BOE Technology continues to dominate the LCD market for iPad in 2022

In 2021, Apple procured 75.5 million LCD panels for iPad production, with 25.3 million units sourced from LG Display (LGD), and 24.5 million units from Sharp. China’s BOE Technology, meanwhile, became Apple’s largest supplier of iPad LCD panels, with 25.7 million units shipped, and is expected to retain its dominant position into 2022, according to the South Koean media The Elec.

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Novel Crystal to utilize Ga2O3 epitaxy capacity in 2025; SK Hynix, Samsung turn conservative over 2H22 semiconductor capacity deployment; RoboSense sees surging growth in LiDAR development

Key observation factors for the Asia Enterprise special report of the week of July 16-22 include the utilization of gallium oxide (Ga2O3) epitaxy capacity of Japanese startup Novel Crystal, which is estimated to begin in 2025. Meanwhile, SK Hynix halting the construction of its new plant and Samsung Electronics reducing the production of CIS show the Korean semiconductor companies are turning conservative about the second half of 2022.

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