From Jon Peddie Research
by Omid Rahmat
As we approach the end of March, the latest survey of supply chain data from DSCC indicates that panel shipments for the iPhone 14 Series are tracking 2% higher than the iPhone 13 Series …
Tags:BOE| DSCC| iPhone| LDC| Market Data| OLED| SDC
by Omid Rahmat
BOE has long been transitioning from LTPS technology to LTPO technology in its B7, B11, and B12 factory production lines. It may now have the confirmation that it will be giving Samsung a run …
Tags:Apple| BOE| LTPO TFT| OLED
by Omid Rahmat
The Chinese display giant is facing problems with the yield of its panels.
Tags:Apple| BOE| iPhone 15| OLEDs
by Omid Rahmat
The US Congress is trying to figure out how to put a stop to the flow of goods and capital to China from the tech sector. Pressure has been applied to allies like South …
Tags:BOE| Canon Tokki| China| LG Displays (LGD)| Manufacturing| OLED Materials| Samsung
by Omid Rahmat
Second half of 2023 boost for BOE from winning back Apple.
Tags:Apple| BOE| iPhone
by Bob Raikes
What They Say Toms Hardware reports based on a Chinese language newspaper report that BOE showed a 16″ 600Hz notebook panel at an industry event in Chengdu, China. It also had a 17.3″ foldable OLED …
Tags:BOE| China| Flexible Displays| Foldable Devices| HFR - High Frame Rate| IPS| LCD displays| MiniLED| Notebooks
by Bob Raikes
What They Say UBI Research of Korea published a press release that said that there is a possibility that the investment in BOE’s B16 8.7G OLED line located in Chengdu will be further delayed. A …
Tags:BOE| China| Investment| LG Displays (LGD)| LTPO TFT| OLED Fabs| Samsung Display
by Bob Raikes
What They Say Reinforcing the message from DSCC about SDC’s OLED dominance (Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED) The Elec reported that SDC expects to supply 70% of …
Tags:Apple| BOE| LG Displays (LGD)| Samsung Display
by Bob Raikes
What They Say DSCC has released its latest OLED report and highlighted that OLED revenues have dropped 11% YoY with a 17% drop in panel shipments. By OLED application: Smartphones decreased 26% Y/Y in …
Tags:BOE| LG Displays (LGD)| Market Data| OLEDs| Samsung Display| Supply Chain
by Milos Pavlovic
What They Say In its blog (registration required), DSCC highlighted the difference in financial results between LCD and OLED makers, with an increasing ‘chasm’ between OLED-focused makers and those making LCDs. Q3 was the …
Tags:BOE| Display Supply & Demand| Financial Data| LG Displays (LGD)| Samsung Display| Supply Chain
by Bob Raikes
What They Say The Elec reports that a new OLED display for a budget Samsung smartphone for the Southeast Asia market, the M54, is being developed by BOE and CSOT. It is unclear whether …
Tags:BOE| CSOT| OLEDs| Smartphones
by Bob Raikes
Sweta recently gave a summary of the recent DSCC Global Display Supply Chain Dynamics and Technology Outlook Conference, which took place virtually last month. She covered the TV and IT segments (DSCC Supply Chain …
Tags:Apple| BOE| Flexible Displays| Forecasts| LG Displays (LGD)| Market Data| OLEDs| Samsung Display| Smartphone Market| Smartphones