2018-08-13

Innolux Warms up for the Peak Quarter

Innolux, the Taiwanese panel maker, has announced a revenue for July of NT$ 25.2 billion (US$ 819.58 million) with an increase of 1.6% MoM and a decrease of 0.8% YoY. 
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2018-08-13

Epistar Reports Lukewarm Revenue due to Inventory

In the beginning of 3Q18, Epistar’s revenue report did not match its expectation. The company registered a revenue of NT$ 1.81 billion (US$ 58.87 million) for July, down by 0.1% MoM and 19.36% YoY.
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2018-08-10

Lextar Announces Revenue Lift for 2Q18

Lextar reported its financial report for the second quarter of 2018 with a consolidated revenue of NT$ 2.98 billion (US$ 97.24 million), up by 12.6% QoQ. The net profit came to NT$ 50 million (US$ 1.63 million). For the first half of the year, the revenue was NT$ 5.63 billion (US$ 183.71 million) with a decrease of 8.8 YoY, while the net profit dropped by 75.5% to NT$ 12 million (US$ 391,572). 
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2018-08-10

Tariff War Leads to Tepid Orders for Macroblock

LED IC driver manufacturer Macroblock registered a revenue of NT$ 245 million (US$ 7.99 million) for July, down by 9.97% MoM, which was not in line with the expectation of the peak quarter. Macroblock indicated that the trade war between the U.S. and China has impacts on the company’s orders.
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2018-08-10

Laster Tech Sees Continuous Growth of its Automotive LED Module

Automotive LED module producer Laster Tech has registered a revenue of NT$ 358 million (US$ 11.68 million), up by 45.82% YoY, hitting record high levels. 
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2018-08-09

Magna Lowers Its Production Forecast for Tariff

Canadian automotive components supplier Magna has reported its net income of the second quarter with a growth of 13% YoY to US$636 million. Despite the growth, the company has adjusted its outlook for 2018 in response to tariffs. 
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2018-08-09

AUO Boosts Its Revenue in July with Panel Price Bounce Back

During the second quarter of this year, many panel producers reported profit drop due to oversupply. However, as the third quarter began, AUO has announced its increased revenue for July with panel price bouncing back and rising shipments. 
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2018-08-08

Lextar Reduces Lighting Products and Upgrades Portfolio

LED vertical integration manufacturer Lextar Electronics registered a revenue of NT$ 950 million (US$ 31 million) for July, up by 4.3% MoM and down by 15% YoY. The company said it has adjusted its product portfolio by radically reducing the share of general lighting products and targeting customized LED lighting modules and high power LED for special applications.
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2018-08-08

U.S. LED Lighting Providers Orion Lighting and Revolution Lighting Reports Optimistic Market Outlook

Lighting companies have released updates about their financial results and reported their outlook for the second half of 2018.
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2018-08-07

Blue LED Chip Price Drop: Reasons and Impacts

The price of blue LED chips has dropped to almost half compared to the price last year, putting a great pressure on many manufacturers. The price of 4-inch wafer has fallen from US$ 22 in 1Q17 to around US$ 15 in 1Q18. As the cost is about US$ 15, the decrease of price could lead to deficit for LED chip makers.
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2018-08-07

Micro LED Display Technology to be the Focus at Touch Taiwan 2018

As one of the most important display shows of the industry, Touch Taiwan will take place during August 29 – 31 in Taipei, Taiwan. Manufacturers of the supply chain including LED chip, panel, driver IC and end-product applications will gather at the event to demonstrate their innovative technologies as well as to discuss the development trend of the industry. Micro LED, considered to be the next generation display technology, will be a spotlight of the event.
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2018-08-06

Financial and Business Updates from Companies in Europe and the U.S.

In the past few weeks, the LED industry has been active with several worldwide leading brands reporting their financial results of the second quarter and the first half of 2018 as well as big names announcing news of company reconstruction. LEDinside highlights the news for our readers to quickly follow up the industry updates. 
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2018-08-06

Taiwanese Companies Collaborate Strategically to Enhance New Technologies for Mini/Micro LED

Under the pressure of price competition and oversupply in the LED industry, LED producers worldwide have been devoting their efforts in organization transformation and reconstruction as well as focusing on innovative technologies. The development of Mini LED and Micro LED has been viewed as the new opportunity for LED firms. LEDinside has estimated that the revenue of Micro LED and Mini LED will reach US$1.38 billion by 2022.
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2018-08-06

Wistron Invests in the Private Placement Issued by Unity Opto

Unity Opto, a Taiwan-based LED packaging company, has announced the issuance of up to 120 million shares for private placement as approved by its shareholders to introduce strategic partners. The Taiwanese OEM Wistron, reported its investment in Unity Opto through its subsidiary, ArFlex.
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2018-08-03

Panel Makers Face Impacts of Price Drop

Panel makers in Asia have been struggling with the oversupply of LCD products and have reported profit drop in the second quarter of 2018 compared to last quarter and last year. 
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2018-08-02

