Empowering display industry professionals with cutting-edge insights and analysis
What They Say The topic of inventory is one that DSCC has looked at a number of times this year. It has published a new blog post on the topic of TV inventories and said that the growth of inventories has seen the level of fab utilisation drop to historically low levels, below 75% in … Read more
What They Say DSCC looked in a blog article at the impact of a weak smartphone market on OLED panel procurements and expects Q2 2022 to be down 17% QoQ and 10% YoY to 119 million panels and with revenues down 23% QoQ and 17% YoY to $63 billion with rigid OLEDs much harder hit … Read more
What They Say Austrian company C Seed has launched three new luxury TVs in its N1 range. Unlike the last product from the company (The most exclusive MicroLED screen in the world), this one doesn’t disappear back into the ground, but the unit does fold into five sections, then rolls down out of the way … Read more
What They Say We were digging around on the huge number of pictures taken at ICDT in China (most of them of delegates!) and we found a number showing what Tianma showed at the event. What We Think It’s not clear what all the demos were, but we thought the pictures might be useful to … Read more
Moving into 2H22, terminal brands continue to adjust their inventory, not only weakening panel demand, but also inducing a sustained drop in panel quotations. The sharp increase in operating pressure affecting panel manufacturers has forced the display industry to restrain production. According to TrendForce‘s “Monthly Panel Supplier Utilization Report,” utilization rate (calculated by the volume … Read more
What They Say Sixteen-Nine Net reported that a new Terminal C at Orlando Airport in Florida will open shortly and will ahve 874 connected displays for Ticketing; Security; Info Desks; Concessions; Gates; Arrivals; Customs and Border Protection (CBP); International and domestic baggage claim; Ground transport; Wayfinding throughout the terminal. Synect was the integrator and is … 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!) Samsung beats TSMC in advanced smartphone chipset foundry market LG 34WQ60C: UWQHD display with DTS Headphone:X EIZO: 4K monitors for endoscopy … Read more
What They Say At ICDT, taking place in China currently, there was a photo of a new inkjet printed foldable AMOLED using an IGZO substrate and made using IJP. What We Think I thought that TCL might have shown this panel at SID, but I couldn’t see it in my photos. The organisers have put … Read more
What They Say YouTube channel, Adam Savage’s Tested, has visited Mojo Vision to have a look at its latest prototype contact lenses. What We Think To be honest, I wasn’t sure whether to bother reporting this. The video doesn’t add any new information, I think, but if you haven’t been following what the firm has … Read more
What They Say A report by Samsung Ads said that it is harder to get to gamers using traditional linear media. NextTV said that compared to all Samsung smart TV users, gamers spend 42% less time with linear compared to other viewers. Samsung said that 74% of gamers rely mostly on streaming services for TV … Read more
What They Say It’s not a display story, but there are plenty of start-ups in the industry, so I was interested to see this chart that highlights that raising funds via IPOs is very difficult at the moment. What We Think I got this chart from Paul Kedrosky’s great free daily graphs service. I dug … Read more
TCL enjoyed the fruits of years of investing heavily in displays, TVs, smartphones and appliances that together with extraordinary ASP growth saw Y/Y revenues in 2021 up 113%, gross margins up 7% and pretax income up 303%. With 2021 being the display industry’s peak year for revenue and profitability, analysts are forecasting three years of … Read more
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