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What They Say Nikkei reports that Samsung has told suppliers that it will continue to make LCDs up to the end of 2022. The plant affected is in Asan, Korea. What We Think This is no real surprise to regular readers. There is a longer article explaining the background, but nothing we haven’t covered recently. … Read more
What They Say Samsung Display is to start supplying foldable OLED panels to Google, Vivo and Xiaomi in October according to TheElec. Google will use a 7.6″ display, while Vivo’s is expected to have an 8″ main screen with a 6.5″ outer display (which will come from BOE). Xiaomi will have a Samsung main display, … Read more
What They Say DSCC published a blog post highlighting that the LCD industry is moving into oversupply as demand for TVs in the US has started to weaken as the US has rolled out vaccinations. Consumers are starting to spend their money on travel and other out-of-home activities, rather than TVs. DSCC believes that Q2 … Read more
What They Say SAIST, the Samsung Research Institute, has developed a stretchable OLED that can be stuck to the skin to monitor vital signs according to PulseNews in Korea. The research was published in the journal Science Advances. The display can be stretched by up to 30% without degrading the performance, and a device was … Read more
The PC GPU market shipments increased by 35% year-to-year and decreased slightly by -.3% from last quarter. According to a new research report from the analyst firm Jon Peddie Research, the growth of the PC-based Graphics Processor Units (GPU) market reached 119 million units in Q1’21 and 38.74% year-over-year. Overall, the installed base of GPUs … Read more
This article aims to summarise my SID 2021 business conference talk, on an area of thought that fascinates me: the role of the economics of display innovation and the role of innovation leadership in our industry. The basic argument, that I tried to put forward is in two pieces. The first,is that there are two … Read more
What They Say Juniper Research forecast that sales of iPhones will bring in over $200 billion in 2022 – nearly 40% of the value of the market from less than 20% of the units sold. Juniper expects Apple’s ASPs to continue to rise, while Android devices will decline, unless they can leverage new technologies like … Read more
What They Say The 8K Association discussed ‘per-title’ encoding (“per-title encoding” is a Netflix term that refers to creating encoding parameters on a scene-by-scene basis) of 8K content with Jan Ozer. There were two sets of content: a stationary talking head scene along with a dance sequence, which showed a lot of motion blur due … Read more
PPDS, the industry’s leading provider of advanced professional displays and solutions, is delighted to announce that Otrum’s cloud-based hotel TV platform and interface, Mirage, is now fully compatible with Philips MediaSuite TVs. Founded in 1985, SaaS (software as a service) provider, Otrum, is a recognised leader in the hospitality world, specialising in creating innovative low … Read more
What They Say Nikkei reported on Sony’s annual update to its direction and took the chance to highlight how the firm’s strategy has developed over recent decades. The event was typically used in the past to announce financial and other ‘hard’ targets, but this year Sony Chairman Kenichiro Yoshida highlighted an expansion of the firm’s … Read more
For a number of years during college we shared a house with foreign physics and chemistry grad students. To avoid studying, we’d get in these deep philosophical discussions on what reality and being really was. You know, like “I’m real and you are a figment of my imagination or you’re real and I’m a figment … Read more
What They Say Sigmaintell put out its report on LCD panel pricing in June. TV panels at 50″ and above, monitors and notebooks all saw rises, although smartphone and tablet panel pricing is level from May. Demand for notebook and monitor panels remain strong, while larger TV panels are still seeing some tightness of supply … Read more
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