Market updates

SEPTEMBER 2021

Update: China cutting CO2 emissions drastically

Factories in China are facing a new situation. A national wide power limitation policy is spreading in most provinces. The Chinese government has set a hard carbon emission target. This results in the near future several new uncertainties.

For the electronics industry (a.o. LCD / TFT factories) this will take effect in future months, causing more disruption of supply. We are warned for yet another increase in longer lead times, higher materials cost and higher price overall.

We advise our customers to order in time (e.g. a forecast of minimum 6 months) to avoid any potential delay. Factories work on a first come / first serve base. Contact the DiBis companies for further information and latest updates.

AUGUST 2021

A revolution is underway in micro-displays

Demand for this technology is rising fast, due to a range of emerging applications that include wearable electronics, head-up displays and augmented reality. However, to succeed in the marketplace, these miniaturized displays, which typically have a diagonal screen size of no more than an inch, will have to meet stringent technical requirements that are not fully satisfied by current technologies. One of the most promising technologies for forming these micro-displays is based around the microLED.

This tiny device ““ the LEDs have dimensions on the order of microns ““ are directly integrated as pixel elements onto the silicon driver IC backplane. Taking this approach allows the excellent light emission capabilities of compound semiconductor devices to be paired with the unsurpassed functionalities of the ICs. The displays that result outperform those based on liquid crystal and organic LED technologies, by having the upper hand in terms of brightness/contrast, power efficiency, response time and device reliability.

However, their manufacture is far from easy, due to the tremendous challenges associated with the integration of compound semiconductor microLEDs and silicon-based ICs ““ devices with vastly different material properties and fabrication processes.

AUGUST 2021

DISvue supplier update

DISvue works with a selected and verified supplier base throughout South East Asia. DISvue partners keep us updated on their situation in these challenging times. Below the recent information from one of these factories.

Early this summer, one of the factories where DISvue products are manufactured, was facing not only the impact of Coronavirus Disease 2019 (COVID-19) but also the Power Restriction in Guangdong Province, China.

The rising temperatures and an industry recovery after the COVID-19 pandemic cause huge electricity consumption. Peak electricity usage in 2021 is arriving earlier in the province than that in previous years. Factories in South China’s Guangdong Province face the problem of Electricity Rationing that influenced daily operations and production. Despite this the hard situation, we manage to strive for smooth operation.

Combating power restriction in Guangdong Province by installing a back-up generator

Recent power restriction in Guangdong Province has urged the factory to fight the problem with practical approaches. Therefore a back-up generator is already deployed, allowing staff and workers are to adopt flexible working hours scheme.

Measures against COVID-19 pandemic in Shunde (Foshan) Factory

Staff line up in the Vaccination Centre in the Shunde factory. The management is conducting measures under the requirements from Guangdong Province Government against COVID-19 pandemic. Staff, visitors and logistics partners are required to wear masks, undergo a body temperature check and their records of visits are logged. Currently 90% of factory staff have already been fully vaccinated against the coronavirus.

The factory management is confident in overcoming any difficulties for stakeholders and delivering our products in accordance to customer’s expectations.

Best Regards,
The Display Sales Team

AUGUST 2021

Display technology comparison

AUGUST 2021

DataVision changes to Solomon

Recently we got the official announcement that DataVision has been further incorporated in the Solomon Group.
The Solomon Group has a long history in electronics and is headquartered in Taipei, Taiwan.

Solomon was founded in 1973, it was the first electronic components sales agency in Taiwan. Currently it is a listed company and one of the top 200 technology companies in Taiwan.
The business scope mainly covers electrical power, including fuel-engine power generation systems and gas-engine generation system, industrial automation products, display panel, and electronic components.
Its service locations are widely spread in the Asia-Pacific region and in Great China. Solomon provides sophisticated, one-stop-shop supply chain solutions to meet customers’ needs.

We believe the further integration will make DataVision stronger as a display source for the future.

 

JUNE 2021

Intel board member warns: computer chip shortages to increase 2nd half of 2021

The worldwide shortages on the chip market will only get worse during the course of the second half of 2021, according to Pat Gelsinger (Intel board member). The impact will be felt hardest from this summer until December.

With all the efforts being made to increase production and the slowly stabalizing market demands, the situation is to improve slightly from the turn of the year. But Pat Gelsinger does not expect demand and supply to be balanced before 2023.

Separate from large chip manufacturers, now governments also get involved in resolving the unbalance, not just in supply, but also geographically.

APRIL 2021

Update: Supply chain disruption!

The current supply for raw materials and mostly IC chips is suffering from COVID-19 influences. We urge all our customers to stock-up to avoid production stop.
Regular updates are posted on our LinkedIn page and the website. You are welcome to contact our office.

