Taiwan’s optoelectronics industry posted a record output value last year by hitting NT$2.27 trillion (US$77.6 billion) amid strong international demand for Taiwanese solar components, LED lighting and electronic paper, the Photonics Industry and Technology Development Association (PIDA, 光電科技工業協進會) said yesterday.
The figure, up 37 percent from last year, smashed the record set in 2007, the association said.
The output value meant Taiwan seized an 18 percent share of the global optoelectronics market, Murphy Lin (林穎毅), director of PIDA’s industry and technology research division, told a media briefing.
“Flat-panel displays have led the growth of Taiwan’s optoelectronics industry for the last 10 years,” he said. “For the next five years, solar power and LED will take center stage.”
There have been signs supporting the trend, he said, as solar modules and solar systems reported the highest output growth last year among all optoelectronics products, by increasing 470 percent and 433 percent respectively.
The third-highest growth came from LED lighting, which expanded 130 percent, Lin said.
The output of the solar power sector is forecast to hit NT$299.8 billion in 2013, from NT$189.5 billion last year, according to PIDA’s statistics.
Asia has increased its weight in world solar battery production, with China commanding 38 percent of the production share last year, Taiwan taking 12 percent and Japan 11 percent, Lin said.
Production shares of Germany and the US were 14 percent and 13 percent respectively last year, the association said.
In terms of the LED sector, PIDA industrial analyst Deaphne Kuo (郭子菱) said the sector will see a boost as more Asian countries, such as Japan, Taiwan and China, deploy LEDs for street lamps and in government offices.
The falling price tags would also add to the attractiveness for people to buy LED lighting, she said.
HORMUZ ISSUE: The US president said he expected crude prices to drop at the end of the war, which he called a ‘minor excursion’ that could continue ‘for a little while’ The United Arab Emirates (UAE) and Kuwait started reducing oil production, as the near-closure of the crucial Strait of Hormuz ripples through energy markets and affects global supply. Abu Dhabi National Oil Co (ADNOC) is “managing offshore production levels to address storage requirements,” the company said in a statement, without giving details. Kuwait Petroleum Corp said it was lowering production at its oil fields and refineries after “Iranian threats against safe passage of ships through the Strait of Hormuz.” The war in the Middle East has all but closed Hormuz, the narrow waterway linking the Persian Gulf to the open seas,
Apple Inc increased iPhone production in India by about 53 percent last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China. The company assembled about 55 million iPhones in India last year, up from 36 million a year earlier, people familiar with the matter said, asking not to be named because the numbers aren’t public. Apple makes about 220 million to 230 million iPhones a year globally, with India’s share of the total increasing rapidly. Apple has accelerated its expansion in the world’s most populous country in recent years, bolstered
RATIONING: The proposal would give the Trump administration ample leverage to negotiate investments in the US as it decides how many chips to give each country US officials are debating a new regulatory framework for exporting artificial intelligence (AI) chips and are considering requiring foreign nations to invest in US AI data centers or security guarantees as a condition for granting exports of 200,000 chips or more, according to a document seen by Reuters. The rules are not yet final and could change. They would be the first attempt to regulate the flow of AI chips to US allies and partners since US President Donald Trump’s administration said it rescinded its predecessor’s so-called AI diffusion rules. Those rules sought to keep a significant amount of AI
HEADWINDS: The company said it expects its computer business, as well as consumer electronics and communications segments to see revenue declines due to seasonality Pegatron Corp (和碩) yesterday said it aims to grow its artificial intelligence (AI) server revenue more than 10-fold this year from last year, driven by orders from neocloud solutions clients and large cloud service providers. The electronics manufacturing service provider said AI server revenue growth would be driven primarily by the Nvidia Corp GB300 server platform. Server shipments are expected to increase each quarter this year, with the second half likely to outperform the first half, it said. The AI server market is expected to broaden this year as more inference applications emerge, which would drive demand for system-on-chip, application-specific integrated circuits