LED upstream
  • Competitiveness of mini LED backlighting hinges on feasible applications
    As smartphone-use OLED panel prices have dropped since 2018, mini LED backlighting for handset-use LCD panels has become disadvantageous in cost. Market opportunities for mini LED backlighting, therefore, lie in application segments where OLED is less ot competitive in production cost.
  • Supply chain ready for Apple adopting mini LED
    Mini and micro LEDs are being touted as strong candidates to play a key role in the next-generation display market. Now Apple is said to be developing a 12.9-inch mini LED-backlit iPad Pro for launch in third-quarter 2020. Many Taiwan-based supply chain partners are eyeing the mini...
  • Apple reportedly will launch a mini LED-backlit iPad Pro
    Taiwan-based supply chain makers including Epistar, General Interface Solution (GIS), Taiwan Surface Mounting Technology (TSMT), Zhen Ding Technology and Flexium Interconnect are poised to receive orders for components to be used in a 12.9-inch mini LED-backlit iPad Pro that Apple reportedly will launch...
  • Notebook vendors to adopt mini LED backlighting in 2020
    Notebook vendors are ready to adopt mini LED backlighting for their devices, paving the way for the technology to move beyond public signage to consumer electronics, according to industry sources.
  • JDI has announced it has developed a prototype micro LED display
    Japan Display Inc (JDI) has announced it has developed a prototype micro LED display, a strong candidate to become a next-generation mainstream display technology, and it will be exhibited at FIinTech Japan 2019 in Makuhari Messe during December 4-6.
  • Nichia is seeking damages for alleged patent infringement
    Japan-based Nichia has disclosed it has filed charges with a court in the Judicial District of the Capital of the State of Sao Paulo against Karimex Componentes Eletronicos and Arrow Brasil, two Brazil-based sales agents for Taiwan-based LED packaging service provider Everlight Electronics, and against...
  • Uniflex expects shipments of NFC flexible board modules and mini LED substrates to expand
    IC substrate maker Uniflex Technology expects shipments of NFC (near-field communication) flexible board modules and mini LED substrates to expand significantly, boosting overall revenues and profits for 2020.
  • Taiwan's manufacturing sector has seen three consecutive quarters of on-year declines in production
    Production of Taiwan's manufacturing industry totaled NT$3.37 trillion in the third quarter of 2019, down 7.01% on year, making the third consecutive quarter of on-year declines due mainly to the US-China trade tensions, according to figures from Taiwan's Ministry of Economic Affairs (MOEA).
  • Anylayer HDI boards demand rising
    Chinese handset vendors are eager to adopt anylayer HDI boards for their high-end smartphones, but they currently have to source such boards from outside of China despite the country's bid to raise self-sufficiency for electronics components. Taiwan-based PCB makers Compeq...
  • FitTech secures mini LED equipment orders for shipments in 1H20
    FitTech has landed orders for mini LED probing, testing and sorting equipment totaling NT$1.8 billion (US$59.0 million) with shipments scheduled for first-half 2020, according to company chairman Hsu Chiu-tien.
  • Epistar to expand capacity in 2020
    LED epitaxial wafer and chip maker Epistar has disclosed plans to set aside a capex budget of at least NT$5 billion (US$164 million) for 2020, mainly for expanding production capacities for mini LED chips, mini LED backlight units (BLUs) and VCSEL epitaxial wafers and diodes.
  • Micro LED seems promising for display devices
    Micro LED seems promising for being use in display devices, but mass transfer yield rates during and production costs remain problems in commercializing the technology.
  • Opto Tech expects shipments for fine-pitch LED displays in 2019 to increase 30% on year
    LED chip maker Opto Tech expects shipments for fine-pitch LED displays in 2019 to increase 30% on year due to strong demand from the North America and Europe markets mainly arising from US-China trade disputes, according to the company.
  • Epistar and Lextar have reported net operating losses
    LED epitaxial wafer and chip maker Epistar and vertically-integrated LED firm Lextar Electronics have reported net operating losses of NT$874.6 million (US$28.7 million) and NT$145.8 million respectively for third-quarter 2019.
  • A mini LED-backlit LCD TV
    While mini LED chips has begun seeing adoption for high-end LCD monitor and TV backlighting, the technology is not expected to be widely used over the next 3-4 years, according to industry sources.
  • Opto Tech expects significant on-year sales growth in fourth-quarter 2019
    LED chip maker Opto Tech expects significant on-year sales growth in fourth-quarter 2019 - a traditionally off-season period - due to strong demand for Si-based sensor chips used in smart watches and wrist bands, and increased orders for LED displays.
  • Sanan Optoelectronics plans to kick off production of 6-inch micro LED
    China-based LED epitaxial wafer and chip Sanan Optoelectronics plans to kick off production of 6-inch micro LED epitaxial wafers later in fourth-quarter 2019, according to industry sources.
  • Epistar has disclosed it has lowered capacity utilization rates
    Taiwan-based Epistar has disclosed it has lowered capacity utilization rates to controal inventory level in efforst to cope with LED chip oversupply that has been hitting the global market since the fourth quarter of 2018.
  • Epistar's consolidated sales for September reached NT$1.345 billion
    LED packaging service provider Everlight Electronics' September consolidated revenues reached NT$1.730 billion (US$55.7 million), decreasing 2.47% sequentially and 15.36% on year. LED wafer and chip maker Epistar's consolidated sales for September reached NT$1.345 billion, shrinking 6.06% sequentially...
  • FiTech is optimistic about demand for mini LED probing
    LED probing and testing equipment maker FiTech is optimistic about demand for mini LED probing, testing and sorting equipment from China- and Taiwan-based makers and expects shipments in 2020 to hike a few times on year, according to the company.
  • CP Chong, SVP at Kulicke & Soffa
    US-based semiconductor assembly equipment supplier Kulicke & Soffa (K&S) is optimistic that 5G and AI applications will drive demand for advanced IC packaging equipment.
  • Epistar expects demand for mini LED backlighting to take off
    LED epitaxial wafer and chip maker Epistar's clients are developing mini LED-backlit gaming LCD monitors, notebooks, tablets and smartphones, which is expected to boost demand for mini LED backlighting starting second-half 2020, according to company president Fan Chin-yung.
  • Mikro Mesa Technology has developed a process that mass transfers several million 3-micron micro LED
    Cayman Islands-registered Mikro Mesa Technology has developed a process that mass transfers several million micro LED chips of 3 microns in diameter from epitxial wafers onto a backplane of nearly four inches via pressure-free bonding at low temperatures, according to company founder and chairman Chen...
  • Researchers developed a process producing GaN thin film micro LED wafers without using mass transfer
    Researchers at National Central University in Taiwan has developed a process producing GaN thin film micro LED eoitaxial wafers without using mass transfer to make display panels, according to Microluce, a startup business specifically established for commercialize the technology.
  • China makers invested CNY22.65 billion in seven LED R&D and production projects in first-half 2019
    China-based makers invested CNY22.65 billion (US$3.19 billion) in seven LED R&D and production projects in first-half 2019, nearly CNY20 billion of which was related to micro LED, according to China Solid State Lighting Alliance (CSA).

Taiwan LCD TVs – 3Q 2019

Taiwan LCD monitors – 3Q 2019

Global tablet market – 3Q 2019

Global LCD panel shipment forecast, 2020 and beyond

Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets

Taiwan semiconductor foundry sector, 2Q19

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