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keyword:Roger Chu26 result(s)

Press Releases
Mini LED Supply Chain to Benefit from 1Q21 Release of Apple’s New 12.9-inch iPad Pro, Says TrendForce

2020/06/30

Display / LED

As Apple’s upcoming release of products featuring Mini LED backlight generates a growth in Mini LED demand, the company has also stimulated actors in the Mini LED supply chain to increase their production capacities According to the latest investigations by the LEDinside research division of TrendForce, in 1Q21 Apple is expected to not only release its 129-inch, Mini LED backlight-equipped iPad Pro, but also open contract bids for its 14-inch and 16-inch MacBooks Apple has currently chosen Taiwanese manufacturers of display-related components to supply its Mini LED backlights, since Taiwanese suppliers have an advantage in new product development given their superior product stability and technological maturity Both upstream and downstream suppliers are expected to participate in the Mini LED supply chain, including LED chip manufacturer Epistar, testing and sorting providers FitTech and Saultech, SMT supplier TSMT, and PCB backplane manufacturer Zhen Ding Tech – all of which serve important roles in the development of new Mini LED backlight displays Mini LED backlight displays have high brightness and high contrast ratios, which can reach upwards of 1,000,000:1, compared to the 10,000:1 contrast ratios of current mainstream displays Furthermore, Mini LED displays are also highly reliable, as they can maintain their proper functioning and deliver a consistent brightness in harsh environments with temperatures between 60 degrees to -10 degrees Celsius All of these strengths make Mini LED technology especially attractive to branded manufacturers As such, Apple has incorporated Mini LED backlights as one of its core areas of focus in the company’s future planning process of new display products Although Chinese manufacturers currently possess enormous production capacity and cost advantages in the upstream and downstream LED supply chain, Apple has instead chosen to collaborate with Taiwanese manufacturers (which form a more stable supply chain), in an effort to avoid impacts from the China-US trade war In addition, Taiwan invested in LED R&D significantly earlier than China did, meaning it leads the latter in terms of both technological maturity and patents These advantages, combined with the ease of procuring raw materials and components, make Taiwanese suppliers more efficient in the development of new technologies Apple’s 129-inch iPad Pro is expected to spur a wave of demand in the LED supply chain Apple’s 129-inch iPad Pro is expected to feature 10,384 Mini LED chips and achieve high contrast ratio and high color saturation through local dimming; as such, the biggest challenge facing manufacturers in the supply chain remains the demand for low cost and high yield rate, according to TrendForce From the perspective of LED chips, Epistar remains Apple’s first choice because of its products’ high degree of consistency and excellent cost-performance ratio, as well as its protection of patents Also, Mini LED backlight technology requires an extremely stringent testing and sorting process for LED chips based on wavelength and specifications; FitTech and Saultech are thus able to become key partners for Epistar due to their cost-to-performance advantage as well On the other hand, SMT supplier TSMT is in partnership with K&S, as specified by Apple, to attempt to overcome mass production bottlenecks through their specific high-speed SMT process For PCB backplanes, Apple has chosen to collaborate with Korean manufacturer YP Electronics and Taiwan-based Zhen Ding Tech, a subsidiary of longtime Apple ODM Hon Hai Precision Industry (better known as Foxconn) Finally, Apple has partnered with Heesung Electronics and LG Display, both Korean manufacturers, to supply its backlight modules and panels With the release of Apple’s new models, more and more suppliers, such as GIS, Radiant, Sharp, and BOE, are expected to become part of Apple’s supply chain

Press Releases
Apple's Newest Display to Boost High-End Demand, with Mini LED Backlights to Become Both a Chance and a Challenge, Says TrendForce

