LCD TV panel prices to fall below cash cost in late June, says WitsView
Quotes for LCD TV panels for June 21-30, 2022 will keep dropping to below cash cost levels, according to WitsView.
21
Jun
21
Jun
Large-size DDI demand unlikely to rebound until end-2022
Large-size display driver ICs (DDI) demand is unlikely to pick up until the end of 2022, as continuous inventory adjustments at clients and production reductions by panel makers are sending DDI shipment momentum for TV and Chromebook applications lower than expected in the second half of the year, according to industry sources.
21
Jun
Challenges for semiconductor sector (4): Alternatives to head-on collision
Each country may have its own weaknesses or Achilles heels in industry development. For example, IC design is the weak spot of Japan and Korea. In the future, when it comes to designing various logic computing functions on memory chips, the lack of talent and a weak ecosystem will make it difficult for both countries to break through the past era of pure IC design.
21
Jun
Nidec CCI to step up capacity expansion in Vietnam
Nidec Chaun-Choung Technology (CCI) will step up its capacity expansion pace in Vietnam, where the Taiwan-based cooling module maker operates a plant to fulfill mainly orders for notebooks, servers, and networking devices, in the second half of 2022, according to company chairman Junichi Nagai.
21
Jun
Macronix, Winbond focus more on non-consumer NOR flash
Macronix International and Winbond Electronics have both put increased sales focus on high-density NOR flash for 5G base stations and automotive electronics, as demand for consumer applications remains sluggish, according to industry sources.
21
Jun
Indian tech veterans seek Taiwan partnership to make electronics
India’s electronics market is flooded with overseas products, especially from China. Despite several attempts from the government and industries in the past, local manufacturing of everyday products like LED lights, surveillance cameras, tablets, and mobile phones has not picked up in the country.
21
Jun
Easing chip shortages to boost PS5 console shipments
The easing of chip and component shortages will boost shipments of Sony’s PlayStation 5 (PS5) gaming consoles in the second half of 2022 and 2023, according to industry sources.
21
Jun
UBS: Chip correction has just begun, likely to trough in 2Q23
UBS Global Research’s Taiwan analysts warned on June 20 in a press conference that due to uncertainties in macroeconomics, end-product demand slump and the correction in inventory, the 2- year upcycle of the semiconductor sector is ending as growth started to slow. A trough is anticipated in Q2, 2023.
21
Jun
Handset panel prices to continue falling in June-July
Prices of TFT LCD and AMOLED panels for handset applications are expected to continue falling in June and July, due to rising inventory levels at handset brands, according to market sources.
21
Jun
China-based Jidu showcases concept robocar with vision+LiDAR self-driving systems
Jidu, an EV joint venture of Baidu and Geely, showcased its first automotive concept robocar Robo-01 earlier this month. Following the establishment of the company in March 2021, it took Jidu only 15 months to develop the concept car.