Empowering display industry professionals with cutting-edge insights and analysis
What They Say Two separate reports this week suggest that more smartphone handset assembly may be moving to India. Reuters reported analysis from JPMorgan that a quarter of Apple’s iPhone production could be in India by 2025, with 5% of iPhone 14 production moving by the end of this year. Apple has been working with … Read more
What They Say TrendForce said that after a weak year already, the shipment of notebook LCD panels in Q3 2022 will be down 13.4% QoQ to 45.1 million, down from 49.9 million in 2019, the last Q3 before the pandemic. TrendForce further indicates notebook panel shipments came in at 15.6 million units in July, a … Read more
What They Say Hat-tip to Sixteen-Nine.net’s Dave Haynes who spotted data from Omdia’s latest data for the LED video display category, which grew 17.7% year on year although China was up just 4.7%. There has been some easing in factors that were causing trouble such as lockdowns and supply chain delays. There is an increase … Read more
What They Say Another hat-tip to Sixteen-Nine.net for spotting a report that container shipping costs from China to the West Coast of the US have dropped around 60% from January 2022 and are now at around $5,400, while containers to Europe are down to around $9,000, down 60% from January. That’s a long way down … Read more
What They Say DSCC has updated its analysis of the state of the industry now that all the numbers are in for Q2. The great profits of last year have now turned to losses for many. Total revenues decreased by 17% Q/Q and were down by 25% Y/Y at $27.8 billion, down 30% from their … Read more
What They Say DSCC said that as it nears the completion of its latest forecast for its Quarterly Foldable/Rollable Display Shipment and Technology Report, it has reduced its forecast for 2022 foldable smartphone panel shipments by 12% to 17.7 million panels, which still represents strong growth with a 77% increase vs. 10.0 million in 2021. … Read more
As part of its ongoing research pertaining to the workstation market, Jon Peddie Research (JPR) has released its quarterly JPR Workstation Market Report for Q2’22. Following suit with the prior quarter’s results, Q2’22 again showed continuing moderation in the workstation market’s growth rate. However, a slowing rate should not be inferred as a decline in … Read more
What They Say A sample of Meta’s next VR headset, the Meta Quest Pro, is said to have been left in a hotel room and found by a PC gaming streamer, Ramiro Cardenas. Cardenas’s images and video show a black headset with three front-facing cameras and newly designed controllers without rings. It appears much more … Read more
What They Say Xperi (Xperi and Vestel on a Roll at IFA) announced that it is making a new version of a cloud-managed operator-grade set-top box (STB) OS that integrates payTV with streamed content available as a custom launcher and TV app for Android TV Operator Tier STBs. Its framework can be tailored by operators … Read more
What They Say The Caixin newswire has reported that Royole Corp of China has had $5.3 million equivalent of assets ‘frozen’ by a local court because of ‘contract disputes’ with suppliers. The application is reported to have been filed by four PR companies and was approved late last month. What We Think Again this news … 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 – only a few as I have been busy at IFA. Giant statue with LED matrix skin to stand 40 metres tall Invidis Reviews the new German Lighting … Read more
Now my comments about IFA in general last week were pretty negative, but I did manage to find a few interesting products and technologies at the show. I don’t really see IFA as a place for components, but Seoul Viosys, the LED specialist clearly had a different view. They had an impressive demonstration of how … Read more
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