Insider – Page 20 – Display Daily

Foldables Need to be 20% of the Smartphone Market by 2027

by Omid Rahmat

There is no scenario where foldable phones can be below 20% of the smartphone market within the next 5 years.

Tags:DSCC| foldables| OLED| Samsung| smartphone

How a Display Business Slinks Away

by Omid Rahmat

Massive restructuring by LG is going to mean that none of its display businesses will look the same in the next 24 months.

Tags:LCD| LG| OLED| TV Sets

Treat AR and VR Display Development Like Skunkworks Projects

by Omid Rahmat

Apple’s punking the competition and hoping they burn through all their money trying to dominate a spatial computing market that does not exist. That’s a good theory.

Adjusting for Automotive Displays

by Omid Rahmat

Tightly bound partnerships with car OEMs is the only strategy for success in the automotive display business, but it comes at a big cost.

Tags:Automotive| LG| OLED

At K-Display, LG Goes Positive

by Omid Rahmat

OLED’s penetration in IT products will grow significantly, possibly increasing by up to five times its current rate within five years.

Tags:FMM| HIMS| KPS| LG| OLED

The TV Display Panel Does Less TV

by Omid Rahmat

New generations of TV buyers may actually buy sets to watch less TV. That’s going to need some strategizing.

Tags:Market Data| TV Sets

Is Samsung Really Thinking of Competing With Apple’s Vision Pro?

by Omid Rahmat

Let the chips fall there may when it comes to the XR headset business. That means, let Apple make the mistakes or find solutions that others haven’t. It’s not like the company can capitalize on them with a shortage of components.

Beware the Premium Anticipation of Prime Days

by Omid Rahmat

The world’s largest online retailer is looking to juice up holiday sales in the face of waning consumer demand and cutbacks.

Tags:Amazon| display analysis| sales

Korea’s Giants Position Hybrid OLED Offerings for Automotive Displays

by Omid Rahmat

LG and Samsung have a solid lead in next gen automotive displays and are driving hybrid OLED technology, notably LG with its ATO OLEDs.

China’s First OLED Producer Could be Hitting a Wall

by Omid Rahmat

As the Chinese display industry looks to gain market share in the OLEd market, companies like EDO will face their own challenges dealing with the ambitions of their bigger compatriots.

Tags:AMOLED| Everdisplay| LG| Manufacturing| Smartphones

The EU Goes Slow on US China Tech Sector Investment Bans

by Omid Rahmat

Not everyone is convinced by US bans and sanctions on investment in China’s tech sector.

Tags:China| CHIPS Act| India| Semiconductors| USA

Smartphone Market Recovery Looking at More Delays

by Omid Rahmat

Arm and Sony sound alarm bells on smartphone market.

Tags:Arm| Smartphones| sony