2019/06/17

LED

LEDinside, a division of TrendForce, points out that Apple has just released the Pro Display XDR 32-inch 6K display, which utilizes a brand new LED backlight solution In doing so, Apple is motivating the display industry to actively explore new solutions for high end products, with next generation Mini LED backlight technology to become the main area of development for many suppliers Mini LED backlight revenue is expected to reach US$340 million in 2023 (not including the revenue from other driver ICs and backplanes) TrendForce points out that the brand new LED backlight solution includes a bright array of 576 blue LEDs and a passive-matrix driver IC that can control each LED with swift precision This allows Apple's Pro Display XDR 32-inch 6K display to achieve 1,000 nit brightness and can even reach a peak brightness of 1,600 nit, with a contrast ratio of up to 1,000,000 : 1 Although this backlight solution isn't the Mini LED backlight widely rumored in the industry, it does shine a ray of light for LED and display manufacturers Displays utilizing Mini LED backlights are equipped with local dimming, which gives a contrast effect similar to that of OLED displays Mini LED backlight displays even cost less than OLED displays For panel manufacturers, this will allow product specifications to go that extra mile and get a chance to compete with OLED technology Although current high-end displays still lack backlight technology on par with true Mini LED backlights, we can already see high-end TVs, whether produced by Samsung or Sony, using multiple traditional backlight LEDs with the help of local dimming methods to give a display performance of higher contrast and quality Mini LED Backlight Products Remain Expensive, with Suppliers Aiming to Commercialize in 2 to 3 years Currently, costs still form the main challenge faced by Mini LED backlight products Factors such as the increasing number of LED chips and driver ICs, yield and uniformity caused costs to remain high Furthermore, despite the speedy downfall of current LCD panels prices, the additional Mini LED backlight costs will offset this fall and even increase overall display costs, seriously impacting customers' desire to introduce Mini LEDs TrendForce asserts that Mini LEDs can be viewed as both a chance and a challenge Many panel suppliers are actively seeking to develop glass backplanes with active driving solutions in an attempt to lower the costs of LED driver ICs and PCBs Equipment manufacturers are also developing new methods of mass transfer to lower component manufacturing costs for Mini LED Suppliers hope to lower costs down to a degree viable for commercialized mass production This year, LEDinside's annual Micro LEDforum event presents “Micro LED: Key Technology and Application Market,” and will be held at the NTUH International Convention Center on July 2, 2019 Industrial leaders from around the world have been invited to the event; side by side with LEDinside's professional team of analysts, they will give a comprehensive analysis on key market trends, ranging from manufacturing equipment, chip design, testing solutions, transfer techniques, driver design, display and niche technological products We eagerly look forward to seeing everyone take part in this grand occasion, and we definitely hope to see you there! Event link: https://seminartrendforcecom/LEDforum/2019/US/INDEX/

Press Releases
China Manufacturers Raise Capacity, Causing General Stagnation in Revenue Growth for Top 10 LED Packaging Suppliers, Says TrendForce

2019/04/23

LED

2018 has proven to be a difficult year for many LED manufacturers: the industry as a whole was burdened with the weight of oversupply, and the US-China trade dispute caused end demand to stagnate This led to a less-than-expected business performance for LED manufacturers in general According to the LED Industry Demand and Supply Data Base report by LEDinside, a division of TrendForce, LED packaging revenue in 2018 reached US$ 184 billion, a mere growth of 31 % over 2017 LEDinside Research Director Roger Chu points out that revenue rankings for the top ten LED packaging manufacturers did not change by much from 2017: Nichia, Osram and Lumileds continued to be the top three dominators, while Taiwan's Everlight and Lite-On and China's MLS and NationStar remained within the fold Yet judging from the revenue scale of each respective company, only Seoul Semiconductor performed better among the top 10 Other manufacturers generally had flat or declining revenues Apart from the trade dispute affecting market demand for end products, analyses show the main reason to be falling price pressure caused by overall oversupply in the industry, which further dragged supplier revenues down LEDinside observes that China's inland cities have provided all sorts of subsidies to attract investments from LED packaging suppliers, leading to a wave of expansion in production capacity Many LED packaging suppliers made large reductions in prices upon expansion and even fought eagerly for orders from first-tier manufacturers to consume idle capacity This led to explosive revenue growth for many second-tier LED manufacturers, but revenue stagnation for major first-tier manufacturers Some manufacturers did, however, perform excellently One such example is Seoul Semiconductor, whose backlights and automotive lightings made their way into the supply chains of big clients, and whose revenue continued to grow Lite-On, on the other hand, performed well in infrared LEDs and automotive lightings End demand will finally recover as the US-China trade dispute calms down in 2019 looking forward When customer confidence returns, we may see a demand for replenished inventories LEDinside therefore predicts overall LED packaging revenue to hit US$199 billion, an 82% growth YoY over 2018

Press Releases
Micro LED & Mini LED Market Expects Explosive Business Opportunities, with an Estimated Market Value of $1.38 Billion by 2022, Says TrendForce

