With major suppliers such as Novatek Microelectronics poised to initiate aggressive price cuts, a price war may be looming for display driver ICs (DDI), according to industry sources in Taiwan.

Apple still considers Vietnam the top destination for its Mac production relocation from China, according to industry sources. Apple also reportedly intends to set up a Mac production line in Thailand.

China-based makers have been actively investing in the supply chain of miniLED backlighting used in LCD panels and microLED displays, with more than 30 companies investing or planning to invest CNY41.5 billion (US$5.77 billion) in total during January-August 2022, according to mini/microLED Display Industry Branch of China Video Industry Association.

Taiwan-based IC analysis and inspection labs including Materials Analysis Technology (MA-tek) and Integrated Service Technology (iST) and Materials have reported impressive profit results for the third quarter of 2022, buoyed by strong demand for new chip designs, according to industry sources.