Shipments of computer and TV flat-panel displays using light-emitting diodes (LED) for backlighting are expected to grow to 104.5 million units by year’s end on demand for netbooks, bringing market penetration by the energy-saving panels above 25 percent from 12 percent now, market researcher DisplaySearch said yesterday.
The researcher said LED backlit computer and TV panel shipments would exceed the shipments of those with cold-cathode-fluorescent-lamp liquid-crystal-displays (LCD) in the third quarter.
The nation’s biggest LCD panel maker, AU Optronics Corp (友達光電), will be the top supplier of LED backlit panels by the end of the year, seizing 32 percent of total market share, the report said.
The company expects 70 percent to 80 percent of total notebook computer panels to use LED backlighting by the end of the year.
Hannstar Display Corp (瀚宇彩晶) will rank No. 2, followed by South Korean company Samsung Electronics Co, DisplaySearch said.
In the first quarter of this year, shipments of LED backlit panels used in computers grew almost 8 times from the same period last year to 10.6 million units, the report showed.
Notebook computers are leading demand for LED backlighting, with 4.2 million units shipped for netbooks, or 100 percent LED penetration, and 5.9 million for notebook PCs, or 26 percent penetration, in the first three months of this year.
POWERING UP: PSUs for AI servers made up about 50% of Delta’s total server PSU revenue during the first three quarters of last year, the company said Power supply and electronic components maker Delta Electronics Inc (台達電) reported record-high revenue of NT$161.61 billion (US$5.11 billion) for last quarter and said it remains positive about this quarter. Last quarter’s figure was up 7.6 percent from the previous quarter and 41.51 percent higher than a year earlier, and largely in line with Yuanta Securities Investment Consulting Co’s (元大投顧) forecast of NT$160 billion. Delta’s annual revenue last year rose 31.76 percent year-on-year to NT$554.89 billion, also a record high for the company. Its strong performance reflected continued demand for high-performance power solutions and advanced liquid-cooling products used in artificial intelligence (AI) data centers,
SIZE MATTERS: TSMC started phasing out 8-inch wafer production last year, while Samsung is more aggressively retiring 8-inch capacity, TrendForce said Chipmakers are expected to raise prices of 8-inch wafers by up to 20 percent this year on concern over supply constraints as major contract chipmakers Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and Samsung Electronics Co gradually retire less advanced wafer capacity, TrendForce Corp (集邦科技) said yesterday. It is the first significant across-the-board price hike since a global semiconductor correction in 2023, the Taipei-based market researcher said in a report. Global 8-inch wafer capacity slid 0.3 percent year-on-year last year, although 8-inch wafer prices still hovered at relatively stable levels throughout the year, TrendForce said. The downward trend is expected to continue this year,
A proposed billionaires’ tax in California has ignited a political uproar in Silicon Valley, with tech titans threatening to leave the state while California Governor Gavin Newsom of the Democratic Party maneuvers to defeat a levy that he fears would lead to an exodus of wealth. A technology mecca, California has more billionaires than any other US state — a few hundred, by some estimates. About half its personal income tax revenue, a financial backbone in the nearly US$350 billion budget, comes from the top 1 percent of earners. A large healthcare union is attempting to place a proposal before
Vincent Wei led fellow Singaporean farmers around an empty Malaysian plot, laying out plans for a greenhouse and rows of leafy vegetables. What he pitched was not just space for crops, but a lifeline for growers struggling to make ends meet in a city-state with high prices and little vacant land. The future agriculture hub is part of a joint special economic zone launched last year by the two neighbors, expected to cost US$123 million and produce 10,000 tonnes of fresh produce annually. It is attracting Singaporean farmers with promises of cheaper land, labor and energy just over the border.
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