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The Death of LCDs, Means New Life for Chips
[Opinion] Major moves in recent weeks show that LCD's days are numbered. But it's great timing for semiconductor makers.
Those stuck in the middle, like Taiwan’s AUO and compatriot Innolux were left with a stagnant market for large-sized panels used in TVs and PC displays, and shrinking demand for smaller sizes like phones. Executives from TSMC and SK Hynix talked about future trends, and the message is simple: chip packaging is no longer about just adding a ceramic coating and attaching wires. Many of the challenges semiconductor packagers will face as they transition to panels have already been met and solved by the display-panel industry, including warpage (when substrates bend), mechanical strength, and thermal management.
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