Empowering display industry professionals with cutting-edge insights and analysis
What They Say Eizo put out an information update about compatibility issues between Apple PCs equipped with the new M1 chip and the Big Sur OS and some of its monitors. Some systems are only able to display on one Thunderbolt output, rather than both. There can also be issues with banding and correct colour … Read more
What They Say One of the Covid winners, Acer Inc, said that it’s November revenues were up 40.6% in November and up 17.9% for the year to date. Business highlights include YoY revenue growth for: Notebook PCs by 68.0% in November Monitors by 34.9% in November Gaming line by 52.4% in November, and by 31.8% … Read more
What They Say LG Display is considering converting its E5 production line in its Gumi factory to make OLEDs for iPhones, according to Korean sources. At the moment, it uses the E6 line in Paju for that purpose. The company would like to make more OLEDs for Apple in 2021, but its current capacity is … Read more
Aledia, a French startup pioneering a disruptive technology for microLED displays, announced it has manufactured the world’s first microLED chips produced on 300mm (12”) silicon wafers. The company, which developed its breakthrough technology on 200mm (8”) silicon wafers over the past eight years, will produce the chips on both 200mm and 300mm wafers. The larger … Read more
Vewd, the leading provider of OTT solutions globally, introduced Vewd OpX (Operator Experience), a cloud-managed set-top box experience integrating pay TV services with aggregated OTT content. Available for Linux, Android TV, Android Open Source Project (AOSP), and Reference Design Kit (RDK), Vewd OpX enables operators to deliver any TV content within a single unified user … Read more
What They Say The interesting Benedict Evans, who publishes a general technology email (freemium model) that included this week an interesting article that discusses ‘What comes after smartphones’. He takes a very generalised view based on the idea that new platforms have come along every 15 years, but in computing, these platforms have effectively already … Read more
OLED panel revenues will increase by 49% sequentially to an all-time high of almost $12 billion in the 4th quarter of 2020, according to the latest update of the DSCC Quarterly OLED Shipment Report for Q4 2020, as increased panel shipments for smartphones are joined with revenue growth in TVs, smartwatches and other applications. The … Read more
What They Say DSCC has put out a blog post with a range of data on OLED sales which had an incredibly strong result in Q4, driven by the Apple iPhone 12, which is all OLED for the first time. The Samsung S21 launch will also be earlier, so volume started in November. Revenues are … Read more
What They Say The Elec reports that Apple is expected to ship 160 million to 180 million iPhones using OLED in 2021, quoting sources in Samsung Display (SD). Around 100 million will be iPhone 12. Of the total, SD hopes to supply 140 million, with LG Display at 30 million and BOE at 10 million. … Read more
What They Say DSCC put out its new forecast report that foldable panel shipments will hit 3.1 million units, with revenue rising 394% to $462 million, but below earlier expectations because Huawei could not launch its Mate X2 due to US trade restrictions. Samsung completely dominates the market with 88% share for 2020. Other items … Read more
After a difficult Q1’20 and Q2’20 as a result of COVID-19 related travel restrictions to customers in China, the display equipment market rebounded in Q3’20, enjoying Y/Y growth for the first time since Q4’18 and higher margins. In a survey of 36 publicly traded display equipment companies, we found that their display equipment revenues rose … Read more
What They Say Well, if feels like DSCC Daily, today, but the firm has put out a lot of good, free data this week! The firm reports that Nippon Electric Glass (NEG) has had a power outage that will affect its capacity, adding to tightness in the glass market. An unrelated tank problem at one … Read more
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