Empowering display industry professionals with cutting-edge insights and analysis
What They Say IDC put out its data for wearables sales for 2020 and for Q4 2020. The good news was a boost of 27.2% year on year in Q4 to 153.5 million, but the bad news was that the big growth was in hearables which are 64.2% of the market, with smartwatches next at … Read more
Worldwide shipments of wearable devices reached 153.5 million in the fourth quarter of 2020 (4Q20), a year-over-year increase of 27.2% according to new data from the International Data Corporation (IDC) Worldwide Quarterly Wearable Device Tracker. Shipments for the full year grew 28.4% to 444.7 million units. While the holiday quarter was largely driven by new … Read more
What They Say Digitimes has published two reports suggesting that the demand for notebooks is weakening. First it reported that one top three notebook brand has asked chip suppliers to stop shipments and chassis suppliers told the site that shipment pull-ins from one brand had slowed. Display inventory has started to trend up after a … Read more
Amid exponential growth of the gaming industry that is being fueled mostly by more stay-at-home time, Samsung Display announced that it will aggressively expand its presence in the gaming smartphone and laptop (note PC) markets with OLED displays optimized for high-resolution gaming content. With more people practicing social distancing by staying at home, the number … Read more
What They Say DSCC said that its latest capacity forecast for the LCD industry as better performance from miniLED backlights improves revenues for makers and allows more money for further investment. The CAGR of growth from 2020-25 is 4.3% and capacity increase has risen from 1% CAGR to 3% CAGR despite 13% of 2020 capacity … Read more
What They Say The Information reported that nearly a fifth of Amazon’s global workforce are working on AR and VR projects and that 17% of employees are in the AR/VR division, up 5% from 2017. The blog found 800 vacancies in AR, VR, AI, and brain-computer interfaces. What We Think We reported a talk by … Read more
What They Say Reuters reports that Qualcomm is ‘struggling to keep up with demand’. Samsung is said to be short of enough APUs for its mid-range and low end smartphones. Qualcomm is said to be short of meeting demand because of an increase following the reduction in business by Huawei. The strong demand is driving … Read more
What They Say Corning took part in a conference reported by Seeking Alpha and said that it thought there were potential revenues of up to $25 per car from glass used in instrument panels and consoles as it sees its 3D ColdForm technology as making life easier for car makers to use different displays. An … Read more
Global sales of connected TV devices soared to a new record in Q4 2020, reaching 109.1 million units, according to the latest research from Strategy Analytics’ TV Streaming Platforms service. According to the report, Amazon became market leader for the first time with sales of 13.2 million devices and a market share of 12.1%. Samsung … Read more
What They Say Strategy Analytics put out a press release lauding the rise of Amazon to the top of the list of connected device brands and said that 2020 sales of both smart TVs (186M) and media streamers (81M) reached new records. SA said that Amazon’s Fire TV Stick 4K is the key reason for … Read more
In recent years, I have been more and more convinced of the need for a mid-performance semiconductor in the display industry. While amorphous silicon (a-Si) is the industry workhorse and covers almost 60% of the display industry by value, its capabilities are limited in some cases: it is not uniform enough, and not stable enough … Read more
What They Say Sigmaintell Research released its data on LCD price trends for open cell TV panels. Prices are continuing to rise with 55″, 65″ and 75″ panels all expected to be up by $10 in March, from $9 in February as TV brands have low inventory and firms still see strong user demand for … Read more
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