Empowering display industry professionals with cutting-edge insights and analysis
What They Say Campfire is a new company that has come out of stealth, although the firm is reported to have had its roots in the Meta AR firm which dissolved in 2019. The assets were acquired by a firm that employed Jay Wright, ex-Qualcomm, and reported to have overseen the development of the Vuforia … Read more
We played chess a little bit while in college. It was a way to feel like you were doing something constructive while skipping classes and if you were winning, you weren’t wasting time. And before you ask … no, we weren’t that great at it. “Anger is a potent spice. A pinch wakes you up; … Read more
The pace of recovery for the smartphone market accelerated in the first quarter of 2021 (1Q21) with 25.5% year-over-year shipment growth. According to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, smartphone vendors shipped nearly 346 million devices during the quarter. The strong growth came from all regions with the … Read more
What They Say Digitimes Research said that Taiwan-based makers shipped only 6.26 million LCD TVs globally in the first quarter of 2021, down 34.2% sequentially, due mainly to shortages of panels, display driver ICs and SoC chips. The firm expects shipments to drop by 8.3% in Q2 compared to Q1 and may be 8.6% down … Read more
What They Say We reported on some supply chain issues with its iPad Pro MiniLED display (Apple With Backlight Supply Chain Challenge) and now Digitimes has identified Zhen Ding Technologies as a supplier of backlight PC boards, alongside Youngpoong Electronics. Tripod Technology, also from Taiwan, is reported to be trying to join the supply chain. … Read more
Total consolidated revenue was KRW 65.39 trillion, a 6% increase from the previous quarter and a record for the first quarter. Operating profit increased 4% from the previous three-month period to KRW 9.38 trillion as solid sales of smartphones and consumer electronics outweighed lower earnings from semiconductors and displays. The semiconductor business saw an earnings … Read more
What They Say Samsung reported profits of $8.45 billion on sales of $59 billion in Q1 2021. Solid sales of smartphones and consumer electronics outweighed lower earnings from semiconductors and displays. The display business saw sales of $6.24 billion with profits of $324 million. Sales of mobile panels were down because of chip shortages and … Read more
What They Say Lextar sent out a press release describing what it had shown at Touch Taiwan last week. The firm highlighted a number of applications but also linked to the Ennostar image gallery Epistar/Lextar/Yenrich) from the event including the 70% transparent display we reported on last week. We’ve included some of the images. What … Read more
PMA Research (PMA), the worldwide market information experts on large displays, have published their latest sell-through tracking report on large-format (32-inch and larger) flat panel displays being sold by leading Pro AV dealers and systems integrators who typically serve commercial markets. March sales of large-format flat panel displays through the North American Pro AV channel … Read more
In a recent webinar, “Media Roundtable: State of the Education Beat”, four seasoned education-industry editors hashed out the big issues confronting today’s educational press in the Covid era. These respected editors weighed in on the role of journalism in a pandemic, the kinds of stories that are currently on journalists’radars, and how vendors/manufacturers can obtain … Read more
What They Say The Elec reported rumours that Apple may have had problems with supply of its new miniLED XDR display-based iPad Pro because of low yield from TSMT. Separately, Trendforce identified Yenrich as another supplier of SMT technology to Apple for the iPad Pro. The Elec said that LG Display and Sharp are supplying … Read more
What They Say Apple said that it planned to invest $430 billion in the US over the next five years and committed to build a new North Carolina Campus in the Research Triangle Area. The new centre will create 3,000 new jobs in machine learning, artificial intelligence, software engineering, and other cutting-edge fields. Apple said … Read more
Jon Peddie Research
4 St. Gabrielle Ct.
Tiburon, California 94920
415-435-9368
© 2025 Jon Peddie Research
