Empowering display industry professionals with cutting-edge insights and analysis
What They Say SamMobile reports that the ‘Tensor’ SoC that is reported to be in the next Google Pixel smartphone (Google Uses a New Processor) is in fact a version of a Samsung Exynos CPU and will be made using Samsung’s 5nm LPE fabrication process. The blog said that the chip may be the expected … Read more
What They Say Just after I published the article on Roku’s customer, TCL (TCL Electronics Bullish on First Half of 2021), yesterday, I spotted an article in the Hollywood Reporter that highlighted that Roku added 1.5 million active accounts in Q2 of this year, bringing its total base to 55.1 million users. However, total viewing … Read more
New research from Parks Associates finds cord-cutters are spending $85 per month on average for their online pay-TV or standalone subscription-based services, roughly $30 less than what they were paying for traditional pay-TV service. The firm’s Quantified Consumer: Cutters, Nevers, and the Rebundling of Video, examines consumer trends in unbundling video services and the recent … Read more
What They Say Bloomberg’s Power On subscriber newsletter looked back at the development of the Apple TV box and although it can see why previous versions were developed and sold, it sees little point in the latest version which is much more expensive than competitors. Part of the reason is that there are few compelling … Read more
One of the first things that visitors to Wembley Stadium connected by EE will see in 2021 are the enormous bespoke LED screens created by LG Electronics (LG) as part of the remodeling of the iconic stadium’s entrance that has seen the old concrete pedestrian flyovers replaced by a new set of Olympic Steps. A … Read more
By most measures Samsung Electronics (SEC) is having a banner H121: total revenues are up 19.2% Y/Y and net profits are up even more, 34.4%. Visual Display (the TV & monitor business) revenues are up 31.3%, Samsung Display (SDC) revenues up 70% (albeit helped by Apple’s one-time payment for not buying OLED panels) and Mobile … Read more
realme, a global emerging consumer technology company, announced a milestone of 100 million smartphones sold globally. On the back of strong performance during the 2020 and 2021 economic challenges posed by COVID-19, realme became the fastest global smartphone brand to reach this milestone in three years, according to Strategy Analytics, a market research consultancy. realme … Read more
5 years ago everything started to change. When making small talk with a new acquaintance who asked “So what do you do?” I used to make a valiant attempt at describing quantum dots and how they could potentially benefit displays and other technologies like solar, biotech, etc. Usually, they would feign interest until we moved … 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. sixteen-nine.net highlights projection mapping at the Olympics Glassmaker Earnings – NEG, AGC and Comparison PS5, Xbox Series X/S break sales records despite chip shortages Invidis has video on … Read more
Perhaps it’s not news to some of you, since our trusted editor Bob pointed out last week that Nanosys has been rumored to be exploring an option to go public via a SPAC. I want to be crystal clear that this piece is, in part, based on public rumors and speculation along with announcements from … Read more
What They Say Sigmaintell issued its data for TV panel pricing in early August and suggested a drop of $5 in the proce of open cells from 32″ to 55″, with larger sizes flat. Set makers have become more conservative on stock holding at the same time that supply has continued to expand, although there … Read more
What They Say Sigmaintell said that demand for monitors by consumers remains firm although supply has been hit by shortages of components and rising monitor panel prices. However, the firm thinks that demand will be the key factor as component supply did improve in Q2. Brands continued to re-stock actively. Volumes were down 3.3% from … Read more
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