Barry Young – Page 2 – Display Daily

LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 1)

by Barry Young

Jeong Ho-young got his dream job in December 2019, when he became CEO of LG Display (LGD). His role would be to speed up the transition from LCDs to OLEDs, which his predecessor had …

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

TCL Chairman Weighs Decision on Gen 8.5 IJP OLED Fab

by Barry Young

TCL enjoyed the fruits of years of investing heavily in displays, TVs, smartphones and appliances that together with extraordinary ASP growth saw Y/Y revenues in 2021 up 113%, gross margins up 7% and pretax …

The Next Generation of OLED Emitters Could be Plasmon PHOLEDs

by Barry Young

DisplayWeek had many papers and exhibits extolling the benefits of MicroLEDs, which all begin with the extraordinary EQE for 100 µm LEDs ranging from 75% for blue to 45% for red and 40% for …

Tags:MicroLED| OLEDs| R&D (Research & Development)

SID’s 60th Anniversary – Optimism in the Face of Falling Panel Prices, Demand and Profitability (Part 2)

by Barry Young

Yesterday, we had the first part of the report by Barry Young on the recent SID Display Week event in San Jose. Here is part 2. (SID’s 60th Anniversary – Optimism in the Face …

SID’s 60th Anniversary – Optimism in the Face of Falling Panel Prices, Demand and Profitability (Part 1)

by Barry Young

Ross Young, CEO of DSCC started the Business Conference with a message that the last two years saw record breaking revenues, shipments and profits, but warned that it would take four years before the …

QD-OLED vs. WOLED Image Performance Comparison

by Barry Young

Samsung’s new QD-OLED TVs have been touted by reviewers as delivering a brighter picture with a wider color gamut than comparable WOLED TVs. And while the S95B (55” TV) isn’t as bright as some …

World Events and the Coming Glut in Large Area LCD Panels – Part 1

by Barry Young

DD Contributor and OLED Association CEO Barry Young recently wrote an interesting article about the global macroeconomic situation which included material from a recent Omdia briefing. It also covered the battle between OLED and …

Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs

World Events and the Coming Glut in Large Area LCD Panels – Part 2

by Barry Young

On Tuesday, we published the first part of Barry Young’s article on the developments in the large area panel market and we focused on the macroeconomics and LCD supply side. In this article, he …

Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs

LGD and BOE Competing with SDC for Larger Share of iPhone Business

by Barry Young

Apple has depended on Samsung for the majority of its OLED panel supply, but its policy is to minimize dependency on any single supplier. To that end it has encouraged LG Display (LGD) to …

Q321 AUO/Innolux Profit Greater than Cumulative Profit for the Past 3 Years, but Danger Lurks …

by Barry Young

AUO announced Q321 revenue of $3.56b up 35% Y/Y with GP of $0.98b up 670% Y/Y. The firm’s guidance for Q421 calls for low single-digit decline in shipments (surface area) and mid-single digit declines …

Tags:AUO| Display Supply & Demand| Innolux| Large LCD Supply| LCD Fabs

MiniLEDs Create Opportunity for OLED IT Panel Makers

by Barry Young

As LCD makers looked to differentiate their product by offering LCDs with miniLED backlights with greater contrast ratio and higher luminance, they, in effect, opened more of the 270m unit notebook market to OLEDs, …

Tags:Notebooks| OLED Fabs| OLEDs| Pricing| Samsung Display

Samsung’s Smartphone Dilemma

by Barry Young

Over the past 2 years, Samsung Mobile sold 340m more smartphones, generated $172.7 billion less in revenue and $87.2 billion less in operating profits than Apple’s iPhone. Apple generates 37% of all smartphone revenue …

Tags:Apple| Financial Data| Market Data| Samsung| Smartphones