Apple Absorbs Higher Production Costs on iPhone 15 but for How Long
by Omid Rahmat
LG and Samsung account for 29% of primary components.
Tags:Apple| iPhone 15| LG| Samsung| showcase
Cloud Gaming and TV Futures
by Omid Rahmat
Microsoft and Sony lead in games library services, with 51 million combined subscriptions currently.
Tags:Cloud Gaming| omdia| showcase| Streaming Games
NAB Submits Comments on ATSC 3.0 Patent Marketplace to the FCC
by Omid Rahmat
The pursuit of ATSC 3 is like a condensed film of the pursuit of ISDN.
Tags:ATSC 3.0| Broadcast| LG| showcase
Building an IP Moat Around OLED is Going to be Really Hard
by Omid Rahmat
Does Samsung have inherent advantage in FMM-free OLED manufacturing by virtue of its semiconductor expertise and IP?
Tags:FMM| OLED| OLEDos| Samsung
AI Bans on China Could Hurt Display Industry
by Omid Rahmat
There is a lot of uncertainty around smartphone and IT product sales even as Chinese companies take advantage to solidify their positions in their home market.
Tags:Apple| Artificial Intelligence (AI)| Automotive| China| CHIPS Act| Huawei| showcase| Xiaomi
Taiwan’s Display Industry Begs for Consolidation
by Omid Rahmat
Consolidation should be the mantra of some companies.
Tags:AUO| DSCC| financials| Hannstar| Innolux
Android’s Spawn Creating a Universe of Operating Systems With Roadmaps to Who Knows Where
by Omid Rahmat
Building an OS on Android is anyone’s game but how does it help drive your displays forward?
Tags:Android| | showcase| smartphone| Xiaomi
The OLED IT Market Doesn’t Speak With One Voice
by Omid Rahmat
Depending on who you talk to, 2024 will see a surge in OLED shipments into the IT market or it may be 2025, or 2026, or 2027.
Tags:Apple| BOE| DSCC| LG| Samsung| showcase| UBI Research
Right-to-Repair Creates New Opportunities and Headaches
by Omid Rahmat
One particularly surprising development in the right-to-repair discourse is Apple’s endorsement of California’s legislation.
Tags:Right to Repair
The IP Wars
by Omid Rahmat
A former senior Samsung Display researcher was indicted in South Korea for allegedly leaking proprietary OLED technology secrets to Chinese display companies.
Tags:China| Intellectual Property| Korean| OLED| Samsung| showcase
Exponential Investments Should Lead to Exponential Sales
by Omid Rahmat
Could Alt-Reality be diverting resources in display development to the detriment of future deployments.
Tags:Apple| headsets| | MR| showcase
LG Announces Breakthrough in p-Dopant Development
by Omid Rahmat
A bit of good news for LG Display as it faces challenges in its 2023 performance.
Tags:LG| Materials| OLED| showcase
