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 …
Tags:BOE| Canon Tokki| China| LG Displays (LGD)| Manufacturing| OLED Materials| Samsung
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
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
OLED Panel Revenues Decreased 11% Y/Y in Q3’22 as Smartphones and TVs Drop 16% and 12%
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
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
Samsung’s Galaxy M54 OLED to be developed by BOE and CSOT
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
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
LG Display starts to ship LTPO AMOLED displays to Apple
by Bob Raikes
What They Say ETNews reported that LG Display has now started shipping LTPO AMOLED displays to Apple, breaking what has up to now been an exclusive deal with SDC. What We Think In its …
Tags:Apple| BOE| Flexible Displays| LG Displays (LGD)| LTPO TFT| OLEDs| Samsung Display| Smartphone Market| Supply Chain
BOE developed a transparent direct-view mini-LED display
by Bob Raikes
What They Say BOE has released information in Chinese about a new miniLED display that allows the development of a transparent display where the area of transparency is around 90% of the pixel and …
Tags:BOE| MicroLED| Transparent Displays
