Wednesday 20 September 2023
With stock market listing in October, Coplus aims to become "Apple of car mods"
Coplus has long been known as the "Apple of automobile lighting mods" with its industry leading design and R&D capacities. With V2X connectivity on the rise, Coplus plans to build connectivity into its components in two to three years with AI wheel lights, electronic rear view mirrors, and AI shock absorbers. In addition, the company will leverage big data to improve its design and manufacturing processes, as well as help users monitor component usage. Coplus is the first company from the Taiwan Innovative Board (TIB) initiative to file for stock market listing in 2023, and is expected to be listed in mid-October.
Tuesday 19 September 2023
Automotive LED deliveries picking up as BMW adopts ambient lighting
Automotive LEDs became the driving force of LED deliveries in the third quarter of this year. As more new cars are poised to be launched, suppliers are ramping up more actively. LED testing and packaging companies like Brightek Optoelectronic, Everlight and Edison Opto are all optimistic that the demand for automotive LEDs will stay on the growing track in the second half of 2023.
Monday 18 September 2023
Favite AI AOI equipment able to inspect 100 million LEDs in 6 minutes
Taiwan-based Favite, dedicated to supplying AOI (automatic optical inspection) equipment, has newly incorporated AI into its products, while also applying them to microLED and microOLED production processes, able to inspect 100 million LEDs in just six minutes, according to Minnie Wang, company vice president and spokesperson.
Friday 8 September 2023
New Chinese TV products take over IFA; Samsung and LG hold firm and embrace "future home"
Chinese TV makers like TCL and Hisense showcased several new ultra-large Micro LED and Mini LED TV products at IFA Berlin 2023. It appears that they are setting Samsung Electronics and LG Electronics as their benchmarks and intensifying their efforts to catch up.
Thursday 7 September 2023
Panel makers gearing up for smart cockpit boom
Panel makers, including suppliers of LCD and OLED applications, are aggressively pursing smart cockpit business opportunities.
Wednesday 6 September 2023
PlayNitride sees new challenges facing microLED tech development
As the applications for microLED expand, it is being challenged by the relationship between cost, production capacity, and market demand that new technologies face when entering the market, according to chipmaker PlayNitride.
Tuesday 5 September 2023
Touch panel module makers expand capacities for iPad Pro launch in 2024
As Apple has decided that the next-generation iPad Pro's 11-inch and 13-inch products will both adopt the OLED display panel, supply chain partners have already started to expand their touch panel capacity quietly so that they will be able to meet the demand of the new iPad Pro's launch, scheduled in the mid or second half of 2024.
Friday 1 September 2023
Samsung and LG still dominate global TV market in first half of 2023
In the first half of 2023, the two major South Korean brands, Samsung Electronics and LG Electronics, continued their dominance of the global TV market. Samsung maintained its spot as the market leader for the 18th consecutive year, while LG's OLED TV achieved a market share of over 50% in the OLED market.
Thursday 31 August 2023
OLED adoption in cars to accelerate
The collaboration between LG Display (LGD) and Mercedes-Benz on automotive OLED panels is expected to help accelerate adoption of OLED technology in the automotive industry, according to sources at Taiwanese IC design houses.
Wednesday 30 August 2023
PlayNitride revenue to multiply in coming years
PlayNitride Chairman Charles Li said that the next 2-3 years will be pivotal for micro-LED development and that the company's goal is to push microLED into next-generation displays.
Wednesday 30 August 2023
Will PV and LED's boom-and-crash history repeat in SiC semiconductors?
Recent reports from the cross-strait supply chain indicate that a major Chinese new energy vehicle manufacturer had ambitious plans early this year to make significant inroads into the upstream SiC compound semiconductor material-supplying sector. The plan involved a wide array of processes in the upstream supply chain.
Tuesday 29 August 2023
Perovskite enables Taiwan photovoltaics industry's potential comeback
Lai Ju Chen, chairman of the Taiwan Perovskite Research and Industry Association (TPRIA), said Taiwan has great potential in developing the third-generation perovskite solar cells (PSC). Taiwan holds advantages in the semiconductor, photovoltaics, and panel industries and its expertise is increasingly demanded due to geopolitical factors.
