Empowering display industry professionals with cutting-edge insights and analysis
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
Gaming in 8K resolution has evolved from a pipe dream to reality during the past few years. When Nvidia released their Nvidia GeForce RTX 3090 in September 2020, they opened up a massive number of doors. It’s a beast of a card that can handle gaming in 8K using their Deep Learning Super Sampling (DLSS) … Read more
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
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
What They Say LG Display has worked with a maker called Maars Living Walls to develop a digital modular partition wall system that includes a transparent OLED. What We Think Although there is a link to ‘more details’ on the site, there is nothing about the OLED panels, just the modular system in general. There … Read more
It was a sign of our times! A few months ago, the industry held its annual upfronts where network and streaming execs tell potential buyers what a powerful draw they are going to be with the best content and biggest audience in the year ahead–all with the audience’s lust to buy stuff. “I’m a reasonable … Read more
What They Say Ampere Analysis is giving a pdf with some background data on the world of game play. The firm agrees with the comment by Paul Gray of Omdia that cloud gaming is the big trend, with 76% growth year on year in 2022, although it is still just around 0,16% of the market … Read more
The first half of 2022 has passed quietly. Under the impact of multiple factors such as geopolitical conflicts, global hyperinflation, and demand overdraft, the global TV panel market has ushered in the darkest moment. The end demand in the global TV market continues to be sluggish, brands are deeply controlling their inventory, the prices of … Read more
What They Say We published a press release from Sigmaintell on the site today. To summarise the long release: Whereas Q1 and Q2 of the year are usually less than 50% of the total for the year, for TV panel shipments, this year they will be more than 50% with only a small recovery from … Read more
What They Say The Elec reports that Samsung and BOE have fallen out on the supply of TV LCD panels after Samsung is said to have demanded a royalty payment in return for BOE being able to say that it is supplying Samsung. BOE is reported to have refused such a payment. What We Think … Read more
Worldwide IT spending is projected to total $4.5 trillion in 2022, an increase of 3% from 2021, according to the latest forecast by Gartner, Inc. While IT spending is expected to grow in 2022, it will be at a much slower pace than 2021 due to spending cutbacks on PCs, tablets and printers by consumers, … Read more
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