Some consumer IC designers are concerned about possible competition from IDMs in Europe and the US, who they fear could be forced to join the supply of consumer chips to boost the utilization rates for their additional capacities to be commercialized in the next few years, but most IDMs still believe their new capacities may not be enough to meet strong chip demand for automotive, infrastructure, and IoT applications.
China-based panel makers are mulling a price hike for 32-inch TV panels, with plans to also ramp up their utilization rates slightly in the late fourth quarter, which may create uncertainties for the end market as demand has remained weak.
The much-discussed “metaverse” has brought a disruption to the market but also declared a possibility for future innovation, stated Lee-Feng Chien, former managing director of Google Taiwan and current board member of Appier and iKala. With Web3 as a basis, developers, governments, and users are all looking forward to more new technological development.
The market scale for electrical vehicles (EV) is estimated to top US$2.0 trillion, and Taiwan will surely play an important role in the global EV market by 2025 with its production value estimated to reach NT$600 billion (US$18.96 billion), according to John Hsuan, vice honorary chairman of United Microelectronics (UMC) and chairman of Clientron, a specialist in automotive electronic control system integration.