Empowering display industry professionals with cutting-edge insights and analysis
What They Say DSCC has published a blog highlighting display industry revenues and shows how 2021 really was a ‘blip’ with great sales of devices and high panel prices, but with a ‘fall to earth’ in 2022 as revenues drop from $164 billion to $131 billion, a fall of 20%, in 2022. However steady growth … Read more
What They Say Earlier this week, DSCC published a blog article summarising the situation on LCD TV panel pricing, describing the situation as a ‘Perfect Storm’ with Continued oversupply Near-universally weak demand and excessive inventory throughout the supply chain Every screen size of TV panel has reached an all-time low price and the firm sees … Read more
Back a couple of decades ago (1997 to be precise), I got quite excited that a new display technology had been invented in the UK and the main enquiry office of the developer, the Defence Research Establishment, was in Farnborough, close enough to my home that I used to cycle past. It was called ZBD. … Read more
Optoma, a world-leading manufacturer of large display products and the #1 DLP® brand worldwide and in EMEA/ the Americas,* introduced the Optoma ZH507, a 1080p laser projector with 5,500 lumens of brightness designed for large venues, museums, houses of worship, and professional environments. This mid-range powerhouse projector is an ideal display solution for a wide … Read more
What They Say LG posted a profit of $260 million for Q2, up from a loss last year, on sales of $14.86 billion. The result was a bit lower than the guidance and analyst estimates. The result included a loss from the closure of the solar cell business. The TV and audio business dropped to … Read more
What They Say Intel has had a horrible week after announcing last week that Mediatek would become a customer for its foundry business. (Intel and MediaTek Form Foundry Partnership) First, the firm reported sales down 17% year on year and 22% QoQ at $15.3 billion, but with a drop in gross margin from 57.1% last … 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. (I’m still catching up after Display Week!) Qualcomm, Samsung Extend Snapdragon XR Partnership Sony’s PSVR 2 to Offer VR Passthrough, Streaming Updates See exactly what Samsung’s next foldables … Read more
What They Say 9to5Mac reports that the iPhone 14 Pro’s ‘always on’ screen will show background images, but with reduced brightness and contrast, in sleep mode. That is in contrast to Android, where the background screen is not shown. The iPhone 14 Pro is expected to run iS16 and may be able to operated at … Read more
What They Say There has been a flurry of news and releases in the last few days as the big research companies send out their Q2 data. A particularly interesting topic is the smartphone market in China and we have seen news and comments from Strategy Analytics (SA), Counterpoint and others. China saw smartphone sales … Read more
What They Say Counterpoint Research published its outlook on the economic situation with a rating of its ‘Macro Index’ at 82.86, the lowest since June 2020. The index takes into account geopolitical and supply chain issues and the firm has revised its forecast for the end of the year from nearly 100 to 91.79. What … Read more
Global PC shipments fell 11.1% YoY in Q2 2022 to reach 71.2 million units and record the largest YoY decline since Q2 2013, according to Counterpoint data. The Q2 2022 decline was largely due to lockdowns in China’s Shanghai and Kunshan, which hit the PC supply chain. However, as the OEMs’ inventory continues to accumulate … Read more
China’s smartphone sales decreased 14.2% YoY in Q2 2022, according to Counterpoint’s Market Pulse report. The quarter’s volumes were 12.6% lower than the level seen during the severe pandemic-hit Q1 2020, and less than half of the historical peak of Q4 2016. The last time the sales were lower than this point was nearly a … Read more
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