LED chip oversupply estimated at 15-18% in 2019
Arising from overcapacity, global supply of LED chips is estimated to be 15-18% in excess of demand in 2019 and the oversupply will continue to be more than 10% in 2020, according to industry sources.
LED epitaxial wafer and chip maker Epistar and its wholly-owned subsidiary Yenrich Technology have jointly developed a fine-pitch RGB display with a pitch of 0.8mm, and showcased it at InfoComm 2019 in Orlando, the US, during June 12-14, according to the LED firm.
Taiwan-based polymer materials supplier U-Best Polymer Industry has come with clear hard coat films for flexible OLED panel applications with volume shipments likely to kick off in the fourth quarter of 2019, according to company president NH Huang.
Pro Display XDR highlights potential of mini LED
Apple's unveiling of the US$4,999 Pro Display XDR display device is paving the way for suppliers of LED-backlit products to renew their efforts to cut into the niche display market, according to sources from Taiwan's LED supply chain makers.
Epistar, Everlight post mixed May revenues
LED epitaxial wafer and chip maker Epistar saw May consolidated revenues of NT$1.289 billion (US$41.0 million) decrease 15% sequentially and 28.94% on year, while LED packaging service provider Everlight Electronics' NT$1.849 billion grew 6.71% sequentially but slipped 6.86% on year.
Lextar developing fine-pitch RGB displays
Vertically-integrated LED firm Lextar Electronics has been developing fine-pitch RGB displays for use in commercial space, convention centers and gaming machines, with shipments likely to begin in the second half of 2019, according to company chairman and CEO David Su.
Local governments in China have sharply reduced subsidies for domestic LED firms, shifting the focus of subsidization from procuring MOCVD sets to R&D for technological innovations and patent applications, according to industry sources.
Electronic and Optoelectronic System Research Laboratories (EOSRL) under government-sponsored Industrial Technology Research Institute has made a breakthrough in technology of mass transferring micro LED chips from sapphire-based epitaxial wafers onto substrates, according EOSRL general director Wu...
AMOLED display panel maker RiTdisplay and micro LED chip maker PlayNitride have formed a strategic alliance to develop and produce below 3-inch micro LED panchromatic display modules for smart wearable devices, according to RiTdisplay.
Vertically-integrated LED maker Lextar Electronics expects the proportion of consolidated revenues for mini LED backlighting to rise to 5-10% in the second half of 2019.
Epistar reports 1Q19 loss
LED epitaxial wafer and chip maker Epistar has reported first-quarter 2019 consolidated revenues of NT$3.753 billion (US$122 million), gross margin of -11.28%, net operating loss of NT$1.213 billion, net loss of NT$1.111 billion and net loss per share of NT$1.03. The company suffered net losses for...
Lextar posts 1Q19 net EPS of NT$0.22
Vertically-integrated LED maker Lextar Electronics has reported first-quarter 2019 consolidated revenues of NT$2.168 billion (US$70.3 million), gross margin of 0.94%, operating loss of NT$423.9 million, net profit of NT$112.7 million and net EPS of NT$0.22.
China LED inventory piles up to record level
Six major China-based LED chip makers saw combined inventory value rise from CNY6.52 billion (US$943 million) at year-end 2018 to a record high of CNY6.77 billion at the end of March 2019, thanks to oversupply arising from weak demand and production capacity expansions.
China-based Sanan Optoelectronics will invest CNY12 billion (US$1.78 billion) to construct production lines for mini and micro LED epitaxial wafers and chips in central China, according to LEDinside.
The Foxconn Group has continued to deepen its deployments in micro LED technology through a multi-pronged approach in order to win micro LED-backlit display orders from Apple for its next-generation iPhone devices, according to a Chinese-language Economic Daily News report.
Mini LED backlighting is expected to be increasingly used in gaming LCD monitors and high-end notebooks in the second half of 2019 and the application is likely to be extended to LCD TVs at the end of the year, according to industry sources.
Sony has geared up its efforts to promote its ultra large-size Crystal LED (CLED) displays in the Taiwan market, targeting the premium large-size display segment for customized applications in the fields including commercial buildings, galleries and fashion exhibitions, according to industry sources...
US puts Sanan Optoelectronics on UVL
The US Department of Commerce (DoC) has placed China-based LED epitaxial wafer and chip maker Sanan Optoelectronics on the Unverified List (UVL), representing warning for US-based suppliers to treat it with caution, according to industry sources.
LED packaging service provider Everlight Electronics saw March consolidated revenues of NT$1.805 billion (US$58.6 million) increase 36.19% sequentially but decrease 14.38% on year.
Nichia has indicated that the District Court of Dusseldorf in Germany in late March 2019 decided that its YAG patent, EP 0 936 682 (German patent code DE 697 02 929), was infringed by HTC from its use of white LEDs in some smartphone flash lights.
Mini LED backlighting applications will be mostly adopted for gaming LCD monitors in 2019, with demand to take off in the second half of the year, according to industry sources.
Demand for UV-C LED may take off in 2H19
Demand for UV-C LED modules for disinfection applications is likely to take off in second-half 2019, as a ban on production, exports and imports of mercury-containing goods will take effect in 2020 pursuant to Minamata Convention on Mercury, according to industry sources.
LED epitaxial wafer, chip and CSP (chip scale package) device supplier Genesis Photonics has recorded net operating loss of NT$343.5 million (US$11.14 million) for 2018, the fourth consecutive year of net operating losses.
Micro LED commercialization hinges on mass transfer technology, says Digitimes Research
Commercialization of micro LED applications hinges on when the technological bottleneck of mass transfer, a key process in manufacturing micro LED displays, can be overcome, according to Digitimes Research.
Epistar, Epileds report losses
LED epitaxial wafer and chip makers Epistar and Epileds Technologies both saw operations swing into operating losses in fourth-quarter 2018 thanks to price drops resulting from severe chip oversupply.
Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run
With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing...
Taiwan LCD monitors – 1Q 2019
Taiwan's PC monitor shipments continued enjoying on-year growth in the first quarter of 2019, rising 5.6%.
Global tablet market – 1Q 2019
According to Digitimes Research statistics, global tablet shipments in first-quarter 2019 were down 12.9% on quarter, but up...
Global AIO PC shipment forecast and industry analysis, 2019
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such...
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...