YouTube’s Growing Dominance on TV Screens: Viewership, Advertising, and Competition with Streaming Services
by Omid Rahmat
Almost half of YouTube viewership now occurs on TV screens.
Tags:Advertising| connect tv| YouTube
The Pixel Foldable Phone: Can Google be Trusted
by Omid Rahmat
Is there some sort of conspiracy to flood the market with premium foldables this summer and juice 2H23 sales?
Tags:Foldable Devices| Google| Samsung| smartphohe
Foundry DB HiTek Wants to Double Display Driver IC Business Through New Spin-Off
by Emory Kale
South Korean companies reshaping businesses to maximize opportunities in new supply chain models for OLED manufacture.
Tags:DB HiTek| Display Drivers| Integrated Circuit (IC)
The Benefits of Nerd-less Reviews of AR Glasses
by Omid Rahmat
The title of this article is misleading, they are all nerds.
Tags:AR Glasses| Artificial Intelligence (AI)| Engo
Startup Wants to Transform IC and Display Packaging with Proprietary Photopolymer Mass Transfer Technology
by Omid Rahmat
A recent eeNews article piqued my interest, revealing a company we haven’t yet explored – not that they have not been covered by the display industry before – and it’s high time Display Daily …
Tags:Display Drivers| Integrated Circuit (IC)| MicroLED| Terecircuits
Parsing Apple’s Most Recent Quarterly Financials
by Omid Rahmat
It’s been two consecutive quarters of decreasing sales, but that hasn’t stopped the flow of money.
Tags:Apple| financials| iPad| iPhone
Softness in Handset Sales Causes Qualcomm Revenue Decline in Q1’23
by Andy Patrizio
The good news is that earnings were in line with the projected softness in the mobile phone market. The bad news is the company doesn’t see an end in sight.
Tags:Financial Data| Market Data| Qualcomm| smartpnones
AMD Predicts 10% Decline in PC Market With release of Q1’23 Financials
by Andy Patrizio
AMD expects the PC TAM to be down approximately 10% for 2023 to approximately 260 million units. It expects client CPU sales to grow in the second quarter and then in the seasonally stronger second half of the year.
Tags:AMD| financials| GPUs| PC Market (Personal Computers - PCs)
Magnachip Reports Q1’23 Revenue Down 45.2% YoY; Anticipates Recovery in Display Business in 2H23
by Omid Rahmat
Revenue was $57 million which is a 45.2% decrease, YoY, primarily due to a 28nm wafer supply shortage that impacted the second half of 2022 and weak consumer demand
Tags:Magnachip| Manufacturing| OLEDs
Universal Display Corporation Had a Soft Q1’23, Hears Good Things About 2H’23
by Omid Rahmat
There was a drop in YoY revenues, with total revenue at $130.5 million, compared to $150.5 million in Q1’22.
Tags:financials| UDC
Global FAST Revenues for TV Series and Movies to Triple by 2028, Reaching $18 Billion
by Omid Rahmat
Three companies will account for over 50% of the revenues. Two of them make TVs.
Tags:FAST| Market Data| Roku| Samsung
Geopolitical Machinations Favor Asian Display Manufacturers
by Omid Rahmat
In 2024, there is going to be a presidential election, and the US relationship with China is going to be a point of contention between the two parties.
Tags:China| CHIPS Act| Japan| Korea| OLED
