Empowering display industry professionals with cutting-edge insights and analysis
What They Say DSCC published a blog post that showed that LCD input was up 9% in Q3 at 76.4 million m² with an expectation that Q4 will be just 1% down on that value. Fab utilisation has crept up although Korea is not enjoying that. Gen 8.5 is slowing losing share to G10.5 fabs … Read more
What They Say I saw a stream of articles that highlighted that the Apple TV app will come to X-Box in a week or so. The Verge reports that it will also be on the PS5 from launch. The Xbox Series X and Series S will support Dolby Vision and Dolby Atmos, which work in … Read more
Demand for flat panel displays (FPD) is set to reach 220 million m2 in 2020, more than 4% higher than 2019 according to Omdia’s latest research. In Q3 2020 alone demand has risen by over 12% QoQ. The latest data comes from Omdia’s recently updated OLED and LCD Supply Demand & Equipment Tracker. However, capacity … Read more
What They Say The earthquake in Izmir, Turkey has seen more than 100 deaths, so our thoughts go out to those affected. Survivors were still being found yesterday (3rd November). What We Think As soon as I heard this, I thought of a trip I made some years ago to Beko in Izmir. We reached … Read more
What They Say The European Audiovisual Observatory has published a report on how revenue flows in the audiovisual sector flow in the EU. The aim of the report was to develop a model for these flows. What We Think When I first saw this report, I thought it might apply to professional AV, but it … Read more
What They Say JCDecaux has lost a long term contract to provide digital signage advertising at the four New York airports of JFK, LaGuardia, Newark Liberty and New York Stewart. The contract was won by ClearChannel who trumpeted the announcement in a press release. What We Think JCDecaux also put out a press release which … Read more
Sharp Corporation and NEC Corporation completed the previously announced transaction to form a joint venture by Sharp acquiring 66% of shares for NEC Display Solutions Ltd., a subsidiary of NEC. In connection with the completion of the transaction, NDS has changed its company name to Sharp NEC Display Solutions Ltd. (hereinafter ‘SNDS’) and has started … Read more
What They Say Google will require Android TV device makers to support the AV1 codec from April 1st 2021. The latest Fire TVs (from Toshiba and others) have already got support and Netflix is reported to be working on support for its app. The Roku Ultra device, recently launched (What Bob Saw on the Net … Read more
That’s another virtual conference in the books. This time it was the OLED Summit. Just like last year, there were a few talks on EL-QLED devices as the OLED community wants to keep tabs on the competition (I suspect). I had intended on sharing my thoughts on the OLED summit with you earlier, but I … Read more
What They Say Universal Display reported its Q3 2020 financial results, with revenues of $117 million (up from $58 million in Q2 2020 and $98 million in Q3 2019, and a net income of $40.5 million. UDC ended the quarter with with $673 million in cash and equivalents Apple posted revenues of $64.7 billion for … Read more
What They Say Epson announced a new OLED microdisplay and an AR display engine. The engine will be used in the firm’s Moverio glasses and also sold on the merchant market. The new microdisplay has a 0.453″ diagonal, resolution of 1920 x 1080 and contrast quoted at 500K:1. What We Think In September, Epson Taiwan … Read more
What They Say Although we haven’t been able to pin down an original source, we have seen various reports that Royole has announced a $2.4 billion flexible OLED fab to be built in Qingdao, China. What We Think I can’t say that I have been impressed with any of the Royole OLEDs that I have … Read more
Jon Peddie Research
4 St. Gabrielle Ct.
Tiburon, California 94920
415-435-9368
© 2025 Jon Peddie Research
