What They Say
Digitimes reported that Samsung has raised pricing for its rigid AMOLED panels by 5% to 8% because of driver supply issues. Samsung is yet to resume production in Austin after the storms last month, as Sigmaintell reported in an SID webinar this week on drivers (more later!).
Quotes for 6.5-inch a-Si HD+ LCD panels have increased by $0.1 to $14.1 in March, and 6.5-inch FHD+ LTPS panel prices have moved up $0.1 to $14.8. Meanwhile, prices of 6.4-inch on-cell FHD+ AMOLED have reached $21, according to data from CINNO Research.
What We Think
This is a story we’re going to hear a lot during 2021. We attended the Sigmaintell webinar this week. We’re still waiting for some materials but are planning a detailed report on the topic next week. (BR)
