Empowering display industry professionals with cutting-edge insights and analysis
What They Say Nikkei reports that Huawei has advised its suppliers that it expects its component orders to fall by more than 60% in the face of US sanctions. It expects to make 70-80 million smartphones in 2021, down from 189 million in 2020. Even that number may be optimistic, the paper reports, based on … Read more
VIZIO Ads, the award winning TV company’s direct-to-device advertising business, unveiled Universal Frequency Control, a new capability that enables brands to set limits on how often a VIZIO TV within a household is exposed to specific ad creative when placing an ad through its platform. Solving one of the biggest problems plaguing the over-the-top and … Read more
What They Say Roku had a good Q4 and good year in 2020 overall. The company went past 50 million active acounts, via players and Roku TVs and the company claimed 38% share of SmartTVs sold. For the year, revenue was up 58% to $1.778 billion and ARPU grew from $23.14 to $28.76 from Q4 … Read more
Solas OLED Ltd., an Irish company that specializes in OLED technologies that it licenses to consumer electronics manufacturers, has announced that it has entered into a Settlement and License Agreement with LG Display Co. resolving a number of patent infringement actions brought by Solas against LG Display and a certain number of its customers, including … Read more
What They Say Vuzix put out a press release (it sends almost more than anyone!) that set out that it would support Signify’s Trulifi LiFi technology for low latency two-way wireless connectivity to its AR glasses. The technology will work with Gemvision software (a cloud-based, off the shelf Communication Platform as a Service (CPAAS) provider). … Read more
What They Say OLED material supplier UDC has reported a strong end to a good year for its business. It reached record quarterly revenue of $141.5 million, up from $101.7 million in 2019. Material sales were $62.5 million and licensing income was $75 million. Net income was $53.9 million in Q4 up from $26.4 million … Read more
What They Say Google has announced that the Apple TV+ streaming service is now available on Google TV, with the first implementation on Chromecast with Google TV. The service will become available later on TCL and Sony Android-based TVs. Apple Originals content in the personal recommendation engine. TechCrunch reports that the AppleTV+ is now available … Read more
Vuzix® Corporation, a leading supplier of Smart Glasses and Augmented Reality (AR) technology and products, announced an exciting new development with Signify (Euronext: LIGHT), the world leader in lighting, to further reduce latency for Vuzix Smart Glasses in areas where radio-based devices might have poor to limited connectivity. Supporting the fourth industrial revolution in enterprise … Read more
What They Say I see a lot of forecasts for AR & VR and most of them I ignore. However, I saw one from Frost & Sullivan that forecast revenues of $661.4 billion of revenues by 2025, a CAGR of 86.3%. $161 billion will come from manufacturing which will exploit the technology alongside robotics in … Read more
What They Say NPD said that US consumers spent $4.5 billion on hardware in 2020, up 62% on 2019 and more than double the level of 2017. Monitors were among the strongest growing, along with PC headsets and keyboards, both in units and values. 40% of US consumers played PC games in 2020, up 4% … Read more
According to The NPD Group, in 2020, overall total consumer spending on PC Gaming hardware and accessories totaled $4.5 billion, an increase of 62% over 2019, and more than double total sales from 2017. Digital PC gaming content also experienced growth, increasing 19% to $7.5 billion. All hardware and accessory categories experienced double-digit growth, with … Read more
The LCD panel market is the kind of market that gives classical economics a good name. When supply is stronger than demand, prices dive and when demand is stronger than supply, prices rise. This behaviour has been clear since the beginning of the TFT LCD market. Given where we are now, with 55″ TV panel … Read more
Jon Peddie Research
4 St. Gabrielle Ct.
Tiburon, California 94920
415-435-9368
© 2025 Jon Peddie Research
