Barry Young – Display Daily

Is LGD Still a Viable Panel Maker?

by Barry Young

LG Display (LGD) executives were subdued presenting what was a positive Q3’24 of YoY performance; revenues of 6,821 billion won up 42.5%, Operating income -0.08 billion won versus -0.662 billion won and net income …

Tackling Mass Transfer of MicroLEDs

by Barry Young

There are at least 6 transfer approaches and 20 companies offering solutions and Coherent believes their LIFT process will outperform all the others.

Tags:Coherent| Mass Transfer| MicroLED| showcase

An Open Letter to the Secretary of Defense and Some Hard Truths About the US Display Industry

by Barry Young

This is time to prepare for future display technology that may not be available if we wait too long.

Tags:China| CHIPS Act| LCD| OLED| showcase

Display Industry Milestones: China To Lead In Both LCD And OLED Capacity

by Barry Young

As the production capacities of Japan, South Korea, and ATiawan decrease in absolute terms, China continues to rise in dominance.

Tags:China| DSCC| LCD| OLED| showcase

The Display Industry and the OLED Effect

by Barry Young

It’s the end of the crystal era.

LG Display OLEDoS display SID 2020 img assist 400x199

The Graying of the Global Display Industry

by Barry Young

Given the near and mid-term outlook, and the lack of any new capacity-demanding applications, the era of the crystal cycle is over, to be replaced by a more consistent but low growth pattern.

MicroLED Display for Apple Watch Could Cost 3 to 4x OLED

by Barry Young

Wei Chen, Apple VP display products, announced that Apple would use its own microLED display in the Apple Watch and that in the future it would extend to smartphones tablets and even MacBooks. This …

Tags:Apple Watch (iWatch)| MicroLED

Ns Nanotech – Producing Red, Green and Blue InGaN µLEDs Grown on a Single Wafer

by Barry Young

Ns Nanotech CEO, Dr. Seth Coe Sullivan presented at the northern California SID chapter on the status the company’s nanowire LEDs, which can be grown simultaneously in red, green and blue colors using indium …

Tags:Augmented Reality| MicroLED| Production Technology

Omniply Stick and Peel Process: A Substitute for LLO

by Barry Young

OLED flexible panel makers use a glass carrier to hold the polyimide (P)I substrate during the array process and subsequently during the deposition process. Between the PI and the glass carrier is a sacrificial …

Tags:Encapsulation| OLEDs| Production Equipment

VR/AR/MR on the Cusp of Volume Adoption – Part 2

by Barry Young

Yesterday, I introduced AR and its applications and today I’ll look some other aspects of AR and VR. The VR/AR category was expanded to include “MR” (Mixed Reality) also called “MX” (or passthrough AR – …

VR/AR/MR on the Cusp of Volume Adoption – Part 1

by Barry Young

With the slowdown in smartphone, IT and TV demand, VR/AR/MR is gaining center stage in the display industry, especially now that Apple has committed to its first two products. Through 2022, Meta’s Quest VR headset …

Tags:Augmented Reality| Epson| Facebook/Meta| Virtual Reality

LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 2)

by Barry Young

Yesterday, we published the first part of my article on LG Display’s strategic challenges in moving from LCD to OLED. (LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the …

Tags:Financial Data| Large LCD Supply| LG Displays (LGD)| OLED Fabs