhouses on Tuesday. After the meeting, Liu reiterated the Taiwan-based foundry house's commitment to building a wafer fab in the...
Touch panel makers Mildex Optical and Young Fast Optoelectronics have experienced a rebound in orders recently, particularly those for fitness equipment and niche-market applications, according to sources at the companies.
Coretronic expects its shipments of energy-saving products, mainly backlight units (BLU), to stay flat in April, as shortages of some critical components will undermine its efforts to ramp up shipments.
Development of microLED applications has been gaining momentum, with commercialization of the technology likely to begin at year-end-2021 at the earliest, according to Falcon Liu, marketing director for Taiwan-based PlayNitride.
China panel makers keen on miniLED development
Leading China-based panel makers China Star Optoelectronics Technology (CSOT), BOE Technology and Tianma Micro-electronics have stepped up efforts developing miniLED applications, according to industry sources.
Handset vendors are expected to launch more foldable devices with AMOLED screens this year. Global shipments of flexible AMOLED panels for foldable devices are expected to reach 12 million units in 2021. In the handset market, where sales...
Global shipments of flexible AMOLED panels for foldable smartphone applications are likely to reach over 12 million units in 2021, driven by new foldable devices launched by handset brands, according to industry sources.
Himax Technologies, a vendor of driver ICs, has announced it has teamed up with BOE Varitronix (BOEVx), a supplier of car-use display products, to develop flexible AMOLED automotive display solutions.
TSMC is fast advancing its manufacturing processes. The foundry house's N4 - an extension of its 5nm process family - will be available for volume production in fourth-quarter 2021 ahead of its original scheduled. Supply constraints have...
Glass processing service provider G-Tech Optoelectronics has disclosed it has seen European automakers adopt its 3D-forming cover glass for CIDs (central information displays) and rear-view mirrors and expects shipments for such glass products to increase sharply beginning in second-half 2021.
Eternal to build new coating production line in China
Eternal Materials, which supplies resin materials and dry-film photoresists, is set to invest CNY90.52 million (US$13.84 million) to build a coating production line at a plant in Suzhou, China, with the new capacity to become fully operational as early as second-half 2022.
Corning to hike glass substrate prices in 2Q21
Corning has disclosed plans to hike its display glass substrate prices in the second quarter of 2021 to reflect increased costs in logistics, energy, raw materials and other operational expenses during the current glass shortage.
Wah Hong Industrial upbeat about 2021
Optoelectronics materials supplier Wah Hong Industrial has expessed optimism about business in 2021, as demand for LCD panels is expected to remain strong througout the year.
Semiconductor materials distributors are expected to gain profit momentum from brisk sales of COG or COF packaging materials driven by robust demand for e-paper and ESL (electronic shelf label) display driver ICs (DDI), apart from LCD TDDI chips and OLED chips, according to industry sources.
E Ink expanding microcup FPL film capacity
E-paper display maker E Ink Holdings is expanding production capacity for micocup FPL (front panel laminate) film at its factory in northern Taiwan, according to company chairman and CEO Johnson Lee at a March 18 investor conference.
Samsung raises quotes for rigid AMOLED panels
Samsung Electronics has raised its quotes for rigid AMOLED panels by 5-8% to reflect related driver IC supply constraints, according to industry sources.
Taiwan PCB makers gearing up for miniLED TV boom
Taiwan-based PCB manufacturers, such as Taiwan PCB Techvest (TPT) and Apex International, are gearing up for the miniLED-backlit TV market boom as they have cut into supply chains of major makers in the new segment, according to industry sources.
MiniLED-backlit TV competition heating up
Samsung Electronics will begin shipping its Neo QLED LCD TVs at the end of March 2021, heating up competition in miniLED backlighting, according to industry sources.
LCD panel makers have seen orders picking up, in turn boosting their demand for driver ICs. But supply of LCD driver ICs has fallen far short of demand, prompting vendors to consider raising prices. Many other components are also in short...
LCD driver IC supply falling short of demand by over 20%
The supply of LCD driver ICs has fallen short of demand by more than 20%, prompting Taiwan-based suppliers to consider price hikes, according to industry sources.
Polarizer supply has been tight amid strong demand for LCD panels, but is expected to become balanced in second-half 2021 when China-based makers ramp up production at newly-established facilities, according to Chen Zhien-chi, chairman for BenQ Materials.
BLU shipments to rebound in March
Coretronic and Radiant Opto-Electronics expect their backlight unit (BLU) shipments to rebound significantly in March, as factory operations have returned to normal after the Lunar New Year holidays.
Taiwan LCD monitors – 4Q 2020
Taiwan's PC monitor shipments grew 3.7% sequentially and over 10% on year to come to 25.69 million units in the fourth quarter...
Taiwan LCD TVs – 4Q 2020
Taiwan's TV shipments went up 9.8% sequentially and 12.3% on year to come to 9.52 million units in the fourth quarter of 2020...
Taiwan small- to mid-size LCD panels – 4Q 2020
Taiwan's small- to medium-size LCD panel shipments plunged 25.3% sequentially in the fourth quarter of 2020 due to a significant...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...