BOE – Page 10 – Display Daily

Korean and Chinese Manufacturers Sloppily Carving Up LCD/OLED Markets

by Omid Rahmat

The gist of it: Korea seems to be ceding LCD manufacturing to Chinese manufacturers. This may be a flawed strategy but spooked Korean investors may expect Samsung and LG to make cuts in order …

Tags:BOE| LCD| LG| Manufacturing| OLED| Samsung| TCL

Visionox Seeks Local Government Aid Amid Financial Woes

by Omid Rahmat

The tl;dr version: Chinese panel manufacturer Visionox is seeking financial assistance from local government by requesting share purchases as the company faces a possible nine quarters of straight losses. While there were rumors that …

Samsung Puts Aftermarket Chinese Panels and BOE in US Government Crosshairs

by Omid Rahmat

The tl;dr version: Samsung is looking to protect its US market from the encroachment of cheaper panels from China as replacement screens for repair shops. Its actions have now given the USITC a chance …

Tags:BOE| LCD| OLED| Right to Repair| Samsung

BOE Sees Staggering 22.55% Drop in Display Business

by Omid Rahmat

The display business represents over 88% of the company’s revenues, and took the biggest hit to revenues YoY in 2022.

Tags:BOE| Financial Data| LCD| LTPO

Apple’s Uncertainties Could be Holding Back OLED Investment by Samsung and LG

by Omid Rahmat

Uncertainty affects investment plans and complicates the transition to 8th generation OLED technology.

Samsung, BOE and LG Display Place on the Podium for AMOLED Market Share

by Shawnee Blackwood

In 2022, shipments of small-to-medium size (9.0-inch and smaller) AMOLED experienced a decrease of 6% due to reduced smartphone demand resulting from global inflation. Samsung continued to hold its position as the top manufacturer …

Did BOE Drop the Ball Giving Samsung Apple’s iPhone 15 Display Business

by Omid Rahmat

Samsung is being slated as it is starting manufacturing of displays for the next big iPhone release earlier than anticipated. This is assumed to be a result of BOE’s problems in addressing issues of …

Tags:Apple| BOE| iPhone 15| LTPO TFT| LTPS TFT

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 …

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 …

Tags:Apple| BOE| LTPO TFT| OLED

Will BOE Lose Apple’s iPhone 15 Business Because of Sanctions?

by Omid Rahmat

The Chinese display giant is facing problems with the yield of its panels.

Tags:Apple| BOE| iPhone 15| OLEDs

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 …

BOE Beats Samsung to the Punch on iPhone 15

by Omid Rahmat

Second half of 2023 boost for BOE from winning back Apple.

Tags:Apple| BOE| iPhone