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Links Week Starting 26th September 2022

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week – only a few as I have …

Tags:Apple| Augmented Reality| Broadcast| Colour Grading| Desktop Monitors| Epson| Game Playing| Google| iPhone| LCD Projectors (3LCD)| MMD (AOC Philips)| Nvidia| Retail| Streaming Dongles| Testing

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Display Industry to Show Weakness thru H123, Suffers 1st Quarterly Loss in Q222 after 7 Consecutive Profitable Quarters

by Bob Raikes

Over the past few months the economic conditions for the consumer electronics market have been deteriorating, but there is a start of a normalizing correction in inventories, which had been built up throughout the …

Tags:Apple| Financial Data| Forecasts| Huawei| Large LCD Supply| Market Data| OLEDs| Samsung| Samsung Display| Small Medium Panel Supply| Supply Chain| Xiaomi

Google reportedly considering making Pixel phones in India

by Milos Pavlovic

What They Say Two separate reports this week suggest that more smartphone handset assembly may be moving to India. Reuters reported analysis from JPMorgan that a quarter of Apple’s iPhone production could be in …

Tags:Apple| Google| India| iPhone| Smartphone Market

Samsung set for record Q3 profit on iPhone 14 series shipments

by Bob Raikes

What They Say We have previously reported on forecasts from DSCC that Samsung would retain its share of supply to Apple for the iPhone 14 at around the same level of last year, despite …

Tags:Apple| BOE| Financial Data| iPhone| LG Displays (LGD)| LTPO TFT| OLEDs| Samsung Display| Supply Chain

4 of 5 chip experts say Korea faces ‘worst crisis’ in decade

by Bob Raikes

What They Say Although Samsung Display is doing well with its OLED sales to Apple (Samsung set for record Q3 profit on iPhone 14 series shipments), the same is not true of other Korean …

Tags:Apple| China| Korea| Samsung| Semiconductor Market| Supply Chain

Apple expected to use hybrid OLED for iPad

by Bob Raikes

What They Say Apple wants the OLEDs that are expected to be used on its OLED iPads in around 2024 to use a very thin (0.2mm) glass substrate rather than a fully flexible substrate …

Tags:Apple| Encapsulation| Flexible Displays| OLEDs

The State of Play in MicroLED and an Apple Watch Forecast

by Bob Raikes

What They Say Semiconductor Engineering published quite a long article on the state of play of microLED developments and has some useful information, especially if you are new to the field. In it, Eric …

Tags:Apple| Apple Watch (iWatch)| Investment| MicroLED| R&D (Research & Development)| Small Pixel Pitch LED SPP| Supply Chain

Apple Headset Ideas from Gurman

by Bob Raikes

What They Say Bloomberg’s Apple expert, Mark Gurman described ‘at least’ three Apple XR headset developments. N301 – probably to be called the Apple Reality PRo and a high-end rival to Meta Platforms Inc.’s …

Tags:Apple| Augmented Reality| iPhone| Smartphones| Virtual Reality

Apple’s iPhones overtook Android devices

by Bob Raikes

What They Say The FT reported data from Counterpoint Research who said that the active installed base of iPhones topped the 50% mark in the quarter that ended in June. It’s iPhone’s highest market …

Tags:Android| Apple| Operating Systems| Smartphones