the-earthquake-caused-damage-at-the-au-optronics-and-nikkei-electric-glass-plants

The earthquake caused damage at the AU Optronics and Nikkei Electric Glass plants

Problems faced by AUO, a manufacturer of display panels, and NEG, a manufacturer of glasses, may limit the availability of displays in the coming months.

The corona crisis has caused significant problems in the availability of several components and equipment over the past year. This time, however, the nasty news is due to the forces of nature, which have wreaked havoc, at least in the manufacture of screens.

According to DigiTimes, Paul Peng, CEO of panel manufacturer AU Optronics, has confirmed that the earthquake that hit Taiwan last week has affected the company’s production. Exact figures on the losses are not available, but Peng said the company took a few hours to clean up and repair the damage from the quake before production could be restarted. AUO manufactures hundreds of thousands of LCD panels every day and has already been able to return to normal production.

Perhaps the most significant damage from the earthquake also affected Nippei Electric Glass’s Shiga-Takatsuki production plant, which is closely related to the displays. The quake is said to have caused a five-hour outage at the plant and damaged production equipment. NEG owns about 10% of the world’s display glass manufacturing and, according to Peng, AUO, it could take up to 3-4 months for production to return to normal. The display glasses manufactured by NEG are used by several manufacturers, but the company has a particularly warm relationship with LG through the joint venture.

Source: Tom’s Hardware

oppo-a53-5g-gets-official-with-dimensity-720-chipset

Oppo A53 5G gets official with Dimensity 720 chipset

Oppo unveiled the A53 5G in China today, and while the name implies that this is just an A53 with 5G support, if the Reno series has taught us anything, is that things are never that simple.

The Oppo A53 5G is powered by MediaTek’s Dimensity 720 chipset, which brings that sweet 5G support, but also provides a general performance boost compared to the measly Snapdragon 460 inside both the A53 and the A53s. The 5G model comes with 4GB or 6GB of RAM and 128GB of non-expandable storage.

Its screen is a 6.5″ 1080×2400 LCD, higher-res than the panels in the non-5G A53/A53s. It has 90 Hz refresh rate and 120 Hz touch sampling rate, full sRGB coverage, and 480-nit typical brightness.

On the rear there’s a 16 MP f/2.2 main camera, a 2 MP f/2.4 macro snapper, and a 2 MP depth sensor. The main shooter’s resolution is another upgrade. The selfie camera is 8 MP f/2.0.

Weirdly enough the battery capacity is a downgrade from the other A53 models, standing at just 4,040 mAh (compared to 5,000 mAh). Charging is 10W. The phone has a 3.5mm headphone jack, a side-mounted fingerprint sensor (embedded in the power button), as well as dual-SIM support. It runs Android 10 with ColorOS 7.2 on top. It measures 162.2 x 75 x 7.9 mm, and weighs 175g.

It is priced from CNY 1,299, which at the current exchange rates means about $198 or €162. Don’t worry, though – if it ever launches outside of China, those prices will definitely grow, as they always do when smartphones make the journey from China to anywhere else.

Via

shortages-of-computer-displays-to-persist-for-months

Shortages of Computer Displays to Persist for Months

(Image credit: AUO)

In recent weeks, all leading PC makers have complained about the tight supply of LCD panels due to shortages of components and complicated logistics. As it turns out, the situation might get worse in the coming weeks and months due to an earthquake in Taiwan and a power outage in Japan, eventually resulting in higher prices at retail.

Some LCD Panel Production Lost at AUO

(Image credit: AUO)

Last week an earthquake struck Taiwan. This isn’t an extraordinary event for the country, but it does have repercussions. AU Optronics (AUO), one of the leading makers of LCD panels, said this week that some of its production lines had been impacted by the quake, and it had taken it “at least a few hours” to clean up and repair them before resuming operations. Some of the output was lost because of the disaster, reports DigiTimes, citing Paul Peng, the chairman of AU Optronics.  

Mr. Peng did not quantify the company’s losses, but AUO makes hundreds of thousands of LCD panels every day, so the earthquake will clearly impact the supply of display panels. Back in November, AUO produced 10.81 million large-sized panels for LCD TVs, desktops, and notebooks as well as 9.35 million small-and-medium-sized panels. AUO says it has now resumed normal operations.  

It is noteworthy that foundries and memory makers immediately suspended operations when the earthquake started, then quickly resumed after it ended. According to TrendForce, semiconductor companies have not reported substantial damage to their fab buildings and production tools.

Power Outage in Japan Disrupts Supply of Glass Substrates

On November 10, a power outage in Takatsuki, Japan, disrupted operations at Nippon Electric Glass’s Shiga-Takatsuki plant that manufactures glass substrates for flat-panel displays. The outage lasted for five hours and damaged some of NEG’s production equipment, the company revealed in its statement. 

(Image credit: LG)

NEG owns about 10% of the world’s glass substrate manufacturing capacity and supplies glass substrates for LCD panels to numerous panel makers, according to the chairman of AUO. Consequently, NEG’s production problems will impact the whole market as customers that buy from NEG will have to source components from other suppliers. 

While NEG said it did not expect any major damages to its production equipment, Paul Peng pointed out that it might take at least three to four months for NEG to resume normal operations, which means that its supplies will be constrained until late Q1 or early Q2 2021. NEG has yet to confirm this information. 

Nippon Electric Glass is not the primary supplier of glass substrates to AUO and Innolux, so they will not be severely affected by NEG’s potential supply disruptions. Meanwhile, NEG is a close partner of LG Display (the two companies even run a joint venture together), so the South Korean company may be affected more significantly. 

LCD Panels: Things Get More Complicated

Previously PC makers complained about shortages of components like T-con boards and driver ICs, which drove display costs up. With extra disruptions in shipments of panels and glass substrates, the situation will only get worse and the supply chain will become even more convoluted. 

(Image credit: LG)

The chairman of AU Optronics did not reveal his expectations concerning prices of LCD panels and displays in the coming months. Still, it is evident that shortages usually lead to price hikes. The only question is how significant the hikes will be.