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The Materials Wars

by Omid Rahmat

Tianma, TCL CSOT, BOE, and Visionox point to a bullish framing of Chinese OLED capabilities.

Tags:Corning| DuPont| Materials| Merck| NEG| OLED| showcase| Visionox

Catching Roku on Ad-Supported TV

by Omid Rahmat

Tizen, Samsung’s operating system, shows considerably lower engagement in ad-supported content than Roku.

Tags:Advertising| CTV| Market Data| Parks Associates| Roku| Samsung

More OLED, More Problems

by Omid Rahmat

Weaker-than-expected OLED iPad Pro sales change the perception of OLED penetration into the IT market.

Tags:OLED| showcase

Foldables: Niche or Not

by Omid Rahmat

Just because Apple isn’t going there doesn’t mean the trip ain’t worth it.

Tags:Apple| Counterpoint| foldables| Market Data

TV Industry Reshaped by Apps and Advertising

by Omid Rahmat

How long before we see TVs given away in lieu of revenues from apps, services, and advertising.

Tags:Advertising| Amazon| Apple| CTV| LG| Market Data| Roku| Samsung| showcase