Apple iPhone 14 Panel Shipments Drop 23% MoM With Anemic Growth

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

BOE Confirmed to Supply LTPO OLEDs for Apple From Mianyang

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 …


When Push Becomes Shove, Display Manufacturing Will Go China’s Way

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

 BOE Shows 600Hz Notebook Display in China

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

[China Trend Report] Further Delays to BOE Chengdu B16 Line Investment

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

Samsung Display to dominate Apple iPhone 14 OLED supply this year

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

Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED

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

DSCC Webinar Updates on 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