SEA roundup: Component shortages strain production
Component shortages continue to strain production in Southeast Asia as China adopts zero COVID policy and Russia-Ukraine war drags on.
09
May
09
May
Epistar expects May shipments to be affected by China lockdowns
LED epitaxial wafer and chip maker Epistar expects its shipments in May to be impacted by COVID lockdowns in China, but shipments will return to be normal in June, according to the company.
09
May
Novatek lowers sales outlook for 2Q22 as consumer demand weakens
Taiwan’s leading display driver IC (DDI) supplier Novatek Microelectronics has estimated its second-quarter 2022 revenues, gross margins and net profits to slightly fall sequentially on impacts from unfavorable macro environments, after posting strong first-quarter results.
09
May
China smartphone AP shipments
According to Digitimes Research’s surveys and analyses, first-quarter 2022 smartphone application processor (AP) shipments to China-based vendors amounted to 178 million units, increasing 4% from the prior quarter but decreasing 16% from the prior year as Xiaomi, Oppo and Transsion ramped up inventory with their efforts to expand into Eastern Europe, Southeast Asia and Latin America generating results.
09
May
China smartphone industry
According to DIGITIMES Research’s statistics and analyses, China-based smartphone brands shipped a total of 170 million phones worldwide in first-quarter 2022, down 12.9% from the prior quarter with the China market experiencing worsening decline and overseas markets entering slow season and undergoing seasonal adjustment after the year-end shopping season.
09
May
VIS expects another quarter of record revenue
Specialty IC foundry Vanguard International Semiconductor (VIS) expects to post revenue of between NT$15.2 billion (US$511.8 million) and NT$15.6 billion in the second quarter of 2022, up about 14% sequentially.
09
May
TCL华星全球最高1512 PPI LCD-VR面板即将量产
VR屏分辨率不足的纱窗效应极大的影响用户体验，目前市面上主流VR量产面板PPI在1000PPI，仅少数企业1200PPI进入试产阶段。TCL华星近期即将量产2.1”1512 PPI LCD-VR屏对于纱窗效应有明显的改善，该PPI级别是全球最高可量产水平。
09
May
价格跌跌不休 面板厂恐现单月亏损
今年前四个月包括北美等主要电视销售衰退，再加上库存问题浮现，5月电视面板跌势加剧，TrendForce资深研究副总邱宇彬表示，55吋以下的电视面板单月都有2～5美元的跌幅。
09
May
突破！全球首个PPI破万AR光学模组公布
光峰科技日前于深圳召开媒体交流会，公布其自研的全球首个PPI破万AR光学模组，标志其在AR领域的技术研发上取得重大突破。
09
May
央视关注：海信带领 激光显示产业实现跨越式发展
5月6日，央视新闻播发专题报道，通过创新链驱动，在海信等龙头企业带动下， 截至目前，中国新型显示产业的全球市场占有率达到40.3％，产业规模位居全球第一。