Empowering display industry professionals with cutting-edge insights and analysis
by Ian Hendy
I almost dropped my spoon. I was watching the IMID Keynote from Samsung Display Corp (SDC) CEO JS Choi. He announced a new vision for the future of the industry’s number 2 (by revenue) …
Tags:Fingerprint Recognition| OLEDs| Sensors| Smartphones
by Ian Hendy
With the launch of the new line of Apple 14 phones, the pressure is again on supply of the LTPO based displays for the Pro and Pro Max, referred to as Pro Motion displays. …
Tags:IGZO| LG Displays (LGD)| LTPO TFT| LTPS TFT| Oxide TFTs| Samsung Display| TFT| Variable Frame Rate (VRR)
by Ian Hendy
What a difference 12 months can make. In the middle of 2021, the display industry was at peak, with annual revenues of almost $160bn. Corona bounce working and studying from home had pulled in …
Tags:Investment| Large LCD Supply| LCD Fabs| OLED Fabs
by Ian Hendy
The oxide semiconductor has always to my mind been the interesting middle ground in the display industry. But to date, it has been mastered by relatively few players Sharp and LGD come to mind) …
Tags:Backplanes| Large LCD Supply| LTPS TFT| Oxide TFTs| QD OLEDs| Small Medium Panel Supply
by Ian Hendy
In my earlier article about six months ago, I summarised the six main categories of technical driver of higher performance IGZO and the rationales for higher performing (oxide) semiconductor materials in displays. Higher performance …
Tags:Atomic Layer Deposition (ALD)| Oxide TFTs| Production Equipment| Production Technology| TFT| Vapour Deposition
by Ian Hendy
MicroLED displays are the new technology on the block. And with a new technology, all of the previous givens are being re-examined, including whether the display will be driven with a TFT backplane or …
Tags:LED Drivers| LTPS TFT| MicroLED| TFT
by Ian Hendy
Of those things that are accepted wisdoms in the display industry, one of them is that a-Si (the standard backplane for 75% of the display industry) is simply not stable enough to drive AMOLED …
Tags:AMOLED| Backplanes| TFT
by Ian Hendy
This article aims to summarise my SID 2021 business conference talk, on an area of thought that fascinates me: the role of the economics of display innovation and the role of innovation leadership in …
Tags:China| Investment| Japan| Korea| MicroLED| Taiwan
by Ian Hendy
In recent years, I have been more and more convinced of the need for a mid-performance semiconductor in the display industry. While amorphous silicon (a-Si) is the industry workhorse and covers almost 60% of …
Tags:IGZO| LTPS TFT| Semiconductors| TFT
by Ian Hendy
For observers of the display industry over a long horizon, it is pretty clear that Apple and Samsung have had a major impact on innovation and the introduction of new technologies. From the first …
Tags:Apple| LTPS TFT| R&D (Research & Development)| Samsung
by Ian Hendy
After a gestation period of about 20 years, OLEDs are now most definitely in a growth stage – rising TV sales show it, and Apple’s (rumoured) adoption of the technology for the 2018 iPhone …
Tags:Apple| OLEDs| Supply Chain| Vol 23 - Issue 27
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