Monday 28 August 2023
Samsung, LG launch ultra-large microLED TVs with different marketing directions
Samsung Electronics and LG Electronics recently have both launched ultra-high-end, oversized TVs that are priced at over KRW 100 million (US$75,000) and feature next-generation microLED display technology, garnering significant attention in the industry. However, the price tags exceeding KRW100 million have also raised market curiosity about the strategic considerations of the two major Korean manufacturers.
Wednesday 23 August 2023
Nuwa Robotics receives NT$200 million in series B funding led by Foxconn
One of the recent uses for AI is its application in service robots with an aim to incorporate them into more applications. Amidst the buzz is Nuwa Robotics raising nearly NT$200 million (US$6.26 million) in its series B round funding, led by its main existing investor, Foxconn.
Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40% in 2024, according to TrendForce.
Friday 18 August 2023
Macroblock expects price war in LED supply chain to end soon
LED driver IC design house Macroblock has seen its Chinese counterparts raise their quotes, which is expected to end the price war, according to the Taiwan-based company.
Thursday 17 August 2023
Taiwan LED firms conservative about 2H23 demand prospects
LED chipmakers and packaging houses, including Ennostar and Everlight Electronics, are conservative about demand during the traditional peak season in the third quarter of 2023.
Monday 14 August 2023
PlayNitride eyeing significant microLED penetration in cars next year
While Micro LED technology continues to advance towards commercial production, its market acceptance is still subject to observation. However, Taiwan-based LED chipmaker PlayNitride remains optimistic that microLED sales will grow exponentially in the coming years and expects to make significant progress in incorporating microLED technology into automotive applications in 2024.
Monday 14 August 2023
Samsung Display pushes forward with eMagin acquisition to open door to military XR market
It's reported that Samsung Display (SDC) plans to purchase all the shares of US Micro OLED maker eMagin by the end of 2023. If everything goes smoothly, this move will grant SDC the entry ticket to the military extended reality (XR) device market.
Monday 14 August 2023
Himax says gross profit rate will improve in Q3 but sales need more time to rebound
Taiwan-based display driver IC company Himax Technologies saw its sales and gross margin decrease in the second quarter of 2023. The company said demand from automotive electronics has been recovering, expected to bring its gross margin back to over 30%. However, its sales will likely keep declining slightly in the third quarter due to the sluggish consumer electronics market.
Friday 11 August 2023
Leadframe maker I-Chiun diversifying products
LED leadframe specialist I-Chiun Precision Industry has stepped up efforts to improve its product mixes, with plans to enhance its heatspreader output for advanced packaging, according to the company.
Thursday 10 August 2023
Preparing for Apple Watch? LGD reportedly purchased Micro LED patents from Taiwanese company
LGD (LG Display) has reportedly purchased Micro LED patents from a Taiwanese company. Most are on "transfer printing process patents," a core technology of Micro LED. It's speculated that LGD will use the transfer printing process with Micro LED backplanes to improve profitability. This technology is also expected to be used in Apple Watches in the future.
Monday 7 August 2023
OLED's influence grows day by day; adoption rate in smartphones set to be first to exceed 50% first
South Korean industry sources reported that OLED panels are expanding their application portfolio. It's estimated that the share of smartphones with OLED panels will exceed 50% for the first time in 2023.
Friday 4 August 2023
Grim Q3 projection: Ennostar shining no more?
Ennostar Group's Q2 2023 revenue and profit demonstrated a sequential improvement, though unused capacity continued to weigh on operations. The gradual recovery of the consumer market led to these gains, but the lingering excess capacity remains a concern. Ennostar Chairman, Paul Peng, highlighted that while H2 this year will likely outperform H1, the growth magnitude might not be significant. He added that optimizing unused capacity and enhancing profitability are top priorities for Ennostar.
Thursday 3 August 2023
Innolux forecasts 8% panel size growth in 2024
Innolux expects an 8% growth rate in size for panels to be shipped in 2024, driven by large sports events such as the Paris Olympics, the European Cup, and the Copa América, all scheduled to occur between June and August next year. This anticipated rise contrasts with a capacity annual growth rate of just 1.6%, keeping inventory levels low.
Global wafer foundry industry analysis and forecast, 2022
DIGITIMES Research Special Report Databases
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
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