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Weak Demand and Redlining Inventory, Panel Makers Forced to Reduce Utilization, Says TrendForce

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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

Orlando’s New Terminal C Will Open With Nearly 900 Screens

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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

Links Week Starting 18th July 2022

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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

Mojo Vision is Shown on YouTube

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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

IPOs in the USA Way Down

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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 Chairman Weighs Decision on Gen 8.5 IJP OLED Fab

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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

US Smartphone Inventory at Manageable Levels; Resilient Demand Despite Inflationary Pressures

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US Smartphone inventory

What They Say Counterpoint Research posted a blog post that highlighted that despite worry about weak demand, the US smartphone market has shown resilience through Q2 2022. Data from the Counterpoint US Monthly Smartphone Channel Share Tracker shows the US smartphone market was down 4% MoM but up 2% YoY in May. Although higher than … Read more

The “René” is a new AR device for Theatre-goers

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What They Say A group from South Korean Hongik University have developed a concept based on opera glasses that are designed to provide magnification of what is on stage as well as information such as wayfinding and seat identification. The René glasses can be rented from the ticket office. During a performance, the glasses can … Read more

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