Lite-On Tech to build new plant in US for NT$2 billion
EMS vendor Lite-On Technology has announced plans to invest NT$2 billion (US$62.4 million) to build new production lines in Dallas, Texas.
21
Oct
21
Oct
Taiwan September handset sales below expectation
Handset sales in Taiwan came to 450,000 units in September, which were below a previous estimate of over 500,000 units, according to sources at local retail channels.
21
Oct
Inventory correction for Android phones nears end
Inventory correction for Android smartphones may come to an end later in the fourth quarter, but the market outlook for 2023 remains vague, according to sources at Taiwan-based IC design houses.
21
Oct
Tesla notes limits in logistics capacity as delivery grows big
For the third quarter of 2022, Tesla reported 54% and 42% on-year growth in production and delivery and another record revenue of US$21.5 billion, logging a 56% on-year increase.
21
Oct
Leaders in semiconductor in 2030 (2): Taiwan tech industry’s era of no borders
Sun Tzu’s “The Art of War” maintains that troops start out with their own country’s supplies and then get replenishments from the enemies. Taiwan may be small, but it can make use of different strategies. We may still get inspiration from the wisdom of 2,500 years ago.
21
Oct
India pitches for Make-in-India by being an entrusted supply chain partner
As the world is bracing for a slowing economy and supply chain relocation, India has bucked the trend by attracting more investments and being a trusted supply chain partner with a strong reform will and quick adaptation.
21
Oct
ASML reiterates optimism as on-shoring demand bolsters growth
Dutch semiconductor equipment manufacturer ASML’s Q3 financial report exhumes optimism over the outlook through 2025-2030 due to the limited direct impact of the US-China Chip War while the on-shoring trends within various countries have already boosted demand for more EUV equipment and advanced memory manufacturing tools.
21
Oct
US eyes expanding China tech ban to quantum computing and AI
The Biden administration is exploring the possibility of new export controls that would limit China’s access to some of the most powerful emerging computing technologies, according to people familiar with the situation.
21
Oct
面板价格丨2022年10月下旬面板价格趋势
根据TrendForce集邦咨询旗下面板研究中心WitsView睿智显示调研数据， 2022年10月下旬面板价格如下：
单位：美元/片
| 应用别 | 型号尺寸 | 分辨率 | 出货形态 | 液晶显示屏价格 | |||||
|
低 |
高 |
均价 |
与前期差异 |
与上月差异(%) |
|||||
|
|
|||||||||
|
电视 LCD TV |
65″W |
3840×2160 | Open-Cell | 104 | 110 | 107 | 1 | 1 | 0.9% |
| 55″W | 3840×2160 | Open-Cell |
79 |
83 |
81 |
1 |
1 |
1.3% |
|
| 43″W | 1920×1080 | Open-Cell |
46 |
50 |
48 |
1 |
1 |
2.1% |
|
| 32″W | 1366×768 | Open-Cell |
26 |
28 |
27 |
1 |
1 |
3.8% |
|
|
|
|||||||||
|
桌上显示器 Monitor |
27″W(IPS) |
1920×1080 |
LED |
57.4 |
65.3 |
62.7 |
-0.7 |
-1.0 |
-1.6% |
|
23.8″W(IPS) |
1920×1080 |
LED |
46.2 | 49.6 | 48.6 |
–0.7 |
-1.0 |
-2.0% |
|
|
21.5″W(TN) |
1920×1080 |
LED |
38.5 | 42.9 | 41.3 |
0.0 |
0.0 | 0.0% | |
|
|
|||||||||
|
笔记本 Notebook |
17.3″W(TN) |
1600×900 |
Wedge-LED |
37.6 |
39.8 |
38.3 |
-0.1 |
-0.2 | -0.5% |
|
15.6″W(Value IPS) |
1920×1080 |
Flat-LED |
39.1 |
42.7 |
40.9 |
-0.5 |
-0.8 |
-1.9% | |
|
14.0″W(TN) |
1366×768 |
Flat-LED |
25.7 |
27.6 |
26.4 |
-0.1 |
-0.2 |
-0.8% |
|
|
11.6″W(TN) |
1366×768 |
Flat-LED |
23.8 |
26.2 |
24.8 |
0.0 |
0.0 |
0.0% |
|
备注：与前月差异仅于每月的下旬更新
根据TrendForce集邦咨询旗下面板研究中心WitsView睿智显示调研数据，2022年10月下旬，部分面板价格降势渐止，其中电视面板更是集体迎来涨价。具体如下：
电视方面
65吋电视面板、55吋电视面板、43吋电视面板、32吋电视面板均在本期迎来涨价，目前均价分别为107美元、81美元、48美元、27美元，与前月相比均上涨1美元。
显示器方面
27吋IPS面板、23.8吋IPS面板均价与前期相比均下降了0.7美元；与前月相比则下降了1美元，目前均价分别为62.7美元、48.6美元。
21.5吋TN面板均价目前稳定在41.3美元。
笔记本方面
17.3吋TN面板和14.0吋TN面板均价与前期相比均下降0.1美元；与前月相比则下降了0.2美元，本期均价分别为38.3美元、26.4美元；
15.6吋Value IPS面板本期均价为40.9美元，与前期相比下降0.5美元、与前月相比下降了0.8美元；
11.6吋TN面板均价目前稳定在24.8美元。
文：Witsview睿智显示
21
Oct
TCL华星通过Micro LED巨量转移技术，提高可拉伸显示技术分辨率
10月20日，TCL华星宣布其可拉伸显示技术取得关键突破，现阶段已经研发出成熟的技术。
据介绍，当给绘有图案的气球充气时，随着气球的拉伸图案也会变得扭曲甚至变形。这个问题在生活中很常见，不过，同样的问题也会影响到柔性显示屏。
为了克服这个问题，TCL华星将像素电路以特殊的铰链设计桥接，使得整个显示器在外力的作用下具有可观的伸缩性能，实现40%以上的基板拉伸率。这样，即使屏幕上的图像变大，它的宽高比仍然可以保持不变，使图像避免失真。
岛-链结构显示器伸缩变形原理（图源：TCL华星）
此外，TCL华星通过采用Micro LED巨量转移技术，优化像素设计，实现141PPI的较高分辨率，该规格基本覆盖了车载、医疗等显示器需求范围。
据了解，目前 LG、三星等厂商也推出了拉伸显示技术，前者已经推出了LG Rollable真机，目前尚不清楚TCL华星的可拉伸显示技术效果如何，我们可以期待一下后续上市的表现。（来源：IT之家）
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