Innolux Corp (群創光電), the world’s No. 3 LCD flat-panel maker, is expected to become a new touch panel supplier to Apple Inc for its iPad Mini tablets, market researcher NPD DisplaySearch said yesterday.
That would be the latest progress made by Taiwanese panel makers in gaining a foothold in supplying touch panels used in tablets. Last year, the market was dominated by South Korean and Japanese firms, including Samsung Electronics Co, LG Display Co and Sharp Corp, NPD DisplaySearch said.
South Korea’s LG Display Co and Taiwan’s AU Optronics Corp (友達光電) are the major touch panel suppliers for the iPad Mini, NPD DisplaySearch Greater China region vice president David Hsieh (謝勤益) said.
“Innolux and China’s Century Display (深超光電) will receive certificates for product qualification [from Apple] to supply [touch panels] for the iPad Mini,” Hsieh said.
Innolux said on Tuesday that it plans to ship its first touch panels for smartphones and tablets using its touch-on-display technology by the end of this year.
Innolux declined to comment on whether the new touch panels would be made using the in-cell technology currently used on the iPad Mini and iPhone 5.
“Smartphones and tablets are our focus this year. Our target is to ship 7-inch screens this year,” Yang Chiu-lien (楊秋蓮), head of Innolux’s touch panel division, said on Tuesday.
Since 2008, Innolux has been supplying flat-panel screens to Apple for its iPhones, iPod nano music players and iPad tablets, Yang said.
Nvidia Corp’s demand for advanced packaging from Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) remains strong though the kind of technology it needs is changing, Nvidia CEO Jensen Huang (黃仁勳) said yesterday, after he was asked whether the company was cutting orders. Nvidia’s most advanced artificial intelligence (AI) chip, Blackwell, consists of multiple chips glued together using a complex chip-on-wafer-on-substrate (CoWoS) advanced packaging technology offered by TSMC, Nvidia’s main contract chipmaker. “As we move into Blackwell, we will use largely CoWoS-L. Of course, we’re still manufacturing Hopper, and Hopper will use CowoS-S. We will also transition the CoWoS-S capacity to CoWos-L,” Huang said
Nvidia Corp CEO Jensen Huang (黃仁勳) is expected to miss the inauguration of US president-elect Donald Trump on Monday, bucking a trend among high-profile US technology leaders. Huang is visiting East Asia this week, as he typically does around the time of the Lunar New Year, a person familiar with the situation said. He has never previously attended a US presidential inauguration, said the person, who asked not to be identified, because the plans have not been announced. That makes Nvidia an exception among the most valuable technology companies, most of which are sending cofounders or CEOs to the event. That includes
INDUSTRY LEADER: TSMC aims to continue outperforming the industry’s growth and makes 2025 another strong growth year, chairman and CEO C.C. Wei says Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp and Apple Inc, yesterday said it aims to grow revenue by about 25 percent this year, driven by robust demand for artificial intelligence (AI) chips. That means TSMC would continue to outpace the foundry industry’s 10 percent annual growth this year based on the chipmaker’s estimate. The chipmaker expects revenue from AI-related chips to double this year, extending a three-fold increase last year. The growth would quicken over the next five years at a compound annual growth rate of 45 percent, fueled by strong demand for the high-performance computing
TARIFF TRADE-OFF: Machinery exports to China dropped after Beijing ended its tariff reductions in June, while potential new tariffs fueled ‘front-loaded’ orders to the US The nation’s machinery exports to the US amounted to US$7.19 billion last year, surpassing the US$6.86 billion to China to become the largest export destination for the local machinery industry, the Taiwan Association of Machinery Industry (TAMI, 台灣機械公會) said in a report on Jan. 10. It came as some manufacturers brought forward or “front-loaded” US-bound shipments as required by customers ahead of potential tariffs imposed by the new US administration, the association said. During his campaign, US president-elect Donald Trump threatened tariffs of as high as 60 percent on Chinese goods and 10 percent to 20 percent on imports from other countries.