Mini LED backlight displays provide an opportunity for panel makers such as AU Optronics Corp (AUO, 友達光電) to seize a bigger share of the advanced displays market, given the emerging technology’s significant advantages in brightness, reliability and performance over OLED technology, TrendForce Corp (集邦科技) said in a report on Monday.
Mini LED backlight displays rival OLED panels in their ability to contrast colors, the Taipei-based researcher said.
Aside from those merits, mini LED backlight displays are also more competitive in terms of manufacturing cost and power consumption, so they should deliver a higher cost-to-performance ratio than rival technologies, TrendForce said.
Mini LED backlights are forecast to be used in 20 percent of computer monitors, 15 percent of TV panels and 10 percent of tablet and laptop panels by 2024, the researcher said.
Taiwanese panel makers AUO and Innolux Corp (群創光電) have been conservative on the production of large-sized OLEDs for TVs and PCs, due to the manufacturing costs.
AUO only ships OLED panels for wearable devices from its 3.5G plant.
The two companies have been investing in mini LED technology, which is considered a good bet to compete with the OLED technology lauded by their South Korean rivals.
Innolux believes its 120-inch mini LED TV panels could outsell OLED TV panels due to the size and cost advantages, helping it win the race for dominance of the sector, Innolux president James Yang (楊柱祥) told reporters last month.
To make quick inroads, AUO and Innolux have been working with their LED subsidiaries to develop mini LED backlight modules, TrendForce said.
AUO has been working with Lextar Electronics Corp (隆達電子), while Innolux has teamed up with Advanced Optoelectronic Technology Inc (榮創科技) and Epileds Technologies Inc (光鋐科技) to develop panels for premium TVs, gaming monitors and vehicle displays, the researcher said.
Chinese firms China Star Optoelectronics Technology Co (華星光電) and BOE Group Co (京東方) have also invested in mini LED backlight displays by leveraging their edge in LCD manufacturing, TrendForce said.
Taiwanese LED chip manufacturer Epistar Corp (晶電) is working with its subsidiary Yenrich Technology Corp (元豐新科技) to produce mini LED light source modules to extend its reach into the backlight module market, the researcher said.
SEMICONDUCTORS: The German laser and plasma generator company will expand its local services as its specialized offerings support Taiwan’s semiconductor industries Trumpf SE + Co KG, a global leader in supplying laser technology and plasma generators used in chip production, is expanding its investments in Taiwan in an effort to deeply integrate into the global semiconductor supply chain in the pursuit of growth. The company, headquartered in Ditzingen, Germany, has invested significantly in a newly inaugurated regional technical center for plasma generators in Taoyuan, its latest expansion in Taiwan after being engaged in various industries for more than 25 years. The center, the first of its kind Trumpf built outside Germany, aims to serve customers from Taiwan, Japan, Southeast Asia and South Korea,
Gasoline and diesel prices at domestic fuel stations are to fall NT$0.2 per liter this week, down for a second consecutive week, CPC Corp, Taiwan (台灣中油) and Formosa Petrochemical Corp (台塑石化) announced yesterday. Effective today, gasoline prices at CPC and Formosa stations are to drop to NT$26.4, NT$27.9 and NT$29.9 per liter for 92, 95 and 98-octane unleaded gasoline respectively, the companies said in separate statements. The price of premium diesel is to fall to NT$24.8 per liter at CPC stations and NT$24.6 at Formosa pumps, they said. The price adjustments came even as international crude oil prices rose last week, as traders
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,
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,
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