13
Sep
13
Sep
India panel production bid unlikely to have major impact on existing ecosystem
A few India-based enterprises have decided or plan to set up display panel plants in India, but this is unlikely to have substantially impact on the existing global display supply chain in the foreseeable future, as the total panel production capacity in India will be much smaller than that in China, South Korea, Taiwan and Japan.
13
Sep
Sanan Optoelectronics cuts prices to compete for Apple orders for mini LED chips
According to industry sources, China’s largest LED chip maker Sanan Optoelectronics has decreased quotes by 10-15% in a bid to compete with Taiwan’s Epistar for Apple’s orders of mini LED chips used in LCD panels.
13
Sep
Foxconn reportedly looking to enter India’s swappable battery market
Following its entry into the EV business and investment in Gogoro, Foxconn is reportedly looking to venture into India’s battery swappable market, with or without Gogoro.
13
Sep
With high inventory and low demand, PC supply chain may need another year to recover
After enjoying explosive growth in 2020 and 2021, the global PC market quickly encountered a lack-of-demand crisis in 2022, caused by the stacking impact of fewer WFH benefits, the Russian-Ukrainian war, the China lockdown, and inflation pressure. The supply chain is shrouded in a gloomy atmosphere of weak demand, high inventory, and sale downgrades.
13
Sep
Global Lighting Technologies benefits from large reliance on Apple orders
Light guide plate maker Global Lighting Technologies (GLT) has not been under substantial pressure of high inventory levels, unlike fellow makers, with Apple orders contributing to about 70% of its consolidated revenues. Demand from Apple also remains strong, according to industry sources.
13
Sep
Laster Tech lands orders for LED tailight modules used in Tesla Models 3 and Y
LED automotive lighting module maker Laster Tech has obtained new orders for LED taillight modules designated for Tesla Model 3 and Model Y, with shipments beginning at the end of September 2022 and monthly shipment volume to significantly increase in October 2022, according to the company.
13
Sep
Wiwynn sees increased August revenues
Server ODM Wiwynn has reported consolidated revenues of NT$26.368 billion (US$865 million) for August, increasing 20.83% on month and 83.72% on year, according to the company.
13
Sep
Taiwan 3D sensor makers to see 4Q22 sales boosted by new iPhones
Taiwan’s 3D sensor supply chain players are expected to see their fourth-quarter revenue performance bolstered by shipments for the newly debuted iPhone 14 series, which, particularly iPhone 14 Pro and Pro Max, reportedly have attracted substantial pre-orders from consumers in China, now the largest market for iPhones, according to industry sources.
13
Sep
Cylindrical cells gain favor as BMW becomes the latest adopter
Cylindrical battery cells seem to gain traction in the EV segment as they offer higher energy density and can reduce costs. BMW recently announced the adoption of round cells in new EV models from 2025, aiming to halve the battery price.