消息称苹果 Vision Pro 头显面板成本后年降30%
分析师表示，尽管目前 Micro-OLED 面板的成本较高，但预计这些面板的价格将随着时间的推移逐步下降。预计到 2025 年，单块面板的成本将降至 250 美元，到 2026 年时进一步降至 210 美元，相比目前的 300 美元下降了 30%。
13
Aug
13
Aug
洛图：2024年中国大陆会议场景显示产品的市场规模将达130亿元
根据洛图科技(RUNTO)数据显示，2024年，中国大陆会议场景中显示产品的市场规模将达130亿元，同比2023年增长6.5%，但相比2021大年仍有一定差距。
13
Aug
辰显光电与君逸数码签署战略合作协议 共同开拓LED显示市场
2024年8月8日，成都辰显光电有限公司与四川君逸数码科技股份有限公司在成都，签署战略合作协议，结成深度战略合作伙伴关系。
13
Aug
Omdia：今年上半年IT面板出货量超过2023年同期水平
Omdia最新月度出货报告指出，大尺寸面板出货6月出货略超5月，达到7578万片，相较2023年6月的7414万片出货成长2%。
12
Aug
Taiwan says power issues prevent new large data centers in North
Taiwan has stopped approving data centers bigger than 5 megawatts north of Taoyuan, as there is insufficient power supply in the region.
12
Aug
Trump says Microsoft told his campaign Iran was behind hack
Republican nominee Donald Trump said he was informed by Microsoft Corp. that one of his campaign websites was hacked by the Iranian government, but said the hackers were only able to access “publicly available information” in the breach.
12
Aug
PCB firm Compeq enjoys ramp-up in orders for LEO satellites
Compeq Manufacturing is one of the Taiwan-based PCB manufacturers aiming to prioritize low Earth orbit (LEO) satellite and AI server applications in 2024. Compeq, which has a long history in the LEO sector, posted a July revenue of NTT$6.73 billion (US$207.3 million), an increase of 26.3% sequentially and 11.5% year-on-year, signifying the beginning of peak season.
12
Aug
China gaining self-sufficiency in semiconductor equipment, but crucial exposure tools remain constraint
The US chip prohibition has limited China’s access to cutting-edge semiconductor manufacturing equipment. As a result, China has in recent years become increasingly self-sufficient in terms of semiconductor manufacturing equipment, with companies such as AMEC and Naura rapidly expanding their reach.
12
Aug
SDC reportedly signs contract with Microsoft
Samsung Display (SDC) is reportedly collaborating with Microsoft to develop and supply OLED on Silicon (OLEDoS) for the next generation of Mixed Reality (MR) devices.
12
Aug
Himax beats 2Q24 expectations with strong automotive DDI growth, faces 3Q headwinds amid Chinese market slump
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious outlook for the third quarter due to market uncertainties, projecting a 12-17% sequential revenue decline, against the traditional peak-season trend.