The main reasons for the current problems started when shops were closed and manufacturers (e.g. cars and electronics) pushed back their demand. After a couple of months people were forced to work from home with huge volume for wearable, portable and mobile product but also telecom and network equipment rose dramatically. Additionally car sales volumes increased again.

The most recent prediction from experts indicate the shortages will last until end of 2021 and for some parts even well into Q1-2022.

Up until then prices will keep rising and lead times will increase. Furthermore the price for long term orders can also no longer be guaranteed without the necessary down-payments.

At DiBis we work extremely hard to keep the discomfort to the minimum and we advise to plan your product intake with regard to the long lead times.

MARCH 2021

Taiwan to host the Display and Touch exhibition of the year

In April the display and touch exhibition of Taiwan will take place in Taipei. This exhibition is still in high demand by companies involved in the display related markets with some 35.000 natioinal and international visitors. This is the only exhibition jointly supported by TDUA, TTLA, TDMDA, TEEIA and the Taiwanese display industry.

Touch Taiwan is now the world’s leading exhibition for the display industry supply chains and also the premier event having strong connection with Taiwan’s high-tech industries. It provides a powerful platform attracting numerous foreign buyers to purchase panels, learn new technologies, procure equipment and materials and explore new business cooperation opportunities.

Touch Taiwan will also incorporate related application fields, including OLED applications, commercial displays, digital signage, wearable displays, and vehicle displays, so as to present more abundant aspects for all participants in the event. The purpose is not only to integrate the display industry chain in Taiwan but to also serve as a platform that proactively helps manufacturers expand their business.

MARCH 2021

How much the world depends on Taiwan for semiconductors

 

KEY POINTS

  • The global shortage of chips that forced several automakers to halt production has brought attention to Taiwan’s outsized role in semiconductor manufacturing.
  • Taiwan dominates the foundry market, or the outsourcing of semiconductor manufacturing.
  • Much of that dominance comes down to TSMC, the world’s largest foundry that counts major technology firms such as Apple, Qualcomm and Nvidia as its clients.

Published Monday, MAR 15 2021 by Yen Nee Lee @YENNEE_LEE

Taiwan’s outsized role in chipmaking has come under the spotlight as a global shortage of semiconductors forced several automakers to halt production.

Countries including the U.S. and Germany reached out to Taiwan to help alleviate bottlenecks in the production of chips. The shortage was a result of increased demand for electronics during the Covid-19 pandemic, and was exacerbated by former President Donald Trump’s trade war with China.

FEB 2021

Worldwide chip shortage expected to last into next year

Chip stocks are trading at record highs amid demand spike due to pandemic and other factors, but analysts say continuing short supply of semis are likely to send them higher despite memories of 2018 shortage that led to oversupply.

 

Last Updated: Feb 24th, 2021 by Wallace Witkowski for Marketwatch.com

While claims of “this time it’s different” should always be taken with a grain of salt, it may very well be different this time around given the unprecedented mix of factors the world has gone through over the past year. Stifel analyst Matthew Sheerin, who follows tech supply chain issues, is more concerned with continued supply-chain disruptions than he is over-ordering.

“We’ve heard from countless component suppliers and distributors about elevated book-to-bill levels and growing backlog, typically a ‘double-ordering’ red flag,” Sheering said.

“We don’t see any major correction on the horizon, given ongoing supply constraints as well as continued optimism about improving demand in 2H21,” the Stifel analyst said. “We remain more concerned with continued supply disruptions, and increased materials costs, than we do an imminent multi-quarter inventory correction.”

JAN 2021

DigiWise notification on shortage and potential price increases

Since Q3-2020, glass and IC’s have continued to increase in price and shortage became apparent. Up until now DigiWise was successful to maintain the original sales price or at worse increase prices slightly.
The ever increasing challenging situation was expected to improv within the next few months. However, we need to conclude that the overall situation is even worsening.

For DigiWise this means that all the new order or requirements starting on the 25th January need to be reconfirmed related to lead time and unit price. Full article:

https://www.linkedin.com/posts/dibis-sales-3a7480179_dibis-digiwise-electronicsshortage-activity-6758343836172357632-xApm

JAN 2021

DiBis goes green(er)

Recently DiBis obtained her certificate that all electricity used by DiBis comes from 100% renewable energy sources.

The solar, wind and water turbines generate CO2 neutral power that DiBis is happy to acquire to further limit our carbon footprint.

Additionally we are able to supply solar panels from a renowned Taiwanese solar panel supplier. Standard and customized products are developed and manufactured in Taiwan. Information can be found on https://dibis.nl/power-and-solar/.

