Empowering display industry professionals with cutting-edge insights and analysis
What They Say DSCC posted a blog article that outlined that Samsung lost unit and revenue share in Q3 to its rivals, LG, Sony & TVL in the Advanced TV market as detailed in its latest report. The Advanced TV market grew 8% YoY to 5.1 million units with shipments affected by the attack on … Read more
Global semiconductor revenue is projected to decline 3.6% in 2023, according to the latest forecast from Gartner, Inc. In 2022, the market is on pace to grow 4% and total $618 billion. “The short-term outlook for semiconductor revenue has worsened,” said Richard Gordon, Practice Vice President at Gartner. “Rapid deterioration in the global economy and weakening … Read more
TrendForce’s latest research finds that shipments of display panels used in notebook computers (NB panels) came to 13.5 million pieces (pcs) in this October, showing a MoM drop of 16.1% and a YoY drop of 45.0%. Based on TrendForce’s tracking of NB panel shipments, this figure is a 10-year low for the month of October. … Read more
According to a recent IDC forecast, consumer standalone VR shipments in China increased by 166.2% year-over-year in the first half of 2022. China standalone VR in 2022Q1 reached 229 thousand units shipped, while 2022Q2 had almost 273 thousand units shipped. The VR landscape has had an increase in players compared with previous years, and many … Read more
Most quantum dot displays use a source of blue light (LEDs in nearly all cases except Samsung Display’s QD-OLED panels) but this means that you have to make the blue light emit from the display in the same way as the red and green light, which adds some challenges. In particular, more than you want … Read more
What They Say Bloomberg quoted “a person familiar with assembly operations” as saying that Apple’s iPhone 14 Pro shipments could fall short by 6 million units after the disruption in Zhengzhou, China that we reported last week (Foxconn Chinese iPhone Plant in Unrest Breakout). The shortfall is expected to be made up in 2023. The … Read more
What They Say UBI Research of Korea published a press release that said that there is a possibility that the investment in BOE’s B16 8.7G OLED line located in Chengdu will be further delayed. A member of the State Assets Commission, Beijing Municipal government’s regulations on BOE Group is the cause. Staffing for the line had … Read more
DPVR, a leading provider of virtual reality (VR) devices, has announced the launch of its newest PC VR gaming headset with the introduction of the ‘DPVR E4,’ which is aimed at dominating the consumer market for tethered PC VR headsets. In a different category altogether from standalone VR headsets such as the Meta Quest 2 … Read more
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. Jon Peddie has written a farewell to Lenny Lipton – a real personality of the cinema and 3D world. We’re sorry we missed the news of Lipton’s death. … Read more
What They Say Visionox is planning to co-invest $1.5 billion on a new flexible AMOLED fab in Hefei. Visionox will have a 45.5% stake, as will State-owned Hefei Dongxin Investment while Hefei Xincheng State-owned Assets Management will take a 9.09% stake. What We Think Hmmm… I found this release apparently as a PR release (MT Newswires). While … Read more
What They Say MSI has teased a new 49″ 32:9 240Hz QD-OLED curved monitor that it will formally announce at CES 2023 and will be the 491C. What We Think Up to now, SDC has not publicly talked about this format of panel, but given the weak sales of what should be a world-beating technology, … Read more
What They Say Invidis published an article that dug into the ‘Frameless’ digital art experience close to London’s Marble Arch. The installation uses more than 50 Panasonic 3-chip DLP projectors to show digital versions of famous artworks after they were chosen from a short list of three projector makers. 80% of the projectors are fitted … Read more
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