Everlight, Epistar see decreased June revenues
LED packaging service provider Everlight Electronics saw June consolidated revenues of NT$1.641 billion (US$52.5 million) shrink 11.27% sequentially and 17.57% on year, while LED epitaxial wafer and chip maker Epistar's NT$1.222 billion slipped 5.24% sequentially and 32.72% on year.
Lumtec to expand capacity for OLED lighting panels
OLED material and organic PV material maker Luminescence Technology (Lumtec) has stepped into developing and producing OLED lighting panels and will expand monthly production capacity from 150,000 panels currently to 600,000 units in fourth-quarter 2019, according to company chairman Yen Feng-wen.
Japan-based Nichia will begin to ship mini LED chips of 100-micron in size for 15- to 17-inch high-end notebook backlighting in fourth-quarter 2019, according to industry sources.
Tyntek originally planned to start production of 6-inch epitaxial wafers for making Si-based sensor chips at a new factory in second-quarter 2019, but due to delay in construction of the factory, will begin trial production in third-quarter 2019 and volume production in 2020, according to the compan...
Highlights of the day: G2 and Beyond
SoftBank Group chairman Masayoshi Son believes artificial intelligence (AI) will bring the biggest paradigm shift in human history, revolutionizing all industries. Son was speaking for the first time in public in Taiwan at...
G2 and Beyond: Foxconn founder sees 'one world, two systems' leadership framework forming
Foxconn Technology Group founder Terry Gou has noted that G2 - the US and China - will replace G20 in a new leadership framework: one world, two systems.
PMOLED panel maker RiTdisplay expects the world's first batch of commercial production of micro LED-based smartwatches, built using its micro LED display modules, to become available in 2020, according to company sources.
G2 and Beyond: Taiwan should target top-end manufacturing, says Katerra CEO Michael Marks
Michael E Marks, incumbent chairman of Katerra and former CEO of Flextronics has pointed out that Taiwan should focus on the manufacturing of products with premium values instead of mass production of entry-level devices.
G2 and Beyond: SoftBank chairman, Foxconn founder, Katerra CEO shed light on global supply chain at Taipei forum
Foxconn Technology Group founder Terry Gou, SoftBank Group chairman Masayoshi Son, and Katerra CEO Michael E Marks gathered together at a Taipei forum on June 22 to dissect the importance of Taiwan in the global IT supply chain, as a new world order is being shaped by the arm-wrestling between the...
Epistar faces big challenge to turn profitable in 2019
LED epitaxial wafer and chip maker Epistar, which saw losses in 2019, still stands a chance of returning to profitability in 2019 though it will be "very challenging" to achieve the goal, according to company president Fan Chin-yung.
Taiwan makers of flexible PCBs are gearing up to develop niche board products for mini LED and COF (chip on film) applications, which are expected to become their new growth drivers next to handsets, IoT devices and antennas, according to industry sources.
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 global 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.
Taiwan handsets – 1Q 2019
Taiwan's handset shipments slipped 39.5% sequentially in the first quarter of 2019, while compared to the same quarter a year...
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 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...