We are happy to send you further information.

 

 

JAN 2021

Chinese labor force suffer COVID-19 pandemic regulations

The latest update from our Chinese suppliers is that more delay and shortage is expected due to the latest pandemic regulations in China. A substantial part of the factory employees have their origin in other areas in China. During Chinese New Year many of the work crew travels back to their place of origin.

The new regulations from the Chinese governments stipulate that quarantine rules apply for people traveling outside of their province and back to the factory location. At both locations a quarantine period is mandatory causing people to be absent from work longer.
Full article:
https://www.linkedin.com/posts/dibis-sales-3a7480179_dibis-disvue-covid19update-activity-6758329575626821632-7lrh

JAN 2021

Visiting China still suspended

For our customers we visit China and Taiwan regularly.
With the COVID-19 restrictions, it is still very difficult to visit China from EU. Our colleague in Taiwan has recently checked the options and they were severe:

  • 3 week quarantine period
  • Only allowed to say in a dedicated hotel
  • Strict tracking of movement after the quarantine period.

Therefore we have postponed our plans to travel to China until after the summer holiday of 2021.
For very urgent matters our Taiwanese colleague may combine a visit to one of the factories if notified in time.
We trust to have your understanding concerning our decision and acknowledge the traveling limitations.

 

JAN 2021

Market information – prices on the rise with high demand in the consumer market

Market information – prices on the rise with high demand in the consumer market.

The industry is experiencing an increase in display pricing driven by a global shortage of driver microcontrollers. Since the beginning of the stay-at-home economy, demand for electronic components found in notebooks, gaming machines, and other devices have exploded, causing strains on foundry capacity and raising manufacturing costs. 

Industry experts, economists, and IC manufacturers have all indicated the increased pricing will remain, and possibly rise, as the demands of the pandemic continue to strain resources.

Full article:
https://www.linkedin.com/posts/dibis-sales-3a7480179_dibis-marketalert-lcd-activity-6755815042739920898-0eJP

 

 

JAN 2021

Air freight in high demand during crisis

With the decrease of the passenger flights, the shortage of air freight capacity continues. The high demand with less capacity increases the freight charges. 
As long as the COVID-19 crisis lasts, the high(er) freight charges will continue.

Full article:
https://www.linkedin.com/posts/dibis-sales-3a7480179_dibis-freightforwarding-airfreight-activity-6754394074247139329-vq2B

 

 

JAN 2021

Samsung Display Company (SDC) to stop LCD production

Samsung Display Company (SDC) to stop LCD production.
According to the article by Reuters, Samsung will end their LCD production and move into OLED more and more. The current customers will still be supported for now, but that is going to be on a phase out notice too…

For the record: there is no known affiliation between our display brands (incl. DISvue) and Samsung. We are however a bit concerned how this will affect the LCD prices in the near future.

Full article:
https://www.linkedin.com/posts/dibis-sales-3a7480179_dibis-tftdisplays-tft-activity-6751500016126308352-sPvD

 

 

JAN 2021

CES Is the Global Stage for Innovation

CES showcases companies including manufacturers, developers and suppliers of consumer technology hardware, content, technology delivery systems and more.
It also includes a conference program where the world’s business leaders and pioneering thinkers address the industry’s most relevant issues.
Find out more about the thought leaders and industry innovators who come to CES by checking out the CES 2020 Attendance Audit Summary (PDF).
CES® is the most influential tech event in the world — the proving ground for breakthrough technologies and global innovators. This is where the world’s biggest brands do business and meet new partners, and the sharpest innovators hit the stage. Owned and produced by the Consumer Technology Association (CTA)®, CES features every aspect of the tech sector.

To register: https://ces2021.eventcore.com/

Nov / Dec 2020

3rd trip to Taiwan in 2020

The first trip to Taiwan was before the pandemic. The second in July/Aug and in Nov/Dec the last trip to Taiwan took place. It was a little over 3 weeks because the first 2 weeks were taken by an involuntary quarantine. Taiwan has virtually no active cases of COVID-19 patients.
Currently it is virtually impossible to visit China because the quarantine period is even longer and there are more restrictions to get a permit to visit. In most of China the COVID-19 cases have subsided and close to normal life has resumed.
We found that most suppliers in Taiwan are doing much better again because there are more orders with regards to the current shortage. Customers place bigger orders and request them earlier. Also some production has shifted back from mainland China to Taiwan.

Main reason to visit Taiwan again was the big project for the full-custom panel PC for our Italian customer. This is an extensive project with a lot of considerations towards design, durability, longevity and functionality.
Further it was a very good occasion to re-visit friends and suppliers to get the latest updates. Not all suppliers were able to meet with me due to company restrictions towards meetings during the pandemic.

