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Analysis, insight, and trends for premium subscribers

Taiwan’s Tech Sector Faces Biggest Slump in a Decade

by Omid Rahmat

This downward trend is also reflected in Taiwan’s exports, which experienced a substantial 23.4% decline in June compared to the previous year, the largest drop since the global financial crisis in 2009.

Tags:AUO| Innolux| PC Market (Personal Computers - PCs)| TSMC

LG Eschews Tradition in Pursuit of a Giant Technology Platform Play

by Omid Rahmat

We knew that LG needed to reorganize. We didn’t know how or when.

Tags:Advertising| CTV| LG| showcase| WebOS

India is the Long Game for Display Manufacturers

by Omid Rahmat

Apple is already there, and committed. Silicon Valley is already there and pushing the semiconductor industry. The display industry has a lot of upsides in India.

Tags:Apple| Foxconn| Make in India| Vedanta

LCD TV Panel Makers Enjoy Profit Margins, for Now at Least

by Omid Rahmat

In terms of panel sizes, 65″ panels experienced the largest price increases in Q2, with a monthly increase ranging from 7% to 11%.

Tags:DSCC| Flat Panels| LCD TV| Pricing

How to Give Away TVs for Fun and Profit

by Omid Rahmat

Giving TVs away today to make more money tomorrow? There’s method in the madness.

Tags:Advertising| CTV| showcase| streaming subscribers| Telly

BOE flexible AMOLED

Apple Toys With Samsung, LG, and BOE

by Omid Rahmat

Are Apple’s suppliers jockeying for position or fighting over scraps from the table?

Tags:BOE| LG| OLED| Samsung

Samsung Guidance Suggest 22.3% Drop in Revenues and Worst Quarterly Earnings in 14 Years

by Omid Rahmat

Apple can flip a company’s misfortunes in the blink of an eye.

Tags:Apple| BOE| LG| OLED| Samsung| Semiconductors

LG Group Faces Display Business Dilemma as Losses Mount

by Omid Rahmat

Could the unthinkable happen?

Tags:LG Displays (LGD)

Meta Quest 3

Meta’s Quest Could Light up Headset Market if Chinese Market Opened Up

by Omid Rahmat

Zuckerberg has been trying to re-enter the Chinese market ever since Facebook was banned in the country in 2009.

Tags:meta| Quest 3| showcase

China-US Tensions Will Materially Impact Display Industry

by Omid Rahmat

With an upcoming US election, it is unlikely that tensions will ease with implications for all tech sectors, including displays.

Tags:China| CHIPS Act| Manufacturing| Materials

Apple’s MicroLED Struggles Mean Nothing

by Omid Rahmat

Just because a company is too big to fail doesn’t make it the authority on innovation.

Tags:MicroLED

Mobile’s Dominance Shaken as Connected TV and Desktop Compete for User Screen Time

by Omid Rahmat

As CTV usage continues to surge, the time spent on traditional desktop and laptop screens is predicted to decrease

Tags:computer graphics| CTV| Market Data| smartphone