Epistar Expects Stronger Demands of Horticulture Lighting and IR LED and Will Launch Mini LED Gaming Products in Q4

Many LED manufacturers have prepared themselves when entering the peak quarter of a year. Taiwanese LED chip maker Epistar has also reported the increasing demands from the market for four-element LEDs, LED backlights and Mini LED applications. 
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2018-08-02

Macroblock Provides Full Portfolio of Driver ICs for Mini/Micro LED Display

Macroblock has showcased several displays adopting its new ICs at 2018 Macroblock LED Display Conference. The company is also ready to welcome the peak quarter of the year with its shipments of various products.
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2018-08-02

Opto Tech Expands Capacities for Sensing Components and Accelerates Developments in IR/UV LED

Taiwanese LED chip maker Opto Tech has reported a steady growth of 8% YoY in the second season of 2018 and expects a better performance in the second half of the year with its new capacity completed. 
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2018-08-02

Samsung Electronics Reports 2Q18 Financial Results with Lukewarm Demands of Smartphones and Display Panels

Samsung Electronics announced its financial result for the second quarter of 2018 at KRW 58.48 trillion (US$ 52.05 billion) with a decrease of 4% YoY. The operating profit was KRW 14.87 trillion (US$ 13.23 billion), up by 6% YoY.
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2018-08-01

Everlight to Transform Taipei into a Smart City with its Smart Street Lights

Cities worldwide are preparing themselves to enter the new age of IoT (Internet of Thing) through the installation of smart streetlights and the capital of Taiwan, Taipei is no exception. Taipei city has been working with Everlight, the Taiwanese LED package giant and LED lighting producer, to replace the conventional streetlights with LED smart streetlights and to integrate with different solution providers for constructing a smart city for the future. 
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2018-07-31

Everlight Anticipates Impacts on LED Lighting Products Prices due to Trump’s Tariff

Everlight, the leading Taiwanese LED package company commented on the tariff policy of the U.S. government and considered that there might be impacts on the prices of LED components and LED lighting products.
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2018-07-31

Taiwanese LED Manufacturers Win the Patent Lawsuit against Boston University

The U.S. Federal Circuit has reversed a court’s ruling in a patent infringement dispute between Boston University and Epistar, Everlight and Lite-On.
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2018-07-31

Aixtron Increases Order Guidance with the Strong Demands of MOCVD

The German semiconductor equipment maker Aixtron has reported its financial results for the second quarter and the first half of 2018 and revealed that its MOCVD systems for laser and red-orange-yellow (ROY) LED applications have created significant contributions to the sales growth. 
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2018-07-30

Seoul Semiconductor Reports Continue Growth in TV, Mobile and Automotive Lighting Divisions

Seoul Semiconductor has announced its revenue for the second quarter of 2018 to be KRW 290 billion (US$ 259.84 million), which meets the company’s target of KRW 280 to 300 billion. 
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2018-07-30

GPM to Prepare Micro LED Equipment

Taiwanese semiconductor equipment supplier Gallant Precision Machining (GPM) reported that the company has prepared for equipment to produce Micro LED, including facilities of LED picking, washing, mass transferring and testing. The facilities are now at the experimental phase.
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2018-07-27

Coretronic Aims to Mass Produce Mini LED Displays in 2019

The Taiwanese backlight module and projector producer Coretronic held the earnings conference call of Q2 on July 24th and claimed that the company’s business has not been influenced by the tariff imposed by the U.S. government.
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2018-07-27

AUO Expects to Launch Mini LED Gaming Monitor in 2H18

Taiwanese panel producer AUO has reported its revenue for the second season of 2018 and revealed that the company expects to release Mini LED displays for gaming monitors or gaming notebooks in the second half of 2018.
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2018-07-26

The On-going LED Horticulture Lighting Market Expansion

According to the research of LEDinside, the market scale of LED plant lighting is estimated to grow to US$ 633 million by 2022, with a CAGR of 30% during 2018-2022. Many LED producers have entered the market of horticulture lighting to share the expanding opportunities when the demands in the general lighting market are relatively weak. LEDinside has collected the updates of horticultural applications from LED firms of the world. 
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2018-07-26

Nichia Announces to Expand LED Capacity

The leading Japanese LED producer, Nichia Corporation released the news that the company decided to expand LED production capacity by building a new plant in response to the increasing demands of lighting and backlight LEDs as well as the applications for automotive use and others.
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2018-07-26

The Reactions of LED Companies on Tariff

The tariff imposed on Chinese imported products to the U.S. was effective since July 6th. Previously the U.S. government has announced that the U.S. will enforce 25 percent tariffs on 818 Chinese goods which are in total worth about US$34 billion. And on July 10th, the Trump administration proposed additional tariffs on US$200 billion worth of Chinese goods.
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