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So Samsung has decided to spin-off its LCD business into a wholly-owned subsidiary of Samsung Electronics and to orient its business towards OLED displays. When I first heard the rumour about the split, I found it hard to believe that the company would let its LCD division float alone. However, it turned out to be … Read more
While OLED was, of course, the big story of CES this year, and it seems to me that there are still lots of questions to be answered about the ability of LG and Samsung to deliver high volumes of these new TVs. But my first thoughts were about the content shown on the sets. … Read more
In the third quarter of 2011 sales of monitor sets of 21.5″ and above went past the volume of smaller sets for the first time. Larger sizes now represent nearly two thirds of the value of the market, according to European monitor research specialist, Meko. The trend for wide panels continued in Q3 and the … Read more
In the third quarter of this year the volume of LED-backlit LCD TV sets sold in Europe, Middle East and Africa (EMEA) went past the volume of CCFL-backlit sets for the first time, reaching 52%, according to figures from research consultancy, Meko, the specialists in display markets in Europe. This shift helped ASPs stay … Read more
In Display Monitor back in March 2010, we reported on a talk by Paul Kedrosky, an economist from the US, at the US FPD conference in which he said that ‘the function of governments is to delay the inevitable’ (and he also said that there could be a major restructuring in the eurozone!). That comment … Read more
Last week’s big EU meeting of leaders to move a bit further along the road to solving the problems of the Eurozone has been a big topic in discussions, as currencies and their movement really affect the business of our clients. At the moment, the recent weakness of the Euro against the dollar has offset … Read more
I’m going to pick up on a subject that I have ranted about a lot. Looking back, however, it is actually 11 years since I devoted a whole editorial to the topic. One of our news items recently was about the ITU adoption of the Japanese Super-Hi Vision concept for 7680 x 4320 Ultra High … Read more
This week has been one for me of ‘intimations of mortality’, to slightly mis-quote Wordsworth. From the news last weekend that a friend and industry colleague has been diagnosed with cancer, through to the death of Steve Jobs, this week there has been too much bad news. Even between those two items came the news … Read more
Monitor sales volume in EMEA continued to slide in the second quarter of 2011, with a drop of 6.5% compared to the same period last year, according to European displays specialist, Meko. This is the fourth consecutive quarter of decline. Thanks to the stronger commercial sector the numbers have not been as bad … Read more
I remember it well. Almost thirty years ago, in my second year in the computer business I was sitting in my car with a colleague who ran the PC division of the company that we both worked for (I looked after peripherals – mainly printers and monitors). We were bemoaning how poor the demand was … Read more
One of the stories which caught my eye recently is the possible merger of Sony and Toshiba’s small panel business to create what would be the largest player in that space in the market. For Sony and Toshiba, a joint venture would look a reasonable proposition. Both companies have good display technology, especially in polysilicon, … Read more
I said a while ago that the days when a significant electronics category can be launched without an ‘ecosystem’ look numbered. The master of building an ecosystem to exploit and develop hardware has probably been Apple with its iPod/iTunes, iPhone/iPad/apps approach to the market. This week, Apple announced the iCloud, an attempt to unify these … Read more
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