LCD面板迎十年最大减产潮！上下游均告急 面板行情何时恢复？
财联社7月12日报道，“减产对于厂商来说也并非坏事，至少可以减少亏损”。彩虹股份(600707.SH)人士向财联社记者表示道。三星暂停向其供应商采购LCD面板，或只是面板行业不景气的延续。各大专业机构数据均显示，面板龙头们均在大规模减产，减产幅度空前。
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Jul
12
Jul
Samsung reportedly may drop Exynos SoCs for new flagship handsets
Samsung Electronics reportedly will stop using its own Exynos mobile SoCs for next-generation flagship smartphone model Galaxy S23, and instead will adopt Qualcomm’s new-generation Snapdragon flagship mobile AP, apparently looking to bolster its smartphone sales rather than its SoC brand, according to industry sources.
12
Jul
Taiwan exports robust in June
Taiwan recorded exports of US$42.20 billion for June 2022, the second highest-ever monthly level with growth of 0.3% sequentially and15.2% on year, while the corresponding imports totaled US$37.56 billion, the third highest-ever monthly figure, decreasing 5.3% sequentially but increasing 19.2% on year, according to the Ministry of Finance (MOF).
12
Jul
Volkswagen constructing first in-house battery plant in Europe, considering ‘big moves’ in China
Volkswagen Group broke ground on its first of six battery plants in Europe last week, marking progress in vertical integration. Moreover, the automaker has been expanding the software team in China as one way to fulfill its ambition. CEO Herbert Diess said that the company is considering “big moves” in the country.
12
Jul
Taiwan IC design houses brace for Samsung inventory correction
Samsung Electronics has started slowing down its pace of chip and component orders particularly TV-related display driver ICs (DDI) and SoCs, impacting its supply chains in which Novatek Microelectronics, MediaTek, and other Taiwan-based IC design houses are involved, according to industry sources.
12
Jul
IC materials suppliers striving for steady growth in 2H22
Taiwan-based IC materials suppliers are optimistic about their business outlook for the second half of 2022, and they are improving their product mixes to cash in on robust demand for automotive and industrial applications, according to market sources.
12
Jul
Everlight sees customers turn cautious about placing orders
LED maker Everlight Electronics has seen customers become cautious about placing orders, affected by a comprehensive correction in demand for consumer electronics, TV and notebook applications.
12
Jul
Backend firms see slowdown in orders for OLED DDI
Taiwan-based backend firms have seen capacity utilization rates for OLED display driver IC (DDI) testing slip recently, according to industry sources, noting that inventory adjustments are “more severe than expected.”
12
Jul
Taiwan PV installation capacity not meeting targets
Taiwan’s PV power generation has failed to meet its installation capacity targets, with its current 8.34GWp falling 2.91GWp short of its goal of 11.25GWp for year-end 2022, according to Ministry of Economic Affairs (MOEA).
12
Jul
Mahindra’s newly established EV subsidiary may source batteries from LGES
At a time when Indian EV sales keep increasing, Mahindra & Mahindra, the fourth-largest passenger vehicle brand in India, has established an EV subsidiary and reportedly may source batteries from LG Energy Solution (LGES).