Barry Young – Page 3 – Display Daily

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

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

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

The Likelihood and Timing of a Consumer Priced µLED TV

by Barry Young

LGE joined the MicroLED TV club and now there are three members. The announcement provides more insight into the past than it does the future. The µLED TV is composed of segments that are …

Tags:Manufacturing| MicroLED| Pricing

The Flat Panel Industry as it Enters Q421

by Barry Young

Large panel capacity is up 5.7% Y/Y, due to the growth in China, offset somewhat by Samsung’s partial exit from LCD production. Samsung’s large area display capacity share has dropped from 11% in Q120 …

Tags:Financial Data| LCD Fabs| Market Data| OLED TVs| OLEDs

SDP Global to Supply Innolux with Panels from Its Gen 10.5 Fab

by Barry Young

Terry Gou has big ideas. In 1974,he founded Foxconn, now China’s largest private employer and exporter assembling the largest share of iPhone and hundreds of other products. But he wanted to move up the …

Samsung Takes a Hard Look at Its Mobile Division

by Barry Young

By most measures Samsung Electronics (SEC) is having a banner H121: total revenues are up 19.2% Y/Y and net profits are up even more, 34.4%. Visual Display (the TV & monitor business) revenues are …

Tags:Financial Data| MiniLED| QD OLEDs| Samsung| TCL

Unexpected Consequences of MicroLED TV Manufacturing –The Smaller the Size, the Higher the Cost

by Barry Young

Samsung Electronics delayed the launch of its 99-inch microLED TV launch, because production cost increases as the screen becomes smaller according to Korean sources. Samsung uses microLEDs that are 50x20um and inserted onto 9.7″ …

Tags:MicroLED| OLED TVs| Pricing

OLEDs –Revolutionizing the Essence of Product Design – Part 2

by Barry Young

In the first of these articles, I looked at ideas in automotive and TV design that are enabled by the flexibility of OLEDs. Today I’m looking at an interesting use in aviation. (OLEDs –Revolutionizing …

Tags:Aviation| OLEDs