The final official stage of the trip was a dinner with one of the Dutch (speaking) communities in Taipei where I got to meet with the Dutch representative in Taipei (much like an ambassador). The community is sponsored by a.o. KLM and Heineken.


December 1 – 2020

With a less usual side effect of the COVID-19 pandemic, the market for consumer products with displays rose dramatically.

Mostly desktop and mobile products, e.g. monitors, laptops, tablets, smartphones, smart watches; but also for example new TV sets. This caused one major supplier for both the consumer and industrial market to change course and allocate more production capacity for the large volume consumer products.

Consequently the lead times and the prices have risen. Furthermore the unfavorable current exchange rate between the USD and the RMB (Chinese Yuan) has created another reason for price corrections. Although most components are bought and sold in USD, the basic cost for labor, factory locations, shipping (in China) and other standard cost are higher than before the USD value drop.

It is expected that the pressure on raw materials will decrease around mid of 2021.



13-19 OCTOBER 2019

The HKTDC Hong Kong Electronics Fair is an international trade fair for electronic products and services, which takes place twice a year. The spring issue is the largest Asian electronics fair and complements the autumn fair, which has become the world’s largest marketplace for the electronics industry. Here exhibitors from around the world present the latest technological developments in the fast moving electronics industry, inter alia, in the fields of computer, digital camera, audio and PC games.


16-18 NOVEMBER 2019

TAITRONICS 2019 – 45th Taipei International Electronics Show

Venue: TWTC Nangang Exhibition Hall, Taipei, Taiwan
https://www.taitronics.tw/en_US/index.html
The on-line Pre-registration will be available from June 15th. If you need any assistance, feel free to contact the organized team: taitronics@taitra.org.tw

TAITRONICS, or Taipei International Electronics Show is a trade show held every October by Taiwan External Trade Development Council and Taiwan Electrical and Electronic Manufacturers’ Association to promote electronic industry in Taiwan since 1974.

With the theme of “E-mobile Era, Smart Living”, TAITRONICS focuses on Electronic Components, Batteries & Power Supplies, LED Lighting & Applications, Meters & Instruments, Process & Manufacturing, Wires & Cables, Smart Living & Consumer Electronics, Safety & Security and RFID Equipment & Applications. BROADBAND TAIWAN showcases Communication Components & Equipment, Broadband Applications & Services, and Mobile Communication. Come visit the fair and meet 1,000 industry suppliers face to face!


July-August – 2020

Despite the COVID-19 pandemic, international visits are still necessary to get the best service to our customers. We always take the necessary precautions and we follow the local and international guidelines and procedures.
Before flying a thorough COVID-19 takes place, followed by a negative test result and an international certificate of health. During transits a face mask is worn and social distancing is maintained.
DiBis visits currently in Taiwan only because the precautionary quarantine period involved in both mainland China and Taiwan. It is timewise not possible to visit China and Taiwan in the same trip. Besides that, not every supplier is willing to receive international visitors at this time.
Currently we work hard with a Taiwanese company that has production facilities in both mainland China and Taiwan. In cooperation with DiBis and its Italian customer they are about to set up the preliminary steps to develop a total solution for home automation systems to be used in apartment buildings. To be continued….

 


7-10 JANUARY 2020

https://www.ces.tech/Logistics/Register-Now.aspx
CES 2020 will be available for registration in September 2019.

CES is the world’s gathering place for all those who thrive on the business of consumer technologies. It has served as the proving ground for innovators and breakthrough technologies for 50 years — the global stage where next-generation innovations are introduced to the marketplace.
Owned and produced by the Consumer Technology Association (CTA), it attracts the world’s business leaders and pioneering thinkers.

 


11-14 FEBRUARY 2020


ISE 2020

Filling 15 halls at the RAI with over 1,300 exhibitors, ISE features the world’s leading producers of AV products, technologies and solutions.


25-27 FEBRUARY 2020


EMBEDDED WORLD 2020 – the leading international fair for embedded systems

TICKETS

Be it security for electronic systems, distributed intelligence, the Internet of Things or e-mobility and energy efficiency – the embedded world trade fair in Nuremberg enables you to experience the whole world of embedded systems.
Discover the innovations from the embedded sector, meet experts and acquire new customers: more than 1,100 exhibitors and numerous speakers from 52 countries will be presenting the entire spectrum – ranging from construction elements through modules and full systems, operating systems, hard and software to services – to more than 32,000 trade visitors and approximately 2,200 conference participants from 77 countries.