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Zheng Ding to Boost miniLED backlit PCB shipments

by Bob Raikes

What They Say We reported on some supply chain issues with its iPad Pro MiniLED display (Apple With Backlight Supply Chain Challenge) and now Digitimes has identified Zhen Ding Technologies as a supplier of …

Tags:Apple| MiniLED| OLEDs| Taiwan

Taiwan & China – “Action Sooner Rather than Later”?

by Bob Raikes

What They Say Bloomberg had an opinion piece that put the view that China could act against Taiwan ‘sooner rather than later’. The writer, a Professor of Economics, speculates that action could happen in …

Tags:China| Taiwan

Taiwan’s chip industry under threat as drought turns critical

by Bob Raikes

What They Say Reuters reported that severe droughts in Taiwan are causing more problems for the semiconductor supply chain. Water levels are at just 20% of capacity after a typhoon-free summer with little rain. …

Tags:Production| Semiconductors| Taiwan

Apple to Work with TSMC on Microdisplays

by Bob Raikes

What They Say Nikkei reported that Apple is to work with TSMC on the manufacture of microdisplays using OLED technology at a ‘secretive’ facility in Taiwan. The report said that the project is now …

Tags:Apple| Microdisplays| OLEDs| Taiwan| TSMC

Innolux proc

Innolux Enjoys the Market in Q4 2020

by Bob Raikes

What They Say Innolux reported a solid quarter to finish 2020 with sales of $2.79 billion and operating profits of $360 million. For the year, it made sales of $9.64 billion and net profit …

Tags:Innolux| Large LCD Supply| Taiwan

Automotive display shipment increases 22% in 2020

by Bob Raikes

What They Say The Elec reports that the automotive display market jumped 22% in 2020 to 351 million units, quoting Omdia as the source. Centre stack displays grew by 47% in the the year …

Tags:Automotive| Market Data| Semiconductors| Taiwan| TSMC

AUO, Innolux see January revenues on growth track

by Bob Raikes

What They Say Large panel shipment continue to be positive for the Taiwanese makers who saw their best sales for the year. Small panels, on the other hand continue to be weak as the …

Tags:Large LCD Supply| Small Medium Panel Supply| Taiwan