2018/06/20

Consumer Electronics / Display / LED / Semiconductors

Micro LED displays and Mini LED backlight technology have been the focus of spotlight in this year’s exhibitions of consumer electronics and display technology Major manufacturers including Samsung, Sony, and AUO have showcased related conceptual products It is also said that Samsung may mass-produce ultra-large Micro LED TVs, driving more manufacturers to invest in Mini LED R&D According to the latest report of LEDinside, a division of TrendForce, the market value of Micro LED and Mini LED products is estimated at US$138 billion by 2022 New technologies will accelerate the advancement of Micro LED “Micro LED still faces many technical bottlenecks, including epitaxial wafer/chip, transfer, full color, driver IC, backplane and inspection/repair technology”, says Roger Chu, the Research Director of LEDinside Transfer technology used to be the biggest bottleneck, but new transfer solutions have been emerging, such as Pick & Place transfer, fluid assembly, laser transfer, and roller transfer It is expected that there will be more cost-competitive solutions in the future, which may accelerate the advancement of Micro LED LEDinside notes that Micro LED technology is most likely adopted to display products with special requirements, especially those beyond the capabilities of LCD and OLED displays LEDinside expects that Micro LED would be gradually applied to AR micro projections which require high brightness, automotive HUD projection applications, and ultra-large digital display in the near future LEDinside estimates that the market value of Micro LED products will reach US$694 million by 2022 Mini LED expects growing demand in high-end backlight market Considering existing technical barriers for Micro LED technology, manufacturers tend to launch Mini LED backlight solutions this year, hoping to boost the demand Displays using Mini LED backlight may appear in the market in the second half of 2018, says LEDinside, and the market value of Mini LED products is expected to reach US$689 million by 2022 Different from conventional LED backlight, Mini LED chips are smaller in size Coupled with direct type LED backlight and local dimming, the number of LED chips used will grow at multiples Therefore, Mini LED will become a key application that drives the demand for LED chips However, the costs of Mini LED backlight remain too high for mainstream displays, while problems of heat dissipation and power consumption have not been solved yet Therefore, Mini LED may cut into the market through high-end consumer products like gaming notebook, gaming monitors, monitor with special applications, as well as niche products like high-end TV with high resolution, high contrast and high color saturation These products put more focus on specifications than on competitive prices, thus will become the main battlefield for vendors who aim to achieve technology differentiation through Mini LED backlight technology Global market research company TrendForce will host 「Micro LEDforum 2018 - Micro LED Key Technology and Application Market」at NTUH International Convention Center on July 12 (Thu), 2018 Find more at: http://seminartrendforcecom/Ledforum/2018/US/index/

Press Releases
TrendForce Announced the Top Ten LED Package Suppliers Worldwide, MLS Climbed to the Fourth

2018/04/11

LED

The LED packaging market has witnessed steady growth over the past year, says LEDinside, a division of TrendForce According to LEDinside’s latest industry report, the annual revenue of global LED package market was US$15975 billion in 2016, and reached US$18035 billion in 2017 Based on the revenue of 2017, the top three LED package suppliers worldwide were Nichia, OSRAM Opto Semiconductors, and Lumileds, while MLS from China climbed to fourth place thanks to its significant capacity expansion efforts According to Roger Chu, the research director of LEDinside, MLS has carried out continuous capacity expansion due to the increasing demand in the market of lighting and display In the revenue ranking of global LED package market, MLS was the seventh in 2016 and climbed to the fourth in 2017 Seoul Semiconductor has benefited from significant growth in sales of backlight CSP, flash LEDs, lighting, automotive products and UV products, and ranked fifth Nichia remained the revenue leader in global LED package market for 2017, but has been challenged by its competitors in the field of blue LED Therefore, Nichia has actively involved in fields like WCG (Wide Color Gamut) backlight LED, UV LED, blue and green laser, and automotive lighting, while maintaining its market share by holding patent Among manufacturers based in Europe and the US, OSRAM has the best revenue performance thanks to its long-term and solid foundation in automotive lighting and recent remarkable achievements in infrared sensing In the general lighting sector, OSRAM now actively launches new products, and outsources the manufacturing of small and medium-power products to OEMs in Taiwan and China, hoping to increase the share in LED lighting market Lumileds and CREE begin to focus on niche applications such as automotive lighting, niche lighting, and architectural lighting to ensure profitability Influenced by Chinese LED manufacturers who offer lower prices, most Taiwanese LED manufacturers have reduced the proportion of low-profit lighting products in their product mixes, and transited to applications with high gross profit For example, Everlight has been actively developing automotive lighting, UV/IR lighting, and Mini LED backlight applications, hoping to get rid of the Red Ocean On the other hand, Chinese LED manufacturers have developed rapidly thanks to the rise of domestic market and the increasing demand for general lighting products and displays As a result, companies such as MLS and Nationstar continue to expand their production capacity, resulting in their higher revenue ranking In addition, in recent years, the financial subsidies offered by local governments in China have motivated a large number of Chinese LED manufacturers to increase production capacity With the cost advantages, these manufacturers have also received many orders from overseas companies As the result, Chinese LED manufacturers keep moving forward in the entire ranking of revenue In 2017, the market share of Chinese manufacturers in the global LED packaging market also reached 35%, a five percent increase from 2016

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