What They Say
Since NPD bought Displaysearch, then IHS bought the business from NPD and Omdia now runs it, the amount of press data coming from the organisation has declined, so we end up covering the firm less. When they re-vamped their website a while ago, the press release section actually disappeared, but ‘it’s due to come back later’ we heard.
So a hat tip to Dave Haynes of Sixteen-Nine.net for spotting some useful data on the area of LED displays sold in recent years. His article includes a link to the report which is for sale.
What We Think
What the chart shows is that a market that was already heavily dominated by China is now even more skewed to that country. We estimate that the Chinese region has gone from 42% to 68% of total area in the last year. (BR)