Empowering display industry professionals with cutting-edge insights and analysis
What They Say ETNews reported that LG Display has now started shipping LTPO AMOLED displays to Apple, breaking what has up to now been an exclusive deal with SDC. What We Think In its recent market seminar, DSCC said that it expected LTPO to keep growing (chart below). Visioonox and BOE are shipping to Honor … Read more
What They Say Gartner said that it expects IT spending in EMEA to grow by 3.7% in 2023, but the sting in the tale for hardware vendors is that expects spending on devices (down 13.1% this year) to fall again by 2.6% in 2023. EMEA growth will be in Software and IT Services. The major … Read more
What They Say ETNews said that Samsung is looking to further diversify its smartphone production geographically and may reduce the proportion of its smartphone production in Vietnam from 50% this year to 40% in 2023. The factories in Vietnam’s Thai Nguyen and Bac Ninh provinces will produce 46% of all mobile devices, including smartphones, tablet PCs, and … Read more
Vivitek, the visual display brand for all meeting spaces, is set to bring energy into meetings and lessons with the new 4K UHD All-In-One NovoTouch EK Series. The new panels offer exceptional touch performance and features NovoConnect Wireless Collaboration and NovoDS Digital Signage functionalities. The range comprises of 65”, 75” and 86” panel sizes. As … Read more
While the display industry is suffering through one of its worst downturns in its history, DSCC’s Quarterly MiniLED Backlight Technologies, Cost and Shipment Report revealed that MiniLEDs are a bright spot. Q3’22 MiniLED backlight shipments reached 5.1M units with 30% Q/Q and 158% Y/Y growth. In October, Meta launched its new VR device, the Quest 2 Pro. … Read more
AUO Corporation announced that its range of displays based on its proprietary Advanced Reflectionless Technology (A.R.T.) has obtained the world’s first “Reflection Free” certification from TÜV Rheinland, ensuring that AUO displays maintain their clarity and readability in bright environments. This announcement means that international brands, such as Acer and BenQ, who use AUO A.R.T. in … Read more
What They Say Kyocera said that it has a new process to make micro light sources (lasers and microLEDs) by growing the GaN layer used laterally which concentrates the defects in a central area of the layer. Devices can be made from the low defect area and there is reduced bonding between the Si substrate … Read more
What They Say CEPro reported that a California-based integrator, Just One Touch/Video & Audio Center, has installed the first-ever residential installation of Samsung’s latest 219″ microLED after upselling the client from an interest in a much smaller set. The price of this project was about $800,000 and the installation took three days to complete. It is … Read more
What They Say Meta has fired 11,000 staff as it deals with the challenges of reduced revenue and tougher times for the big tech companies. Mark Zuckerberg apologised for the process and said that he had made a mistake in believing that the boost in online from the pandemic would stick once the crisis was … Read more
What They Say After a drop during the Covid pandemic, US viewers have continued to increase their viewing of video on non-TV devices, with the number reaching 59% according to Leichtman Research. The firm estimates that almost 260 million US consumers, or 76.9% of the population, will be monthly digital video viewers this year. 87.1% will … Read more
What They Say This ‘stock chart’ has rarely looked so inappropriate!Innolux & AUO put out their monthly results for October. Innolux was down 8.0% MoM and 41.7% YoY to $521 million with large display volume down 4.9% to 8.77 million, while small/medium displays were down 6.7% MoM to 21.91 million. AUO was up 5.5% in … 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 end of this week. Goertek, a maker of Apple AirPods and a lot of VR headsets said it had lost “a major overseas customer.” for ‘a smart acoustic product’ This 1970s tank simulator drives … Read more
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